John Priesmeyer is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and bringing 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, he serves on the Board of Directors and as Treasurer for NAMI St. Louis, a nonprofit focused on mental health education, advocacy, and support. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning across topics such as retirement and estate planning. The firm delivers holistic analyses and allows clients to combine planning with managed-account programs, maintaining planning and management as separate services.

Terriann Kreder is a financial advisor at LPL Financial with 24 years of industry experience. She holds Series 66 and Series 63 designations and has worked at several firms including Stifel Nicolaus, Raymond James Financial Services, and Scottrade. Kreder is based in Saint Peters, Missouri. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research from LPL Research and third-party subadvisors.

Amy Schroeder is a financial advisor with Charles Schwab in Ballwin, MO, holding a Series 66 credential and bringing 11 years of industry experience. Her prior roles include positions at TD Ameritrade, Wells Fargo Clearing, 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-account and financial planning services, offering a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts.

Brittani Dannegger Joyce is a financial advisor at Thrivent Investment Management with eight years of industry experience. She holds Series 63 and Series 66 credentials and has been with Thrivent in various capacities since 2017. Prior to her financial services career, she was involved with Clarice's Bridal and Lost Hill Lake Events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and broad financial planning topics without implementation of recommendations. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan” while maintaining separate services.

Valerie Warren is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2014, including time at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools such as Monte Carlo simulations to model outcomes.

Shane Bengtson is a financial advisor with Charles Schwab holding Series 63 and Series 65 licenses and 24 years of industry experience. Prior to joining Schwab in 2022, he worked at TD Ameritrade, DeVoe & Company, and The Retirement Planning Group, Inc. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative investment onboarding process.

Ryan Foley is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses. Foley previously worked at TD Ameritrade and maintains a long-term position at Best Buy. 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 solutions supported by multi-asset model portfolios and a centralized operational structure.

Ryan Yeaton is a financial advisor at LPL Financial with seven years of industry experience. He previously worked at OneAmerica Securities and American United Life. Outside of his advisory role, Yeaton is involved in a musical group called Slay the Giant that produces and distributes musical content. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and various portfolio strategies.

Jacob Holmstrom is a financial advisor with Ameriprise Financial Services holding a Series 66 designation and one year of industry experience. He has worked at Ameriprise since 2024 and previously spent four years at Missouri State University and four years at Palatine High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies, using a combination of proprietary investment research and third-party data.

Isaac Gardner is a financial advisor with LPL Financial in Saint Albans, MO, holding a Series 66 designation and bringing 11 years of industry experience. He has been with LPL Financial since 2017 and also maintains roles with NationalPlanning Corporation and Resource One Advisors, LLC. Gardner is involved in selling fixed insurance products as a licensed agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

David Smith is a financial advisor at LPL Enterprise with 36 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining LPL Enterprise in 2024, he spent 34 years at Pruco Securities, LLC. Outside of his advisory role, he is a business owner managing an RV park in Albany, Missouri. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, using an integrated platform that combines advisory services with brokerage and insurance product sales.

Dalton Scaggs is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and no prior industry experience. His background includes business activities with Gulf Breeze Holdings LLC and S.W.A.N. Insurance, as well as previous ownership of a lawncare business. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning and investment management through a network of independent professionals and a variety of platform and portfolio solutions.

Patrick Davis is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Cambridge Investment Research. Outside of his advisory work, he serves on the board of Momentum Academy, a charter school network in Saint Louis, and is the CEO and founder of Wisdom & Legacy Consulting LLC, providing consulting, mentoring, and mediation services. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across a range of planning topics. The firm does not provide portfolio management for institutional clients and delivers planning through a network of financial advisors without discretionary trading authority.

Stephanie Feeney is a financial advisor with Thrivent Investment Management, holding Series 66 and Series 63 credentials and five years of industry experience. Prior to joining Thrivent in 2021, she worked for InMoment/MaritzCX for 21 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through Financial Advisors. The firm offers holistic, goal-based analyses and written recommendations across a broad range of planning topics, with options to combine planning with managed-account programs under a consolidated billing system.

Abigail Hagemann is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO. Her prior work experience includes roles at Farmers Insurance, Enterprise Fleet Management, Staples, and Old Navy. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Maura Lem is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Advisors since 2010, including time spent with Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options, including niche areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo’s research and tools to tailor recommendations.

Jaclyn Nelson is a Series 66-licensed financial advisor with Thrivent Investment Management, based in O'Fallon, Missouri, with three years of industry experience. Prior to her financial services career, she worked in the food service industry and also served as a temporary substitute dance teacher at Imagine Dance Project. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based analyses and written recommendations across various planning topics without directly managing client portfolios.

Kenneth Mc Mahan is a financial advisor at Merrill with Series 63 and Series 65 credentials and 30 years of industry experience. He has worked at Merrill since 1997 and has been associated with Bank of America, N.A. since 2011. Outside of his advisory role, he is involved as a limited partner and general partner in several LLCs engaged in real estate activities. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Holder is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked extensively with Commerce Bank and Commerce Brokerage Services, Inc. outside of his current role. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

William Difani is a financial advisor with LPL Enterprise in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Mass Mutual Investors Services, and Edward Jones. Difani is involved in managing family farm entities as disclosed in his other business activities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, consulting, and access to various investment and insurance products through advisory and brokerage channels. The firm’s integrated platform combines adviser programs with product sales and engages in collateralized lending, utilizing third-party portfolio strategists and discretionary management where applicable.