Andrew Mc Lean is a financial advisor at Charles Schwab in Chesterfield, MO, holding a Series 66 credential with two years of industry experience. Prior to joining Charles Schwab, he held various roles including positions in the Missouri State University Athletic Department and Career Center. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering integrated wealth advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed account platforms.

Jeffery Seeburger is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including THE O.N. Equity Sales Company and Ohio National Financial Services. Outside of advising, he is involved as secretary of PJ's Coffee of Lake St. Louis, a local coffee shop. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management via multiple platforms, alongside proprietary model strategies under the Founders Gate Capital brand.

Franz Barresi is a financial advisor with Ameriprise in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory services while offering a broad range of advisory, brokerage, and insurance solutions.

Devan Isaacs is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he works with clients to develop personalized financial plans that align with their goals and values. Prior to joining Fidelity, Devan began his career at U.S. Bank, where he gained foundational experience in financial services. Devan graduated from Xavier University in 2023 and is a St. Louis native, having completed high school at St. Louis University High School in 2018. While at Fidelity, he earned his current licenses and credentials relevant to his role. Outside of his professional responsibilities, Devan enjoys baseball, tennis, attending social events with friends, and exploring culinary experiences.

William Mclaurine is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and bringing 32 years of industry experience. His career includes roles at Cetera Wealth Services, LLC since 2013 and End Line Wealth Management since 2018. Outside of his advisory work, he coaches youth soccer for Sporting St Louis, a local club. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, financial planning services, and access to third-party money managers.

Allison Jentsch is a CFP® and holds a Series 66 license, currently advising clients at Charles Schwab with five years of industry experience. Her prior work includes roles at TD Ameritrade, Charles Schwab Bank, and Capstone Real Estate Investments, as well as experience outside finance in C Studio, Inc. 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, offering a combination of non-discretionary and discretionary investment options supported by integrated custody and brokerage operations.

Nicholas Gibson is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CIBC Bank USA, Cetera Investment Services, and Regions Bank. Outside of his advisory role, he volunteers as a youth baseball coach with the US Nationals Baseball Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports its clients through various advisory programs.

Rodney Schmitz is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2009. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice. The firm’s approach integrates investment research and algorithmic tools to address asset allocation, withdrawal strategies, and Social Security options, operating within a distinctive investment ecosystem with specific enrollment criteria.

Patrick Chanod Jr. is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Salvatore Culella is a ChFC® credentialed advisor with over 53 years of experience, currently with OSAIC since 1997. He also owns a term life insurance business and serves as a notary public. Prior to OSAIC, he worked with Manufacturers Life Insurance Company starting in 1985. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Michael Rois is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and six years of industry experience. His background includes roles at Charles Schwab, TD Ameritrade, and Westminster College. 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 a combination of non-discretionary advice with access to discretionary separately managed accounts and emphasizes strategic multi-asset allocation supported by research and an established alternative investment program.

Ashley Kisker is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Kisker worked at Kingside Diner and Herbie's. Outside of advising, Kisker operates a small, informal cookie decorating and baking activity performed intermittently for family and friends. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Jason Lohbeck is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior experience includes roles at TD Ameritrade and Scottrade. Outside of his advisory work, Lohbeck owns and operates Lohbeck Woodworks, a furniture-building business. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, and custody services through its integrated wealth management programs. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by research and due diligence.

Joseph Ogden is a financial advisor at Stifel with 32 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2008 and holds the Series 63 and Series 66 designations. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm offers brokerage and investment advisory services, with an investment approach based on a proprietary methodology developed by its Investment Strategy Group using forward-looking capital market assumptions and probabilistic modeling.

Keith Perry is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 33 years of industry experience. Prior to joining LPL Financial in 2017, he worked at National Planning Corporation from 2007 to 2017 and at American General Securities Incorporated from 2004 to 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Ana Sigler is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for five years. Outside of her advisory role, she is involved in property management as a sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

William Murphy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 32 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 range of brokerage and advisory solutions.

Mark Stegmann is a financial advisor at Ameriprise Financial Services with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Prudential Equity Group. 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 tailored retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Michelle Galvin is a financial advisor with Wells Fargo Advisors in Chesterfield, MO, holding a Series 66 credential and 18 years of industry experience. She has worked at Wells Fargo Clearing from 2016 to 2025 before joining Wells Fargo Advisors. Outside of her advisory role, she consults part-time for Rodan & Fields, selling facial products. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using a broad planning menu and proprietary research tools. The firm offers integrated advisory and brokerage options with a range of planning specialties and compensation arrangements.

Brandon Elledge is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at TD Ameritrade and MassMutual, as well as a brief position at Paradise Tropical Bar & Grill. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach with comprehensive due diligence and centralized operational support.