Brian Davidson is a Series 66 licensed financial advisor with Edward Jones, based in Town and Country, MO, and has three years of industry experience. Prior to joining Edward Jones in 2023, he spent 12 years at Liturgical Publications Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, with an emphasis on fiduciary standards and tax-efficient services.

Kimberly Caldwell is a financial advisor with Edward Jones in Chesterfield, MO, holding the ChFC® and Series 66 designations and bringing 13 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she is a wedding minister in Ballwin, MO, performing ceremonies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Matthew Mc Bride is a financial advisor at Edward Jones in St Peters, Missouri, holding the CFP® certification and Series 66 license. He has seven years of industry experience, including prior roles at First State Bank of St. Charles and Cornerstone Mortgage, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and assets under management exceeding $1 trillion.

Colin Gibbs is a Series 66-licensed financial advisor with Morgan Stanley, based in Chesterfield, MO, and has 20 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Bank of America, Merrill, and Edward Jones. Outside of his advisory work, he is involved with Trek, a company that builds bicycles, and serves on the Investment Committee and board of the Saint Louis Art Museum. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and advanced modeling techniques.

Christopher Lord is a financial advisor with Wells Fargo Clearing in Chesterfield, MO, holding Series 63 and Series 65 designations and 18 years of industry experience. He previously worked at Umb Financial Services from 2008 to 2017 before joining Wells Fargo Clearing in 2017. Wells Fargo Advisors is a large national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets with over 14,000 financial advisors.

Steven Hasenmueller is a financial advisor with LPL Financial in Ballwin, MO, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He previously worked at Voya Financial Advisors, Inc. from 2015 to 2018. He serves as a board member of Southminster Presbyterian Church, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of investment programs and platforms, utilizing model portfolios, third-party subadvisors, and customizable strategies supported by operational tools and research technology.

William Brennan is a Series 66-licensed financial advisor with 26 years of industry experience. He has been with LPL Financial since 2006 and previously worked at Banc of America Investment Services for three years. Brennan also sells fixed, non-variable life insurance through multiple companies. 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 22,800 advisors.

Paul Sieben is a CFP® professional with 22 years of industry experience and has been with Wells Fargo Clearing since 2016. He holds Series 63 and Series 66 licenses and is based in Chesterfield, MO. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Taylor Ringkamp is a financial advisor with Charles Schwab in St. Louis, Missouri, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Charles Schwab since 2022 and previously held positions at TD Ameritrade, Shipt Inc., Zurvita, DoorDash Inc., Randstad HR Solutions, and Waterway Gas & Wash. 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 investment guidance with access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal process for alternative investment offerings.

Tyler Rizzo is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2026. He works with individuals and families to develop financial plans that adapt to their evolving needs and goals, emphasizing open, honest, and transparent relationships. Tyler's career in finance includes various roles at Fidelity Investments since 2021, progressing from Planning Consultant to Financial Consultant before becoming Vice President. Prior to joining Fidelity, he gained experience as a Financial Solutions Advisor and Relationship Manager at Bank of America Merrill from 2017 to 2021. He holds an Arkansas insurance license. Outside of his professional duties, Tyler enjoys activities such as beach outings, biking, golf, snowboarding, and spending time with family, including parenthood.

Curtis Parsons is a CFP® with three years of industry experience, currently serving as a financial advisor at Charles Schwab & Co., Inc. He has held positions at several organizations including Pink Energy, Senior Health Solutions, and the Saint Louis Zoo. 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 a large-scale client base with integrated non-discretionary and discretionary investment offerings, supported by centralized custodial and supervisory infrastructure.

Justin Urbanowicz is a Series 66-licensed financial advisor with Edward Jones in St. Charles, MO, and has 11 years of industry experience. He has been with Edward Jones since 2014. 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 under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Kenneth Horseman is a financial advisor with LPL Financial, holding a Series 66 license and 15 years of industry experience. He previously worked at Morgan Stanley and National Planning Corporation before joining LPL Financial in 2017. Outside of his advisory role, he is involved in an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jeremy Spellmeyer is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has worked previously at Cetera Advisors LLC and First Allied Securities, Inc. In addition to his advisory role, he is involved with Legacy Tax Advisors, LLC, providing tax preparation and accounting services. 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 large network of investment adviser representatives and advanced operational tools.

Margaret Cox is a Chartered Financial Consultant (ChFC®) with 10 years of experience in the financial services industry. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary advisory strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Todd Swan is a financial advisor with Wells Fargo Clearing in Chesterfield, MO, holding Series 63 and Series 65 credentials and 42 years of industry experience. He previously worked at Prudential Equity Group, LLC for seven years prior to joining Wells Fargo in 2016. Swan is involved in community activities through his role at Blesses Hope Bible Church in St. Louis, MO. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm utilizes research and analytics to evaluate investment options and offers both brokerage and advisory solutions.

Kelsey Randall is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm focuses on tailored financial planning and employs structured discovery processes and firm-approved tools to develop its plans.

Ryan Smith is a financial advisor with Charles Schwab who holds a Series 66 designation and has 10 years of industry experience. He has worked at Charles Schwab since 2015 and at Charles Schwab Bank since 2017. Charles Schwab & Co., Inc. serves a large client base, 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 options, combining strategic asset allocation with alternative investment due diligence and centralized operational support.

Kathleen Menaugh is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 66 designations and previously worked at TD Ameritrade and Lowe's. She is based in St. Louis, Missouri. Charles Schwab serves primarily 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 offers both non-discretionary and discretionary investment options, integrating multiple services such as brokerage, custody, and cash-sweep arrangements.

Brad Dieckhaus is a Wealth Management Advisor at Merrill Lynch Wealth Management. He partners with families managing between $1 million and $20 million in assets to provide organized, goal-based planning focused on clarity, results, and confidence. Brad introduces clients to the Wahl, Dieckhaus, Denner & Associates service model to deepen their wealth management process and financial strategies. Brad has been working in the financial services industry since 2013, following his graduation with a master's degree from Northern Illinois University. Prior to that, he interned with Merrill Lynch in 2012. He holds several professional designations including Certified Financial Planner® (CFP), Chartered Retirement Planning Counselor™ (CRPC), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), and Personal Investment Advisor (PIA). His expertise encompasses areas such as retirement planning, tax minimization, legacy planning, and managing new wealth. In addition to his professional role, Brad participates in community activities such as the St Louis Children's Hospital Charity Golf Tournament. He also enjoys spending time with his wife and children, and engages in activities like working out and outdoor pursuits.