Harvey Ziegler is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a non-managing partner in Ziegler Brothers Farm LLC and serves on the advisory board of Woodlawn Chapel Presbyterian Church. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a discovery-based process, offering a broad range of retail and institutional investment services.

Samuel Thomure is a financial advisor at Raymond James Financial with a Series 65 designation. He has one year of industry experience and has previously worked at Guidestone Capital Partners, Focus Partners Wealth, Buckingham Strategic Wealth, Wells Fargo, and other firms. 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, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client decision-making.

Jason Heldenbrand is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. Prior to joining Edward Jones, he was involved with 4 Corners LLC, an entity related to real estate, which he continues to own. He also co-administrates a family farm in St. Louis, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Andrew Mccollum is a CFP® professional with 14 years of industry experience. He has worked at LPL Financial since 2017 and previously spent six years with National Planning Corporation. Outside of his advisory role, he serves as an assistant coach for Eureka High School football. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and various technologies in its investment approach.

Michael Wollenberg is a financial advisor at Cambridge Investment Research Advisors with 6 years of industry experience. He holds a Series 66 designation and previously worked at The ON Equity Sales Company and Ohio National Insurance Agency. Outside of his advisory role, he is involved with Saint Louis Distillery as a distiller and tour guide and owns a college planning business, A Plus College Solutions. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent financial professionals, utilizing various custody platforms and both discretionary and non-discretionary strategies.

Benjamin Zuckerman is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates through a nationwide network of more than 23,700 financial advisors.

Todd Baebler is a CFP® with 20 years of industry experience. He has worked at Edward Jones since 2017 and was previously with Fidelity Investments from 2013 to 2017. He is based in Creve Coeur, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Shawn Gibbs is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 1999 and concurrently serves in the U.S. Army Reserve, a role he has held since 1993. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Jacob Brinkley is a financial advisor with Charles Schwab in St. Louis, Missouri, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has previously worked at TD Ameritrade and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, using multi-asset model portfolios and due diligence on alternative investments.

Regal Green is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 12 years of experience at the firm. He is based in Chesterfield, MO, and has worked exclusively with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Rene Bana is a financial advisor with Edward Jones in Wentzville, MO, holding a Series 66 designation and 15 years of industry experience. He has worked at Edward Jones since 2012. 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 broad range of advisory programs and investment options, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

Connor Mc Farland is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He has an extensive background at First Community Credit Union in Chesterfield, MO, where he continues to hold investment-related roles including officer manager and notary. 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 a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Samantha Corbitt is a financial advisor at Mass Mutual Investors Services with three years of industry experience. She holds a Series 66 designation and has worked at Mass Mutual Investors Services since 2023, with prior roles at MassMutual Life Insurance Company and Bespoke Apparel. Outside of her advisory work, she is a commissioned notary public in Missouri. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual planning engagements using firm-approved analytical tools and offers specialized services including divorce planning and employer-sponsored programs.

Jack Kessinger is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and beginning his advisory career recently. His prior work experience includes roles at The America Group and Vector Marketing, as well as positions outside the financial sector. He is also licensed as an insurance agent in Chesterfield, Missouri. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.

Tyler Hicks is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TD Ameritrade, Scottrade, and Charles Schwab Bank. 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 advisory services and access to discretionary separately managed accounts, delivering investment guidance via multi-asset model portfolios and a formal alternative investment program.

Jennifer Wilson is a financial advisor with Ameriprise in Saint Louis, MO, holding Series 65 and Series 63 credentials and with 28 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she serves on the Ladue School District Finance & Facilities Committee, providing input on planning and operational efficiency for district facilities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include a written Recommendation Report and ongoing advice focused on dependable income and tax-aware withdrawal strategies. Their approach integrates investment research, third-party data, and algorithmic tools within a defined investment ecosystem.

Jeffrey Bloeser is a Vice President and Financial Consultant at Fidelity Investments. In this role, he works with individuals and families to help them work towards their financial goals. Jeffrey has been with Fidelity Investments since 2013, progressing through roles including Financial Representative, Investment Representative, Financial Consultant, and currently Vice President, Financial Consultant since 2023. Prior to joining Fidelity, he worked as a Financial Consultant at Edward Jones from 2008 to 2013.

Julie Thompson is a financial advisor at Fidelity with one year of industry experience. She previously worked at Super Bright LEDs and Starbucks before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversee registered investment companies.

Robert Mcnamee is a financial advisor with LPL Enterprise, holding a Series 66 designation and 22 years of industry experience. He previously worked at Prudential Insurance Company of America for over two decades and was affiliated with Pruco Securities, LLC during that time. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, providing financial planning, advisory services, and access to model portfolios and third-party asset management arrangements through an integrated platform that combines advisory programs with brokerage and insurance product offerings.

Matthew Westphal is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO. He holds the Series 66 designation and has five years of industry experience. Prior to his current role, he worked at Quincy University from 2016 to 2021. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software tools to deliver written recommendations through annual, collaborative client relationships.