Stacey East is a Series 66 licensed financial advisor with 18 years of industry experience. She has worked at Charles Schwab since 2021 and previously spent five years at TD Ameritrade. 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 and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Richard Dulle Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 35 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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.

Chase Quaid is a financial advisor at Fidelity with Series 63 and 66 licenses and three years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of finance, Quaid has held roles at Rebel Rags and Mistwood Golf Club. Fidelity’s Strategic Advisers LLC, where Quaid is based, provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios drawn from mutual funds, ETFs, and ETPs.

Sajal Shrestha is a CFP® professional with 12 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. Prior to this, he worked at Metlife Securities from 2014 to 2017 and has been affiliated with MassMutual Life Insurance Co since 2016. He serves on the board of the Asian American Chamber of Commerce in St. Louis, a nonprofit role. Mass Mutual Investors Services, LLC operates as a broker‑dealer and SEC‑registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm’s planning engagements emphasize collaborative, goal-oriented analysis using firm‑approved tools, with optional implementation through brokerage or insurance arrangements.

Nicholas Simokaitis is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2021. He has been part of Fidelity Investments since 2001, progressing through various positions including Regional Planning Consultant from 2011 to 2021, Vice President Financial Advisor from 2009 to 2011, and Financial Consultant from 2001 to 2009. In his current role, Nicholas supports clients in planning for their financial futures. His career at Fidelity Investments spans over two decades, during which he has developed extensive experience in financial advising and regional planning. Information about his education, credentials, personal interests, or community involvement has not been provided.

Scott Elger is a financial advisor with Wells Fargo Clearing in Chesterfield, MO, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. Prior to joining Wells Fargo in 2017, he worked at Robert W. Baird for 11 years. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Vincent Klein is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience and holds a Series 66 designation. Prior to joining Cambridge in 2024, he worked at Saxony Capital Management and Saxony Securities from 2018 to 2024. He serves as a board member of EO St. Louis, an entrepreneurial organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and offers access to multiple platforms, proprietary model strategies, and third-party advisers.

James Akers is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones and Bank of America. He is based in Ellisville, MO. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Richard Ackerman is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cambridge Investment Research, Saxony Securities, and Equitable Distributors. Outside of his advisory role, Ackerman coaches soccer and basketball in the Chesterfield, MO area. 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.

Brian Joggerst is a financial advisor with LPL Financial in Saint Albans, MO, holding Series 63 and Series 65 registrations and 14 years of industry experience. His prior work includes roles at MassMutual Life Insurance Company, Farmers Insurance, and State Farm. He also operates Joggerst Financial Group, an insurance agency based in Missouri. 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, model portfolio programs, third-party asset management, and institutional platforms, providing advisory services through a large network of investment adviser representatives.

Wendy Kickham is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been part of the financial services industry since 2001 and joined Merrill Lynch in 2005. Wendy focuses on clients' goals and concerns by applying the goals-based wealth management process alongside global resources and current web technology to help clients pursue meaningful financial lifestyles. Wendy specializes in simplifying the financial lives of high-net-worth clients by identifying and prioritizing goals such as estate planning services, investments, tax minimization strategies, wealth transfer, and retirement income. She develops customized strategies tailored to clients' personal circumstances and preferences. Additionally, she works closely with a Wealth Management Lending Officer from Bank of America, N.A., to provide strategic home financing guidance. As a Senior Portfolio Advisor, Wendy manages discretionary custom investment strategies and selects from Merrill Lynch Wealth Management model portfolios and third-party investment strategies. Wendy holds the Chartered Retirement Planning Counselor™ designation and received her MBA from Webster University. She earned a Bachelor of Science in Business and Administration with an emphasis in Finance and Accounting from the University of Missouri – St. Louis. Outside of her professional work, Wendy enjoys hiking, running, and spending time with her family.

Gregory Delargy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with Wells Fargo since 2016 and previously worked at Prudential Equity Group, LLC. He serves on the financial council committee for St. Joseph Parish in Manchester, MO, advising on financial operations and budgeting. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services, managing approximately $671 billion in assets and employing over 14,000 advisors.

Justin Trimble is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and over three years of industry experience. He has worked at Ameriprise since 2022 and has prior experience at Hy-Vee, Plumb Supply, and Golds Gym. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Kishen Mahendra is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Outside of his advisory role, he serves as Traffic Chairman for Veiled Prophet, Ltd., a private civic organization in St. Louis that plans local parades. Stifel serves a broad range of clients including individuals, institutional entities, and charitable organizations, providing brokerage and advisory services such as fee-based financial planning and recommendations of third-party advisers. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning analyses.

Gentiana Owen is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey David Jr. is a financial advisor with LPL Financial in Saint Albans, MO, holding a Series 66 designation and 10 years of industry experience. He worked at National Planning Corporation before joining LPL Financial in 2017. Outside of his advisory role, he is an agent for non-variable insurance. 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, model portfolio programs, third-party asset management, and institutional platforms, providing both discretionary and non-discretionary account management supported by a range of investment strategies and operational tools.

Courtney Wright is a CFP® with 10 years of industry experience, currently advising at Ameriprise since 2023. Prior to this, she worked at Benjamin F. Edwards & Co. and Edward Jones. She serves as Vice Chair of the Maryville Community Improvement Board and is the President of the Central Corridor Chapter. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Hunter Gonce is a financial advisor with Charles Schwab & Co., Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Prior to joining Charles Schwab in 2022, he worked at TD Ameritrade, Inc., the Bogey Club, The Source Group, the Columbia Country Club, and the University of Missouri. 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 affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a broad range of integrated custody and brokerage services.

Jason Berg is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 12 years of industry experience. He has worked with Wells Fargo Clearing from 2016 to 2023 before joining Wells Fargo Advisors, where he has been since 2023. In addition to his advisory role, he owns JM Berg Investments, LLC and serves as a consultant for Hyperion Companies Inc., focusing on product strategy and marketing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing customized investment and financial planning services. The firm offers a broad range of planning options and integrates advisory services with various financial products and referral channels.

Martha Seibert is a financial advisor with Edward Jones in Chesterfield, MO, holding Series 63 and Series 66 credentials and having 23 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a network of approximately 23,700 advisors. The firm offers a range of managed and advisory solutions under a fiduciary standard, supported by extensive retail and branch operations and affiliated financial services.