Abigail Rivera is a financial advisor at Fidelity with five years of industry experience. She holds the Series 63 and Series 66 credentials and has worked previously at Goldman Sachs & Co. LLC and Charles Schwab. Prior to entering financial services, she held positions in the hospitality sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Connor Mudd is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked within various Wells Fargo entities since 2015. Mudd is also the owner of MUDDWM, LLC, a financial-related practice based in O’Fallon, Missouri. 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 institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, including niche areas such as business-owner transition and special-needs planning.

Cathey Williamson is a financial advisor with Cambridge Investment Research Advisors in Creve Coeur, MO, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her prior work includes roles at First Heartland Consultants, First Heartland Capital, Universal Financial Planning Consultants, and Edward Jones. Outside her advisory work, she is involved in community and nonprofit activities, including serving as a board president for Hope of David Ministries, co-leading a financial education group at Church on the Rock, and holding board positions with The Kwame Foundation and the Contemporary Art Museum St. Louis. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing access to proprietary and third-party model strategies with both discretionary and non-discretionary options.

Kurt Zoeller is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with multiple affiliated firms, including First Allied Advisory Services and First Financial Planners. In addition to his advisory role, Zoeller serves as a successor trustee for two family trusts. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a large nationwide network of independent advisors. The firm serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Bradley Schmidt is a financial advisor at Stifel with 14 years of industry experience and holds the Series 66 designation. He has been with Stifel Nicolaus & Co. Inc. since 2016. Outside of his advisory role, Schmidt serves on the Young Friends Board and Development Board of St. Louis Children’s Hospital. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on proprietary investment analysis and asset allocation methodologies.

Kelly Brickner is a financial advisor with Thrivent Investment Management in O'Fallon, Missouri. She holds Series 63 and Series 66 designations and has 23 years of industry experience serving clients through Thrivent since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm uses goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option, while maintaining separate planning and portfolio management services.

Aaron Holman is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with LPL Financial and has previously worked with firms including Commonwealth Financial Network, Pacer Advisors, and Wells Fargo Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice provided primarily by investment adviser representatives using a variety of discretionary and non-discretionary strategies.

Patrick Halverson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at TD Ameritrade and Charles Schwab Bank, as well as involvement with Moose Construction and Hendel's Cafe. Outside of his advisory work, he serves as a board member for Redman Acres Athletic Club, focusing on charitable events. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, combining non-discretionary advice with access to discretionary separately managed accounts and a multi-asset model portfolio approach. The firm is notable for its scale, integrated service model, and formal alternative-investment and cash-sweep processes.

Parker Dempsey is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential. He has less than one year of industry experience. Prior to his current role, he worked in various positions including at the University of Missouri and in several other diverse roles unrelated to finance. 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 offers financial planning, asset management, and educational programs with a structured approach to collaborative, annual planning engagements.

Kevin Moore is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes positions at TD Ameritrade, Dick's Sporting Goods, and Petro Mart. 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Robert Daley is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Edward Jones for 10 years before joining Morgan Stanley in 2021, where he is currently affiliated with both Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is an officer of Starboard Adventures LLC, a recreational business based in Saint Louis, Missouri. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning solutions, including relationships with investment companies, private funds, and principal trading activities.

Kurt Balderston is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2016. He previously worked at Tmfs Advisors, LLC for one year. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.

Robert Clark is a CFP®-designated financial advisor with LPL Financial in Chesterfield, MO, and has nine years of industry experience. He previously worked at Royal Alliance Associates and Financial Legacy Associates, and spent four years at the University of Missouri. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

John Puricelli is a financial advisor with Edward Jones in Chesterfield, MO, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with Edward Jones since 2014. Outside of his advisory role, he teaches Zahn Certified Fin Planner live review classes several weekends a year. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Diana Wittig is a financial advisor at Edward Jones with 23 years of industry experience and holds Series 63 and Series 66 licenses. She has been with Edward Jones since 2004. Outside of her advisory work, she is a co-owner of Arizona Oaks LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of financial advisors and branch offices.

Julie Winters is a financial advisor with Edward Jones based in Maryland Heights, MO. She holds a Series 66 designation and has 17 years of industry experience, including 18 years with Edward Jones since 2008. 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 manages approximately $1.01 trillion in assets and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

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 with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience, including roles at MassMutual Life Insurance Company and previous work in logistics and marketing. MassMutual 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, employing firm-approved software and collaborative planning processes.

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.

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.