Alexander Roy is a financial advisor with UBS Financial Services in Chesterfield, MO, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at TD Ameritrade, Edward Jones, and an earlier tenure at UBS. He also has a background in academia, having worked at Hannibal LaGrange University for six years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including discretionary portfolio management and alternative product distribution.

Robert Halterman is a financial advisor at Edward Jones in St. Charles, MO, holding the CFP® and ChFC® designations with 22 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory work, he serves as an elder at Zion Lutheran Church and School and works as a statistician for Francis Howell Central boys basketball. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, supported by a nationwide network of more than 23,700 advisors.

Noah Luebbehusen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. His work history includes positions at Wells Fargo Clearing Services, UBS Financial Services, and teaching roles at Wabash College and Jasper High School. 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 combines research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory to guide its offerings, operating at a large scale with more than 14,000 financial advisors.

Robert Beckmann Jr. is a CFA® charterholder with 38 years of industry experience, currently serving as a financial advisor at Stifel since 2007. Based in St. Louis, MO, he holds Series 63 and Series 65 licenses. Outside of his advisory role, Beckmann is involved in multiple farming operations and serves as a board member and investment committee participant for the Nubability Athletics Foundation, a nonprofit supporting sports camps for limb different children. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and modeling developed by its Investment Strategy Group.

Grayson Ram is a CFP® and Series 66-licensed financial advisor with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at PJ's Wine & Liquor and Cornerstone Wealth Management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 financial advisors.

Katie Johnson is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Her prior work history includes roles at Bank of America, Midwest BankCentre, Regions, Commerce Bank, and Mercy Health. She also has experience outside finance, including employment at Main and Mill Brewing Company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christian Bradford is a financial advisor with Merrill in Saint Peters, MO, holding Series 65 and Series 66 licenses and nine years of industry experience. His career includes roles at Bank of America, Wells Fargo Clearing Services, Fisher Investments, and TD Ameritrade. Outside of finance, he teaches fourth-grade Catholicism at Immaculate Conception Catholic Church in Dardenne Prairie, MO. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Robert Hofman is a CFP®-credentialed financial advisor with 11 years of industry experience. He is currently associated with Wells Fargo Clearing and has previously worked at Morgan Stanley Private Bank. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to a range of clients including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions backed by research from Wells Fargo Investment Institute and third-party sources.

Ryan Gridley is a financial advisor at Ameriprise in Chesterfield, MO, holding a Series 66 designation with approximately six years of professional experience across various roles including education and business growth. Prior to joining Ameriprise in 2025, he worked at Arsenal Business Growth and Maryville University. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, utilizing a centralized consulting team that combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations.

Eric Halter is a financial advisor with Edelman Financial Engines who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has worked at Edelman Financial Engines since 2025 and previously spent nine years at Financial Engines Advisors L.L.C. and one year at Tmfs Advisors, Llc. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Mark Archer is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has five years of industry experience, including prior roles at The Prudential Insurance Company of America and Thrivent Financial. Outside of his advisory work, he is also an author. LPL Enterprise serves a diverse client base ranging from individuals to institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Daniel Gansler is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since at least 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analyses as part of its services.

Adam Krieger is a financial advisor with Edward Jones in Chesterfield, MO, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2016. Outside of his advising role, he works as a baseball umpire for the Greater St. Louis Association of Umpires. 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 affiliated investment options, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Richelle Bain is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In this role, she focuses on building long-term relationships with clients through proactive outreach and consistent communication. Richelle takes a holistic approach to planning, working closely with each client to understand their unique needs, goals, and circumstances to provide personalized financial planning. Prior to her current role, Richelle gained experience as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. Her professional background reflects a commitment to collaboration, clarity, and care in supporting clients' financial well-being. Outside of her professional work, Richelle enjoys camping, cooking and baking, social events with friends, hiking, photography, and running.

Russell Bacon is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Cetera Advisors LLC since 2013 and previously at Pacific West Securities, Inc. since 2006. Outside of his advisory role, he serves as a board member for Money Smarts School of Finance for Children, a nonprofit organization focused on financial education. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and consulting services, operating a multi-manager platform with assets exceeding $256 billion under management.

Gabriel Fish is a financial advisor with LPL Financial in St. Louis, MO. He holds a Series 65 designation and has professional experience spanning several roles across financial services and education since 2016. Prior to joining LPL Financial in 2026, he worked at Feltz WealthPLAN and held positions at EADA Business School and First Command Financial Services, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various management approaches.

Douglas Vernon is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and three years of industry experience. Prior to his current role, he spent 15 years at Wildwood Christian Church and periodically preaches for local churches. He also serves as a board member for the West St. Louis County Chamber of Commerce, contributing to planning activities and growth strategies for local businesses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. Their approach involves holistic, goal-based analyses covering a wide range of planning topics, with options to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”

Runzi Zhu is a financial advisor at LPL Enterprise with three years of industry experience. He holds a Series 66 designation and has worked with The Prudential Insurance Company of America and Pruco Securities LLC prior to his current role. Zhu’s background also includes positions outside the financial sector, such as at Mercy Health and in corporate transportation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Kristine Buelter is a financial advisor with Edward Jones in Chesterfield, MO, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones for 11 years prior to her current role. Outside of her advisory work, she performs appraisals on weekends and evenings with the Professional Appraisal Management Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory strategies under a fiduciary standard, supported by a nationwide network of approximately 23,701 financial advisors.

William Keene is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, Mass Mutual Life Insurance Co, and Knights of Columbus. Outside of his advisory role, he is involved as a coach at Perry Park Center. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, and access to model portfolios and third-party asset management, combining advisory services with brokerage and insurance products on an integrated platform.