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.

Michael Force II is a financial advisor with Cetera who holds the Series 66 designation and has four years of industry experience. He has worked at Cetera Investment Services LLC since 2021 and Regions Bank since 2009, where he serves as a trainer and coach for fixed annuities, life insurance, and financial advisor referral opportunities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform with various discretionary and non-discretionary program options.

Benjamin Kenkel is a financial advisor at Edward Jones in Chesterfield, MO, holding a Series 66 designation with six years of industry experience. His prior work includes roles at AmeriSave Mortgage Corporation and Ditech Financial LLC. He has been with Edward Jones since 2020. 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 investment strategies, including separately managed accounts and proprietary mutual funds, and operates under a fiduciary standard.

Scott Bedell is a financial advisor with Stifel in St. Louis, Missouri, holding Series 63 and Series 65 licenses and 24 years of industry experience. Before joining Stifel in 2023, he worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, Charles Schwab, J.P. Morgan Securities, and Wanger Omniwealth. Outside of his advisory role, he serves as a lacrosse official with the Midwest Lacrosse Officials Organization. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and planning methodologies.

Zhi Lu is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 14 years of industry experience. Prior to joining Schwab in 2025, he worked at Mypaltrade Securities Inc. and Scottrade, Inc. He also teaches photography classes at the St. Louis Chinese Language School. 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, combining non-discretionary advisory models with access to discretionary separately managed accounts.

Chana Bregman is a financial advisor with Morgan Stanley, holding a Series 66 designation and six years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Previously, she was involved with educational organizations including St. Louis Kollel and Torah Prep. Outside of her advisory role, she is an employee at Esther Miller Bais Yaakov, an educational institution in St. Louis. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers comprehensive investment and financial planning services.

Chase Chick is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and four years of industry experience. Prior to joining MassMutual in 2022, he worked at the University of Missouri and Lees Summit West High School. Outside of his advisory role, he is also employed as a food delivery driver. 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 provides financial planning, asset management, and educational seminars with a structured, collaborative approach that uses firm-approved software for goal analysis and written recommendations.

Tim Haggard is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to pursue their personal and financial goals. He utilizes Fidelity's technology, resources, and industry guidance to support his clients' financial planning needs. Tim has experience in retirement planning, education planning, and tax-efficient investing. His professional background includes roles as an Investment Consultant at Fidelity Investments, Financial Planner at Larson Financial, Senior Financial Consultant at TD Ameritrade, Investment Consultant at Scottrade, Investment Resource Consultant at Wells Fargo Advisors, and Client Relationship Coordinator at North Star Resource Group. Outside of his professional work, Tim enjoys camping, family activities, hiking, snowboarding, soccer, and traveling.

Riley Lizana is a financial advisor at Morgan Stanley in Chesterfield, MO, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, Riley worked at the Civilian Human Resources Agency and in the food service industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and methodologies.

James Szafranski is a CFP®-certified financial advisor with Raymond James & Associates, where he has worked for 12 years. He has also partnered in Medley Partners, LLC, a business formed to manage liability related to real estate leasing for a Raymond James branch. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional investors, and charitable organizations—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Robert Engert Jr. is a financial advisor with Edward Jones in O’Fallon, Missouri, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Engert maintains an inactive real estate license in Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Michael Wyatt is a financial advisor with Edward Jones in St. Charles, MO, holding Series 63 and Series 66 designations and having 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is a co-owner and trustee involved in managing rental property in Ellisville, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

William Kendall is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Charles Schwab since 2024, with prior experience at TD Ameritrade and other companies across various sectors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and financial planning services. The firm provides both non-discretionary and discretionary investment options using multi-asset model portfolios and a centralized operational structure.