Robert Clark is a CFP®-designated financial advisor with LPL Financial in Chesterfield, MO, and has nine years of industry experience. He previously worked at Royal Alliance Associates and Financial Legacy Associates, and spent four years at the University of Missouri. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

John Puricelli is a financial advisor with Edward Jones in Chesterfield, MO, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with Edward Jones since 2014. Outside of his advisory role, he teaches Zahn Certified Fin Planner live review classes several weekends a year. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Rachel Portuondo is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds a Series 66 designation and previously worked at Rockefeller Financial LLC and Merrill. Before her career in financial services, she held roles at Enterprise Holdings, Gap Incorporated, and Target Corporation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across a range of financial planning topics. The firm’s approach includes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Mary Wang is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 16 years of industry experience. She previously worked at TD Ameritrade and Scottrade Inc. before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and a formal alternative-investment program.

Jeremiah Slankard is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at Bank of America, N.A., American Freight, and Darden Restaurants. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Michael King is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience, including roles at MassMutual Life Insurance Company and previous work in logistics and marketing. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, employing firm-approved software and collaborative planning processes.

Diane Rademacher is a financial advisor with Morgan Stanley in Chesterfield, MO, holding a Series 63 designation and 39 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to model outcomes.

Daniel Wren is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and two years of industry experience. He previously worked at Wells Fargo and has been involved with Octave Commercial, LLC, a now-expired real estate brokerage. Outside of his advisory role, he is engaged with Retirement Income Source, LLC, focusing on fixed insurance sales and client acquisition. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, emphasizing written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program supported by centralized due diligence and a manager solutions team.

Cory Wilson is a Series 66-licensed financial advisor with Wells Fargo Clearing in Chesterfield, MO, with 9 years of industry experience. He has been with Wells Fargo Clearing Services since 2009. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Nicholas Coyne is a Series 66-licensed financial advisor with Morgan Stanley in Chesterfield, MO, where he has worked since 2016. He has 10 years of industry experience, all with Morgan Stanley Private Bank and Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm-approved tools.

Arynne Slocum is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and three years of industry experience. Her prior work includes roles at Charles Schwab Bank, SSB, Graybar, Midwest Pool Management, and Shaw Park Pools. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment options supported by centralized custody and research resources.

Lauren Storie is a financial advisor with Edward Jones in Union, MO, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones and its affiliated entities since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a broad range of investment strategies and operates under a fiduciary standard, supported by a nationwide network of approximately 23,701 financial advisors.

Annapurna Kuchi is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Charles Schwab and Co., Inc. since 2022, following five years at TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Daniel Stavrides is a financial advisor with LPL Financial holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Cetera, PNC Wealth Management, and Edward Jones. Outside of his advisory work, he owns small businesses including Melting Pot Card, Collective, LLC and Stavy's Resale Shop, and works as an Uber Eats driver. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment programs and platforms, supporting advisors with research, technology tools, and access to diversified strategies across discretionary and non-discretionary accounts.

Danielle Rosas is a financial advisor at Edward Jones in St. Charles, Missouri, with four years of industry experience. She holds a Series 66 designation and previously worked at Creative Planning Tax for five years before joining Edward Jones. Outside of her advisory role, Rosas is a co-owner of Rosas Reimagined, LLC, a home repairs and maintenance business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of asset levels. The firm offers various advisory programs and investment strategies, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jeffrey Giles is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at TD Ameritrade, NYLIFE Securities, and New York Life Insurance. Outside of his advisory duties, he occasionally assists with administrative tasks at a family healthcare business. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management services supported by multi-asset portfolios and rigorous due diligence on alternative investments.

Jim Gansner is currently serving as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. In this role, he works closely with clients to help them achieve their financial goals by leveraging his extensive education, experience, and Fidelity's resources. He values building relationships with clients and assisting them in striving for a better life for themselves and their families. Prior to joining Fidelity, Jim held various positions in the financial industry, gaining experience in sales, consulting, and advisory roles. His previous roles include Financial Consultant at American Century Investments, Guidance Sales Manager at TD Ameritrade, Guidance Solutions Consultant at Scottrade Investment Management, Financial Advisor at Wells Fargo Advisors, and Fixed Income Sales at First Bankers' Banc Securities. Additionally, he held multiple leadership positions at Bank of America, including Vice President Student Banking, Vice President Small Business Lending, Assistant Vice President Training and Development, and Assistant Vice President Branch Manager.

Jose Cavazos is a Certified Financial Planner (CFP®) with 19 years of experience. He has been with Edward Jones since 2006, currently working in Chesterfield, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 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.

Jennifer Summers is a financial advisor with Charles Schwab in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She previously worked at Scottrade, Inc. for 13 years before joining Charles Schwab in 2019. Summers serves as president of the Fort Zumwalt South Inline Youth Hockey Board and is the secretary/registrar for the Fort Zumwalt South Bulldogs Hockey Club, overseeing governance and operational duties for local youth hockey programs. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated financial planning services, offering a range of advisory, brokerage, custody, and cash-sweep services with a combination of non-discretionary and discretionary investment solutions.

Vincent Raimondi is a Series 66 licensed financial advisor with one year of industry experience. He currently works at Merrill and previously held roles at SAP and Accenture. Raimondi serves as a successor trustee for a family trust. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.