Kelsey Randall is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm focuses on tailored financial planning and employs structured discovery processes and firm-approved tools to develop its plans.

Ryan Smith is a financial advisor with Charles Schwab who holds a Series 66 designation and has 10 years of industry experience. He has worked at Charles Schwab since 2015 and at Charles Schwab Bank since 2017. 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 offers both non-discretionary and discretionary investment options, combining strategic asset allocation with alternative investment due diligence and centralized operational support.

Kathleen Menaugh is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 66 designations and previously worked at TD Ameritrade and Lowe's. She is based in St. Louis, Missouri. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, integrating multiple services such as brokerage, custody, and cash-sweep arrangements.

Brad Dieckhaus is a Wealth Management Advisor at Merrill Lynch Wealth Management. He partners with families managing between $1 million and $20 million in assets to provide organized, goal-based planning focused on clarity, results, and confidence. Brad introduces clients to the Wahl, Dieckhaus, Denner & Associates service model to deepen their wealth management process and financial strategies. Brad has been working in the financial services industry since 2013, following his graduation with a master's degree from Northern Illinois University. Prior to that, he interned with Merrill Lynch in 2012. He holds several professional designations including Certified Financial Planner® (CFP), Chartered Retirement Planning Counselor™ (CRPC), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), and Personal Investment Advisor (PIA). His expertise encompasses areas such as retirement planning, tax minimization, legacy planning, and managing new wealth. In addition to his professional role, Brad participates in community activities such as the St Louis Children's Hospital Charity Golf Tournament. He also enjoys spending time with his wife and children, and engages in activities like working out and outdoor pursuits.

Michael Curtis is a CFP® professional with 10 years of experience in financial advisory services. He is currently with Ameriprise in Chesterfield, MO, having previously worked at Assetmark Brokerage, LLC, Assetmark Financial Holdings, Inc., and Edward Jones. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement income planning, combining proprietary research and third-party data to support tax-aware withdrawal strategies and dependable income sources.

Joseph Rosenbaum is a financial advisor at Ameriprise with 32 years of industry experience. He has worked at Ameriprise in various capacities since 2003 and previously spent time at Wells Fargo Clearing. Rosenbaum serves on the Board of Directors for the West County Youth Development Society as Secretary. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach combines investment research, third-party data, and algorithmic tools to provide written recommendation reports and ongoing guidance focused on dependable income and tax-aware withdrawal strategies.

Kelly Cenatiempo is a financial advisor with Ameriprise in Saint Peters, MO, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliate since 2008. Outside of her advisory role, she is involved with JCM, a financial advising business. Ameriprise serves individuals approaching or in retirement, offering retirement-income planning services that include written recommendation reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice, primarily for clients with significant investable assets held in Ameriprise-managed accounts.

Daniel Monks is a Certified Financial Planner (CFP®) with seven years of industry experience. He has worked at Edward Jones since 2018 and previously at Major Brands, Inc. from 2015 to 2018. Outside of his advisory role, he is a passive investor in Melvin Brewing Eureka LLC, a restaurant and brewery in Eureka, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial services through a large nationwide network of advisors and branch offices.

Adam Skelton is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience at First Community Credit Union, Jiffy Lube, Meramec Community College, Imo's Pizza, and Kirkwood High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Joshua Burton is a financial advisor with Ameriprise in Chesterfield, MO, holding Series 65 and Series 63 licenses and possessing three years of industry experience. His prior roles include positions at Charles Schwab and Northwestern Mutual. Outside of finance, he has worked with Outdoor Living Inc. and at Greenbriar Hills Country Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Benjamin Hankammer is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2023 to 2024, and before that, he served as an Investment Consultant at Charles Schwab from 2021 to 2023. He began his career as a Financial Services Professional at TD Ameritrade from 2020 to 2021. His approach to financial planning emphasizes understanding each client's unique goals and circumstances, aiming to build a foundation of trust for developing comprehensive financial plans. Outside of his professional work, Benjamin enjoys baseball, fitness, outdoor adventures, reading, skiing, and volunteering.

David Domian is a financial advisor with LPL Financial in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. He has worked at LPL Financial since 2012 and previously spent two years at Edward Jones. Domian is involved in wealth management through his business activities at Sirius Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, utilizing both proprietary research and third-party subadvisors.

Taylor Stockdale is a financial advisor at Stifel with five years of industry experience and holds a Series 66 designation. Prior to joining Stifel in 2020, Stockdale held positions in various roles within the salon and hospitality industries. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services that include financial planning and asset allocation guidance based on a proprietary methodology developed by its Investment Strategy Group.

John Urbanowicz is a CFP® professional with 11 years of industry experience, currently advising clients at Edward Jones since 2014. Based in St. Charles, MO, he holds the Series 66 designation. Outside of his advisory role, he owns Urbo Properties LLC, a rental property business in Wentzville, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Russ Clever is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 65 licenses with 30 years of industry experience. His career includes roles at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets from 2001 to 2009. He serves on the Finance Committee of the Assumption Catholic Church of O'Fallon. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and a range of investment programs supported by firm-approved tools and research.

Kevin Shaughnessy Sr. is a financial advisor at Stifel with 18 years of industry experience. His previous roles include positions at U.S. Bancorp Advisors, U.S. Bancorp Investments, U.S. Bank, Edward Jones, Wells Fargo Clearing, and MSI Financial Services. He holds Series 63 and Series 65 designations. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Barry Jateff is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team and emphasizes products from affiliated firms in its investment selection.

Daniel Shelley is a financial advisor with OSAIC in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at OSAIC since 2005 and previously spent six years at Edward Jones. Outside of his advisory role, he owns Financial Legacy Associates, a sole proprietorship offering term life insurance and long-term care products. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform, providing brokerage and advisory services including financial planning and managed portfolios. The firm’s investment approach features model-based asset allocation and portfolio optimization, supported by various tools and third-party managers.

Mitchell Slattery is a CFP®-certified financial advisor with Edward Jones in Chesterfield, MO, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at MetroGistics. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,000 financial advisors.

Brian Labuda is a Series 66 licensed financial advisor with nine years of industry experience. He has been with Edward Jones since 2017, working out of Wildwood, Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,000 advisors and 15,000 branch offices.