Kristine Kamman is a financial advisor with Edward Jones in Wentzville, MO, holding a Series 66 license and 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and managed solutions supported by a large network of advisors and branch offices nationwide.

Ryan Alsup is a CFP® with 24 years of industry experience, currently affiliated with LPL Financial in Saint Charles, MO. He previously worked for Invesco Advisers, Inc. and Invesco Distributors, Inc. for 13 years. Alsup is also involved with First State Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, with access to model portfolios, research, and various investment management and consulting services.

Charlie Sottoriva is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He has worked with Mass Mutual and Metlife Securities in various capacities since 2014. In addition to his advisory role, he provides consulting services related to voluntary employee benefits through a third-party firm. MML Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by offering financial planning, asset management, and educational seminars with a structured, collaborative approach to financial goal analysis.

Matthew Burke is a financial advisor at Ameriprise with 36 years of industry experience. He holds the CFP® and Series 63 designations and has been with Ameriprise since 1989. Burke is involved in managing several business entities related to his advisory practice and real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that uses research, modeling, and tax-efficiency analysis to develop personalized recommendations.

Michael Kleekamp is a financial advisor with Wells Fargo Clearing in Chesterfield, MO, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at TD Ameritrade, Edward Jones, and Bank of Franklin County. 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 manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Jay Hill is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. He has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and held various roles outside finance, including positions at Walgreens, the United States Post Office, and Ameristar casino. Jay also operated a business called JayMart for nine years. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to managed portfolio programs through both advisory and brokerage channels. The firm’s integrated platform combines adviser programs with sales of financial products, including insurance, and employs model portfolios and third-party strategists for investment advice.

Don Kohlman is a financial advisor with Edward Jones in Wentzville, MO. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, including 26 years at Edward Jones. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and over 15,000 branch offices.

Gregory Stein is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. His prior work includes roles at MetLife Securities Inc. and MassMutual Life Insurance Company. He is also an independent insurance agent specializing in life, accident, and health insurance. 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 annual, collaborative relationships using firm-approved analytical tools.

Jacob Pfeiffer is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. He has also worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial services, he is involved in management duties at Chuck E Cheese. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to a range of brokerage and insurance products.

Darin Alexander is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 26 years of industry experience. He has worked at Cetera since 2021 and previously served at VOYA Financial Advisors and New York Life Insurance Co. Alexander is also the owner and president of Alexander & Associates, CPA, PC, a firm providing tax preparation and financial statement services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and provides access to multiple program platforms, including model portfolios and third-party managers.

Marc Chenot is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with MassMutual Life Insurance Company and MML Investor Services, LLC since 2013. In addition to his advisory role, he engages in life, disability, and health insurance sales, collaborating with Caravus to provide health insurance solutions to businesses. 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 offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborations that use firm-approved technology to analyze client goals and deliver written recommendations.

Aaron Schoenecker is a financial advisor at Charles Schwab with 8 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade, Inc. and Scottrade Inc. Outside of his advisory career, he has maintained longstanding involvement with Dairy Queen. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 employs multi-asset model portfolios supported by comprehensive research and centralized operational infrastructure.

Tara Pugh is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for three years before joining Merrill in 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

David Maloney is a CFP®-certified financial advisor with Edward Jones in Chesterfield, MO, where he has worked since 2001, totaling 24 years of industry experience. His other business activity includes involvement with DC Shareholders, a limited partnership based in Wildwood, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.

Jacob Messer is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has been with LPL Financial and Resource One Advisors since 2021. Prior to his advisory career, Messer worked at Truman State University and Lafayette High School. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Anderson Wiegman is a Series 66-licensed financial advisor with Morgan Stanley, bringing four years of industry experience. His prior roles include positions at Severin Investments, The Colony Group, Buckingham Strategic Wealth, Merrill, and Edward Jones. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

Peter Wilson is a financial advisor at Charles Schwab with eight years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Schwab, he worked at TD Ameritrade for seven years and has experience in roles at Recursive Labs and Ricoh USA. 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 and discretionary investment guidance, leveraging multi-asset model portfolios and due diligence from its Schwab Center for Financial Research.

Joseph Leuchtmann is a CFP® professional with 27 years of industry experience, currently affiliated with Cetera. He has held roles at Cetera Wealth Services, Marathon Financial Planning, and LPL Financial. Outside of advisory work, he has worked as a contractor driver for ride services. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services, operating as a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Eleanor Jacobs is a CFP®-certified financial advisor with 32 years of industry experience. She is currently with Wells Fargo Advisors and has worked within the Wells Fargo organization since 2009. Outside of her advisory role, she has ownership interests in investment-related businesses including MAGIS, LLC and E JACOBS CFP, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, risk, wealth-transfer, and specialized services such as business-owner transition and special-needs planning. Advisors use firm research and planning tools to develop tailored recommendations, with implementation options available through brokerage or advisory programs.

Richard Wurl is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He collaborates with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. Drawing on resources from Merrill and Bank of America, he provides insights and banking solutions tailored to changing market conditions. Richard holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from Truman State University and his Master's Degree from Saint Louis University. In addition to his professional work, Richard participates in community volunteer activities in line with Merrill's tradition of serving the communities where they operate.