Jeffrey Pomeroy is a financial advisor at Edward Jones in St. Charles, MO, holding the CFP® and ChFC® designations with 23 years of industry experience at the firm. He serves as the finance committee chair for St. John the Apostle and Evangelist Church, providing guidance on the church’s financial decisions. Edward Jones is a wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs, managed solutions, and affiliated investment products through a large national network of advisors and branches.

Jeremiah Dellas is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior roles include positions at Stl Wealth LP, Waddell & Reed, Inc., and involvement with Aloha Ventures LLC. He served on the Lindenwood School of Business Board and Lindenwood University, and was involved with the Endangered Wolf Center and Kids Rock Cancer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, supporting both discretionary and non-discretionary management with access to research and model portfolios.

Brice Heilman is a financial advisor with UBS Financial Services in Chesterfield, MO, holding a Series 66 designation and 16 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Mason Brunsmann is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Citigroup and TD Ameritrade. Outside of his advisory role, he has been involved with Xist Fitness. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jenna Gornicz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She has worked with Wells Fargo Advisors, LLC from 2010 to 2016 before continuing her career at 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 provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

John Benoist III is a CFP®-credentialed financial advisor at Charles Schwab with six years of industry experience. Prior to joining Schwab in 2022, he worked at TD Ameritrade, Inc. from 2019 to 2022 and has experience in various roles outside the financial industry. He is also the owner of Bazaar Benoist Trading Cards & Games LLC, a retail business. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions with integrated brokerage, custody, and advisory services.

Maxx Eisenhoffer is a financial advisor with Ameriprise in Chesterfield, MO, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, Bank of America, Merrill, and Wells Fargo Clearing Services. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, utilizing a centralized consulting team that combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Kevin Monton is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2017. Prior to that, he spent 20 years at Charles Schwab and Charles Schwab Bank. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Justin Ripperden is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He specializes in financial planning with a holistic approach, working with individuals and families to create tailored financial plans aimed at helping clients pursue their financial goals. Prior to his current position, Justin served as a Senior Financial Advisor at Wells Fargo Advisors from 2015 to 2022. He holds an Arkansas Insurance License, which complements his expertise in providing comprehensive financial guidance. Outside of his professional responsibilities, Justin engages in family activities, social events with friends, golf, parenthood, and traveling.

Adam Wiedman is a financial advisor at Cetera with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Cetera and Regions Bank since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party and affiliated investment solutions.

Britton McNeill is a financial advisor with Charles Schwab based in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade for several years and has also held positions at Amazon and AMC Showplace Edwardsville 12. 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 a blend of non-discretionary advice and access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Daniel Farner is a CFP® with 33 years of industry experience, affiliated with Edward Jones since 1989. He is based in O'Fallon, MO, and holds a Series 63 designation. Farner has spent his entire career at Edward Jones. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Pollmann is a financial advisor at Primerica Advisors in St. Louis, MO, holding Series 65 and Series 63 licenses with seven years of industry experience. His work history includes roles at M&K Financial Services, PFS Investments Inc., and Primerica Financial Services. Outside of his advisory duties, he is involved in sales related to loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and offers a range of portfolio models including those that invest in cryptocurrency via exchange-traded funds.

Zacary Fruend is a financial advisor with OSAIC, holding a Series 66 designation and beginning his career in 2026. His prior experience includes roles in education and construction, as well as a position at Stifel Financial. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers through a variety of advisory platforms.

Paul Funkhouser is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He previously worked at National Planning Corporation for 10 years before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Todd Krentz is a CFP® with 25 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked at Raymond James since 2018 and previously spent nine years at Stifel Nicolaus & Co. Inc. Krentz serves as President of Krentz Financial Group, a position he has held since 2018. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while maintaining specialized programs for municipal finance and SIMPLE IRA employer advisory services.

Andrea Phillips is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. She previously worked at Edward Jones and Vantage Credit Union. In addition to her advisory role, Phillips provides tutoring services to college students and industry professionals through Varsity Tutors. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, and institutions, offering financial planning, insurance distribution, and access to third-party asset management programs within a dual-registered advisory and broker-dealer framework.

Charles Grbcich is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisers.

Benjamin Fox is a financial advisor at LPL Enterprise with four years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he is involved in property and casualty insurance through Focus Insurance in Eureka, MO. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs. The firm integrates advisory services with brokerage and insurance products across its platform.

Stephen Drachnik is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co. since 2008. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services, utilizing a proprietary investment methodology developed by its Investment Strategy Group to provide capital market analysis and asset allocation guidance.