Patrick Mac Donald is a financial advisor with Ameriprise in Chesterfield, MO, holding a Series 66 designation and beginning his industry experience in 2025. His prior work includes four years at Edward Jones and roles outside finance such as at Campus Bar & Grill and the University of Missouri. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Sharyn Kellison is a Series 66-licensed financial advisor with Edward Jones in Lake Saint Louis, MO, bringing nine years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Joseph Clavin is a financial advisor with Primerica Advisors in Des Peres, MO, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked with PFS Investments Inc. since 2011 and with Primerica Financial Services since 2010. Outside of advisory work, he is involved in selling loan products and home security referrals through affiliated companies and operates Joseph S. Clavin, LLC for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and provides a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

David Marti is a financial advisor at Charles Schwab with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TD Ameritrade and Charles Schwab. Outside of his advisory role, he is involved in managing a rental property. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Madalyn Close is a financial advisor with LPL Financial, holding a Series 66 credential and two years of industry experience. Prior to joining LPL Financial in 2025, she worked at Wells Fargo Clearing Services and has been involved with Rena's Dance Unlimited as a coach since 2019. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory services, including discretionary and non-discretionary portfolio management supported by in-house and third-party research.

Patrick Conners is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO. He has worked at Edward Jones since 2011. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Peyton Stauffer is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2023, Peyton worked at Cetera Advisors LLC and Legacy Wealth Advisors, Inc., where he continues to be associated. Outside of his advisory work, he has held non-investment roles with ride-sharing companies Lyft and Uber and serves as a trustee and power of attorney for a revocable living trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and technology-driven portfolio management solutions.

Brenton Waldbueser is a Series 66–licensed financial advisor with Edward Jones in Chesterfield, MO, with 17 years of industry experience. He has been with Edward Jones since 2008. Waldbueser is a member of The Tines Club, a 501(c)(3) organization based in Wentzville, MO. 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 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.

Halina Conti is a financial advisor at Ameriprise with 20 years of industry experience and holds a Series 66 designation. She has worked at Ameriprise and its affiliated entities since 2009. Conti serves on the Board of Directors for the 1904 World's Fair Charitable Foundation. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendations through a centralized consulting team.

Thomas Schmidt is a financial advisor at Stifel with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2016. Based in St. Louis, MO, Schmidt has a long tenure in the financial services industry. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to support asset allocation, retirement, insurance, and estate planning analyses.

Brian Parker is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a board member for Immanuel Lutheran Church in St. Louis. 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, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Dennis Hunt is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1996. Outside of his advisory role, he manages residential rentals for family members. 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 options, supported by a large network of financial advisors and branch offices nationwide.

Michael Ohlsen is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER) since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Joe Dandridge is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes prior roles at TD Ameritrade, Carillon Group, and Snow Creek. 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 affiliated discretionary separate managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Kirstin Mower is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools.

Jeremy Cowan is a financial advisor with Edward Jones in Chesterfield, MO, holding Series 63 and Series 66 licenses and has 19 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options within a nationwide network of more than 23,000 financial advisors.

Andrew Dittberner is a financial advisor with LPL Financial in St. Charles, MO, holding Series 63 and Series 66 credentials and 35 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory work, he is developing a cut-your-own Christmas tree business expected to launch in several years. 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, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jason Huntley is a financial advisor with Edward Jones in Ellisville, MO, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is a co-owner of Huntley Family Farms LLC, an equestrian business in Wildwood, 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Thomas Weaver is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Ameriprise Financial, UBIX, Byrne and Jones Construction, Old Warson Country Club, and Rhodes College. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written retirement income plans and ongoing tax-aware withdrawal advice. The firm’s approach integrates in-depth investment research and proprietary tools within a defined investment framework.

Nicholas Wilson is a CFP® and Series 66-licensed financial advisor with Edward Jones in St Peters, MO. He has 14 years of industry experience and has been with Edward Jones since 2011. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of more than 23,700 financial advisors.