Thomas Weaver is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Ameriprise Financial, UBIX, Byrne and Jones Construction, Old Warson Country Club, and Rhodes College. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written retirement income plans and ongoing tax-aware withdrawal advice. The firm’s approach integrates in-depth investment research and proprietary tools within a defined investment framework.

Katelyn Baker is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. She has been with LPL Financial since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms with a broad investment approach supported by operational tools and extensive non-advisory financial activities.

Joseph Mccarthy III is a financial advisor at Osaic with 20 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, Inc. and Edward Jones. Outside of his advisory role, he participates in a marketing strategy group for financial advisors and serves on the finance committee of Sacred Heart Catholic Church. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation, portfolio optimization, and a range of investment strategies supported by advanced tools and third-party managers.

Daniel Velcheck is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Osaic, he worked at Primerica Advisors and Primerica Financial Services. In addition to his advisory role, he serves as a CPA at Peak Audit & Accounting LLC, where he performs accounting, tax preparation, and audit services. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and a broad selection of investment and lending products.

Matthew Johnson is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Fortis Investors, Inc. since 2001 and joined Osaic in 2024. Outside of his advisory role, he serves as treasurer and board member for the nonprofit New Melle Sports and Recreation. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supported by risk-tolerance assessments and various management strategies.

Mason Rickens is a financial advisor with Morgan Stanley in Chesterfield, MO, holding a Series 66 designation and one year of industry experience. He previously worked at Merrill, Gilliland Lee Financial Group, Buckman Enochs Coss and Associates Inc, and Huntington National Bank. Outside of advising, he owns a limited liability company, MJR Supply LLC, though it has not been active since its inception. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its investment approach.

Patrick Grace is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1987 to 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program, along with affiliated trust, insurance, and lending services.

John Weeks is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds Series 63 and Series 65 registrations and has been with MassMutual and its affiliated firms since 2007. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as ongoing collaborative relationships using firm-approved analytical tools.

Stephen Bommarito is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 1999 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides affiliated mutual funds, tax-efficient services, and a fiduciary standard across its advisory offerings.

Timothy Kluesner is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes over a decade with Farmers Insurance Group and Farmers Financial Solutions. Cambridge Investment Research Advisors serves individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Brooke Shaw is a financial advisor with Ameriprise in Wentzville, MO, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Shaw serves as secretary on the board of the Wright City RII Foundation. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Andrew Wagnaar is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade, with nearly a decade at Scottrade. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Matthew Noben is a financial advisor at Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 credentials with eight years of industry experience. He previously worked at TD Ameritrade for six years and Centurylink for fourteen years. Charles Schwab & Co., Inc. serves a large client base 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 offers a combination of non-discretionary guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Melanie Avery is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 19 years of industry experience. She worked at UBS Financial Services Inc. for 13 years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and 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 menu.

Andrew Mc Lean is a financial advisor at Charles Schwab in Chesterfield, MO, holding a Series 66 credential with two years of industry experience. Prior to joining Charles Schwab, he held various roles including positions in the Missouri State University Athletic Department and Career Center. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering integrated wealth advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed account platforms.

Jeffery Seeburger is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including THE O.N. Equity Sales Company and Ohio National Financial Services. Outside of advising, he is involved as secretary of PJ's Coffee of Lake St. Louis, a local coffee shop. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management via multiple platforms, alongside proprietary model strategies under the Founders Gate Capital brand.

Franz Barresi is a financial advisor with Ameriprise in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory services while offering a broad range of advisory, brokerage, and insurance solutions.

Devan Isaacs is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he works with clients to develop personalized financial plans that align with their goals and values. Prior to joining Fidelity, Devan began his career at U.S. Bank, where he gained foundational experience in financial services. Devan graduated from Xavier University in 2023 and is a St. Louis native, having completed high school at St. Louis University High School in 2018. While at Fidelity, he earned his current licenses and credentials relevant to his role. Outside of his professional responsibilities, Devan enjoys baseball, tennis, attending social events with friends, and exploring culinary experiences.

William Mclaurine is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and bringing 32 years of industry experience. His career includes roles at Cetera Wealth Services, LLC since 2013 and End Line Wealth Management since 2018. Outside of his advisory work, he coaches youth soccer for Sporting St Louis, a local club. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, financial planning services, and access to third-party money managers.

Allison Jentsch is a CFP® and holds a Series 66 license, currently advising clients at Charles Schwab with five years of industry experience. Her prior work includes roles at TD Ameritrade, Charles Schwab Bank, and Capstone Real Estate Investments, as well as experience outside finance in C Studio, Inc. 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 integrated custody and brokerage operations.