Kelly Waller is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. Prior to this, Waller worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2023. Outside of advising, Waller holds a 16.6% ownership interest in MAGIS LLC, a financial practice based in Chesterfield, MO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services using its proprietary research and tools, delivering tailored recommendations through advisor meetings and client summary letters.

Timothy Gegg is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He has worked at PFS Investments Inc. since 2008 and Primerica Financial Services since 2007. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio management and trading delegated to BNY Mellon Advisors.

Timothy Grosswiler is a financial advisor with Charles Schwab who holds a Series 66 designation and has five years of industry experience. He has worked at Charles Schwab and Co., Inc. since 2022, with prior experience at TD Ameritrade and Edward Jones. Outside of his advisory career, he serves as a part-time instructor at North Broadway Brazilian Ju-Jitsu in St. Louis. 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 investment recommendations and access to discretionary separately managed accounts, combining scale with integrated brokerage, custody, and advisory services.

Jason Head is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and nine years of industry experience. Prior to his work in financial services, he spent 17 years at Boeing. He is based in Chesterfield, MO. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and educational seminars.

Christopher Egland is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 licenses and five years of industry experience. He has previously worked at TD Ameritrade, Busey Bank, and Southern Illinois University Edwardsville. Prior to his advisory career, his background includes roles at the Alzheimer's Association and Wallis Companies. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options supported by a multi-asset model portfolio approach. The firm is notable for its large scale and integrated structure combining advisory, brokerage, custody, and cash-sweep services.

Joseph Garritano is a Series 66-licensed financial advisor with Edward Jones in Chesterfield, MO, where he has worked since 2015. He has 14 years of industry experience. Outside of advising, Garritano serves as an adjunct professor at Saint Louis University, teaches undergraduate courses in project management and economics, and is active in local government including as Mayor of Wildwood, Missouri, and President of the Missouri Municipal League Board of Directors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Gary Kulik is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Paul Sodko is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis.

Stephen Adair is a CFP® with 28 years of industry experience, currently with Ameriprise in Chesterfield, MO. He has been with Ameriprise and its predecessor entities since 1998. Outside of financial advising, he is involved in independent insurance brokering and consults on expense management through a business he owns. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes tax-aware withdrawal strategies and dependable income sources.

Charles Medelberg is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to offer fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products.

Victor Mccool is a financial advisor with LPL Financial in Wentzville, MO, holding the Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he operates McCool Financial Group as a DBA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a wide range of advisory and brokerage services, including financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by extensive research and diverse investment strategies.

Tyler Roberts is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 66 license and has held various roles within MassMutual entities since 2015, including positions at Mass Mutual Investors Services and MassMutual Life Insurance Company. His background also includes work in other sectors such as Fastenal and CommonGrounds. Mass Mutual Investors Services, LLC, operates as a subsidiary of MassMutual and provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved software tools and offers specialized programs including estate settlement and employer-sponsored planning.

Jordan Osborn is a CFP® and holds a Series 66 license with Edward Jones, where he has 15 years of industry experience. He has been with Edward Jones since 2011, working out of St. Charles, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions under a fiduciary standard. The firm is notable for its large retail advisor and branch network, as well as affiliated capabilities including a trust company and proprietary mutual funds.

Matthew Mcdonough is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds the Series 66 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he is a 50% owner of a local restaurant in St. Louis, Missouri. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services supported by model portfolios, third-party asset management, and access to various financial products.

Justin Kinzinger is a financial advisor at Cetera with nine years of industry experience. He holds the Series 66 designation and has been with Cetera and Cetera Investment Services LLC since 2017. Prior to that, he worked at Regions Bank beginning in 2014. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and reported over $256 billion in assets under management.

Martin Tobben is a financial advisor with Edward Jones, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with Edward Jones since 2002. 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 and investment solutions through a large nationwide network of financial advisors and branch offices.

Catherine Baize is a Wealth Management Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management, where she is a partner of the Shannon Baize Group. In her role, Catherine and her team work with affluent families, professionals, and business owners, focusing on preserving, growing, and sustaining their desired lifestyle through retirement. They develop tailored wealth strategies designed to provide clients confidence in their financial future, managing personalized investment approaches that may incorporate individual stocks, Merrill Lynch model portfolios, and third-party strategies. With over two decades of experience in the banking and financial services industry, Catherine joined Merrill Lynch in 2011 after serving as a Premier and Private Client Advisor. She holds a Bachelor of Arts degree in Business Management from Maryville University of Saint Louis and has earned the professional designations of Chartered Financial Consultant (ChFC) and Personal Investment Advisor (PIA). Catherine's client focus areas include education planning, retirement income, tax minimization, executive compensation, and portfolio management, among others. She is committed to fostering long-term relationships through personalized financial strategies and proactive discussions that consider current economic and social issues. Catherine is actively involved in her community in keeping with Merrill’s tradition and dedicates time to volunteering with local organizations. She lives in St. Louis with her husband and three daughters. Outside of work, Catherine enjoys gardening, sewing, softball, traveling with her family, watching movies, and practicing yoga. She is fluent in English and Tagalog (Filipino).

James Rudd is a CFP®-certified financial advisor with Edward Jones, based in O'Fallon, MO. He has 19 years of industry experience, all with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Mallory Immethun is a Series 66 licensed financial advisor with six years of experience at MML Investors Services, LLC and Mass Mutual Life Insurance Co. Prior to this, she worked at NDX Keller Laboratories and has involvement with Stella Blues Vapors, Inc. outside of her financial services career. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved software and collaborative annual planning engagements.

Jessica Rudolph is a financial advisor with Charles Schwab in St. Louis, Missouri, holding Series 66 and Series 63 credentials and bringing 12 years of industry experience. Her prior employment includes roles at TD Ameritrade Investment Management, TD Ameritrade, 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 offers both non-discretionary and discretionary investment options, combining multiple wrap programs with integrated brokerage, custody, and advisory services.