David Marti is a financial advisor at Charles Schwab with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TD Ameritrade and Charles Schwab. Outside of his advisory role, he is involved in managing a rental property. Charles Schwab serves primarily high- and ultra-high-net-worth clients 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 multi-asset model portfolios and a centralized operational structure.

Erica Robertson is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and bringing 12 years of industry experience. She has been with Edward Jones since 2013 and is also involved with Promotional Brand Ambassadors, a promotional events business where she promotes Chevrolet cars at various events. Additionally, she works as an independent Amazon influencer, promoting products and earning commission through affiliate links. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Kirstin Mailman is a Series 66 licensed financial advisor with Edward Jones, based in Maryland Heights, MO. She has 7 years of industry experience, including time served in the United States Army from 2015 to 2016. Kirstin has been with Edward Jones since 2016 and is also affiliated with Saint Louis University. 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 services under a fiduciary standard, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Madalyn Close is a financial advisor at LPL Financial with three years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services and several other firms. Outside of her advisory work, Madalyn is involved as a coach at Rena's Dance Unlimited. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Patrick Conners is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO. He has worked at Edward Jones since 2011. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Peyton Stauffer is a financial advisor with LPL Financial holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2023, he worked at Cetera Advisors and Legacy Wealth Advisors, and has experience outside the financial industry with Springfield Remanufacturing Corporation and Maso Pizza Bar. He also serves as trustee and power of attorney for a revocable living trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Elizabeth Kehoe is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. She has worked in various roles since 2011, including at Waddell & Reed and several insurance carriers, before joining LPL Financial in 2018. Kehoe is also involved in tax preparation and accounting through The Lecroy Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment services, including model portfolio programs and institutional platforms, supported by a large network of investment adviser representatives.

Brenton Waldbueser is a Series 66–licensed financial advisor with Edward Jones in Chesterfield, MO, with 17 years of industry experience. He has been with Edward Jones since 2008. Waldbueser is a member of The Tines Club, a 501(c)(3) organization based in Wentzville, MO. 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 offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Halina Conti is a financial advisor at Ameriprise with 20 years of industry experience and holds a Series 66 designation. She has worked at Ameriprise and its affiliated entities since 2009. Conti serves on the Board of Directors for the 1904 World's Fair Charitable Foundation. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendations through a centralized consulting team.

Thomas Schmidt is a financial advisor at Stifel with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2016. Based in St. Louis, MO, Schmidt has a long tenure in the financial services industry. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to support asset allocation, retirement, insurance, and estate planning analyses.

Karla Vlasaty is a financial advisor at OSAIC with 24 years of industry experience. She holds a Series 66 designation and has worked at firms including Securities America, MassMutual Investors Services, and Metlife Securities. Outside of advising, she assists with the Morrison Equestrian Center, an equine boarding and showing business operated by her husband. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, financial planning, and access to third-party investment managers. The firm utilizes asset-allocation tools and supports both discretionary and non-discretionary portfolio management across a wide variety of investment types.

Brian Parker is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and New England Securities. He serves as a board member of Immanuel Lutheran Church and sells disability insurance to doctors. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Dennis Hunt is a financial advisor with Edward Jones in Cottleville, MO, holding Series 63 and Series 66 licenses and with 29 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1996. Outside of his advisory role, he is involved in managing residential rentals for family members. 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 supported by a large nationwide advisor and branch network.

Michael Ohlsen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER, for 24 years. 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 financial planning and investment solutions, including third-party asset management and institutional platforms, and supports advisors with various model portfolios and advanced operational tools.

Joe Dandridge is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes prior roles at TD Ameritrade, Carillon Group, and Snow Creek. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Kirstin Mower is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with a focus on tailored recommendations delivered through discrete planning engagements.

Jeremy Cowan is a financial advisor with Edward Jones in Chesterfield, MO, holding Series 63 and Series 66 licenses and has 19 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options within a nationwide network of more than 23,000 financial advisors.

Andrew Dittberner is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and over 35 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is developing a cut-your-own Christmas tree business expected to launch within several years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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.

Thomas Weaver is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Ameriprise Financial, UBIX, Byrne and Jones Construction, Old Warson Country Club, and Rhodes College. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written retirement income plans and ongoing tax-aware withdrawal advice. The firm’s approach integrates in-depth investment research and proprietary tools within a defined investment framework.

Nicholas Wilson is a CFP® and Series 66-licensed financial advisor with Edward Jones in St Peters, MO. He has 14 years of industry experience and has been with Edward Jones since 2011. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of more than 23,700 financial advisors.