Carolyn Link is a financial advisor at Charles Schwab with 40 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of her advisory work, she serves as co-trustee for her parents' trust. 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 and discretionary investment guidance using multi-asset model portfolios, with centralized supervisory, custody, and order-routing arrangements.

Daniel Klug is a CFP® professional with 20 years of experience in the financial industry. He has been with Edward Jones since 2008. Daniel holds Series 63 and Series 66 licenses and is based in Chesterfield, MO. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Skyla Wolcott is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 66 and Series 63 licenses and bringing 21 years of industry experience. Her previous work includes twelve years at TD Ameritrade Inc. before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized custody and operational infrastructure.

Todd Gilmore is a Senior Financial Advisor at Merrill Lynch Wealth Management, a position he has held since 2019. With over 30 years of experience in the investment industry, he specializes in family wealth management strategies, legacy planning, personal retirement planning, socially responsible and ESG investing, tax minimization, and retirement income. Mr. Gilmore holds the Certified Investment Management Consultant (CIMC) certification obtained in 2000, the Senior Portfolio Advisor designation in the Merrill Investment Advisory Program, and earned the Retirement Management Advisor (RMA) certification in 2020. He earned his Bachelor's Degree from Southern Methodist University and a Master of Business Administration (MBA) from the University of Missouri System. In addition to his professional work, Todd is involved in community organizations including Habitat for Humanity, Kids in The Middle, and Bonhomme Presbyterian. His personal interests include baseball, cooking, football, golfing, hiking, spending time with his family, traveling, and watching movies.

Ethan Eitel is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO, holding a Series 66 designation and 13 years of industry experience. He has worked with Mass Mutual and its affiliates since 2012. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars, structuring planning engagements as annual, collaborative relationships tailored to client goals.

Raymond Palmer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors, LLC for one year. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jon Hobson is a Financial Consultant currently working at Fidelity. In this role, he collaborates closely with clients to develop personalized financial plans that align with their individual goals. His approach centers on creating clarity and reducing stress to help clients feel supported throughout their financial journey. Jon has held several positions at Fidelity, including Investment Consultant, Relationship Manager, and Financial Representative, with progressive experience from 2023 to the present. This range of roles has provided him with a broad understanding of financial services and client relationship management. Outside of his professional responsibilities, Jon enjoys outdoor activities such as camping, canoeing, fishing, hiking, and playing soccer.

Brendan Summary is a financial advisor with Charles Schwab in St. Louis, Missouri, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at Charles Schwab and its affiliated banks since 2021, and previously at Scottrade, Inc. from 2008 to 2021. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to affiliated discretionary strategies and offers centralized custody, brokerage, and cash-sweep services.

Adam Hargis is a financial advisor with Charles Schwab in Chesterfield, MO, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at TD Ameritrade, Inc., TD Ameritrade Investment Management, LLC, and Scottrade. 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios and alternative investment access within an integrated operational structure.

Amy Riley is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and 19 years of industry experience. She previously worked at Fidelity Personal and Workplace Advisors and Strategic Advisors LLC. Outside of her advisory role, Riley participates in a high school booster club, assisting with fundraising and program administration. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through unique affiliations.

Jeffrey Gorgen is a financial advisor at Edward Jones in Chesterfield, MO, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. 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 and a nationwide network of more than 23,700 financial advisors. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patrick Morningstar is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Chanceler Roth is a CFP®-designated financial advisor at Charles Schwab with five years of industry experience. Prior to his current role, he worked at TD Ameritrade, Edward Jones Investments, and held academic positions at Lindenwood University and Saint Charles Community College. Outside of finance, he has an affiliation with Twitch Interactive through the Twitch Affiliate Agreement. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and associated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment solutions supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Braxton Crabtree is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he held positions at Vantage Credit Union and Wells Fargo Clearing Service, and he has a background in education at the University of Missouri St. Louis and Holt High School. He is currently involved with Vantage Credit Union in a financial institution duty role. 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 provides comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management along with access to model portfolios and research.

Kelly Mc Ginnis is a Series 66-licensed advisor at Edward Jones in High Ridge, MO, with 14 years of industry experience. She has been with Edward Jones since 2011. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tori Devries Temme is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of her advisory role, she sells arts and craft items online and serves as secretary for a local homeowners association in St. Charles, Missouri. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for discretionary management and a broader investment menu including insurance-related vehicles and bank deposit sweep options.

Travis Mcgrew is a financial advisor at OSAIC with 20 years of industry experience. He previously worked at Woodbury Financial Services for 18 years before joining OSAIC in 2024. Mcgrew holds Series 63 and Series 65 licenses. He is also involved with CSE Strategy Partners, a group focused on advertising, client events, and product generation. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of advisers. The firm offers a range of services such as brokerage, investment advisory, financial planning, and access to third-party money managers, employing asset-allocation tools and risk assessments to construct tailored portfolios.

Gregory Camden is a financial advisor with UBS Financial Services in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, operating as a broker-dealer, investment adviser, and futures commission merchant.

Kristina Holloran is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has seven years of industry experience, having previously worked at Fidelity Investments, Mass Mutual Investors Services, Edward Jones, and PNC Bank. Outside of her advisory work, she serves as treasurer for a nonprofit organization, 3:16 Ministries. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals utilizing a range of portfolio management strategies and platform arrangements.

Bryan Berg is a financial advisor with Wells Fargo Advisors in Chesterfield, MO, holding a Series 66 designation and eight years of industry experience. His career includes six years at Wells Fargo Clearing Services LLC and five years at the University of Missouri: Columbia before joining Wells Fargo Advisors in 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with flexible implementation options through brokerage or advisory programs.