David Pulliam is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. The firm serves more than four million individual and institutional clients, offering a broad range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets through a network of over 23,700 advisors and maintains capabilities beyond advisory services, such as a trust company and securities-based lending.

James Johnson Sr. is a financial advisor with LPL Financial in Saint Peters, MO, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior experience includes six years at Woodbury Financial Services, Inc. Outside of his advisory role, he is an agent selling life, long-term care insurance, and fixed annuities through Johnson Financial Group. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual, retirement plan, institutional, and charitable clients. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, model portfolios, and research from in-house and third-party sources.

Keith Klueter is a financial advisor at OSAIC with 24 years of industry experience. He previously worked at Woodbury Financial for 22 years before joining OSAIC in 2024. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he operates a sole proprietorship offering term, fixed, and universal life insurance products and is involved with CSE Strategy Partners, an insurance agency that hosts client events and generates products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset allocation tools, risk tolerance assessments, and automated rebalancing to manage portfolios that may include various asset classes and managed-account solutions.

Brenna Race is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Scottrade. Outside of finance, she serves as a certified therapeutic riding instructor, designing and teaching equine-assisted therapy classes for students with diverse needs. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed accounts. The firm offers a combination of non-discretionary and discretionary investment services supported by a multi-asset model portfolio approach and extensive operational integration.

Christopher Barnhart is a CFP® professional with four years of industry experience. He currently works at Charles Schwab and previously held roles at TD Ameritrade, Chick-fil-A, First Watch Restaurant Group, and Southport Marketing. Outside of his financial career, he performs various small task work through Amazon Mechanical Turk. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment process.

Karen Mariani is a financial advisor with Ameriprise in Manchester, MO, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has worked with Ameriprise and its affiliate since 2008. Outside of her advisory role, she serves on the Board of Directors and Church Council for Parkway United Church of Christ in St. Louis. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research and modeling with tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Kerry Statler is a financial advisor at Edward Jones in Ofallon, MO, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory role, Statler is active as a baseball and softball umpire and sports official with several local athletic associations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and provides a range of advisory programs, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.

Thomas Kriss is a financial advisor with LPL Financial in O’Fallon, Missouri, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting supported by research and technology-driven portfolio management.

David Domian is a financial advisor with LPL Financial in Chesterfield, MO, holding the CFP® designation and Series 63 and 65 licenses. He has 44 years of industry experience and has been with LPL Financial since 2002. 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 wide range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Joseph Heitkamp is a financial advisor with LPL Financial in Des Peres, MO, holding a Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, and MetLife Securities. He also sells life insurance as a part of his professional activities. 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 financial planning and advisory programs, leveraging research and model portfolios to provide discretionary and non-discretionary management solutions.

Bryan Pantazo is a financial advisor with Edward Jones in Ballwin, MO, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked at Webster University and was involved with Community Christian Church. He has experience running a business, Tazo Audio LLC, which operated from 2020 to 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Paul Wilson is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. He has worked at Edward Jones since 2022 and previously held roles at Mitek, Aerotek, CeeKay Supplies, and Stingray Parts Washers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Valerie Baker is a financial advisor at LPL Financial with 18 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2021, she worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. 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 financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from various sources.

Jeffrey Fox is a CFP® professional with 12 years of experience in the financial services industry. He is currently with LPL Financial and has held prior roles at Mutual Advisors, LLC, Mass Mutual Life Insurance Company, and Visionary Wealth Advisors, LLC. In addition to his advisory work, he is a notary and an independent insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and financial planning services with access to model portfolios, third-party research, and advanced portfolio management tools.

Kristina Franke is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2017, following six years at Morgan Stanley Smith Barney. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, and institutions, with portfolio implementation tailored by strategy and investment preferences.

Graham Fullerton is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 65 licenses and 21 years of industry experience. He previously worked at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. before joining Charles Schwab in 2022. 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 both non-discretionary and discretionary advisory models with multi-asset portfolios and a formal alternative investments program, supported by a large integrated operational structure.

Gregory Boschert is a CFP®-certified financial advisor with Edward Jones in St. Charles, MO, and has 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Justin Richardson is a financial advisor at Edward Jones in O'Fallon, Missouri, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets through a large network of financial advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, along with affiliated mutual funds and other financial services.

Jeffery Stillwell is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. His work history includes positions at PFS Investments Inc., Primerica Financial Services, and Parkway School District. Outside of advising, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors serves primarily individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and charitable clients. The firm manages a wrap-fee asset management program using model-delivery strategies developed by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Christopher Yount is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has previously worked at Stifel Nicolaus & Co., Merrill Lynch, Pierce, Fenner & Smith, and Edward Jones. Outside of his advisory roles, he was involved with the Kirkwood United Soccer Club for five years. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.