Marcus Sierawski is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages Buckhurst, LLC, a business related to his Ameriprise activities. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Mitchell Flatt is a Series 66-licensed financial advisor with Cetera in St. Charles, MO, where he has worked for over 12 years. He has 14 years of industry experience and has held concurrent roles at Cetera Investment Services LLC and Regions Bank since 2013. Outside of his advisory work, he is the sole owner of Rosemary Acres LLC, a short-term rental and tree farm. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors who serve individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program platforms and third-party managers, managing over $256 billion in assets.

Christopher Gabbert is a financial advisor at Edward Jones in Lake St Louis, MO, with 14 years of industry experience. He has been with Edward Jones since 2013 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Bradley Thebeau is a financial advisor with Charles Schwab in Chesterfield, MO, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at Citadel Servicing Corporation, TD Ameritrade, Scottrade, and Wells Fargo Advisors. Outside of his advisory work, he drives for Uber on weekends to become familiar with the local area. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Brandon Portell is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals and families to help them make thoughtful decisions about their wealth and future. Brandon approaches each client relationship as a collaboration, taking time to understand clients' situations and goals in order to develop clear financial strategies. He aims to help clients understand the reasoning behind financial plans to foster confidence in decision-making amid uncertainty. Before becoming a Financial Advisor, Brandon served as a Financial Center Manager. His experience in daily conversations with clients and lessons from his own financial journey motivated him to pursue a role with more direct and comprehensive client impact. He holds the Accredited Wealth Management Advisor (AWMA) and Chartered Retirement Planning Counselor (CRPC) designations. Brandon completed his high school education at Troy Buchannan High School. Outside of his professional work, Brandon is newly married and a father of three children. He and his family are involved in the Troy community, and he contributes through offering his perspective and support. He is an avid NFL fan and maintains a lifelong interest in financial topics including markets, economic policy, and personal finance.

Mitchell Tusing is a financial advisor at Morgan Stanley with five years of industry experience. He previously worked at UBS Financial Services and CapGrow Home Mortgage. Outside of his advisory role, he serves as a founder and board member of the Mizzou Lacrosse Alumni Association and is the treasurer of the Cherry Hill West Homeowners' Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a broad array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Gary Keesling is a financial advisor with Stifel in Frontenac, MO, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Stifel Nicolaus & Co. since 2010. Outside of his advisory work, he serves as president of the Semper Fi Society of St. Louis, a nonprofit supporting the Marine Corps through programs such as Toys for Tots and the Gold Star Family Luncheon. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Maurice Schutte is a financial advisor at Stifel with 29 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Bank of America, N.A. for 10 years before joining Stifel Nicolaus & Co Inc. in 2021. Outside of his advisory role, he manages Mo Jeanne Properties LLC, assisting in locating and managing investment properties. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment analysis methodology developed by its Investment Strategy Group.

Jennifer Kimble is a Financial Advisor at Merrill Lynch Wealth Management, specializing in family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, and tax minimization. She works with clients throughout the Greater St. Louis market, focusing on simplifying complex financial decisions and providing personalized advice through relationship-driven conversations. Jennifer's professional background includes experience as a trader executing equity, options, and fixed-income transactions in a fast-paced, regulated environment. This experience enhanced her attention to detail and understanding of risk management and market functions. At Merrill Lynch, she combines technical market knowledge with a focus on human connection, aiming to build long-term relationships based on trust through listening and clarity. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jennifer earned her High School Diploma/GED from Lindenwood University. In her personal time, she enjoys cooking, hiking, photography, reading, traveling, and writing. Her professional philosophy is to help clients uncover what matters to them and their families to create strategies that pursue their financial goals.

Connor Henrichs is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at TD Ameritrade, Edward Jones Investments, and The Staenberg Group. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal clients, providing financial planning, investment consulting, and fiduciary solutions with a primarily non-discretionary approach.

Tammy Mudd is a CFP®-designated financial advisor with 40 years of industry experience currently at Wells Fargo Advisors. She has held various roles within Wells Fargo, including Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning over 15 years. Tammy is also the owner of GENERATIONSWMTMUDD, LLC, a business based in St. Charles, MO. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting specific net-worth criteria, utilizing Wells Fargo research and planning tools to develop customized recommendations.

Peter Sanfelippo II is a financial advisor with UBS Financial Services in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS Financial Services since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Rebecca Hance is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2011 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Miles Feller Blakemore is a CFP®-designated financial advisor with eight years of industry experience. He has worked at Charles Schwab since 2018 and was previously employed at TD Ameritrade and Global Music Broadcasting Inc. Outside of his advisory work, he serves as a soccer official. 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 advisory services and access to discretionary separately managed accounts using multi-asset model portfolios and centralized operational support.

William Sellenriek is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at UBS Financial and Minnesota Life Insurance Company, among other firms. Morgan Stanley Wealth Management serves both individuals and institutional clients, providing a range of advisory programs and tailored financial planning using firm‑approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct and corporate financial planning agreements.

Brooks Kickham is a ChFC® and holds a Series 66 license with 25 years of experience in the financial services industry. He has been with Mass Mutual Investors Services since 2001 and also operates Elite Financial Solutions, LLC, which provides financial advising and life and health insurance services. Additionally, he works as a mortgage loan originator with USA Mortgage. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved tools to analyze client goals and deliver written recommendations.

Benjamin Gelt is a financial advisor at LPL Enterprise with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Grey Eagle Distributors. He has also been involved with the LA Rams and McAdam LLC. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to various advisory programs, combining investment advisory services with brokerage and insurance products through an integrated platform.

David Pollack is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he holds minority ownership interests in several broadcasting companies and serves as co-trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Cameron Mcelhaney is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Before joining Fidelity, he held various roles at Dick's Sporting Goods and worked briefly at Arsenal Business Growth. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolio delivery, with distinctive capabilities including commodity pool operation registration and use of AI-driven research methodologies.

Stephen Ulmer is a financial advisor with Wells Fargo Advisors in St. Charles, MO, holding a Series 66 license and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors from 2015 to 2016. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services tailored to clients meeting specific net-worth requirements. The firm offers planning in areas such as retirement, education, risk, wealth transfer, and niche topics like business-owner transition and special-needs analysis, utilizing proprietary research and tools to develop client recommendations.