Sarah Politowski Hefner is a financial advisor at Charles Schwab with eight years of industry experience. She holds the Series 66 designation and has worked at Charles Schwab and Co., Inc. since 2022, following four years at TD Ameritrade and four years at Scottrade. 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 operates a primarily non-discretionary client relationship model while offering access to discretionary separately managed accounts and integrates custody, brokerage, and advisory services within a large-scale, centralized operational structure.

Paul Wibbenmeyer is a Financial Advisor with Merrill Lynch Wealth Management, where he guides individuals, families, and small business owners through complex financial decisions. With over ten years of experience, he focuses on creating clear investment plans tailored to each client's unique goals, emphasizing disciplined strategies and long-term market participation. His expertise covers areas such as retirement planning, college education funding, legacy planning, managing new wealth, portfolio management, employee benefits, tax minimization, and small business strategies. Paul works closely with clients to develop and adjust financial plans that adapt to changing circumstances. Paul holds a Bachelor's Degree from Southeast Missouri State University and holds the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, he enjoys a variety of sports including baseball, biking, football, golfing, hiking, ice hockey, pickleball, and soccer, and values spending time with his family and traveling.

Stephen Baise is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Jeanne Clark is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 designations and 21 years of industry experience. She has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Joseph Coleman is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Schwab in 2020, he worked at Stifel Nicolaus & Co Inc and Scottrade Inc. 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 separately managed accounts and offers a centralized operational structure across its extensive client base.

Kathryn Salin is a Series 66-licensed financial advisor with Edward Jones, located in Maryland Heights, MO. She has 16 years of industry experience and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies under an SEC-registered program, managing approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Laci Weatherford is a financial advisor with UBS Financial Services in Maryland Heights, MO, holding a Series 66 designation and 24 years of industry experience. She has been with UBS since 2006. Outside of her advisory work, she is also an independent distributor of wellness products through Advocare. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to customize client plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial products and solutions.

Stacey Koziatek is a Series 66-licensed financial advisor at UBS Financial Services with 20 years of industry experience. She previously worked at Merrill and Morgan Stanley Private Bank and is involved in several business activities including managing Augusta Yoga, LLC, participating as a partner in C&K Adventures LLC, and serving as treasurer for the Defiance Merchants Association in Augusta, Missouri. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, utilizing proprietary market research and tailored asset allocations through a broad platform that combines institutional trading with wealth management.

Tyler Roach is a financial advisor at Edward Jones in Maryland Heights, MO, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Joe Machens and held several positions associated with the University of Missouri and other firms in 2017. Outside of his advisory role, he engages in buying and selling collectibles and memorabilia. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed strategies, and affiliated investment products supported by a large national network of advisors and branch offices.

James Buckalew is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. Prior to his current role, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He is involved in wealth management through ownership in Buckalew Wealth Management, LLC and holds a minority stake in Panorama Wealth Partners, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. 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 to develop tailored client recommendations.

Shawn Smith is a financial advisor at Edward Jones with 18 years of industry experience. He has been with Edward Jones since 2012 and holds the Series 63 and Series 66 designations. Based in Wentzville, MO, Smith provides services through one of the largest networks of financial advisors in the country. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households with varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard.

Darren Summers is a financial advisor at Ameriprise with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Summers Wealth Management, Principal Securities Inc., Principal Life Insurance Company, and Equitable Advisors. In addition to his advisory role, he is involved in independent insurance brokering focused on fixed annuities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement-income planning and tax-aware withdrawal strategies. The firm utilizes proprietary research and third-party data to support its recommendations, which are implemented in a non-discretionary manner.

Robert Marquess II is a financial advisor at Edward Jones with 24 years of industry experience. He holds the CFP® designation and Series 63 license and has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm is notable for its extensive advisor and branch network and provides services under a fiduciary standard.

Bradley Stiegemeier is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Moroni Erekson is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Seis, Inc, Wells Fargo Clearing Services, Goldman Sachs, and Harvest Right. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacob Zawojski is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

John Burke is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliate firms since 1998. Burke is based in St. Charles, MO. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on income stability and tax-aware withdrawal strategies for clients nearing or in retirement.

Brittany Wright is a financial advisor with Stifel in O'Fallon, MO, holding a Series 66 designation and two years of industry experience. She has previously worked at Millsap & Singer LLC for 13 years and held other roles including a position at Griffin Personnel Group. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Shonda Hart is a financial advisor with Edward Jones in O'Fallon, MO, holding a Series 66 designation and bringing one year of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of household types and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers various advisory programs with discretionary and non-discretionary strategies, operating under a fiduciary standard.

Margie Ocello is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones and Smoking Hot Cigars. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning based on structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning services through advisors and specialized groups.