Daniel Wiegner is a financial advisor at Merrill with nine years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and Scottrade. Outside of his advisory work, he serves as a general manager consultant for Fitzpatrick Pharmacy, a retail pharmacy business where he produces medical prescription data reports. Merrill, together 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Nuelle is a financial advisor at Stifel with 38 years of industry experience and holds Series 63 and Series 65 designations. He has been with Stifel since 1998. Outside of his advisory role, Nuelle is involved in an oil exploration venture and serves as co-trustee of a family trust. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Andrew Beck is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jeffrey Klever is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including The Mutual Fund Store and TD Ameritrade in various advisory roles. He has been with Financial Engines Advisors L.L.C. since 2016. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term strategies.

Thomas Waters is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Financial, he worked at Applied Materials Inc. for three years and has experience at Sensiba LLP and Waters Financial Group Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,900 advisors.

John Beaudoin is a CFP®-certified financial advisor with Ameriprise in Cottleville, MO, bringing 35 years of industry experience. He has been with Ameriprise since 2005, including his current role starting in 2020. Outside of his advisory work, he co-owns JABMB LLC, a business that assists with operations and succession planning for financial practices. Ameriprise offers a retirement-income planning service targeted at clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Emily Donaldson is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Spire Investment Partners and RFG Advisory, LLC. Emily is based in Wildwood, Missouri. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to deliver goal-based recommendations.

Elaine Gwin is a financial advisor at Edward Jones with nine years at the firm and a total of four years of industry experience. She holds the Series 66 designation and previously worked at Creatives on Call for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices.

Shaun Griese is a financial advisor with OSAIC in Chesterfield, MO, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Capital Corporation, OneAmerica Securities, and American United Life. Outside of advising, he is a silent partner in a real estate wholesaling and rehabbing business. OSAIC Wealth serves a diverse clientele including retail, high-net-worth, institutional, retirement plan, charity, and corporate clients. The firm offers brokerage and advisory services emphasizing model-based asset allocation and portfolio optimization through a multi-advisor platform.

Justin Hitzfeld is a Financial Consultant who emphasizes providing a top-tier client experience by collaborating with fellow financial professionals to build lasting relationships based on integrity and trust. His professional background includes roles as a Planning Consultant at Fidelity Investments from 2022 to 2024, a Senior Financial Consultant at TD Ameritrade from 2017 to 2021, and a Financial Specialist II at PNC Investments from 2012 to 2017. Outside of his professional career, Justin's personal interests include board games, family activities, music, reading, and writing.

John Benson is a financial advisor with Charles Schwab who holds a Series 66 designation and has 10 years of industry experience. He previously worked at TD Ameritrade, Scottrade, and First Command Advisory Services. Outside of his advisory role, he engages in woodworking as a hobby and creates furniture and household goods, which he plans to sell. 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 solutions supported by multi-asset model portfolios and centralized operational resources.

Kevin Loyd Jr. is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at firms including Cetera Advisors LLC, First Allied Advisory Services, and National Planning Corporation. Outside of his advisory role, he owns SHM Comics, LLC, a home-based business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

John Farner is a financial advisor at Edward Jones in O'Fallon, MO, holding a Series 66 designation with four years of industry experience. He has worked at Edward Jones since 2022 and has prior experience in various roles at companies including Graybar Electric, Subway, UPS, and Universal Studios. 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 with a large network of advisors and branches, offering a range of investment strategies, tax-efficient services, and affiliated products under a fiduciary standard.

Brandon Weisenborn is a CFP® and holds a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth segments, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies and affiliated financial services supported by a national network of more than 23,700 financial advisors.

Timothy Meers is a financial advisor with Edward Jones in Ellisville, MO, holding a Series 66 license and 15 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as General Chairman of Fair St. Louis and is a Command Sergeant Major in the Missouri Army National Guard. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Richard Swearingen is a CFP® with six years of industry experience, currently practicing at Mass Mutual Investors Services. His prior positions include roles at Mass Mutual Life Insurance Company and Wintrust Financial Corporation. Outside of his advisory work, he assists with a family farm by helping with planting and harvest activities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, focusing on collaborative, goal-oriented planning relationships.

Matthew Hunt is a financial advisor with Edward Jones in Cottleville, MO, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones, he worked at Chick-Fil-A and Vector Marketing. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nathan Loseke is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. His prior roles include positions at TD Ameritrade and Charles Schwab Bank SSB. Before entering financial services, he worked in martial arts instruction and church development services. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Thomas Morrison is a financial advisor with Charles Schwab & Co., Inc. in St. Louis, MO, holding Series 66 and Series 63 licenses and nine years of industry experience. His prior work includes positions at TD Ameritrade, INC., Scottrade, and a catering business in St. Louis. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment recommendations and access to discretionary separately managed accounts. The firm combines advisory, brokerage, custody, and cash-sweep services within a large, integrated platform.

Robert Thiel is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has worked with firms including Cetera Advisors LLC, First Allied Advisory Services, and FFP Securities, and operates his own business, Thiel Financial LLC. 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 various portfolio management and financial planning services, overseeing more than $256 billion in assets across over 10,000 advisors.