Robert Herdler is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO, holding the ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience, all with MassMutual and its affiliated firms. Herdler is also the owner of RCH Financial, LLC, a privately held entity. Mass Mutual Investors Services, LLC 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, utilizing firm-approved software and structured, collaborative client relationships.

Robert Webster is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2019 and has been working in finance and investments since 2017. Robert focuses on providing financial security and clear strategies for his clients by understanding their aspirations and financial goals, emphasizing open communication throughout the planning process. His areas of expertise include college education planning, corporate executive services, executive compensation, family wealth management strategies, and personal retirement planning. Robert aligns his investment approach with Modern Portfolio Theory, incorporating tactical allocation changes and careful manager selection to seek portfolio performance that outpaces benchmarks without excessive risk exposure. He holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Robert earned his Bachelor's degree from Missouri State University. He is involved with the St. Patrick's Center, reflecting his engagement in community activities. In his personal time, Robert enjoys adventure sports, fishing, golfing, hunting, and playing pickleball.

Carol Badstebner is a financial advisor at LPL Financial with 34 years of industry experience. She holds the CFP® and Series 63 designations and has been with LPL Financial since 2010. Outside of her advisory role, she is involved with a trust acting in a fiduciary capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jonathan Pate is a financial advisor with Morgan Stanley in Chesterfield, MO, holding a Series 66 designation and 17 years of industry experience. He previously worked at UBS and Matlen Silver before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Walter McClellan is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its affiliates since 2002. Outside of his advisory role, McClellan is involved in several business activities including operating a mobile notary and loan signing service, working as a wellness advocate with doTerra, and developing corporate customers for an office products company. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management options, financial planning, and access to multiple third-party money managers through a large nationwide network of independent advisors.

Matthew Gallion is a financial advisor with Raymond James & Associates in St. Louis, MO. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Raymond James in 2021, he worked at Northwestern Mutual in various roles from 2018 to 2021 and spent three years at 54th Street Grill and Bar. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Eddie Batts is a financial advisor with LPL Enterprise in St. Louis, Missouri, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he is involved in real estate ownership related to investment activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio services, third-party asset management, and access to various financial products within an integrated platform.

Jordan Barski is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019, following five years at Plaza Motors. Barski serves as the Treasurer for the Merriweather Park Home Owner Association, a volunteer role involving financial oversight for the community. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Thomas Garfinkel is a CFP® with 23 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds film rights to a book unrelated to his investment activities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA 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.

Jeffrey Silverstone is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 37 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 serves as power of attorney for his father. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Scott Petkas is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 66 designations and 15 years of industry experience. He previously worked at Edward Jones for 11 years before joining Raymond James in 2025. Petkas serves on the board of the Wildwood YMCA and volunteers with the Lions Club in Eureka, MO. 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, institutions, and municipal entities, offering financial planning and non-discretionary consulting supported by extensive research and a variety of portfolio management styles.

Kelly Rybacki is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and bringing 32 years of industry experience. Her career includes multiple roles within Wells Fargo entities since 2009. She also serves as a trustee for a family trust. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and tools, with implementation options across brokerage and advisory programs.

Christopher Kilfoyle is a Financial Advisor at Merrill Lynch Wealth Management, where he provides personalized financial guidance to clients. He focuses on understanding clients' goals and concerns to develop strategies that address short-, mid-, and long-term financial objectives. His services include general investing, retirement planning, college education planning, legacy planning, managing new wealth, and portfolio management. He also facilitates access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Christopher holds a Bachelor's Degree from Missouri State University and has earned the Personal Investment Advisor (PIA) designation. His professional approach emphasizes listening to clients in order to build tailored strategies that reflect their individual lives rather than using a one-size-fits-all template. He offers ongoing advice and support as clients' financial needs evolve. Outside of his professional work, Christopher is involved with Junior Achievement, reflecting his commitment to community involvement. His personal interests include baseball, chess, cooking, football, golfing, ice hockey, music, singing, spending time with family, and traveling.

Michael Krako is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, he is a general member and owner of HCK MJK LLC, a real estate investment business based in Wildwood, Missouri. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.

Jeffery Yates is a financial advisor at Charles Schwab with 8 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Panera Bread Co. before joining Charles Schwab in 2022. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary advisory services and access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and in-depth alternative investment due diligence.

Andrew Jensen is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in St. Louis, MO, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Mark Wombacher is a financial advisor with Edward Jones in Maryland Heights, MO. He holds a Series 66 designation and has 16 years of industry experience, including 18 years with Edward Jones. 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 investment strategies and affiliated services under a fiduciary standard.

Matthew Shannon is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on working with affluent clients to help them preserve and grow their desired lifestyle into and through retirement. Matthew specializes in building and managing long-term retirement plans designed to provide clients with confidence about their future, taking the time to listen and educate clients about their choices and fostering long-term relationships that extend beyond the individual to their families. He leads an administrative staff committed to delivering a high level of service and integrity and conducts timely reviews and proactive discussions on current economic and social issues. Matthew has over 10 years of experience in the financial industry. Prior to joining Merrill Lynch Wealth Management in March 2022, he served as a Financial Advisor for Wells Fargo. His expertise includes employee benefits planning, executive compensation, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, special needs planning strategies, sports and entertainment, and retirement income. He earned his Chartered Financial Consultant® (ChFC®) designation in 2019, his Chartered Retirement Planning Counselor™ (CRPC™) designation in 2020, and his Certified Plan Fiduciary Advisor® (CPFA®) designation in 2024. Matthew holds a Bachelor of Science degree from Southeast Missouri State University, where he majored in Marketing and was a four-year letter winner in football. He is a member of the Knights of Columbus and participates in community involvement with Habitats for Humanity. In his free time, Matthew enjoys spending time with his wife Stefanie and daughters Madilyn and Ella, as well as traveling.

Ty Stauss is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held various roles across multiple companies, including Rawlings Training Center and CQ Capital LLC. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios built from mutual funds, ETFs, and ETPs.

Brian Cleary is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Prudential Insurance Company of America and OneAmerica Securities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm combines advisory programs with brokerage and insurance product offerings through an integrated platform.