Thomas Wall is a financial advisor at Edward Jones in Ofallon, Missouri, holding Series 63 and Series 66 registrations with 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds under a fiduciary standard. The firm has a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Stephen Mueller is a financial advisor at Osaic Wealth Inc. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Principal Securities Inc, Ohio National Financial Services, and The O.N. Equity Sales Company. Outside of his advisory role, he is involved with a family-owned rental property operated as a short-term Airbnb and VRBO rental. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and platforms, offering services such as integrated brokerage and investment advisory, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to create diversified portfolios that include various investment vehicles, managed on discretionary or non-discretionary bases.

Scott Miller is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 19 years of industry experience. Prior to joining Edward Jones in 2024, he worked at Charles Schwab & Co Inc for 13 years and TD Ameritrade Inc. for one year. His background also includes farming and involvement with Junior Achievement of Central Iowa. 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 through a broad network of advisors and offers a range of advisory programs with both discretionary and non-discretionary strategies.

Theodore Sanders is a financial advisor at Stifel with 38 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2008 and holds Series 63 and Series 66 credentials. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

John Henry is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2001. He serves as Treasurer on the Board of Directors for Concord Church in St. Louis. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, offering customized, algorithm-supported recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Michael Nemetz is a financial advisor at LPL Enterprise with 32 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Allstate Insurance Company. He holds Series 63 and Series 65 designations. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory services, model portfolio programs, and brokerage and insurance products through an integrated platform.

Thomas Valenza is a financial advisor at Stifel with 12 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016 and previously spent three years at Wells Fargo Advisors. Outside of his advisory role, he has been involved with Mannino's Market for over 20 years. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Tyler Patterson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and four years of industry experience. He has worked at Charles Schwab since 2023 and previously at TD Ameritrade from 2021 to 2024. 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by Schwab Center for Financial Research.

Wilford Wulfenstein is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works with clients to develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. He serves as a resource for general investing, retirement planning, and saving for unexpected events, and can also provide access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Wilford holds the Chartered Retirement Planning Counselor (CRPC) designation. He completed his high school education at Lafayette Senior High School and has attended Utah Valley University, Bluegrass Community Technical College, and Brigham Young University - Idaho without earning a degree. He is proficient in English and Spanish. He emphasizes understanding what is important to clients and their families to create tailored financial strategies. Wilford provides ongoing advice and guidance as clients' needs evolve.

James Friddell is a CFP® professional affiliated with LPL Enterprise, based in St. Louis, MO, with 22 years of experience in the financial services industry. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, and MML Investors Services. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through an integrated platform that combines financial planning, model portfolios, third-party asset management, and insurance products.

Elijah Glass is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Michael Murray is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Stifel Independent Advisors, LLC for 22 years before joining OSAIC in 2026. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm offers integrated brokerage and advisory services through multiple platforms, utilizing asset-allocation tools, risk assessments, and third-party money managers to create portfolios across various asset classes.

Theodore Hellman is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, N.A. Outside of his advisory work, he serves as chair of the Woods Mill Center Redevelopment Association and provides strategic planning consulting to the Phi Kappa Theta Alumni Association. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across a large network of advisors.

Alexander Miller is currently a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he focuses on advanced financial planning strategies and provides guidance to clients to help improve their financial well-being. Alexander has been with Fidelity Investments since 2015, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant. His experience encompasses various aspects of financial consulting and investment advising, reflecting a deep engagement with markets, economics, and policy. He emphasizes making complex financial concepts simple and treats clients with the same respect and care he would expect for himself. Alexander finds fulfillment in utilizing his knowledge to positively impact the lives of his clients and their families.

Cassandra Painter is a financial advisor with LPL Financial in St. Louis, Missouri, holding a Series 66 designation and 17 years of industry experience. She has been with LPL Financial since 2010. Outside of her advisory role, she is involved as a project manager and financial analyst with Streamline Orthotics LLC and provides bookkeeping services through Balanced Books Solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Robert Hardcastle III is a financial advisor with Osaic Wealth Inc. in Chesterfield, MO. He holds Series 65 and Series 63 licenses and has two years of industry experience. In addition to his advisory role, he operates a sole proprietorship offering Medicare Advantage and Part D prescription plans. Osaic Wealth Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple platforms. The firm provides integrated brokerage and advisory services and utilizes firm‑provided tools and third‑party managers to construct diversified portfolios tailored to client preferences.

Vincent Taormina is a financial advisor at Edward Jones in St. Peters, Missouri, holding a Series 66 license with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he served as a city councilman for Minden, Louisiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

Justin Brown is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Stifel Nicolaus & Co Inc and Century Securities Associates, Inc. Brown is also an associate and branch manager at Krentz Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele ranging from individuals to institutional clients. The firm uses tailored, non-discretionary consulting supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Nathan Zornes is a financial advisor with LPL Enterprise in St. Louis, MO, holding a Series 66 designation and two years of industry experience. His background includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Robbins Insurance Group. Outside of advising, he is involved with Robbins Financial, a business related to his LPL activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products on an integrated platform.

Mark Rutherford is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and possessing 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. Outside of finance, he has served as a college soccer official with NISOA since 1981. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-driven strategies and a limited selection of separately managed accounts primarily to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers while overseeing portfolio implementation through BNY Mellon Advisors.