Philip Miceli is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, all with Mass Mutual Investors Services and MassMutual Life Insurance Co. Miceli is also the owner of Miceli Financial, LLC, an entity established for pass-through compensation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs using firm-approved software and collaborates with clients through ongoing annual planning engagements.

David Hoft is a financial advisor at Thrivent Investment Management in St. Louis, MO, holding Series 63 and Series 65 licenses. He joined Thrivent in 2026 and has prior experience at Kimberly Clark Professional and Caleres, Inc. outside the financial services industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a large network of financial advisors. The firm offers goal-based analyses and planning in areas such as retirement, taxes, and estate planning, with options to combine planning with managed-account services under a consolidated billing arrangement.

Peter Lucier is a financial advisor at OSAIC with 26 years of industry experience and holds a Series 66 designation. His prior roles include positions at Securities America, Inc., Voya Financial Advisors, and Prospéra Financial Services. Outside of his advisory work, he serves as an administrator for D.L.D. Partners Ltd., handling mail and tax documentation support for the partnership. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors. The firm employs a range of investment tools and platforms to construct portfolios across multiple asset classes, offering both discretionary and non-discretionary management options.

Brian Slay is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Primerica, he worked with Maxcess / Rotometrics for over a decade. He is involved in the sale of investment-related products and refers clients to home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-based investment strategies and operates with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Jeffrey Rogles is a CFP® professional with 21 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC for seven years. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Katherine Ferguson is a Series 66-credentialed financial advisor with Edward Jones, based in Ballwin, MO, and has 16 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she is involved in fitness instruction, operating a boutique fitness company and teaching Barre classes at a local studio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary investment options, operating under a fiduciary standard.

Richard Hagedorn is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Outside of his advisory role, he serves as Vice President of the Society of St. Vincent de Paul in St. Louis, managing hotline calls and attending meetings. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Sessel Washington is a CFP® and Series 66-licensed financial advisor with Edward Jones in St. Louis, Missouri, where he has worked since 2016, accumulating 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kelli Anderson is a Series 66 licensed financial advisor with Morgan Stanley in Chesterfield, MO, where she has worked since 2015. She has 23 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers a range of services including structured planning processes and investment strategies approved by its Global Investment Committee.

Sandra Pruett is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors from 2010 to 2024. 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 range of advisory programs, retirement plan consulting, and brokerage services, supported by in-house and third-party research and model portfolios.

Ben Heilman is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 licenses with five years of industry experience. His prior work includes roles at TD Ameritrade and an 18-year tenure at Regions Bank. 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 discretionary separately managed accounts, providing multi-asset model portfolios, written advice policies, and due diligence on alternative investments.

Brian Roberts is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2005. Outside of his advisory role, he is involved as a limited partner in a horse racing investment entity and serves as a board member for both Incarnate Word Academy and the Fellowship of Christian Athletes. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager solutions and conducts educational seminars.

Jana Shepard is a CFP®-credentialed financial advisor with 15 years of industry experience, currently practicing at Edward Jones in Lake St Louis, MO since 2010. She holds a Series 66 license. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, all delivered through a nationwide network of more than 23,000 financial advisors.

Caleb Clayton is a financial advisor at Fidelity Investments with three years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Fidelity since 2023, following roles at Rocky Mountain Reserve and Utah Valley University. His background also includes positions in other industries such as healthcare and education. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing proprietary fundamental research alongside quantitative analysis and algorithmic portfolio construction. The firm manages a variety of fund structures and model portfolios while maintaining oversight and governance practices that support its advisory functions.

Michael A. Roy is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with UBS since 2006. Outside of his advisory work, he is involved in the distribution of trust assets for the E.C. and N.C. Rev Living Trust. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets services.

Kelly Huff is a financial advisor with LPL Financial in Wentzville, Missouri, holding the Series 66 designation and 15 years of industry experience. He has worked at LPL Financial since 2011 and concurrently serves at Vantage Credit Union, where he manages CD’s, IRAs, deferred compensation, and member services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research.

Nicole Spiker is a financial advisor at Charles Schwab with nine years of industry experience and holds a Series 66 credential. She has worked at Charles Schwab since 2020 and has prior experience with Scottrade and TD Ameritrade. Outside of her advisory role, Nicole is involved in advertising and marketing as a dog handler for a canine model for Chewy. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management solutions with integrated brokerage, custody, and advisory services.

John Jensen is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 designations and has 28 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1998 until 2024. 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, model portfolio programs, third-party asset management, and brokerage and insurance products, supported by an integrated platform that combines advisory services with active sales of financial products.

Shellie Fronick is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She previously worked at Morgan Stanley for nine years before joining Wells Fargo Clearing in 2022. Outside of her advisory role, she instructs Jazzercise fitness classes in Valley Park, MO. 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 offerings.

Stephanie Mc Fadden is a CFP®-designated financial advisor with Edward Jones in Lake St Louis, MO, bringing 28 years of industry experience. She previously worked at Brighthouse Securities, LLC and MetLife Investors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and is known for its extensive retail advisor network and affiliated financial services.