Anthony Lyons is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He works closely with clients to navigate financial complexities and support wealth growth over their lifetime. Anthony has held several roles in the financial advisory field, including Financial Advisor positions at PNCI and Edward Jones in 2021 and 2020, respectively. Prior to that, he served as a Private Wealth Advisor at Regions Bank from 2017 to 2020 and was Vice President - Planning & Development Manager at Arvest Wealth Management from 2016 to 2017. Outside of his professional career, Anthony has an interest in baseball, cars, family activities, football, and social events with friends.

Grant Trower is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Inc. and Wells Fargo Advisors. Since 2019, he has been affiliated with Charles Schwab Bank, SSB, and Charles Schwab and Co., 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. The firm offers a combination of non-discretionary guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Thomas Sullivan IV is a Series 66-credentialed financial advisor with six years of industry experience. He currently works at Cambridge Investment Research Advisors and has prior experience at The O.N. Equity Sales Company, Ohio National Financial Services, and Northwestern Mutual. Outside of advisory work, he is involved as an independent insurance agent for various agencies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals who utilize a range of portfolio management strategies and platform arrangements tailored to client objectives.

Kyle Ortmann is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016, with prior experience at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, Ortmann is involved in sales of life settlements and works as an insurance agent offering various life and disability products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charities, and employers. The firm provides ongoing financial planning and asset management services using firm-approved tools and offers educational seminars alongside specialized planning programs.

Glennon Arnold is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America, Inc. and Securities Service Network, Inc. Outside of his advisory role, Arnold is involved in life insurance sales and application processing through Millenia Investments. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Justin Hauke is a financial advisor with Robert W. Baird & Co. in St. Louis, Missouri, holding a Series 66 designation and 18 years of industry experience. He has been with Robert W. Baird & Co. since 2008. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and custody services, with capabilities that include manager-traded and model-traded SMA strategies, tax management, and the use of internal research and technology tools in client advice.

Daniel Lynch is a financial advisor with Charles Schwab & Co., Inc. based in St. Louis, MO, holding Series 63 and Series 66 licenses and nine years of industry experience. Before joining Schwab in 2023, he worked at TD Ameritrade for five years and SCOTTRADE for one year. Outside of his advisory role, Lynch referees grade school basketball games at his former school and church. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options alongside brokerage, custody, and cash-sweep services.

Aaron Ungerer is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been working since 2006. He is a member of the Reynolds Ungerer Wealth Management Group and specializes in serving clients such as physicians, attorneys, senior executives, retirees, and other accomplished individuals and their families both locally and nationwide. Aaron focuses on helping clients meet their specified financial goals using goals-based wealth management and retirement strategies, emphasizing clear explanations for each recommendation. He collaborates closely with clients' CPAs and attorneys to align tax minimization and estate planning strategies, recognizing the importance of integrated financial planning. His expertise encompasses areas including college education planning, family wealth management strategies, employee financial health, legacy planning, LGBT wealth planning, personal retirement planning, portfolio management services, special needs planning strategies, tax minimization, and retirement income. Aaron holds the CERTIFIED FINANCIAL PLANNER® certification and the Chartered Retirement Planning Counselor™ designation. He earned a Bachelor's degree from the University of Florida and a Master's degree from the University of Missouri System. Outside of his professional work, Aaron enjoys biking, cooking, fishing, football, gardening, hiking, pickleball, skiing, spending time with his family, and traveling.

Kerry Auer is a financial advisor at Stifel with 36 years of industry experience. He has been with Stifel, Nicolaus & Company Incorporated since 2002. He holds Series 63 and Series 65 designations. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Ethan Bailey is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at Commerce Bank, Central Trust Company, and Delaware North. Fidelity’s Strategic Advisers LLC, where Bailey is based, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and holds distinctive registrations such as CFTC commodity pool operator status.

Jason Murray is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has worked previously at UBS Financial Services, Wells Fargo, Edward Jones, and U.S. Bank. Outside of his advisory role, he is involved in market research through Murray Hill National. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by model portfolios and research.

Ross Pfeifer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at The O.N. Equity Sales Company and Ohio National Financial Services for 13 years. Outside of his advisory role, he operates the Lee Camene Insurance Agency, an independent insurance business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services. The firm offers a variety of investment implementation options through multiple custody platforms and proprietary and third-party strategies, accommodating both discretionary and non-discretionary approaches.

Margaret Luedloff is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, with prior experience at RBC Capital Markets from 2020 to 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brian Frazzetta is a financial advisor at Edward Jones in Wentzville, MO, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of more than 23,700 advisors. The firm offers a range of investment strategies and advisory services under a fiduciary standard, notable for its extensive retail advisor and branch presence as well as affiliated capabilities beyond traditional advisory services.

Anna Koziatek is a financial advisor at Charles Schwab with two years of industry experience. She holds a Series 66 designation and previously worked at the Law Offices of Pari Sheth and as a self-employed professional. 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 client relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio investment approach supported by in-house research and alternative investment due diligence.

Rick Bain is a Financial Consultant at Fidelity Investments, a position he has held since 2008. He assists clients in leveraging Fidelity's resources to develop, implement, and maintain their financial plans. He has extensive experience working with high net worth clients, drawing on a career that includes roles such as Financial Representative III at Fidelity Investments from 1995 to 2008, Investment Representative at Martket Street Securities from 1994 to 1995, Financial Representative at Commerce Bank from 1990 to 1994, and Stock Broker at Hibbard Brown in 1990. Outside of his professional work, Rick Bain enjoys biking, fishing, running, and swimming.

Emily Buchheit is a Wealth Management Senior Relationship Manager. She has been with Fidelity Investments since 2015, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and Wealth Management Planning Consultant before assuming her current position. Her work centers on building long-lasting relationships based on trust, education, and financial planning, collaborating closely with Private Wealth Management advisors and specialists. Emily holds an Arkansas Insurance License. Outside of her professional responsibilities, Emily enjoys spending time at the beach, camping, playing golf, kayaking, traveling, and engaging in parenthood.

Amy Madura is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with Senior Relationship Managers to deliver comprehensive wealth management services. In her current role since 2023, she focuses on providing a seamless experience for clients within the Private Wealth Management team. Amy has been with Fidelity Investments since 2016, progressing through roles including Relationship Manager from 2016 to 2021 and Wealth Management Service Specialist II from 2021 to 2023. Her experience spans various aspects of wealth management and client relationship services within the firm.

Sara Fitzpatrick is a financial advisor with Edward Jones in Lake St Louis, MO, holding the ChFC® and Series 66 designations and possessing 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, operating a large network of financial advisors and branch offices while offering a range of advisory strategies and affiliated investment products.

Alexander Elger is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He previously worked at Robert W. Baird for six years and has been affiliated with Loyola University Chicago since 2008. Outside of his advisory role, Elger serves as treasurer for the Peoria Public School Foundation and is the athletic director at St. Vincent de Paul School. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.