Jacob Herget is a Financial Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 2018 and focuses on helping individuals and families make confident financial decisions through personalized planning and trusted relationships. He holds bachelor's degrees in Finance and Marketing from Saint Louis University. Jacob's expertise includes employee benefits planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation. Born and raised in St. Louis, Jacob values building lasting relationships with his clients and delivering meaningful value in every interaction. Outside of work, he enjoys spending time with his family and friends, participating in various sports such as baseball, basketball, football, golfing, pickleball, and running, as well as cooking, traveling, and volunteering in the community.

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.

Bruce Jones is a financial advisor with Cetera and holds Series 66 and Series 65 licenses. He has 22 years of industry experience, including roles at Avantax Insurance Agency LLC and Jones Wealth Management. In addition to his advisory work, Jones is a CPA and member of Parr & Jones CPAs LLC, where he provides accounting and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered adviser 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 diverse portfolio management options and access to third-party managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

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.

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 designation and bringing 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 involvement with nonprofit and private entities, including roles with the Widgeon Club, Inc. and the George Von Hoffmann Foundation, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by proprietary and third-party research.

Laura Netemeyer is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent five years at Merrill. Laura is also a notary public, notarizing documents for clients as part of her services. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit entities, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group to support asset allocation and financial planning.

Eric Moyer is a financial advisor with UBS Financial Services in Clayton, MO, holding a Series 66 designation and 10 years of industry experience. He has been with UBS Financial Services since 2016. Outside of his advisory role, he serves as treasurer for Kids in the Middle, an organization providing affordable counseling to children of divorced parents, and is a member of the board of directors for Conversation Builds Character, a charity focused on improving communication and social behavior in educational settings. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans according to clients’ goals and risk tolerances.

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.

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.

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.

Shane R. Lunsford is a financial advisor with UBS Financial Services in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets activities.

Joseph Thompson is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2016. In his role, he focuses on developing strong relationships with clients and their families by understanding their unique financial goals and partnering with them to build customized financial plans. Prior to joining Fidelity, Joseph worked as a Financial Planner at Cambridge Investment Research Advisors, INC and Cambridge Investment Research, INC from 2014 to 2016. He also held financial planning positions at PlanMember Securities Corporation from 2008 to 2014 and at AXA Advisors from 2005 to 2008. Outside of his professional work, Joseph enjoys family activities, hiking, outdoor adventures, spending time with pets, and traveling.

Benjamin Scott is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 credentials and 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 approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.