Catherine Woodside is a financial advisor at Charles Schwab with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Charles Schwab, TD Ameritrade, and Scottrade. Outside of her advisory role, she is involved in retail sales as an associate with Isagenix. 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 and discretionary investment management using multi-asset model portfolios and maintains a large client base supported by integrated custodial and brokerage services.

Oliver Byers is a financial advisor with MassMutual Investors Services holding a Series 66 designation and three years of industry experience. He has previously worked at Apollo Insurance Group and has experience running his own financial advisory business, OBB Advisements, LLC. Outside of his advisory role, he also receives residual compensation from prior insurance sales. MassMutual Investors Services, LLC provides ongoing financial planning and asset management to individuals, business owners, trusts, and charitable organizations, using firm-approved software and collaborative client relationships to develop investment strategies and planning recommendations.

Zackery Brinkley is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at TD Ameritrade Inc. and Scottrade Inc. Charles Schwab & Co., Inc. serves a large client base, 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 models with access to discretionary separately managed accounts and offers integrated brokerage, custody, and advisory services.

Scott Wheeler is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at MetLife Securities Inc. and MassMutual Life Insurance Co. He is also an independent insurance agent specializing in life, accident, health, and Medicare-related products. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Arthur Trey Ruprecht is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with J.P. Morgan Securities and J.P. Morgan Bank, N.A., where he has worked since 2020. Prior to that, he was with Bank of America and Merrill from 2015 to 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Justin Cella is a financial advisor with Edward Jones in St. Charles, MO, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at The Vanguard Group and Enterprise Fleet Management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies, supported by a large network of advisors and branch offices nationwide. The firm manages over $1 trillion in assets and offers services including tax-efficient strategies and affiliated investment products.

Yale Benson is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at TD Ameritrade and United Parcel Service. Outside of finance, Yale has been involved with Uber Eats since 2018. 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, employing multi-asset model portfolios and a centralized operational structure.

Joshua Elliott is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2022. Prior to his current role, he spent five years at Lindenwood University and one year at Continental Commercial Products. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Jerry Carter is a financial advisor at Edward Jones with 20 years of industry experience. He has held his position at Edward Jones since 2012 and holds the Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with a large nationwide network of financial advisors and branch offices.

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.