Gregory Shepardson is a CFP® with 31 years of industry experience, currently serving at LPL Financial since 2021. He previously worked at Financial Legacy Associates, LLC and Royal Alliance Associates, Inc. for 19 years. Shepardson is also a commissioned notary public in the state of Missouri. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jonathan Diehl is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds a Series 66 designation and has held various roles within Wells Fargo entities since 2015. Diehl is a 100% owner of Diehl Asset Management, LLC, and has a significant ownership interest in Panorama Wealth Partners, LLC. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients, offering a broad range of investment and financial planning services that include cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services for business-owner transitions, sports and entertainment, special needs, and divorce planning. The firm combines advisory services with other financial product offerings and referral channels.

Hongduo Knuckles Li is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 66 and Series 63 licenses and having eight years of industry experience. His career includes roles at Charles Schwab Premier Bank, Charles Schwab Bank, CHARLES SCHWAB and CO., INC., TD Ameritrade, Scottrade, and Citibank. 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 combined non-discretionary and discretionary advisory model with multi-asset portfolios and centralized operational support.

Joseph Klug is a financial advisor at Edward Jones with 9 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. 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 through a nationwide network of over 23,700 financial advisors and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Brittney Obrien is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2016, with a two-year period at Wells Fargo Clearing Services LLC. Outside of advising, Brittney has worked as a restaurant server in Lake St Louis, MO. 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 strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Micah Davie is a Series 66-licensed financial advisor with Thrivent Investment Management in St. Louis, Missouri, where he has worked since 2020. He has five years of industry experience, including roles outside financial services in the automotive and retail sectors. Davie serves as an assistant coach for the Francis Howell Central Hockey Club, focusing on developing high school hockey players. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a broad range of financial topics. The firm uses goal-based analyses and allows clients to combine planning with managed-account services, maintaining separate planning and investment management functions.

Cameron Norris is an Investment Consultant currently working at Fidelity Investments. In this role, Cameron collaborates with individuals and families to develop holistic financial plans tailored to their unique needs, preferences, and goals. Cameron's approach involves understanding what is important to clients and providing support to implement plans aligned with their objectives. Cameron has experience in investment consulting and financial consulting, having held positions at Fidelity Investments since 2021 and previously at TD Ameritrade from 2017 to 2021. This background provides Cameron with a foundation in investment management and client financial planning.

Michael Walton is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Edward Jones for 13 years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Zachary Gerler is a financial advisor with Thrivent Investment Management in St. Charles, MO, holding a Series 66 designation and 11 years of industry experience. He has been with Thrivent Financial since 2015 and with Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning covering various topics including retirement and estate planning, with options to combine planning and managed-account programs under a consolidated billing system called WealthPlan.

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.