Samantha Schell is a Financial Consultant at Fidelity Investments, where she has been working since 2025. In this role, she focuses on understanding each client's unique financial goals and utilizes her investment experience alongside Fidelity's resources to develop and implement comprehensive financial plans. Prior to her current position, Samantha held roles as an Investment Consultant and Planning Consultant at Fidelity Investments between 2024 and 2025. Before joining Fidelity, she worked as a Financial Advisor at Synergy Wealth Solutions from 2020 to 2024.

Larry Miller is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning processes and a variety of tools to support client financial goals.

Tyler Watts is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 2013 and joined Merrill Lynch in 2019 after six years with another firm. In his role, Tyler assists clients in building wealth management strategies tailored to their individual needs, focusing on a comprehensive approach that emphasizes listening and informed decision-making. His expertise encompasses family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and ESG investing, sports and entertainment financial planning, individual and corporate investment strategies, tax minimization, and retirement income planning. Tyler holds the CERTIFIED FINANCIAL PLANNER (CFP) designation, is a Personal Investment Advisor (PIA), and has credentials in Sports & Entertainment (SE). Tyler earned his Bachelor's Degree from Indiana Institute of Technology. Originally from Indiana, he has a personal interest in sports and outdoor activities such as baseball, boating, cooking, fishing, football, gardening, golfing, music, and traveling. He resides in Saint Louis with his wife and three children.

Samantha Estrada is a financial advisor at OSAIC with four years of industry experience. She holds a Series 66 designation and has worked at OSAIC since 2024, following previous roles at Securities America, Inc. and Millenia Investments LLC. Prior to her advisory career, she was employed at Ameristar Casino for two years. OSAIC serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach uses model-based asset allocation, portfolio optimization, and a variety of managed account programs supported by proprietary tools and third-party managers.

Elaine Howard is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2008. Outside of her advisory role, she is an assistant volleyball coach for a youth sports league, teaching volleyball skills to children aged 9-12. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supporting a nationwide network of over 23,000 financial advisors.

Paul Beeman is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Clearing and U.S. Bancorp Investments, Inc. He is also the owner of Beeman Asset Management, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include specialized areas such as business-owner transition and special-needs planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

Andrew Clary is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. Based in Washington, MO, he is also involved in local business ventures including co-ownership of a snow cone business and property management companies. Edward Jones is a full-service wealth management firm that serves a broad client base including individual and institutional investors. The firm manages over $1 trillion in assets and offers a wide range of investment strategies and affiliated financial services through a large network of advisors and branch offices nationwide.

Thomas Thornton is a financial advisor with LPL Financial in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors, PNC Wealth Management, and Natcity Investments. Outside of advisory work, he is a business owner of Bottle Buddy, a venture involving a royalty agreement for a patent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology-driven operational and research tools.

Bridie Smith is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She 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, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and operates a large network of over 14,000 financial advisors, offering both brokerage and advisory solutions.

Adam Hopper is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2016. He has 11 years of industry experience. Outside of his advisory role, he serves as a board member of the BJC - St Peters/Progress West Foundation, contributing to community and fundraising efforts. 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 over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Bethany Altis is a CFP® with nine years of experience and has been with Edward Jones since 2015. She holds a Series 66 license and is based in Ballwin, MO. Outside of her advisory role, she is co-owner of Altis Land and Cattle, a cattle business in St. Louis, MO. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors and offers a variety of advisory programs and investment strategies under a fiduciary standard.

Karl Nelson is a CFP® certificant with 21 years of industry experience and has been with Edward Jones since 2009. He is located in Chesterfield, MO, and holds Series 63 and Series 66 registrations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services, supported by a large national network of advisors and branch offices.

Eric Robert is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Stifel since 2007. Prior to joining Stifel, he worked at Emmis Communications for 13 years. He is also an on-air personality hosting talk radio shows with Epic STL, LLC. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group to inform asset allocation and financial planning analyses.

Aleksandr Pshichenko is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at Charles Schwab, TD Ameritrade, and TIAA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with principles of diversification and modern portfolio theory in its investment approach.

Nickolas Betta is a financial advisor at Osaic Wealth with 40 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for FSC Securities Corporation for 26 years prior to joining Osaic in 2023. Osaic Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and client preferences.

Joseph Wheeler is a financial advisor with Charles Schwab & Co., Inc. based in St. Louis, MO. He holds Series 63 and Series 66 licenses and has eight years of industry experience, including prior roles at TD Ameritrade Inc. Outside of financial advising, he works part-time in event staffing with Keystone Event Staffing, assisting with customer service and crowd management at local events. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 separately managed accounts and offers a range of investment options supported by centralized custody and operational capabilities.

Mark Talbott is a CFP® and holds a Series 66 license with 16 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 combination of brokerage and advisory solutions.

Michael Grosch is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including TD Ameritrade and Charles Schwab. Outside of advising, he has experience managing rental property and works part-time as a bartender and assistant in the construction industry. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, combining non-discretionary client relationships with access to discretionary managed accounts and a multi-asset investment approach supported by centralized custody and operational services.

Katherine Schonaerts is a financial advisor at Edward Jones with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2006. 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 under management through a nationwide network of roughly 23,701 financial advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Md Younus is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized wealth management strategies that consider clients' full financial picture and priorities. His areas of expertise include retirement planning, college education planning, family wealth management strategies, legacy planning, portfolio management services, socially responsible and ESG investing, and tax minimization. Younus holds a Master of Business Administration (MBA) and a Master of Science in Finance from Webster University, as well as a Bachelor's degree from the State University of Bangladesh. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Fluent in English, Arabic, Bengali, Urdu, and Hindi, he is dedicated to building long-term client relationships based on understanding their priorities and goals. Born in Bangladesh and having lived in Dubai before moving to St. Louis in 2013, Younus engages in community activities including volunteering with Bank of America's Better Money Habits program, Food Bank, IFGSTL, and YMCA. His personal interests include fishing, racquetball, soccer, pickleball, and cricket.