Gregory Robinson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and possessing 25 years of industry experience. He has been associated with Cambridge Investment Research Advisors since 2008 and has maintained his own legal practice, Gregory E. Robinson, P.C., since 1992. Outside of advising, he is engaged in the practice of law and serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing multiple custody platforms and proprietary as well as third-party model strategies.

Mark Austin is a financial advisor with Edward Jones in Saint Charles, MO, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with Edward Jones since 2014. 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 discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and a proprietary money market fund, operating under a fiduciary standard.

Craig Vandenburg is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2007. He has 17 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Edward Campbell is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, following prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Tammy Gregory is a financial advisor with Edward Jones, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.

Daniel Dornseif is a financial advisor at Edward Jones with four years of industry experience and holds the Series 66 designation. He has been with Edward D. Jones & Co., L.P. since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

David Cherrick is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following 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 discretionary and non-discretionary investment management. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Christopher Hartrich is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SagePoint Financial since 2011 and OSAIC since 2023. Additionally, he owns a sole proprietorship marketing life and long-term care insurance and provides life and health insurance services through an LLC. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, and charitable organizations, offering integrated brokerage, advisory services, and access to multiple investment platforms through a large network of affiliated advisers.

Jordan Lamantia is a financial advisor at OSAIC with a Series 66 credential and three years of industry experience. He has worked at Securities America Advisors and Millenia Investments, LLC, where he serves as an associate advisor supporting lead advisors. Lamantia has a background that includes roles outside of finance, such as managing his own lawn care business for five years. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

James Schuman is a financial advisor with Stifel in Frontenac, MO, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Stifel since 1988. Outside of his advisory role, he serves on the Board of the Endowment Fund of the Rotary Club of St. Louis. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

Preslee Gass is a financial advisor at Edward Jones in St. Louis, MO, with five years of industry experience. She holds the Series 66 designation and has a background in the cosmetics industry, having worked at Too Faced, The Estee Lauder Companies Inc., Coty, and Tarte Cosmetics before transitioning to financial services. Her prior experience also includes a decade of full-time education. 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 investment solutions through a large network of financial advisors and branch offices nationwide.

Cody Rabe is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade, Bank of America, and Sotolar Masonary Restoration. 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside a formal alternative-investment onboarding process.

Zachary Barton is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2019, following positions at TD Ameritrade, Gateway Land Services, and Bank of America. Outside of his advisory role, he owns a residential rental property in St. Louis, MO. Edward Jones is a full-service wealth management firm serving a diverse client base including individuals, institutions, and charitable organizations, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Ahmad Mian is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 65 credentials. He has 43 years of industry experience, including 30 years at Metlife Securities Inc. and over nine years at MassMutual Investors Services. Outside of his advisory role, he is a part owner of CPMN, LLC and Morghis Real Estate Properties, both involved in real estate, and serves as an advisor to Thomas Insurance Advisors. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual that provides financial planning and asset management services to individuals, business owners, and various organizations. The firm offers a range of investment programs and educational seminars, emphasizing collaborative, goal-based planning without investment discretion for advisers.

Megan St.John is a CFA® charterholder with 19 years of industry experience and has been with Edward Jones since 2006. She holds the Series 66 license and is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated funds and tax-efficient services.

Susan Mcbee is a CFP® with over 30 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. She holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Gabe Phillips is a financial advisor at Charles Schwab with six years of industry experience. He previously worked at TD Ameritrade, Bank of Springfield, and has held positions at Southeast Missouri State University and Cape Girardeau Country Club. Phillips holds Series 63 and Series 66 designations and is based in St. Louis, 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 offers a combination of non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and a centralized operational structure.

Matthew Erbacher is a financial advisor with Wells Fargo Advisors in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked with Wells Fargo Advisors and its affiliates since 2009. 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 tailored to clients meeting certain net-worth thresholds, utilizing Wells Fargo research and planning tools to develop customized recommendations.

Gabrielle Vigil is a financial advisor with Mass Mutual Investors Services in Manchester, MO, holding a Series 66 designation and seven years of industry experience. Her career includes roles at Mass Mutual Life Insurance Company, Lenox Advisors, Inc, LPL Financial, and Waddell & Reed, Inc. She also worked as a notary for seven years. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers. The firm uses firm-approved software for goal analysis and provides written recommendations through annual collaborative engagements.

Jack Waters is a financial advisor at LPL Financial with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Isaac and Kenneth Associates and Butler University. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.