Stephen Leicht is a financial advisor with LPL Financial in Chesterfield, MO, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Wells Fargo Clearing from 2001 to 2008. Leicht is a commissioned notary public in Missouri. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Emily Kanefield is a financial advisor at Morgan Stanley Wealth Management with 17 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services from 2008 to 2017. Kanefield has been with Morgan Stanley since 2017, based in Chesterfield, MO. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Tony Gumper is a financial advisor at Edward Jones in Maryland Heights, MO, holding a Series 63 designation with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and is noted for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Michael Hessler is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Capacity, Cultivation Capital, Stadia Ventures, Indiana University, and Rapsodo. Outside of his advisory work, he owns Worldwide Vending LLC, a vending machine business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

James Welch is a financial advisor with LPL Financial in St. Peters, MO, holding Series 63 and Series 65 credentials and having 28 years of industry experience. His prior roles include positions at Commerce Bank, Regions Bank, Cetera, and The Prudential Insurance Company of America. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Bret Zingrich is a financial advisor at Charles Schwab in St. Louis, MO, with five years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TD Ameritrade Inc. before joining Schwab. Prior to his financial services career, he managed a neighborhood bowling center for eight years. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management supported by a multi-asset model portfolio approach. The firm’s integrated structure and scale provide clients with bundled advisory, brokerage, custody, and cash-sweep services.

Man Dee Alevizos is a financial advisor at Edward Jones with nine years of industry experience. Prior to joining Edward Jones in 2017, Alevizos worked five years at Indiana Farm Bureau Insurance. She holds the Series 66 designation and is based in Maryland Heights, Missouri. 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 nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Michelle Kozemczak is a financial advisor with Edward Jones in Saint Charles, Missouri. She holds the Series 66 designation and has 9 years of industry experience, all with Edward Jones since 2015. 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 with a network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Justin Ruester is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 registrations and nine years of industry experience. His prior employment includes seven years at TD Ameritrade, Inc. and one year at Levy Restaurants. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized supervisory and custody services.

Dustin Harwell is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices, offering a range of advisory strategies such as discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Harry Smelcer Jr. is a CFP® and ChFC® with 40 years of experience in the financial industry. He has been with OSAIC since 2024 and previously spent over two decades with Securities America Advisors, Inc. Smelcer is also president of HGS Wealth Management, where he is involved in life insurance sales. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm employs various investment tools and platforms to construct portfolios and offers both brokerage and advisory services.

Francis Mundwiller is a financial advisor at Wells Fargo Advisors with 56 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors Financial Network since 2009. He also co-owns SMITH-MUNDWILLER SECURITIES LLC, a financial practice based in St. Charles, MO. 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 investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and special-needs clients.

Margaret Bittner is a CFP® with 18 years of experience at Edward Jones, where she has worked since 2002. She holds the Series 66 designation and is based in Town & Country, MO. Outside of her advisory role, she organizes the annual Govie Classic Golf Tournament, a not-for-profit event involving her family. 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 and offers a range of investment strategies and advisory services through a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Jamey Biegener is a financial advisor at Edward Jones with seven years of industry experience, including 18 years at DataServ, LLC prior to joining his current firm. He holds Series 63 and Series 66 designations. Outside of his advisory role, Jamey manages the Eagles soccer team for Sadida FC in St. Charles, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and operates under a fiduciary standard.

Jeffery Meyer is a CFP®-designated financial advisor with Ameriprise Financial Services, LLC, where he has worked since 2014, following a prior tenure with Ameriprise Financial Services, Inc. dating back to 1982. He has 43 years of industry experience. Outside of his advisory role, Meyer is a partial owner and treasurer of Meyer Tablerock, LLC, a non-investment-related business. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Kevin Morkassel is a financial advisor with LPL Enterprise who holds a Series 66 credential and has 15 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Investment Centers of America, and Edward Jones. Outside of his advisory work, he serves as a deacon focused on community outreach for the West End Church of Christ and occasionally substitutes as a preacher. LPL Enterprise offers investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm employs model-driven investment strategies and provides access to third-party asset managers, financial planning, and various non-securities products through affiliated entities.

Ty Klicker is a financial advisor at Edward Jones in Saint Charles, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at 1st Phorm and Supplement Superstores. He is also a part-time trainer at P3 in Wentzville, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of financial advisors.

Travis Luebbehusen is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 13 years before joining Wells Fargo Clearing in 2022. He serves as treasurer for the charity Mission 318, where he advises on budgeting and fundraising strategies. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non‑discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Kathleen Youngerman is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. since 2015 and has been affiliated with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a variety of advisory programs with a structured financial planning process and manages approximately $2.74 trillion in client assets.

James Tennyson is a financial advisor with Equitable Advisors in St. Charles, MO, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory work, he is the owner of Tennyson Farms and serves as a trustee authorized to make trades for his father's estate. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives. The firm emphasizes a client-specific approach that assesses risk tolerance and matches clients with suitable program models or discretionary managers, utilizing both proprietary and third-party asset management solutions.