Allison Jentsch is a CFP® and holds a Series 66 license, with four years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2021 and spent one year at TD Ameritrade. Prior to her financial services career, she was involved with Capstone Real Estate Investments and C Studio, 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 offers both non-discretionary and discretionary investment management, combining strategic asset allocation with access to alternative investments and centralized custody and brokerage services.

Frank Lindwedel is a financial advisor with LPL Financial based in St. Louis, MO. He holds Series 65 and Series 63 licenses and has two years of industry experience. His prior work includes positions at PWM and teaching roles at Truman State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios, retirement plan consulting, and brokerage services, supported by research and diversified investment strategies.

Rodney Schmitz is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2009. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice. The firm’s approach integrates investment research and algorithmic tools to address asset allocation, withdrawal strategies, and Social Security options, operating within a distinctive investment ecosystem with specific enrollment criteria.

Patrick Chanod Jr. is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2005. 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, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Salvatore Culella is a financial advisor at OSAIC with 53 years of industry experience. He holds the ChFC® and Series 63 designations. His career includes roles at Royal Alliance Associates, Inc. since 1997 and at Manufacturers Life Insurance Company since 1985. He is also involved in selling term life insurance through a sole proprietorship and serves as a notary public. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Michael Rois is a financial advisor at Charles Schwab in St. Louis, Missouri, holding Series 63 and Series 66 credentials with five years of industry experience. Prior to joining Charles Schwab in 2023, he worked at TD Ameritrade and held various roles at Westminster College and other organizations. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by centralized custody and due diligence processes.

David Marsek is a financial advisor with Edward Jones in O'Fallon, MO, holding the ChFC® and Series 66 designations. He has 16 years of industry experience, all with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated products through a nationwide network of advisors and branch offices.

Jason Lohbeck is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at TD Ameritrade and Scottrade. Outside of his advisory role, he owns and operates Lohbeck Woodworks, a furniture building business. 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by a multi-asset investment approach and extensive resources for alternative investments.

Joseph Ogden is a financial advisor at Stifel with 32 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2008 and holds the Series 63 and Series 66 designations. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm offers brokerage and investment advisory services, with an investment approach based on a proprietary methodology developed by its Investment Strategy Group using forward-looking capital market assumptions and probabilistic modeling.

Adam Hautly is a financial advisor with Thrivent Investment Management in St. Louis, MO. He holds a Series 66 designation and has 12 years of industry experience, all with Thrivent Financial and Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive goal-based financial analyses and planning without discretionary trading authority. The firm’s services can be combined with managed accounts under a consolidated billing option called “WealthPlan,” while maintaining planning and asset management as separate offerings.

Keith Perry is a financial advisor with LPL Financial in Saint Albans, MO, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He worked at National Planning Corporation for 10 years before joining LPL Financial in 2017. Perry has involvement in bookkeeping for an unrelated real estate rental business. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, external subadvisors, and various technology tools.

Ana Sigler is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for five years. Outside of her advisory role, she is involved in property management as a sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

William Murphy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. 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’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mark Stegmann is a financial advisor with Ameriprise in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-supported recommendations through a centralized consulting team.

Nicholas Fichter is a financial advisor with Ameriprise in Saint Louis, MO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Outside of his advisory role, he is involved in agricultural business activities, including managing Indian Bluff Farm LLC and assisting with Kuhs Farm LLC, which offers event space and agricultural production. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver annual written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Maria Ashley is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at Eagle Strategies (NY Life), Marco Financial, LLC, and New York Life Insurance Company. She is also involved with Marco Financial, LLC in capacities beyond her advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, employing both discretionary and non-discretionary management and utilizing research from multiple sources to support diversified investment strategies.

Michelle Galvin is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds a Series 66 designation and has worked at various Wells Fargo entities since 2009. Outside of her advisory role, she works as a consultant for a skincare company. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that address diverse client needs. The firm develops tailored recommendations using proprietary research and tools, with implementation options available through its brokerage or advisory programs.

Brandon Elledge is a financial advisor at Charles Schwab based in St. Louis, MO, with three years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Schwab, he worked at TD Ameritrade and has experience in both financial services and hospitality, having worked at Paradise Tropical Bar & Grill. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary advice and access to discretionary SMAs, supported by multi-asset model portfolios and a formal alternative-investment process.

Samuel Butterfield is a financial advisor with Edward Jones in Chesterfield, MO. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he held roles at West Bend Lakes Golf and Sunset Country Club, and has been involved with several educational and community organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

George Nagel is a CFP® with 46 years of industry experience. He is currently affiliated with Osaic Wealth, Inc. and has previously worked at Financial Legacy Associates, LLC and Royal Alliance Associates, Inc. He is also the statutory agent for Oak Tree Financial Group, Inc., where he sells miscellaneous insurance policies and annuities. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to manage diverse portfolios.