Andrew Stotler is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joseph Loewenstein is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Northwestern Mutual in various capacities for over a decade. He is also involved with Cornerstone Financial Consultants, LLC, a financial services office based in Washington, MO. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm provides multiple investment platforms and strategies, including proprietary models and third-party manager referrals, with a notable emphasis on compliance and advisor business relationships.

Robert Shulkin is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Equitable Advisors since 1999, including through its prior affiliation as AXA Advisors. Outside of his advisory role, he is an agent for Flexible Benefits Service Corp., a brokerage company specializing in group and individual health policies. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with suitable advisory models or discretionary managers, using a blend of firm-offered programs and referrals to third-party asset managers.

Karen Boykin is a financial advisor with LPL Financial, holding the ChFC® credential and Series 63 and 65 licenses, with 24 years of industry experience. Her career includes roles at OSAIC, Woodbury Financial Services INC, Boykin Financial Group, and Eagle Strategies (NY Life). She also manages a tax and consulting business and conducts non-variable insurance sales through her affiliated entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, and institutions, offering diverse investment strategies, model portfolios, and technology-driven operational support.

Alex Maierhoffer is a financial advisor with Merrill in Chesterfield, MO, holding Series 63 and Series 66 licenses and 8 years of industry experience. His work history includes roles at Bank of America, Wells Fargo Clearing Services, Raymond James Financial Services, TD Ameritrade, Scottrade, Centene Corporation, and the University of Missouri. 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 strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Baumgartner is a financial advisor with LPL Financial in Chesterfield, MO, holding a Series 66 designation and three years of industry experience. His career background includes roles at Cigna Express Scripts, NFP, and Elevance Health/Anthem. Outside of advising, he has worked as a caregiver. 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 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 a variety of investment strategies.

Joshua Kneff is a financial advisor with Edward Jones in Washington, MO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Omnicure, Inc. and Amazon, and he is the owner of Move Fast Live Well, LLC, a fitness and health business. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad network of advisors and offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Jacob Erwin is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. Prior to joining Cetera in 2025, he worked at Ameriprise Financial Services and Butler Associates Financial Planners. Outside of his advisory role, he is involved in community service with Franklin County United Way and serves as treasurer for the Washington MO Jaycees. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a nationwide network of independent advisors.

Robert Mac Donald is a CFP®-certified financial advisor with Ameriprise Financial Services, Inc., where he has worked since 2005. He has 36 years of industry experience and holds a Series 63 license. Outside of his advisory work, he is involved in music production through ownership of RSM Records LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations in partnership with its financial advisors.

Edwin Horn III is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 11 years of industry experience. His career includes roles at MedImpact, TruVeris, Express Scripts, and National Planning Corporation. He is also involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-driven strategies supported by third-party asset managers and custodians.

Jonathan Pickens is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has prior work history with firms including Symmetry Financial Group and Capital Assured Planning Agency. Outside of his advisory role, Pickens serves as Treasurer of the Washington Heights Lake Lot Owners Association and is involved with several community organizations, including serving on the board of the Franklin County Foster Closet and directing a local charity soccer tournament. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics, offering both one-time and ongoing engagement options without discretionary trading authority.

Tricia Seely is a CFP® with over 31 years of experience at Edward Jones, where she has worked since 1992. She holds a Series 63 license and is based in Union, MO. Outside of her financial advisory role, she is involved with a condominium association and holds an interest in a farming rental business. 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 options, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.

Stephen Leicht is a financial advisor with LPL Financial in Chesterfield, MO, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Wells Fargo Clearing from 2001 to 2008. Leicht is a commissioned notary public in Missouri. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Jenny Seim is a Series 65-licensed financial advisor at Edelman Financial Engines with 21 years of industry experience. She has worked at Financial Engines Advisors L.L.C. since 2016, with a brief tenure at Tmfs Advisors, Llc in 2016. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner support and online tools, offering both discretionary management and non-discretionary advice focused on diversified model portfolios and long-term investment strategies.

David Welland is a CFP® with 39 years of experience in the financial services industry, currently affiliated with Primerica Advisors. His career includes roles at Weichert Referral Associates and PFS Investments Inc. He is also the owner of CMH Management/Holdings, LLC. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and custody services.

Timothy Lambert is a financial advisor with LPL Financial in Chesterfield, MO, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2008. Timothy also serves as a non-variable insurance agent with The Pickett Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management services through its extensive network of advisors and employs a variety of strategies including model portfolios, third-party subadvisors, and customized approaches.

Michelle Irby is a financial advisor with LPL Financial in Saint Albans, MO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She previously worked for National Planning Corporation from 2007 to 2017. In addition to her advisory role, she serves as president of O'Neals Tax & Financial Services Inc., a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management options, including model portfolios and third-party asset management, supported by a large network of advisors and advanced operational tools.

Christian Potthoff is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services and Digital Intelligence Systems LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios built from mutual funds, ETFs, and ETPs.

Matthew Burke is a financial advisor at Ameriprise with 36 years of industry experience. He holds the CFP® and Series 63 designations and has been with Ameriprise since 1989. Burke is involved in managing several business entities related to his advisory practice and real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that uses research, modeling, and tax-efficiency analysis to develop personalized recommendations.

Jacob Messer is a financial advisor with LPL Financial based in Saint Albans, Missouri. He holds a Series 66 designation and has four years of industry experience. Prior to joining LPL Financial, Messer attended Truman State University and worked at Lafayette High School. 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, third-party asset management, and institutional platforms.