Joseph Mccarthy III is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services and Edward Jones. He serves on the finance committee of Sacred Heart Catholic Church. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios utilizing various asset classes and third-party money managers.

Lindsay Moody is a financial advisor at Edward Jones in St. Louis, Missouri, with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. 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 operates a nationwide network of over 23,000 financial advisors, offering a variety of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Kevin Donohue is a financial advisor at Edward Jones with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Edward Jones since 1998. 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 network of financial advisors and branch offices, with approximately $1.01 trillion in assets under management.

Francis Zimmermann is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Prudential Insurance Company of America since 1977 and was with Pruco Securities, LLC until 2024. Zimmermann is involved in group health insurance sales and service with several providers including Anthem Blue Cross and Blue Shield. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and charitable entities. The firm uses model-driven investment implementation and provides financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Daniel Velcheck is a financial advisor with Osaic Wealth, Inc. based in Chesterfield, Missouri. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Osaic in 2024, he worked at Primerica Advisors and Primerica Financial Services, and he also maintains a CPA role providing accounting, tax preparation, and audit services through Peak Audit & Accounting LLC. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, corporations, pension plans, and charitable organizations, offering brokerage and advisory services supported by firm-provided asset allocation tools, risk assessments, and automated rebalancing. The firm utilizes a range of investment vehicles and platforms to manage portfolios on either a discretionary or non-discretionary basis.

Caleb Sanders is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He has prior experience with United Planners and Tribute Financial, and he currently serves as a worship pastor at Reclaim Christian Church. 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 through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Anthony Manasseri is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial for Lutherans. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, providing access to third-party asset managers and financial planning services through a network of investment adviser representatives.

Matthew Johnson is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Fortis Investors, Inc. for 25 years before joining OSAIC in 2024. Johnson serves as a board member and treasurer for New Melle Sports and Recreation, a nonprofit organization. OSAIC Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to construct portfolios using various asset types, managing accounts on discretionary or non-discretionary bases.

Mariana Durham is a Series 66 credentialed financial advisor with eight years of industry experience. She has worked at Edward Jones since 2018 and previously held positions at 3 Spoons and Discover Financial Services. Mariana also has a background in academia from Baylor University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets with a broad nationwide network, offering a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

Shengbing Shao is a financial advisor with Charles Schwab in St. Charles, MO, holding Series 63 and Series 66 credentials and 11 years of industry experience. His work history includes positions at TD Ameritrade, Beyondtrade Securities Inc., Global Kids English, and Scottrade Inc. Outside of his advisory role, he owns and operates A&B Retail, LLC, a retail business involved in importing products and managing supplier relationships. 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 a combination of non-discretionary and discretionary investment advisory solutions, utilizing multi-asset model portfolios and a centralized operational structure.

Mason Rickens is a financial advisor with Morgan Stanley in Chesterfield, MO, holding a Series 66 designation and one year of industry experience. He previously worked at Merrill, Gilliland Lee Financial Group, Buckman Enochs Coss and Associates Inc, and Huntington National Bank. Outside of advising, he owns a limited liability company, MJR Supply LLC, though it has not been active since its inception. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its investment approach.

Patrick Grace is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1987 to 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program, along with affiliated trust, insurance, and lending services.

John Weeks is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds Series 63 and Series 65 registrations and has been with MassMutual and its affiliated firms since 2007. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as ongoing collaborative relationships using firm-approved analytical tools.

William Ailey is a financial advisor at Edward Jones in Creve Coeur, MO, holding a Series 66 designation with six years of industry experience. His prior work includes roles at AgReliant Genetics LLC, Beck's Hybrids, and the US Army National Guard. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary investment strategies and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Kevin Nash is a Series 66-licensed financial advisor with Edward Jones in Maryland Heights, MO, with 14 years of industry experience. He has been with Edward Jones since 2012. 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 strategies, and operates under a fiduciary standard.

Stephen Bommarito is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 1999 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides affiliated mutual funds, tax-efficient services, and a fiduciary standard across its advisory offerings.

Floyd Mungoma is a financial advisor with Edward Jones in Wentzville, MO. He holds a Series 66 designation and has six years of experience, including prior roles at KFORCE, TD Ameritrade, McKnight Assisted Living, Webster Rockhill Ministries, and Guckenheimer Inc. 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 and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Brooke Shaw is a financial advisor with Ameriprise in Wentzville, MO, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Shaw serves as secretary on the board of the Wright City RII Foundation. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Joel Shafer is a financial advisor with LPL Enterprise in St. Louis, MO, holding Series 63 and Series 66 registrations and four years of industry experience. His prior roles include positions at Northwestern Mutual and The Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

Gregory Corrigan is a CFP®-designated financial advisor with over 22 years of experience, currently serving at Edward Jones since 2003. He is based in Creve Coeur, MO. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.