Jacob Watson is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Stifel with three years of industry experience. His prior roles include positions at Synergy Wealth Solutions and a four-year tenure at the University of Kansas. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodologies developed by its Investment Strategy Group, focusing on asset allocation and comprehensive financial planning analyses.

Mark Felton is a financial advisor with Edward Jones in O’Fallon, Missouri, holding Series 63 and Series 66 credentials and having 25 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors.

Ashlin Turner is a financial advisor at Edward Jones with the Series 66 designation and a combined total of approximately nine years of industry experience, including two years in the current role. His prior work includes a year at Cushman & Wakefield and a brief entrepreneurial venture with Scotty's Backflow LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products under a fiduciary standard.

Stephen Peters is a Senior Financial Advisor and Retirement Benefits Consultant with Merrill Lynch Wealth Management. He specializes in retirement plan consulting and private wealth management, assisting clients with corporate benefits, employee financial health, legacy planning, and personal retirement planning. Stephen works closely with HR leaders and plan sponsors to enhance benefits programs through financial education, fiduciary oversight, employee engagement, and plan design support. Stephen holds a Bachelor's Degree from the University of Missouri and has earned several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His approach focuses on understanding clients' long-term goals and developing personalized financial strategies to help pursue those objectives. Outside of his professional role, Stephen participates in community service with organizations such as Habitat for Humanity, St. John Lutheran School, and the St. Louis Area Foodbank. His personal interests include football, golfing, reading, and soccer.

James Mound is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008. Outside of his advisory role, he owns and operates Financial Resources Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, providing tailored strategies across multiple custody and platform arrangements.

Brian Grenia is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is involved in expense management consulting through his business, Infinity Co-Op Enterprises. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations, emphasizing assets held in Ameriprise-managed accounts.

Catherine Woodside is a financial advisor at Charles Schwab with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Charles Schwab, TD Ameritrade, and Scottrade. Outside of her advisory role, she is involved in retail sales as an associate with Isagenix. 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 and discretionary investment management using multi-asset model portfolios and maintains a large client base supported by integrated custodial and brokerage services.

Oliver Byers is a financial advisor with MassMutual Investors Services holding a Series 66 designation and three years of industry experience. He has previously worked at Apollo Insurance Group and has experience running his own financial advisory business, OBB Advisements, LLC. Outside of his advisory role, he also receives residual compensation from prior insurance sales. MassMutual Investors Services, LLC provides ongoing financial planning and asset management to individuals, business owners, trusts, and charitable organizations, using firm-approved software and collaborative client relationships to develop investment strategies and planning recommendations.

Zackery Brinkley is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at TD Ameritrade Inc. and Scottrade Inc. Charles Schwab & Co., Inc. serves a large client base, 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 models with access to discretionary separately managed accounts and offers integrated brokerage, custody, and advisory services.

Scott Wheeler is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at MetLife Securities Inc. and MassMutual Life Insurance Co. He is also an independent insurance agent specializing in life, accident, health, and Medicare-related products. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Arthur Trey Ruprecht is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Bruce Clithero Jr. is a financial advisor with LPL Enterprise in St. Louis, MO, holding a Series 66 credential and six years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of financial services, he has involvement with Rosalita's Cantina. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, consulting, and access to various investment and insurance products through both advisory and brokerage channels.

Justin Cella is a financial advisor with Edward Jones in St. Charles, MO, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at The Vanguard Group and Enterprise Fleet Management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies, supported by a large network of advisors and branch offices nationwide. The firm manages over $1 trillion in assets and offers services including tax-efficient strategies and affiliated investment products.

Yale Benson is a financial advisor with Charles Schwab, holding the Series 66 and Series 63 designations and having five years of industry experience. Prior to joining Schwab, Yale worked at TD Ameritrade and has a diverse background including roles at United Parcel Service and Uber Eats. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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, employing multi-asset model portfolios and a centralized operational structure.

Shawn Staed is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds a Series 66 designation and is based in Dardenne Prairie, Missouri. He has been with Wells Fargo Advisors since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.

Zachary Daniels is a financial advisor with LPL Financial based in Wentzville, MO, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at United Planners' Financial Services of America, Securities America Advisors, and Investacorp Advisory Services. Outside of advisory work, he is involved in general construction and sells 3D printed products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research and technology.

Daniel Stegall is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services since 2020, with additional experience in various roles including at MyFreightWorld Inc and Blue Hills Country Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written Recommendation Reports and ongoing retirement planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Joshua Elliott is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2022. Prior to his current role, he spent five years at Lindenwood University and one year at Continental Commercial Products. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Samantha Schell is a Financial Consultant at Fidelity Investments, where she has been working since 2025. In this role, she focuses on understanding each client's unique financial goals and utilizes her investment experience alongside Fidelity's resources to develop and implement comprehensive financial plans. Prior to her current position, Samantha held roles as an Investment Consultant and Planning Consultant at Fidelity Investments between 2024 and 2025. Before joining Fidelity, she worked as a Financial Advisor at Synergy Wealth Solutions from 2020 to 2024.

Larry Miller is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning processes and a variety of tools to support client financial goals.