Kyle Corley is an Investment Consultant currently working at Fidelity Investments. He partners with clients to help them achieve their financial goals by implementing personalized planning strategies. His approach involves building trust and understanding to create plans tailored to individual needs and continuously monitoring them as circumstances change. Kyle has experience in various roles at Fidelity Investments, including Planning Consultant from 2025 to 2026, Relationship Manager from 2024 to 2025, and Financial Representative in 2024. Prior to joining Fidelity, he worked as a Financial Service Representative at Charles Schwab from 2023 to 2024. Outside of his professional work, Kyle has personal interests in board games, cars, fitness, and football.

Brett Wolf is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2015 and previously worked at the University of Missouri-St. Louis. Outside of his advisory role, he is associated with Cure8 Ventures, a health and wellness venture capital firm in St. Louis. 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 and operates a nationwide network of more than 23,700 financial advisors.

Bruce Jones is a financial advisor with Cetera, holding Series 65 and Series 66 registrations and 22 years of industry experience. He has previously worked at Avantax Insurance Agency LLC and owned Jones Wealth Management. In addition to his advisory work, he is a CPA and member of Parr & Jones CPAs LLC, providing accounting and tax preparation services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, charities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Mark Johnson is a financial advisor at Edward Jones with 34 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves as a director and secretary for MBL Enterprises, a distributor of framing supplies. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Katherine Gough is a financial advisor at Raymond James & Associates with 34 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Raymond James since 2007. Outside of her advisory role, she serves on the finance and investment committee of Immacolata Catholic Church. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers customized financial planning and consulting services, drawing on a range of portfolio management styles and affiliated research.

Maureen Flanagan is a financial advisor at LPL Financial with 16 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Edward Jones and Waddell & Reed, Inc. Flanagan has also served on the Women & Leadership Advisory Council. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and employs various portfolio strategies supported by advanced operational and research tools.

Glenn Elmblad is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at Raymond James Financial Services, Inc. from 1999 to 2021 before joining Raymond James & Associates in 2022. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.

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 in Frontenac, MO, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. She previously worked at Merrill from 2015 to 2020 before joining Stifel in 2020. Outside of advising, she serves as a notary public. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services that incorporate proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

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.

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 at Primerica Advisors with Series 63 and Series 65 credentials and three years of industry experience. His work history includes roles at M&K Financial Services, Inc. and PFS Investments Inc. Prior to his financial career, he held various positions including employment at ROOM 38 Restaurant and Bar and Club Taco. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based strategies managed by unaffiliated asset managers.

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.