Michael Kelly is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. He has worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC since 2024. Outside of finance, he is involved with Crystal v International Exports, where he has been active since 2021. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and participation in a wrap program.

Catherine Kane is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. Outside of her advisory work, she is a co-owner of Arizona Oaks LLC, an LLC established jointly for the purpose of owning a shared vacation property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and affiliated services, supported by a large national network of advisors and branch offices.

Matthew Noben is a financial advisor at Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 credentials with eight years of industry experience. He previously worked at TD Ameritrade for six years and Centurylink for fourteen years. Charles Schwab & Co., Inc. serves a large client base 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 offers a combination of non-discretionary guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Melanie Avery is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 19 years of industry experience. She worked at UBS Financial Services Inc. for 13 years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and 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 menu.

Timothy Bolhafner is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. 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, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Sarah Brenker is a CFP® and Series 66 credentialed financial advisor with 17 years of industry experience. She has been with Edward Jones in St. Charles, MO since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors.

Andrew Mc Lean is a financial advisor at Charles Schwab in Chesterfield, MO, holding a Series 66 credential with two years of industry experience. Prior to joining Charles Schwab, he held various roles including positions in the Missouri State University Athletic Department and Career Center. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering integrated wealth advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed account platforms.

Jeffery Seeburger is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. His prior work includes roles at THE O.N. Equity Sales Company, Ohio National Financial Services, Park Avenue Securities, and Guardian Life Insurance. He has been involved with Lindenwood University since 2009 and holds Series 63 and Series 66 designations. Outside of advising, he is a secretary at PJ's Coffee of Lake St Louis, a local coffee shop. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, employing both proprietary and third-party model strategies across various custody platforms.

Franz Barresi is a financial advisor with Ameriprise in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory services while offering a broad range of advisory, brokerage, and insurance solutions.

Devan Isaacs is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he works with clients to develop personalized financial plans that align with their goals and values. Prior to joining Fidelity, Devan began his career at U.S. Bank, where he gained foundational experience in financial services. Devan graduated from Xavier University in 2023 and is a St. Louis native, having completed high school at St. Louis University High School in 2018. While at Fidelity, he earned his current licenses and credentials relevant to his role. Outside of his professional responsibilities, Devan enjoys baseball, tennis, attending social events with friends, and exploring culinary experiences.

Krista Sjurson is a Series 66-registered financial advisor with Edward Jones in Maryland Heights, MO, with 14 years of industry experience, all of which have 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Allison Jentsch is a CFP® and holds a Series 66 license, currently advising clients at Charles Schwab with five years of industry experience. Her prior work includes roles at TD Ameritrade, Charles Schwab Bank, and Capstone Real Estate Investments, as well as experience outside finance in C Studio, Inc. 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, offering a combination of non-discretionary and discretionary investment options supported by integrated custody and brokerage operations.

Fengjia Liu is a financial advisor at Edward Jones with eight years of industry experience. Liu holds a Series 66 designation and has been with Edward Jones since 2017. In addition to his advisory role, he serves as a PSYOP Officer in the United States Army Reserve, where he plans and supervises training and operations. Edward Jones is a full-service wealth management firm serving both individual and institutional clients through a broad network of advisors and branch offices. The firm offers a range of advisory programs and investment strategies, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Major is a financial advisor at Edward Jones with nine years of experience at the firm and a total of three years in the industry. He holds a Series 66 designation and previously worked at K-Force and Primerica. Outside of his advisory role, he operates a small family roofing business on a referral basis. 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 programs, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, and maintains a large network of financial advisors and branch offices nationwide.

Frank Lindwedel is a financial advisor at LPL Financial based in St. Louis, MO, holding Series 63 and Series 65 licenses with two years of industry experience. His work background includes roles at PWM and Truman State University. 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 advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by extensive technological resources and a broad network of over 22,800 advisors.

Rodney Schmitz is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2009. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice. The firm’s approach integrates investment research and algorithmic tools to address asset allocation, withdrawal strategies, and Social Security options, operating within a distinctive investment ecosystem with specific enrollment criteria.

Salvatore Culella is a financial advisor with OSAIC based in Chesterfield, MO. He holds a ChFC® designation and the Series 63 license and has 53 years of industry experience. He has worked at OSAIC since 1997 and operates his own term life insurance business under Sam Culella DBA Pines Financial Group since 1990. He also serves as a notary public in Missouri. OSAIC Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with portfolio management utilizing firm-provided asset-allocation tools, third-party money managers, and unified managed accounts.

Michael Rois is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Charles Schwab, TD Ameritrade, and Westminster College. Charles Schwab 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 and offers a comprehensive range of investment and custody services.

David Marsek is a financial advisor with Edward Jones in O'Fallon, MO, holding the ChFC® and Series 66 designations. He has 16 years of industry experience, all with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated products through a nationwide network of advisors and branch offices.

Jason Lohbeck is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TD Ameritrade and Scottrade. Outside of his advisory role, he owns Lohbeck Woodworks, a furniture-building business based in Ballwin, MO. 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 discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by proprietary research.