Tyler Watts is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 2013 and joined Merrill Lynch in 2019 after six years with another firm. In his role, Tyler assists clients in building wealth management strategies tailored to their individual needs, focusing on a comprehensive approach that emphasizes listening and informed decision-making. His expertise encompasses family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and ESG investing, sports and entertainment financial planning, individual and corporate investment strategies, tax minimization, and retirement income planning. Tyler holds the CERTIFIED FINANCIAL PLANNER (CFP) designation, is a Personal Investment Advisor (PIA), and has credentials in Sports & Entertainment (SE). Tyler earned his Bachelor's Degree from Indiana Institute of Technology. Originally from Indiana, he has a personal interest in sports and outdoor activities such as baseball, boating, cooking, fishing, football, gardening, golfing, music, and traveling. He resides in Saint Louis with his wife and three children.

Samantha Estrada is a Series 66-licensed financial advisor with four years of industry experience. She has worked at OSAIC since 2024 and previously held positions at Securities America, Inc. and Millenia Investments LLC. Prior to her financial career, she spent two years at Ameristar Casino. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing both brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various portfolio construction tools and offers access to third-party money managers and managed account solutions.

Elaine Howard is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2008. Outside of her advisory role, she is an assistant volleyball coach for a youth sports league, teaching volleyball skills to children aged 9-12. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supporting a nationwide network of over 23,000 financial advisors.

Daniel Matter is a financial advisor with LPL Financial in O'Fallon, MO, holding a Series 66 designation and 15 years of industry experience. He previously worked at Commerce Brokerage Services, Inc. for 12 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by LPL Research and third-party subadvisors.

Paul Beeman is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked within various Wells Fargo entities since 2015. Beeman is also the sole owner of Beeman Asset Management, LLC and holds a partial ownership interest in Panorama Wealth Partners, LLC. Wells Fargo Advisors serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm provides tailored financial planning using proprietary research and tools, with services that include cash-flow, retirement, and specialized planning options for clients meeting certain net-worth criteria.

Juvie Ann Jimenez is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and possessing 18 years of industry experience. Her career includes roles at Fidelity Investments, Citigroup, Charles Schwab, TD Ameritrade, and Scottrade. She works with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses proprietary research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios and serves in formal advisory roles for multiple registered investment companies.

Thomas Thornton is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2016. Outside of his advisory role, he is a business owner involved with Bottle Buddy, a patented product. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by LPL Research and third-party subadvisors.

Bridie Smith is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with tailored services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education.

Adam Hopper is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2016. He has 11 years of industry experience. Outside of his advisory role, he serves as a board member of the BJC - St Peters/Progress West Foundation, contributing to community and fundraising efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Bethany Altis is a CFP® with nine years of experience and has been with Edward Jones since 2015. She holds a Series 66 license and is based in Ballwin, MO. Outside of her advisory role, she is co-owner of Altis Land and Cattle, a cattle business in St. Louis, MO. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors and offers a variety of advisory programs and investment strategies under a fiduciary standard.

Karl Nelson is a CFP® certificant with 21 years of industry experience and has been with Edward Jones since 2009. He is located in Chesterfield, MO, and holds Series 63 and Series 66 registrations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services, supported by a large national network of advisors and branch offices.

Eric Robert is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Stifel since 2007. Prior to joining Stifel, he worked at Emmis Communications for 13 years. He is also an on-air personality hosting talk radio shows with Epic STL, LLC. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group to inform asset allocation and financial planning analyses.

Matthew Robinson is a financial advisor with Edward Jones in Wentzville, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2008. Robinson is involved with the Wentzville School District's North Point High School. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of investment strategies and advisory services supported by a large national network of advisors and branch offices.

Aleksandr Pshichenko is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and having 10 years of industry experience. He has previously worked at Charles Schwab, TD Ameritrade, and TIAA/TIAA-CREF. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and supports its clients with research-driven investment solutions and a broad range of financial products.

Nickolas Betta is a financial advisor with OSAIC in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at FSC Securities Corporation for 26 years before joining OSAIC in 2023. OSAIC serves a wide range of retail and institutional clients through a large network of advisers, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Mark Talbott is a CFP® professional with 16 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Md Younus is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized wealth management strategies that consider clients' full financial picture and priorities. His areas of expertise include retirement planning, college education planning, family wealth management strategies, legacy planning, portfolio management services, socially responsible and ESG investing, and tax minimization. Younus holds a Master of Business Administration (MBA) and a Master of Science in Finance from Webster University, as well as a Bachelor's degree from the State University of Bangladesh. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Fluent in English, Arabic, Bengali, Urdu, and Hindi, he is dedicated to building long-term client relationships based on understanding their priorities and goals. Born in Bangladesh and having lived in Dubai before moving to St. Louis in 2013, Younus engages in community activities including volunteering with Bank of America's Better Money Habits program, Food Bank, IFGSTL, and YMCA. His personal interests include fishing, racquetball, soccer, pickleball, and cricket.

Philip Wellman is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and Ameriprise Financial Services. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting, supporting both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Charlton Hombs is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and with Citigroup Global Markets since 1993. Outside of his advisory role, he is a partner in Hombstead LLC, an agriculture-related business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market models.

Kimberly Caldwell is a financial advisor with Edward Jones in Chesterfield, MO, holding the ChFC® and Series 66 designations and bringing 13 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she is a wedding minister in Ballwin, MO, performing ceremonies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.