Michael Williams is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and the Morgan Stanley Private Bank, National Association since 2015. 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 utilizes a structured planning process supported by firm-approved tools and market models.

David Goettelmann is a Series 66 licensed financial advisor with Equitable Advisors in Ballwin, MO, bringing 15 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 2011. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a combination of proprietary and third-party models and discretionary advisory services.

Mitchell Newhouse is a financial advisor at Charles Schwab with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years before joining Schwab in 2025. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 a multi-asset investment approach supported by in-house research and alternative investment due diligence.

Craig Heisserer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Primerica Advisors since 2024 and previously held roles at Intuit, Inc. and several accounting firms. His other business activities include sales of investment-related products and part-time referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Wesley Hauck is a financial advisor at Fidelity with two years of industry experience. His prior work includes roles at Allsup Employment Services, Midwest Equity Mortgage, LLC, and EMC Financial. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery through a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Carter Wiegman is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he held positions at Wiegman Motor Company, Bass Pro Shops, Donnewald Distributing, Kloss Furniture, and worked at Highland High School. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations through a centralized consulting team.

Jon Eaton is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of The Eaton Wealth Management Group. In this role, he serves a diverse clientele across Missouri and nationwide, including active and retired professionals, business owners, and families. Jon and his team focus on delivering customized financial strategies supported by Merrill specialists to help clients pursue improved financial futures with dedicated service and guidance. Jon joined Merrill in 2015 following more than 11 years at Wells Fargo Advisors, where he held various positions including portfolio specialist and product manager in the managed money division. He holds an Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning and a Personal Investment Advisor (PIA) designation. Jon earned his bachelor's degree in Finance from the University of Missouri-St. Louis. Outside of his professional work, Jon spends time with his wife and two children, engaging in activities such as skiing, hiking, golf, tennis, and pickleball. He is also active in his local parish in Chesterfield, Missouri, and participates in volunteering and fundraising for organizations including the Joshua Chamberlain Society, St. Jude Children's Research Hospital, and Operation Food Search.

Riley Just is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Wells Fargo Clearing Services and has diverse work history including roles in sports and fitness organizations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides written retirement income planning and ongoing advice focused on dependable income sources and tax‑aware withdrawal strategies.

Alan Lintker is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 66 and Series 63 designations. His career includes roles at Charles Schwab Bank, Charles Schwab and Co., Inc., TD Ameritrade, Scottrade, and a long tenure at Patty Long Catering. 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 affiliated discretionary separately managed accounts and provides multi-asset model portfolios, alternative investment due diligence, and integrated custody and brokerage services.

Jeffrey Beckmann Jr. is a financial advisor with Ameriprise in Chesterfield, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. He is co-owner of Confluence Limited LLC, a business entity that manages his practice’s rent and employee salaries. Ameriprise provides retirement-income planning services aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jon Nelle is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2004. Outside of his advisory role, he is the owner of Nelle Enterprises LLC, a commercial real estate business in Saint Peters, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Kensey Szabo is a financial advisor at Edward Jones with eight years of industry experience. Szabo has worked at Edward Jones since 2017 and previously spent nine years at Clinical Products, LLC. Szabo holds the Series 66 designation and is based in Chesterfield, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

James Mackoul is a financial advisor with Equitable Advisors in Chesterfield, MO, holding Series 63 and Series 65 licenses. He has 38 years of industry experience, including 27 years at Equitable Advisors and 21 years at Axa Advisors, LLC. In addition to his advisory work, he serves as a volunteer priest. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, institutions, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers, offering services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Marissa Stegmann is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services LLC since 2024. Her prior work experience includes roles at ADP, Siemens, and Enterprise Rent-A-Car. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Cynthia Berry is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include positions at Merrill and Banc of America Investment Services. She has been with Wells Fargo Advisors and its affiliated clearing firm since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop tailored client recommendations.

Kevin Miller is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities since 2007, following six years at Citigroup Global Markets. Outside of his advisory work, he is the author of a book that he plans to publish as an ebook or potentially adapt for a movie. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment research to support client strategies while generally acting in an advisory capacity.

Brian Schmuke is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes roles at MetLife Securities Inc. and MassMutual Life Insurance Co. He is also an agent for individual life and group life/health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses technology-driven tools to support annual, collaborative planning engagements and provides specialized offerings such as divorce planning and employer-sponsored programs.

Alexander Roy is a financial advisor with UBS Financial Services, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at TD Ameritrade and Edward Jones. Outside of finance, he worked at Hannibal LaGrange University and RACM Ranch for several years. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management and proprietary research to tailor investment plans aligned with clients’ goals and risk tolerances.

Robert Halterman is a CFP® and ChFC® with 23 years of industry experience. He has worked at Edward Jones since 2012 and previously spent three years at MSI Financial Services, Inc. Halterman serves as an elder at Zion Lutheran Church and School in St. Charles, MO, and volunteers as a statistician for the Francis Howell Central boys basketball team. 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 investment advisory programs and wrap fee strategies through a large nationwide network of financial advisors.

Noah Luebbehusen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. His work history includes positions at Wells Fargo Clearing Services, UBS Financial Services, and teaching roles at Wabash College and Jasper High School. 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 combines research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory to guide its offerings, operating at a large scale with more than 14,000 financial advisors.