Dale Von Hoffmann is a financial advisor with LPL Financial, holding a Series 66 license and 27 years of industry experience. His prior experience includes roles at Bank of America, Merrill, Waddell & Reed, and operating his own firm, Dale Von Hoffmann, LLC. He has been involved with the Widgeon Club, Inc. and the George Von Hoffmann Foundation, Inc. for extended periods. 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 range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Laura Netemeyer is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent five years at Merrill. Laura is also a notary public, notarizing documents for clients as part of her services. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit entities, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group to support asset allocation and financial planning.

James Mc Carthy is a financial advisor at Charles Schwab with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at TD Ameritrade Investment Management, TD Ameritrade, Inc., and Scottrade. Outside of his advisory work, he drives customers for Uber on weekends. Charles Schwab 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 separately managed accounts and provides integrated custody, brokerage, and advisory services.

Stephen Mestres is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 41 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. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm follows an IPS-driven process based on modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Eric Koestner is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has been with Edward Jones and its predecessor Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he is involved in a personal real estate venture through an LLC formed to jointly purchase a property in Webster Groves, MO. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and corporate 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.

Evan Willie is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been with Mass Mutual Investors Services since 2025 and previously worked at MassMutual Life Insurance Company beginning in 2024. Outside of finance, he has experience in the hospitality industry, including ongoing work at Harpo's Bar and Grill. 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 provides financial planning, asset management, and educational seminars, using firm-approved tools to develop collaborative, annual planning relationships without discretionary authority.

Joseph Schnitzler is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2018. Prior to this, he worked at Stifel for nine years. He is president of Schnitzler Wealth Partners, a business through which he provides financial and investment guidance to clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm uses tailored planning and analytical tools to support client goals and maintains a broad advisor network with specialized municipal and SIMPLE IRA advisory offerings.

John Wohlgemuth is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and acting as an ERISA fiduciary.

Charles Bruce is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. He has been with Cetera and its related entities since 2013 and also works as a tax preparer at John J. Sharamitaro CPA PC. Additionally, he is an insurance agent offering fixed life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform with access to affiliated and third-party money managers.

James Moore Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 45 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. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Logan Offner is a financial advisor at Mass Mutual Investors Services in Chesterfield, MO, with six years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Co since 2019. Prior to that, he was employed at the University of Central Missouri from 2015 to 2019. Offner is also the owner of Offner Wealth Group, LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved software and offering event-driven planning programs.

Beth Wiggins is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 13 years of experience at the firm. She is also the owner of a 160-acre farm in Northeast Missouri, which she shares for crop income and leases hunting rights. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and strategies, managing over $1 trillion in assets and supported by a nationwide network of more than 23,000 financial advisors.

Mark Pollmann is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials and three years of industry experience. His work history includes roles at M&K Financial Services and PFS Investments, as well as experience outside finance in the restaurant and service industries. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, supported by a network of nearly 3,700 financial advisors and managing approximately $15.5 billion in assets.

Jared Ramsey is a CFP® professional with 28 years of experience in the financial services industry. He has been with Edward Jones since 1996. Outside of his advisory role, he has involvement in managing rental property through a short-term leasing arrangement. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large national network of financial advisors and branch offices.

Julie Devine is a financial advisor with Edward Jones in Fenton, MO, holding a Series 66 designation and over 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Shane R. Lunsford is a financial advisor with UBS Financial Services in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets activities.

Joseph Thompson is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2016. In his role, he focuses on developing strong relationships with clients and their families by understanding their unique financial goals and partnering with them to build customized financial plans. Prior to joining Fidelity, Joseph worked as a Financial Planner at Cambridge Investment Research Advisors, INC and Cambridge Investment Research, INC from 2014 to 2016. He also held financial planning positions at PlanMember Securities Corporation from 2008 to 2014 and at AXA Advisors from 2005 to 2008. Outside of his professional work, Joseph enjoys family activities, hiking, outdoor adventures, spending time with pets, and traveling.

Benjamin Scott is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2002. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Andrew Browne is a financial advisor at Edward Jones in St. Louis, MO, with nine years of industry experience. He holds the ChFC® designation as well as Series 66, 63, and 65 licenses. Prior to joining Edward Jones as a financial advisor in 2025, he worked for the Edward Jones Trust Company for 18 years. 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 and 15,000 branch offices.

Michael Kickham is a CFP® with 43 years of industry experience. He is currently with Osaic Wealth Inc and has previously worked at LPL Financial, The Retirement Group, FSC Securities Corporation, and Porter & Kickham, Inc. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.