Joseph Ogden is a financial advisor at Stifel with 32 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2008 and holds the Series 63 and Series 66 designations. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm offers brokerage and investment advisory services, with an investment approach based on a proprietary methodology developed by its Investment Strategy Group using forward-looking capital market assumptions and probabilistic modeling.

Ana Sigler is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for five years. Outside of her advisory role, she is involved in property management as a sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

William Murphy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mark Stegmann is a financial advisor with Ameriprise in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-supported recommendations through a centralized consulting team.

Nicholas Fichter is a financial advisor with Ameriprise in Saint Louis, MO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Outside of his advisory role, he is involved in agricultural business activities, including managing Indian Bluff Farm LLC and assisting with Kuhs Farm LLC, which offers event space and agricultural production. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver annual written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Daniel Portman is a financial advisor with LPL Financial in St. Louis, MO, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Edward Jones and Waddell & Reed, Inc. Outside of advising, he is involved with Modena Classic Cars, LLC, a non-investment related business. 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 and access to multiple investment platforms and third-party asset managers.

Taha Tyebjee is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Kellogg's and the University of Wisconsin-Madison, and was involved with Top Nosh, LLC for over a decade. 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 strategies supported by a nationwide network of thousands of financial advisors and branch offices.

Khari Collico is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 16 years of industry experience. He has been 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, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Michelle Galvin is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds a Series 66 designation and has worked at various Wells Fargo entities since 2009. Outside of her advisory role, she works as a consultant for a skincare company. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that address diverse client needs. The firm develops tailored recommendations using proprietary research and tools, with implementation options available through its brokerage or advisory programs.

Nikki Corey is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Elledge is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at TD Ameritrade and MassMutual, as well as a brief position at Paradise Tropical Bar & Grill. 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 with comprehensive due diligence and centralized operational support.

Samuel Butterfield is a financial advisor with Edward Jones in Chesterfield, MO. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he held roles at West Bend Lakes Golf and Sunset Country Club, and has been involved with several educational and community organizations. 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 approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

George Nagel is a CFP® professional with 47 years of experience in the financial industry. He is currently affiliated with Osaic Wealth, Inc. and has previously worked at Financial Legacy Associates, LLC and Royal Alliance Associates, Inc. Since 1982, he has also been involved with Oak Tree Financial Group, Inc., where he sells miscellaneous insurance policies and annuities. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of financial advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Kelly Waller is a CFP® with 34 years of industry experience, currently affiliated with Wells Fargo Advisors since 2023. Prior to this, Waller worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A.G. Edwards & Sons, Inc. Waller holds a partial ownership in MAGIS LLC, a financial practice based in Chesterfield, MO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products and referral channels.

Travis Gravlin is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Financial in 2021, he operated his own firms, including Travis Gravlin, LLC and Profound Legacy Partners, LLC. Outside of his advisory roles, he has been involved in tax preparation and accounting services. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Rosemary De Moulin is a financial advisor at Edward Jones with 10 years of industry experience. She has held her current role since 2013 and holds the Series 66 designation. Outside of her advisory work, she coaches ninja classes at a gymnastics center in Maryland Heights, MO. Edward Jones is a full-service wealth management firm serving 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 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Timothy Grosswiler is a financial advisor with Charles Schwab who holds a Series 66 designation and has five years of industry experience. He has worked at Charles Schwab and Co., Inc. since 2022, with prior experience at TD Ameritrade and Edward Jones. Outside of his advisory career, he serves as a part-time instructor at North Broadway Brazilian Ju-Jitsu in St. Louis. 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 both non-discretionary investment recommendations and access to discretionary separately managed accounts, combining scale with integrated brokerage, custody, and advisory services.

Craig Anderson is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of market segments. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering various advisory programs and affiliated investment products under a fiduciary standard.

Scott Fischer is a financial advisor with Edward Jones, holding a Series 66 designation and 16 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. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jason Head is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and nine years of industry experience. Prior to his work in financial services, he spent 17 years at Boeing. He is based in Chesterfield, MO. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and educational seminars.