Rodney Schmitz is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2009. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice. The firm’s approach integrates investment research and algorithmic tools to address asset allocation, withdrawal strategies, and Social Security options, operating within a distinctive investment ecosystem with specific enrollment criteria.

Patrick Chanod Jr. is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2005. 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 options, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Salvatore Culella is a ChFC® credentialed advisor with over 53 years of experience, currently with OSAIC since 1997. He also owns a term life insurance business and serves as a notary public. Prior to OSAIC, he worked with Manufacturers Life Insurance Company starting in 1985. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Michael Rois is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and six years of industry experience. His background includes roles at Charles Schwab, TD Ameritrade, and Westminster College. 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 a combination of non-discretionary advice with access to discretionary separately managed accounts and emphasizes strategic multi-asset allocation supported by research and an established alternative investment program.

Ashley Kisker is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Kisker worked at Kingside Diner and Herbie's. Outside of advising, Kisker operates a small, informal cookie decorating and baking activity performed intermittently for family and friends. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Jason Lohbeck is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior experience includes roles at TD Ameritrade and Scottrade. Outside of his advisory work, Lohbeck owns and operates Lohbeck Woodworks, a furniture-building business. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, and custody services through its integrated wealth management programs. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by research and due diligence.

Joseph Ogden is a financial advisor at Stifel with 32 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2008 and holds the Series 63 and Series 66 designations. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm offers brokerage and investment advisory services, with an investment approach based on a proprietary methodology developed by its Investment Strategy Group using forward-looking capital market assumptions and probabilistic modeling.

Keith Perry is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 33 years of industry experience. Prior to joining LPL Financial in 2017, he worked at National Planning Corporation from 2007 to 2017 and at American General Securities Incorporated from 2004 to 2007. 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 and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Ana Sigler is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for five years. Outside of her advisory role, she is involved in property management as a sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

William Murphy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 offers a range of brokerage and advisory solutions.

Mark Stegmann is a financial advisor at Ameriprise Financial Services with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Prudential Equity Group. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Michelle Galvin is a financial advisor with Wells Fargo Advisors in Chesterfield, MO, holding a Series 66 credential and 18 years of industry experience. She has worked at Wells Fargo Clearing from 2016 to 2025 before joining Wells Fargo Advisors. Outside of her advisory role, she consults part-time for Rodan & Fields, selling facial products. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using a broad planning menu and proprietary research tools. The firm offers integrated advisory and brokerage options with a range of planning specialties and compensation arrangements.

Brandon Elledge is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at TD Ameritrade and MassMutual, as well as a brief position at Paradise Tropical Bar & Grill. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach with comprehensive due diligence and centralized operational support.

Samuel Butterfield is a financial advisor with Edward Jones in Chesterfield, MO. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he held roles at West Bend Lakes Golf and Sunset Country Club, and has been involved with several educational and community organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Kelly Waller is a CFP®-credentialed financial advisor with 34 years of industry experience. He is currently with Wells Fargo Advisors, having been with the Wells Fargo organization since 2016. Prior to that, he worked at A. G. Edwards & Sons, Inc. for seven years. Waller has a partial ownership stake in MAGIS LLC, an investment-related business based in Chesterfield, 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 financial planning services and integrates advisory services with other financial products and referral channels.

Timothy Grosswiler is a financial advisor with Charles Schwab, holding a Series 66 designation and five years of industry experience. He has worked at Charles Schwab and Co., Inc. since 2022 and previously held roles at TD Ameritrade, Edward Jones, and in other industries. Outside of his advisory work, he is a part-time Brazilian Jiu-Jitsu instructor in St. Louis, Missouri. 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 affiliated discretionary separate managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Jason Head is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 10 years of industry experience, including roles at Mass Mutual and a 17-year career at Boeing. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning engagements supported by advanced analytical tools and provides event-driven planning services such as divorce and estate settlement planning.

Joseph Garritano is a Series 66-licensed financial advisor with Edward Jones in Chesterfield, MO, where he has worked since 2015. He has 14 years of industry experience. Outside of advising, Garritano serves as an adjunct professor at Saint Louis University, teaches undergraduate courses in project management and economics, and is active in local government including as Mayor of Wildwood, Missouri, and President of the Missouri Municipal League Board of Directors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Gary Kulik is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Paul Sodko is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis.