Daniel Wren is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo and Sound Income / Retirement Income Source. Outside of his advisory role, he is involved with Octave Commercial, LLC, a non-investment real estate entity. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, specializing in asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Cory Wilson is a Series 66-licensed financial advisor with Wells Fargo Clearing in Chesterfield, MO, with 9 years of industry experience. He has been with Wells Fargo Clearing Services since 2009. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Nicholas Coyne is a Series 66-licensed financial advisor with Morgan Stanley in Chesterfield, MO, where he has worked since 2016. He has 10 years of industry experience, all with Morgan Stanley Private Bank and Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm-approved tools.

James Pozzo Jr. is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Mathews is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Mathews serves on the Board of Directors and is Treasurer of the Redman Acres Athletic Club. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Heather Chavez is a Series 66 licensed financial advisor with Edward Jones in Maryland Heights, MO, bringing 14 years of industry experience. She has worked at Edward Jones since 2008 and is also involved in event coordination and management, co-owning Event DOC, LLC and serving as an event manager at Third Degree Glass Factory and Andre's Banquets and Catering. 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 variety of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of financial advisors and branch offices.

Arynne Slocum is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and three years of industry experience. Her prior work includes roles at Charles Schwab Bank, SSB, Graybar, Midwest Pool Management, and Shaw Park Pools. 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, offering a combination of non-discretionary and discretionary investment options supported by centralized custody and research resources.

Christy Brock is a financial advisor at Edward Jones with 20 years of industry experience. She has been with Edward Jones since 2005 and holds Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Nicholas Kroll is a financial advisor at LPL Enterprise with seven years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of financial services, he is also involved with DoorDash. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and various non-securities services through affiliated entities.

Danielle Rosas is a financial advisor at Edward Jones in St. Charles, Missouri, with four years of industry experience. She holds a Series 66 designation and previously worked at Creative Planning Tax for five years before joining Edward Jones. Outside of her advisory role, Rosas is a co-owner of Rosas Reimagined, LLC, a home repairs and maintenance business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of asset levels. The firm offers various advisory programs and investment strategies, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jeffrey Giles is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at TD Ameritrade, NYLIFE Securities, and New York Life Insurance. Outside of his advisory duties, he occasionally assists with administrative tasks at a family healthcare business. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management services supported by multi-asset portfolios and rigorous due diligence on alternative investments.

Jim Gansner is currently serving as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. In this role, he works closely with clients to help them achieve their financial goals by leveraging his extensive education, experience, and Fidelity's resources. He values building relationships with clients and assisting them in striving for a better life for themselves and their families. Prior to joining Fidelity, Jim held various positions in the financial industry, gaining experience in sales, consulting, and advisory roles. His previous roles include Financial Consultant at American Century Investments, Guidance Sales Manager at TD Ameritrade, Guidance Solutions Consultant at Scottrade Investment Management, Financial Advisor at Wells Fargo Advisors, and Fixed Income Sales at First Bankers' Banc Securities. Additionally, he held multiple leadership positions at Bank of America, including Vice President Student Banking, Vice President Small Business Lending, Assistant Vice President Training and Development, and Assistant Vice President Branch Manager.

Jose Cavazos is a Certified Financial Planner (CFP®) with 19 years of experience. He has been with Edward Jones since 2006, currently working in Chesterfield, MO. 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 advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Andrew Stratmann is a financial advisor at Edward Jones in Maryland Heights, MO, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2006. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Jennifer Summers is a financial advisor with Charles Schwab in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She previously worked at Scottrade, Inc. for 13 years before joining Charles Schwab in 2019. Summers serves as president of the Fort Zumwalt South Inline Youth Hockey Board and is the secretary/registrar for the Fort Zumwalt South Bulldogs Hockey Club, overseeing governance and operational duties for local youth hockey programs. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated financial planning services, offering a range of advisory, brokerage, custody, and cash-sweep services with a combination of non-discretionary and discretionary investment solutions.

Christopher Curry is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Verizon Wireless. Curry is currently based in O Fallon, Missouri. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management functions.

Robin Arnold Jr. is a financial advisor with Edward Jones based in Maryland Heights, MO. He holds a Series 66 designation and has 18 years of industry experience, with over two decades at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets with a large network of advisors and branch offices.

Kevin Swinigan is a financial advisor with Ameriprise in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is co-owner of Westview Partners LLC, a business involved in managing advisory office expenses. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides retirement income planning advice based on research, third-party data, and algorithmic tools. The firm’s approach includes restrictive enrollment criteria and operates within an investment universe influenced by affiliated product and distribution arrangements.

Vincent Raimondi is a Series 66 licensed financial advisor with one year of industry experience. He currently works at Merrill and previously held roles at SAP and Accenture. Raimondi serves as a successor trustee for a family trust. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Peter Buchanan is a CFP® professional affiliated with Charles Schwab, with four years of industry experience. He has worked at Charles Schwab and Co., Inc. since 2022 and previously held roles at Edward D. Jones Investment Company and TD Ameritrade. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts.