Delores O'Connor is a financial advisor with Fidelity and holds the Series 63 and Series 66 designations. She has 25 years of industry experience and has worked with Fidelity in various capacities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm also serves as an advisor to multiple registered investment companies and employs formal governance and oversight controls.

Michael King is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. Prior to joining Mass Mutual, he worked at Total Quality Logistics and Vector Marketing Corporation. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved software and supports event-driven planning services such as divorce planning and estate settlement.

Dana Lewis is a financial advisor at Edward Jones in St Peters, MO, holding a Series 66 designation with nine years of industry experience. Prior to his current role, he worked at CCL Label and has involvement in a manufacturing business imprinting logos on promotional products. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, supported by a large network of advisors and branches nationwide.

Keith Hanouw is a financial advisor with Thrivent Investment Management in St. Louis, Missouri, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. Hanouw serves as a board member for the Fellowship of Christian Athletes in the St. Louis region. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across multiple financial topics without discretionary trading authority and combines planning with managed accounts under a consolidated billing option called “WealthPlan.”

Diane Rademacher is a financial advisor with Morgan Stanley in Chesterfield, MO, holding a Series 63 designation and 39 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to model outcomes.

Daniel Wren is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo and Sound Income / Retirement Income Source. Outside of his advisory role, he is involved with Octave Commercial, LLC, a non-investment real estate entity. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, specializing in asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Cory Wilson is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. He has been with Wells Fargo Clearing Services since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nicholas Coyne is a Series 66-licensed financial advisor with Morgan Stanley in Chesterfield, MO, where he has worked since 2016. He has 10 years of industry experience, all with Morgan Stanley Private Bank and Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm-approved tools.

Michael Mathews is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Mathews serves on the Board of Directors and is Treasurer of the Redman Acres Athletic Club. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Arynne Slocum is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Charles Schwab, she worked at Graybar for four years and has professional experience in both financial services and other industries. 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 non-discretionary advisory services and access to discretionary separately managed accounts. The firm is notable for its scale and integrated structure, providing bundled advisory, brokerage, custody, and cash-sweep services.

Brent Mannebach is a CFP® professional with 19 years of industry experience. He has worked at LPL Financial since 2024 and previously spent 12 years with Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research, model portfolios, and various investment management options.

Annapurna Kuchi is a financial advisor with Charles Schwab holding Series 66 and Series 63 licenses and eight years of industry experience. She has worked at Charles Schwab and Co., Inc. since 2022 and previously at TD Ameritrade from 2017 to 2022. Charles Schwab & Co., Inc. serves a large client base, 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 offers a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios and a centralized operational structure.

Nicholas Kroll is a financial advisor at LPL Enterprise with seven years of industry experience. He holds a Series 66 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he has been involved with Doordash since 2019. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management, combining adviser programs with sales of financial and insurance products through an integrated platform.

Daniel Stavrides is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and previously worked at U.S. Bancorp Investments, Cetera, and Regions Bank. Outside of advising, Stavrides is involved in small business ventures including ownership of Melting Pot Card, Collective, LLC and Stavy's Resal Shop, as well as working as an Uber Eats driver. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, using both discretionary and non-discretionary management supported by research and model portfolios.

Danielle Rosas is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, she worked at Creative Planning Tax and was briefly involved with GWYG, LLC. Outside of her advisory role, Rosas is a co-owner of Rosas Reimagined, LLC, a home repairs and maintenance business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high- and non-high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices, operating under a fiduciary standard.

Jeffrey Giles is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at TD Ameritrade, NYLIFE Securities, and New York Life Insurance. Outside of his advisory duties, he occasionally assists with administrative tasks at a family healthcare business. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management services supported by multi-asset portfolios and rigorous due diligence on alternative investments.

Jim Gansner is currently serving as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. In this role, he works closely with clients to help them achieve their financial goals by leveraging his extensive education, experience, and Fidelity's resources. He values building relationships with clients and assisting them in striving for a better life for themselves and their families. Prior to joining Fidelity, Jim held various positions in the financial industry, gaining experience in sales, consulting, and advisory roles. His previous roles include Financial Consultant at American Century Investments, Guidance Sales Manager at TD Ameritrade, Guidance Solutions Consultant at Scottrade Investment Management, Financial Advisor at Wells Fargo Advisors, and Fixed Income Sales at First Bankers' Banc Securities. Additionally, he held multiple leadership positions at Bank of America, including Vice President Student Banking, Vice President Small Business Lending, Assistant Vice President Training and Development, and Assistant Vice President Branch Manager.

Jose Cavazos is a Certified Financial Planner (CFP®) with 19 years of experience. He has been with Edward Jones since 2006, currently working in Chesterfield, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jennifer Summers is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2019 and previously spent 13 years at Scottrade, Inc. Summers serves as president of the Fort Zumwalt South Inline Youth Hockey Board and is secretary/registrar for the Fort Zumwalt South Bulldogs Hockey Club. Charles Schwab & Co., Inc. serves a large client base, 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 offers a blend of non-discretionary and discretionary investment management supported by multi-asset model portfolios, alternative investment due diligence, and an integrated operational platform.

Christopher Curry is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Verizon Wireless. Curry is currently based in O Fallon, Missouri. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management functions.