Matthew Snow is a financial advisor with Charles Schwab & Co., Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at Charles Schwab & Co., Schwab Wealth Advisory, TD Ameritrade, Scottrade, and Total Quality Logistics. 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 and maintains a distinctive operational structure that integrates advisory, brokerage, custody, and cash-sweep services.

Daniel Grace is a financial advisor with LPL Enterprise in St. Louis, Missouri, holding a Series 66 license and two years of industry experience. His prior work history includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and experience in the construction industry. He is also involved in selling group health insurance and Medicare supplement plans through a separate insurance activity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory and brokerage services, as well as access to model portfolios and third-party asset management programs. The firm integrates advisory programs with insurance products and financing solutions within a comprehensive platform.

Mei Hui Wu is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Schwab in 2022, she worked at TD Ameritrade and has a diverse background including roles in hospitality and education. She has also been involved in operating a seafood business. 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 management supported by a centralized operational structure.

Peter Deluca is a financial advisor with OSAIC in Chesterfield, MO, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has worked with OSAIC since 1995 and has also been involved with Financial Legacy Associates, LLC since 2003. Outside of finance, he is a musician, operating a sole proprietorship since 1986. OSAIC serves a broad range of clients including individual, high-net-worth, pension, corporate, and charitable investors through a large network of advisors. The firm utilizes various asset-allocation tools and offers integrated brokerage, advisory services, and access to third-party money managers to construct diversified portfolios.

Daniel Wiegner is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, Charles Schwab, TD Ameritrade, and Scottrade. Outside of finance, he serves as a general manager consultant for Fitzpatrick Pharmacy, a retail pharmacy business. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for 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 and profit-sharing 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 with Edelman Financial Engines based in Chesterfield, MO. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior work includes roles at Financial Engines Advisors L.L.C., TMFS Advisors, LLC, and Financial Engines Advisors. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.

Thomas Waters is an advisor at LPL Financial with Series 63 and Series 65 credentials. He joined the firm in 2025 and has prior experience at Applied Materials Inc. and Sensiba LLP. His background also includes time at Waters Financial Group Inc. and various roles outside the financial sector. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by LPL Research and various third-party subadvisors.

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.

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.

Stephen Dreyer is a financial advisor with Charles Schwab & Co., Inc. based in St. Louis, Missouri. He holds Series 63 and Series 66 licenses and has four years of industry experience, including prior work at TD Ameritrade and the University of Missouri-Saint Louis. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by its Center for Financial Research.

Kevin Loyd Jr. is a financial advisor with LPL Financial in Town and Country, MO, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Cetera Advisors LLC and First Allied Advisory Services. Outside of advisory work, he owns SHM Comics, LLC, and Legacy Tax Advisors, LLC, which provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios from various sources.

John Farner is a financial advisor at Edward Jones in O'Fallon, MO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in various roles across multiple industries including electrical distribution and retail. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment solutions and operates under a fiduciary standard, supported by a large network of financial advisors and extensive affiliated services.

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 Series 66 licensed financial advisor with Edward Jones, based in Ellisville, MO, where he has worked since 2011. He has 14 years of industry experience. Outside of his advisory role, he serves as the General Chairman of Fair St. Louis and holds the rank of Command Sergeant Major in the Missouri Army National Guard. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over 23,700 advisors nationwide. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Richard Swearingen is a CFP®-certified financial advisor with Mass Mutual Investors Services, bringing five years of industry experience. He has worked at MML Investors Services, Mass Mutual Life Insurance, and Wintrust Financial Corporation. Outside of his advisory role, he assists with a family farming operation. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative annual planning relationships to develop written recommendations focused on investment categories and strategies.