William Difani is a financial advisor with LPL Enterprise, holding a Series 66 designation and eight years of industry experience. He has previously worked at firms including Edward Jones, Mass Mutual Life Insurance Co, Pruco Securities LLC, and The Prudential Insurance Company of America. Outside of his advisory role, he is involved in family farming partnerships in the St. Louis area. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment solutions through a large network of investment adviser representatives.

Michael Belville is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Jennifer Green is a financial advisor with LPL Financial in Saint Charles, MO, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been with LPL Financial since 2007 and also serves as Director of Quality Assurance at Vantage Credit Union. Additionally, she works as an adjunct instructor at Lindenwood University, teaching courses on investments, business law, and consumer finance. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Nicholas Baker is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including prior roles at Wells Fargo Clearing Services and TD Ameritrade. Mass Mutual Investors Services, LLC operates as a subsidiary of MassMutual and provides financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by proprietary software and offers a range of specialized planning programs.

Michael Gaffney is a Senior Financial Advisor with Merrill Lynch Wealth Management. He manages the personal wealth and finances for a select group of families, retirees, corporate executives, and business owners across the country. Since beginning his career in financial services in 2012 and joining Merrill Lynch in 2014, Michael has served as a trusted advisor to high-net-worth individuals, business executives, and entrepreneurs. Michael’s approach to wealth management is process oriented and built on a careful understanding of his clients’ lives and objectives. He works closely with clients to identify and prioritize goals related to estate planning, investments, tax minimization, wealth transfer, retirement income, and other areas. Michael collaborates with clients’ attorneys, tax professionals, and insurance experts to create cohesive and customized strategies. His expertise includes executive compensation, family wealth management, philanthropic planning, small business strategies, special needs planning, and tax minimization. Michael holds a bachelor’s degree in finance and business economics from Southern Illinois University. He carries the Personal Investment Advisor (PIA) designation. Outside of work, he lives in Wildwood, Missouri with his wife and two sons. Michael is an active member of his community and serves on the Nationwide Gift Planning Advisor Council for the American Cancer Society.

William Brinkmeyer is a CFP® with 35 years of industry experience, currently serving at Wells Fargo Clearing since 2017. Prior to that, he worked at Umb Financial Services, Inc for 11 years. He is involved with the Lutheran Foundation in Clayton, MO, where he reviews performance on a monthly basis. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans. The firm offers both discretionary and non-discretionary services with an IPS-driven approach grounded in modern portfolio theory, including a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jonathan Garland is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to his current role, he has experience with Citibank and has contributed to education by facilitating communication workshops for nursing students at Webster University using applied improvisation techniques. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and 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.

Adam Maddox is a financial advisor with LPL Enterprise in St. Louis, MO, holding Series 63 and Series 66 designations and possessing 12 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Thrivent Financial. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by in-house research, third-party strategists, or TAMP sponsors, and offers financial planning, access to third-party asset managers, and a wrap program.

Michael Williams is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Investments, UBS Financial Services, and Bank of America. Outside of his advisory role, he coaches CrossFit fitness classes in Webster Groves, Missouri. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Janice Oexeman is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of her advisory role, she is involved with SKL Legacy LLC, which focuses on agriculture and real estate. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee’s analyses.

Michael Waller is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked within Wells Fargo and its affiliates since 2014. Outside of his advisory role, he is involved in investment-related activities through his ownership interests in MAGIS LLC and Michael T. Waller Financial Services LLC. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and sports and entertainment planning, utilizing proprietary research and planning tools.

Dawn Walkup is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an advisory program managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices. The firm offers a range of investment strategies and related services operating under a fiduciary standard.

Ronald Gibbs is a financial advisor with Edward Jones in Maryland Heights, MO. He holds Series 63 and Series 66 designations and has 36 years of industry experience, spending his entire career at Edward Jones since 1989. 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 large network of financial advisors and branch offices nationwide.

Timothy Price is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, he is involved with Locust Motor Portfolio LLC, a real estate business based in Saint Louis, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Randy Zimmermann is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and possessing 39 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he has been affiliated with Belleville Area College since 1984. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory 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.

Carlos Rivas is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Cetera and its affiliated firms since 2013. Prior to that, he was employed at PNC Wealth Management and Wells Fargo Clearing. Outside of his advisory role, Rivas serves as an umpire official for the Missouri Umpire Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Anthony Culella is a financial advisor with OSAIC based in Chesterfield, MO, holding CFP® and Series 66 designations and bringing 23 years of industry experience. He has been associated with Royal Alliance Associates, Inc. since 2005. In addition to his advisory role, he provides notary services to clients free of charge. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios across various investment types.

Brian Beam is a financial advisor at Edward Jones with 32 years of industry experience. He has held Series 63 and Series 66 registrations and has been with Edward Jones since 1995. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Andrew Dickinson is a financial advisor with UBS Financial Services in Chesterfield, MO, holding a Series 66 designation and 20 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Michael Mathiesen is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2023, he worked at PNC Bank and PNC Investments from 2008 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.