Bradley Schmidt is a financial advisor at Stifel with 14 years of industry experience and holds the Series 66 designation. He has been with Stifel Nicolaus & Co. Inc. since 2016. Outside of his advisory role, Schmidt serves on the Young Friends Board and Development Board of St. Louis Children’s Hospital. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on proprietary investment analysis and asset allocation methodologies.

Kelly Brickner is a financial advisor with Thrivent Investment Management in O'Fallon, Missouri. She holds Series 63 and Series 66 designations and has 23 years of industry experience serving clients through Thrivent since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm uses goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option, while maintaining separate planning and portfolio management services.

James Hofman is a CFP® professional affiliated with Wells Fargo Clearing, with 13 years of industry experience. His prior roles include positions at Morgan Stanley and its affiliated private banks. He owns Totus Tuus, LLC, an investment-related business in Chesterfield, MO. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a research-driven approach using diversification principles and modern portfolio theory and offers both brokerage and advisory solutions.

Aaron Holman is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Advisors LLC, Pacer Advisors, Inc., and Commonwealth Financial Network. Holman is currently based in Chesterfield, MO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and various technologies to support diversified investment strategies.

Patrick Halverson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at TD Ameritrade and Charles Schwab Bank, as well as involvement with Moose Construction and Hendel's Cafe. Outside of his advisory work, he serves as a board member for Redman Acres Athletic Club, focusing on charitable events. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, combining non-discretionary advice with access to discretionary separately managed accounts and a multi-asset model portfolio approach. The firm is notable for its scale, integrated service model, and formal alternative-investment and cash-sweep processes.

Kenneth Ikeda is a financial advisor with Morgan Stanley in Wildwood, MO, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Outside of his advisory role, he serves as co-trustee and one-quarter beneficial owner of family trusts holding rental properties in Honolulu, Hawaii. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and investment modeling.

Adam Julius is a financial advisor with Ameriprise in Saint Louis, MO, holding a Series 66 designation and six years of industry experience. He has worked at Ameriprise since 2018 and previously held positions at the University of Missouri - Saint Louis and Meramec Community College. Outside of finance, he was involved with Bully's Smokehouse from 2015 to 2018. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. The firm serves a broad client base and provides a range of advisory, brokerage, and insurance solutions through affiliated entities.

Lisa Friebel is a financial advisor at LPL Financial with 10 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at RGA-Reinsurance Group of America and Ashfield. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to various model portfolios and research.

Matthew Crowe is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Clearing Services LLC, Crown Capital Securities, and Mass Mutual. Crowe is based in St. Louis, MO. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning across a range of topics while keeping planning and managed-account services separate.

Parker Dempsey is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential. He has less than one year of industry experience. Prior to his current role, he worked in various positions including at the University of Missouri and in several other diverse roles unrelated to finance. 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 offers financial planning, asset management, and educational programs with a structured approach to collaborative, annual planning engagements.

Kevin Moore is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 66 and Series 63 registrations. Prior to joining Charles Schwab, he worked at TD Ameritrade and has experience in retail and service roles. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of advisory, brokerage, custody, and financial planning services. The firm’s model combines non-discretionary client guidance with access to discretionary separately managed accounts and employs multi-asset portfolios supported by in-house research and alternative investment options.

Robert Daley is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Edward Jones for 10 years before joining Morgan Stanley in 2021, where he is currently affiliated with both Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is an officer of Starboard Adventures LLC, a recreational business based in Saint Louis, Missouri. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning solutions, including relationships with investment companies, private funds, and principal trading activities.

Kurt Balderston is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2016. He previously worked at Tmfs Advisors, LLC for one year. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on 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 platforms.

Robert Clark is a financial advisor with LPL Financial in Chesterfield, MO, holding CFP® and Series 66 designations and nine years of industry experience. Prior to joining LPL Financial in 2021, he worked at Royal Alliance Associates and Financial Legacy Associates, and he has experience affiliated with the University of Missouri. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, supported by proprietary and third-party research and diverse portfolio management options.

John Puricelli is a financial advisor with Edward Jones in Chesterfield, MO, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with Edward Jones since 2014. Outside of his advisory role, he teaches Zahn Certified Fin Planner live review classes several weekends a year. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Benjamin Haymart is a CFP® with 31 years of industry experience, currently affiliated with Cetera since 2023. He has held positions at Cetera Wealth Services, LLC since 2013 and SFG Consulting, LLC since 2017. Haymart is also a senior partner and registered representative at Strategic Financial Group, where he is involved in financial services, and he provides tax preparation and accounting services through SFG Consulting, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm employs a multi-manager platform approach, offering a range of portfolio management and financial planning services with access to both affiliated and third-party money managers.

Mary Wang is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 16 years of industry experience. She previously worked at TD Ameritrade and Scottrade Inc. before joining Charles Schwab in 2022. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and a formal alternative-investment program.

Derek Beiter is a CFA® charterholder with 10 years of industry experience, currently affiliated with LPL Financial since 2023. His prior roles include positions at Wells Fargo Investment Institute and Global Alternative Investment Services, as well as academic appointments at the University of Missouri - St. Louis and Fontbonne University. Outside of his financial advising career, he is a business owner with non-investment-related activities and has worked as an Uber driver. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research, utilizing both discretionary and non-discretionary management strategies.

Jeremiah Slankard is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at Bank of America, N.A., American Freight, and Darden Restaurants. 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 a range of clients including individuals, high-net-worth clients, and institutions.

William Friebel Jr. is a CFP® professional with 28 years of industry experience and is currently affiliated with LPL Financial. His prior roles include positions at John Hancock, Invesco Distributors, and OppenheimerFunds. He is a partner in Cornerstone Wealth Management, an independent registered investment advisor firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and utilizes model portfolios and research from multiple sources.