Andrew Beckerdite is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory role, he officiates youth sports through STLSTRIPES, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven process and modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Wexelman is a financial advisor at Merrill with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1982, including a 15-year tenure at Bank of America, N.A. as part of his career. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies tailored to individuals, high-net-worth clients, and institutional investors.

Zachary Ballard is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial, Wamu Investments, Banc One Securities, and Fidelity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and tailored recommendations supported by proprietary research and tools.

Andrew Busby is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with MassMutual Investors Services since 2017 and has additional experience with MassMutual Life Insurance Company dating back to 2016. Outside of his advisory work, he serves as treasurer for the Lindbergh High School Soccer Booster, where he helps manage expenses and fundraising efforts. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, money-manager programs, and educational seminars as part of its comprehensive approach.

Kyle Hanlon is a CFP® professional with nine years of industry experience, currently affiliated with Wells Fargo Clearing Services LLC since 2017. Prior to this, he worked at Postland State University from 2015 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and third-party databases.

Andrew Burch is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has five years of industry experience. Prior to joining Raymond James, he worked at Bank of America, Merrill, Fidelity, Charles Schwab, and TD Ameritrade. He is also employed as support staff for Mission Financial in Saint Peters, Missouri. 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, and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Seth Parker Bosch is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and six years of industry experience. Prior to joining J.P. Morgan Securities in 2026, he worked for Edward Jones for eight years. Outside of his advisory role, he is involved in a rental property business called Home Town Vacay Rentals. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Ryan Rogers 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 Experis Manpower Group and various positions in other industries. He is based in St. Louis, MO. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment offering.

David Watson is a ChFC® credentialed financial advisor with 40 years of industry experience. He is currently affiliated with OSAIC and has previously worked at Pines Wealth Management and Royal Alliance Associates. Outside of his advisory work, Watson serves as Chairman of the Board of Trustees for the St. Louis Archdiocesan Fund and is involved in advisory and trustee roles related to the Archdiocese of St. Louis. He also manages a working farm under a family trust. OSAIC Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides comprehensive brokerage and investment advisory services using advanced portfolio construction tools and access to third-party managers.

John Hoffstetter is a CFP®-certified financial advisor with Edward Jones, based in Creve Coeur, MO. He has 27 years of industry experience, all with Edward D. Jones & Co., L.P. since 1997. 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 investment strategies and affiliated products through a nationwide network of more than 23,700 financial advisors.

Patrick Oreilly is a financial advisor at Osaic with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC and other firms. Oreilly has maintained investment-related business entities including an agency selling life and health insurance. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with portfolio construction supported by firm-provided tools, and it utilizes a complex platform structure with multiple mergers and third-party arrangements.

Jonathan Carter is a CFP® certificant with six years of industry experience currently at Edward Jones. He previously worked at Mariner Wealth Advisors and American Century Investment Services, Inc. Outside of his financial advisory roles, no additional activities are noted. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high- and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and offices.

Samantha Brekalo is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary portfolio management, fund advisory, and model portfolios, with distinctive features including commodity pool operator registration and the use of AI-driven research methodologies.

Robert Ponciroli is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior roles include positions at Cuna Brokerage Services Inc. and Cuna Mutual Group. He also operates Investment Services at First Community, a business related to his LPL activities. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, supported by research and technology-driven investment strategies.

Ries Moredock is a Series 66-licensed financial advisor at OSAIC with three years of industry experience. He has held prior roles at Securities America Advisors, Securities America, Inc., and Millenia Investments LLC. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisors, offering integrated brokerage, advisory services, and access to third-party money managers and managed accounts.

Ryan Black is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including Merrill Lynch, Citigroup, and Principal Financial Services, before joining Charles Schwab in 2025. 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 provides a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios, due diligence on alternative investments, and centralized operational infrastructure.

William Vanronzelen is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and having nine years of industry experience. His career includes prior roles at Wells Fargo Clearing Services, TD Ameritrade, Scottrade, and Century Securities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, utilizing proprietary research and tools to develop tailored recommendations.

Christopher Boschert is a financial advisor at Fidelity with 37 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes six years with Wells Fargo Clearing and related affiliates. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, and it also serves as a commodity pool operator registered with the CFTC.

Thomas Borich is a financial advisor at Edward Jones with Series 65 and Series 63 credentials and 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of financial advisors and branch offices.

David Terry is a financial advisor at Edward Jones with 10 years of industry experience, all of which has been with the firm since 2016. He holds a Series 66 designation. Outside of his advisory role, Terry performs as an acoustic guitarist and singer at local restaurants and wineries in Ballwin, MO. Edward Jones is a full-service wealth management firm that serves over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.