Edmund Dlugensky is a financial advisor at Charles Schwab with 18 years of industry experience. He has been with Charles Schwab and Co., Inc. since 2022, following 14 years at TD Ameritrade. He holds Series 63 and Series 66 licenses. 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 and discretionary advisory models while offering multi-asset model portfolios and a centralized operational structure.

Robyn Sherman is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she collaborates with Private Wealth Management Teams to provide service and support aimed at establishing strong, meaningful, and lasting relationships with clients and their families. Robyn has been with Fidelity Investments since 2016, progressing through multiple roles including Financial Representative, Relationship Manager, and Planning Consultant before her current position beginning in 2023. Prior to joining Fidelity, she gained experience as a Senior Service Specialist at Edward Jones from 2006 to 2016. Outside of her professional responsibilities, Robyn has personal interests that include camping, spending time at the lake, parenthood, and traveling.

Amy Steel is a financial advisor at Edward Jones with one year of industry experience. She has worked at Edward Jones since 2018 and was previously employed by the Meramec Valley R3 School District for five years. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.

Kyle Bush is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and five years of industry experience. Prior to his current role starting in 2022, he has held positions at firms including TD Ameritrade, Wells Fargo, and State Farm Insurance. Outside of his advisory work, he is employed as an associate at Krentz Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains a notable affiliation with a municipal advisor to support public finance work.

Denise Sevick is a financial advisor with Edward Jones in Cottleville, MO, holding Series 63 and Series 66 licenses and with 22 years of industry experience. She has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and operating under a fiduciary standard. The firm is notable for its large retail advisor and branch network, affiliated mutual funds, and trust company services.

William Hopkins is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade, APC Automotive, and Frontier Communications. He is based in St. Louis, MO. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and centralized operational infrastructure.

Christopher Zang is a Certified Financial Planner (CFP®) with 16 years of experience in the financial industry, currently working at Edward Jones since 2010. He holds a Series 66 designation and is based in Chesterfield, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including various types of 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 programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Alisha Werner is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and two years of industry experience. Her prior experience includes roles at Charles Schwab, NYLife Securities, and TD Ameritrade, as well as a background in education. Outside of finance, she is a partner and owner of Wagon Wheel Rentals, LLC, involved in residential real estate. MassMutual Investors Services is an SEC-registered broker-dealer and investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, with planning engagements focused on collaborative, goal-oriented client relationships.

Robert Berry II is a financial advisor with LPL Financial in Saint Albans, MO, holding a Series 66 designation and five years of industry experience. He has worked with LPL Financial since 2021 and concurrently has been involved with the City of Ballwin since 2015. 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 and access to third-party asset management, and supports its network of over 22,800 advisors with various operational and research tools.

Michael Jeffries is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and the City of Saint Louis. Outside of his advisory role, he owns and rents out a duplex in St. Louis, MO. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of integrated brokerage, custody, and advisory services.

Aaron Bockman is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience, having worked previously at MetLife Securities before joining Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of his advising role, he operates Live to Serve LLC, a financial advising DBA, and maintains a position as an insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. 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 offers ongoing financial planning, asset management, and educational seminars, structuring client engagements as annual, collaborative relationships that emphasize goal analysis and written recommendations without discretionary investing.

Susan Powers is a financial advisor at OSAIC with 20 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Royal Alliance Associates, Valic Financial Advisors, LPL Financial, Raymond James & Associates, Morgan Keegan & Company, and Banc of America Investment Services. She serves as a voting board member for Adult and Teen Challenge of St. Louis, an alcohol and drug rehabilitation program. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization tools, supporting discretionary and third-party manager strategies, and is notable for its scale, consolidation activity, and complex affiliate network.

Randall Stewart is a CFP®-certified financial advisor with LPL Financial, based in Chesterfield, MO, and has 42 years of industry experience. He has worked with LPL Financial since 2004 and previously with Veravest Investment Advisors, Inc. Stewart also serves West Community Credit Union, where he has been involved since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.

Brett Goldschmidt is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, National Association since 2017. He is the founder of the Missouri Sportsmans Club, a private foundation and charitable organization. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured financial planning using firm-approved tools and modeling techniques, serving clients both directly and through corporate agreements.

Justin Hennessey is a CFP® and ChFC® with 21 years of experience in the financial services industry. He has worked at Mass Mutual Investors Services since 2019 and previously spent 15 years with Northwestern Mutual in various roles. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved tools and supports a range of investment and planning programs.

Calvin Keth is a Series 66–credentialed financial advisor with 14 years of industry experience. He is currently with LPL Financial and has prior experience at Cetera Advisors LLC, First Allied Advisory Services, and Barber Financial Group. Outside of his advisory work, he is involved with Legacy Tax Advisors, LLC, a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, asset management programs, and institutional platforms, utilizing a range of investment strategies implemented by its network of advisor representatives.

Kelly Clark is a Financial Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity since 2022, previously serving as a Planning Consultant and Investment Consultant. Prior to joining Fidelity, Kelly worked at Edward Jones from 2018 to 2022, where she was a Financial Advisor and later a Team Leader. Kelly's career spans various roles in financial advising and consulting, with experience in creating financial plans and investment strategies. She collaborates with clients to align financial plans with their goals and objectives. Outside of her professional work, Kelly has interests that include beach activities, family activities, fitness, social events with friends, military service, and spending time with pets.

Randall Cathcart is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 26 years of industry experience. He previously worked at UBS Financial Services, Inc. for 13 years before joining Wells Fargo in 2020. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs research and analytics to evaluate investment options and offers both brokerage and advisory solutions across a large platform.

Phillip Pisciotta is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include long-term service at First Allied Advisory Services and First Allied Securities. Outside of his advisory work, he is the owner of CHIM, LLC, a holding company, and is also involved in insurance as an agent for fixed, life, health, and property and casualty policies. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering portfolio management, financial planning, and access to third-party money managers. The firm supports a range of program options and investment authorities, managing over $256 billion in assets with more than 10,000 advisors nationwide.

Eric Myers is a financial advisor with Edward Jones, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory work, he serves as a deacon at Heritage Presbyterian Church in Eureka, Missouri, where he assists with property maintenance and supports mercy cases. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.