Jordan Lamantia is a financial advisor at OSAIC with a Series 66 credential and three years of industry experience. He has worked at Securities America Advisors and Millenia Investments, LLC, where he serves as an associate advisor supporting lead advisors. Lamantia has a background that includes roles outside of finance, such as managing his own lawn care business for five years. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Trisha Humphries is a financial advisor with Edward Jones in O’Fallon, MO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ahmad Mian is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 65 credentials. He has 43 years of industry experience, including 30 years at Metlife Securities Inc. and over nine years at MassMutual Investors Services. Outside of his advisory role, he is a part owner of CPMN, LLC and Morghis Real Estate Properties, both involved in real estate, and serves as an advisor to Thomas Insurance Advisors. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual that provides financial planning and asset management services to individuals, business owners, and various organizations. The firm offers a range of investment programs and educational seminars, emphasizing collaborative, goal-based planning without investment discretion for advisers.

Gabe Phillips is a financial advisor at Charles Schwab with six years of industry experience. He previously worked at TD Ameritrade, Bank of Springfield, and has held positions at Southeast Missouri State University and Cape Girardeau Country Club. Phillips holds Series 63 and Series 66 designations and is based in St. Louis, MO. Charles Schwab 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 a combination of non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and a centralized operational structure.

Matthew Erbacher is a financial advisor with Wells Fargo Advisors in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked with Wells Fargo Advisors and its affiliates since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth thresholds, utilizing Wells Fargo research and planning tools to develop customized recommendations.

Jack Waters is a financial advisor at LPL Financial with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Isaac and Kenneth Associates and Butler University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Thomas Schlag is a CFP® professional with 32 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked with Wells Fargo Advisors LLC from 2009 to 2016. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Schlag serves as a commissioner on the Municipal Park Grant Commission of St. Louis County, Missouri. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

April Sterne is a financial advisor with Edward Jones, holding a Series 66 designation and having one year of industry experience. She has been with Edward Jones since 2009, including firm tenure under a previous name. 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 with a nationwide network of over 23,700 advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Benjamin Waggoner is a CFP® professional with 25 years of industry experience. He has been with Edward Jones since 2007, serving clients from New Melle, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of investment solutions including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Kearns is a Series 66 licensed financial advisor with 11 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at United Planners' Financial Services of America and Investacorp, Inc. Outside of his advisory work, he is an associate at Tribute Tax and Accounting, LLC, providing tax preparation and bookkeeping services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Steven Glazer is a financial advisor with Osaic Wealth, Inc. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 35 years of industry experience. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services from 2016 to 2024. In addition to his advisory role, Glazer is involved in selling life and health insurance products and Medicare plans through his own LLC. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services using firm-provided asset-allocation tools and supports both discretionary and non-discretionary portfolio management, incorporating a variety of investment types and third-party solutions.

Paul Hardy is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 registrations and has worked previously at TD Ameritrade and in various roles related to higher education and events. Charles Schwab 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment offerings.

Joel Barjenbruch is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Enterprise since 2024. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and D.H. Hill Advisors, Inc. Barjenbruch also holds responsibilities as a Medicare agent and has engaged in marketing and client relations within affiliated business activities. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm utilizes a model-driven investment approach and provides access to third-party asset managers, alongside affiliated insurance and trust services.

Michael Fleming is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO. He holds the CFP® and ChFC® designations and has 24 years of industry experience. Fleming has been with Mass Mutual Investors Services since 2006 and MassMutual Life Insurance Company since 2005. He is the owner of Fleming Financial Services, LLC, an entity involved in his advisory activities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers various programs including wrap and money-manager options, focusing on collaborative, goal-driven financial planning.

Thomas Hadican Jr. is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO, holding a Series 66 credential and 26 years of industry experience. He previously worked at Metlife Securities Co. for 16 years before joining Mass Mutual. Outside of his advisory role, he serves as a sports official in his community. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Harry Tart is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He previously worked at Waddell & Reed, Inc. for 24 years and has operated his own businesses including The Compass Wealth Group, LLC and Tart Group LLC. Outside of finance, he has engaged in photography and has served as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, with investment strategies implemented by its network of investment adviser representatives.

John Gray is a financial advisor at Thrivent Investment Management with 29 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. He holds Series 63 and Series 66 licenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and combines planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management functions.

Alexander Buck is a financial advisor with Fidelity, holding a Series 66 designation and starting his advisory career in 2025. Prior to joining Fidelity, he has experience in medical sales at Sure-Tech Diagnostics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and formal advisory roles to multiple registered investment companies.

Phillip Kuhlmann is a CFP®-certified financial advisor with Edward Jones, bringing 21 years of industry experience. His career at Edward Jones spans from 2004 to the present. Outside of his advisory role, he manages a rental property 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 and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Angelic Bryant is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and with 12 years of industry experience. She has been with Edward Jones for 27 years. Outside of her advisory role, she owns a retail business focused on clothes, accessories, and hair products, and she is also an author of children's books. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.