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.

Stephen Adair is a CFP® with 28 years of industry experience, currently with Ameriprise in Chesterfield, MO. He has been with Ameriprise and its predecessor entities since 1998. Outside of financial advising, he is involved in independent insurance brokering and consults on expense management through a business he owns. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes tax-aware withdrawal strategies and dependable income sources.

Charles Medelberg is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to offer fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products.

Tyler Roberts is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and three years of industry experience. His work history includes multiple roles at MML Investors Services, LLC and MassMutual Life Insurance Company, as well as positions at Fastenal and CommonGrounds. Mass Mutual 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 using firm-approved analytical tools in structured, ongoing client relationships.

Martin Tobben is a financial advisor with Edward Jones, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Joseph Bean is a CFP® with four years of industry experience, currently serving as a financial advisor at Charles Schwab. He previously worked at TD Ameritrade and has diverse experience including assisting in family businesses and municipal court work. 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 separate managed accounts, offering multi-asset model portfolios and an extensive alternative investment program.

Catherine Baize is a Wealth Management Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management, where she is a partner of the Shannon Baize Group. In her role, Catherine and her team work with affluent families, professionals, and business owners, focusing on preserving, growing, and sustaining their desired lifestyle through retirement. They develop tailored wealth strategies designed to provide clients confidence in their financial future, managing personalized investment approaches that may incorporate individual stocks, Merrill Lynch model portfolios, and third-party strategies. With over two decades of experience in the banking and financial services industry, Catherine joined Merrill Lynch in 2011 after serving as a Premier and Private Client Advisor. She holds a Bachelor of Arts degree in Business Management from Maryville University of Saint Louis and has earned the professional designations of Chartered Financial Consultant (ChFC) and Personal Investment Advisor (PIA). Catherine's client focus areas include education planning, retirement income, tax minimization, executive compensation, and portfolio management, among others. She is committed to fostering long-term relationships through personalized financial strategies and proactive discussions that consider current economic and social issues. Catherine is actively involved in her community in keeping with Merrill’s tradition and dedicates time to volunteering with local organizations. She lives in St. Louis with her husband and three daughters. Outside of work, Catherine enjoys gardening, sewing, softball, traveling with her family, watching movies, and practicing yoga. She is fluent in English and Tagalog (Filipino).

James Rudd is a CFP®-certified financial advisor with Edward Jones, based in O'Fallon, MO. He has 19 years of industry experience, all with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Mallory Immethun is a Series 66 licensed financial advisor with six years of experience at MML Investors Services, LLC and Mass Mutual Life Insurance Co. Prior to this, she worked at NDX Keller Laboratories and has involvement with Stella Blues Vapors, Inc. outside of her financial services career. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved software and collaborative annual planning engagements.

Jessica Rudolph is a financial advisor with Charles Schwab in St. Louis, Missouri, holding Series 66 and Series 63 credentials and bringing 13 years of industry experience. Her prior work includes roles at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a large client base, mainly high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm offers a combination of non-discretionary and discretionary investment management options, leveraging multi-asset model portfolios and alternative investment due diligence within an integrated operational framework.

Jacob Watson is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Stifel with three years of industry experience. His prior roles include positions at Synergy Wealth Solutions and a four-year tenure at the University of Kansas. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodologies developed by its Investment Strategy Group, focusing on asset allocation and comprehensive financial planning analyses.

Stephen Peters is a Senior Financial Advisor and Retirement Benefits Consultant with Merrill Lynch Wealth Management. He specializes in retirement plan consulting and private wealth management, assisting clients with corporate benefits, employee financial health, legacy planning, and personal retirement planning. Stephen works closely with HR leaders and plan sponsors to enhance benefits programs through financial education, fiduciary oversight, employee engagement, and plan design support. Stephen holds a Bachelor's Degree from the University of Missouri and has earned several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His approach focuses on understanding clients' long-term goals and developing personalized financial strategies to help pursue those objectives. Outside of his professional role, Stephen participates in community service with organizations such as Habitat for Humanity, St. John Lutheran School, and the St. Louis Area Foodbank. His personal interests include football, golfing, reading, and soccer.

Brian Grenia is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is involved in expense management consulting through his business, Infinity Co-Op Enterprises. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations, emphasizing assets held in Ameriprise-managed accounts.