David Boersig is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Ameriprise Financial Services, UBS Financial Services, and Edward Jones. Boersig serves on the board of the RHEMA Foundation/Midwest Career Source. 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 institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, utilizing both proprietary and third-party investment strategies.

Sarah Brooks is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Prior to her advisory role, she worked for the Meramec Valley School District for two years. Outside of her advisory work, she is starting a side business focused on creating party decor and rentals. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.

Teresa White is a financial advisor with LPL Financial in St. Peters, MO, holding a Series 66 license and 14 years of industry experience. She worked at Edward Jones for nine years before joining LPL Financial in 2019. Outside of her advisory role, she serves as a FINRA arbitrator. 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 services, including financial planning and model portfolio programs, and supports its network of advisors with research tools and multiple investment strategy options.

Ethan Bowers is a financial advisor with LPL Financial in Chesterfield, MO, holding Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at First Community Credit Union, Bank of America, Merrill, and other financial institutions. 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 services including financial planning, model portfolios, and institutional platforms, supported by extensive technology and a large network of advisors.

Zachary Judson is a financial advisor with Osaic Wealth Inc holding a Series 66 designation. He has one year of industry experience and a diverse background including roles at Northwestern Mutual, Panda Express, and University of Missouri-St. Louis. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm utilizes model-based asset allocation and portfolio optimization, supported by a complex affiliate network and recent consolidation activity.

William Meneses is a financial advisor with Ameriprise in Chesterfield, MO, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Ameriprise, he worked at Impact Partnership Wealth, Aul Financial Group, Bank of America, Merrill Lynch, U.S. Bank, and Central Bank. He is involved in non-investment activities including managing social media for the Mid America Rugby Union and teaching at the American Retirement Institute. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options. The firm uses proprietary research and third-party data to support its recommendations, which are implemented non-discretionarily in collaboration with clients and their advisors.

Patrick Mac Donald is a financial advisor with Ameriprise in Chesterfield, MO, holding a Series 66 designation and beginning his industry experience in 2025. His prior work includes four years at Edward Jones and roles outside finance such as at Campus Bar & Grill and the University of Missouri. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

David Marti is a financial advisor at Charles Schwab with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TD Ameritrade and Charles Schwab. Outside of his advisory role, he is involved in managing a rental property. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Madalyn Close is a financial advisor at LPL Financial with three years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services and several other firms. Outside of her advisory work, Madalyn is involved as a coach at Rena's Dance Unlimited. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Peyton Stauffer is a financial advisor with LPL Financial holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2023, he worked at Cetera Advisors and Legacy Wealth Advisors, and has experience outside the financial industry with Springfield Remanufacturing Corporation and Maso Pizza Bar. He also serves as trustee and power of attorney for a revocable living trust. 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 and model portfolio programs, supported by a large network of investment adviser representatives.

Brenton Waldbueser is a Series 66–licensed financial advisor with Edward Jones in Chesterfield, MO, with 17 years of industry experience. He has been with Edward Jones since 2008. Waldbueser is a member of The Tines Club, a 501(c)(3) organization based in Wentzville, 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Halina Conti is a financial advisor at Ameriprise with 20 years of industry experience and holds a Series 66 designation. She has worked at Ameriprise and its affiliated entities since 2009. Conti serves on the Board of Directors for the 1904 World's Fair Charitable Foundation. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendations through a centralized consulting team.

Thomas Schmidt is a financial advisor at Stifel with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2016. Based in St. Louis, MO, Schmidt has a long tenure in the financial services industry. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to support asset allocation, retirement, insurance, and estate planning analyses.

Dennis Hunt is a financial advisor with Edward Jones, holding Series 66 and Series 63 credentials and bringing 30 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he manages condo and house rentals in the St. Louis area to family members. 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 strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Michael Ohlsen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER, for 24 years. 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 financial planning and investment solutions, including third-party asset management and institutional platforms, and supports advisors with various model portfolios and advanced operational tools.

Joe Dandridge is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes prior roles at TD Ameritrade, Carillon Group, and Snow Creek. 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 separate managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Kirstin Mower is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, leveraging Wells Fargo research and tools, with a focus on tailored, discrete planning engagements.

Jeremy Cowan is a financial advisor with Edward Jones in Chesterfield, MO, holding Series 63 and Series 66 licenses and has 19 years of industry experience. He 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 options within a nationwide network of more than 23,000 financial advisors.

Jason Huntley is a financial advisor with Edward Jones in Ellisville, MO, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is a co-owner of Huntley Family Farms LLC, an equestrian business in Wildwood, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Nathan Messer is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2020. Outside of his advisory work, he is a social media content creator. 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 and access to various investment strategies and institutional platforms.