Robert Stoner is a Series 66-licensed financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2015, working in Chesterfield, MO. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, providing a broad range of capital markets services and proprietary research to support its advisory network.

Mark Gerler is a financial advisor with Thrivent Investment Management in St. Charles, MO, holding the Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering written recommendations on a wide range of financial topics without portfolio management or discretionary trading authority. The firm combines holistic, goal-based analyses with managed-account options under a consolidated billing program called “WealthPlan.”

Peter Smith is a Certified Financial Planner® with 21 years of industry experience. He is currently affiliated with Osaic Wealth, Inc. and previously worked at U.S. Bancorp Investments, Inc. for 11 years. Smith owns Artemis Wealth Solutions, an LLC established to offer 401(k) plans and services in partnership with a commercial insurance firm, and he is developing Artemis Wealth Advisors as a platform for other brokers. Osaic Wealth serves retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations, providing a range of integrated brokerage and advisory services. The firm employs various portfolio construction tools and offers access to multiple investment platforms and third-party managers.

Mario Guzman is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works directly with clients to understand their financial priorities and to develop strategies aimed at achieving their short-, mid-, and long-term goals. He provides guidance on a range of financial topics including investing, retirement planning, and saving for unforeseen expenses, and facilitates access to specialists in banking, credit, home financing, and small business solutions. With a focus on personalized service, Mario collaborates with clients to define their goals and implement portfolio strategies tailored to their needs. He offers ongoing advice and adjusts financial plans as clients' situations evolve. His expertise addresses the complexities of managing competing financial demands such as home buying, college savings, elder care, and healthcare preparation. Mario holds a Bachelor's Degree from the University of Missouri System and has earned the Personal Investment Advisor (PIA) designation. He is also affiliated with the United States Air Force Reserves.

Leigh Kulik is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Charles Schwab in 2022, Kulik worked at TD Ameritrade from 2018 to 2022 and Scottrade from 2007 to 2018. Charles Schwab & Co., Inc. serves a large client base, 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 guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investments program.

Dylan Oran is a financial advisor at Charles Schwab in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. His prior work includes eight years at Edward Jones and six years at KPMG LLP. Outside of his advisory role, he is involved as a member in two real estate ventures, Tailor Made Properties LLC and Gravy Real Estate LLC. 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 blended approach of non-discretionary advisory with access to affiliated discretionary separately managed accounts, supported by centralized custody and a formal alternative-investment program.

Christopher Durr is a financial advisor at LPL Financial with 19 years of industry experience and holds a Series 66 designation. He has been with LPL Financial since 2010. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering a range of financial planning, advisory programs, and brokerage services with both discretionary and non-discretionary management options.

Leadale Mccutcheon is a CFP® professional with 33 years of industry experience, currently serving at Stifel Nicolaus & Co., Inc. since 2000. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a partner in a small construction business focused on building rehabilitation. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

James Alfermann is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2005 and holds Series 63 and Series 66 designations. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Craig Friedrichsen is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at LPL Enterprise. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and VOYA Financial Advisors. Outside of his advisory work, he is involved in youth sports as a volleyball coach for MAVS LLC. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, brokerage, and insurance products through an integrated platform that supports advisory programs alongside active sales of other financial products.

Kyle Kinder is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Schwab, he worked at Neighbors Credit Union and US Bank, and has experience as a professional poker player. 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 advisory and discretionary separately managed accounts, combining a large client base with integrated custody, brokerage, and advisory functions.

Andrew Ray is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones from 2016 to 2022 before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes proprietary tools and modeling techniques.

Gary Wideman is a financial advisor with UBS Financial Services in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS since 2008. Wideman participates in community activities, serving on a golf committee that organizes an annual tournament to support the DARE program through the Richmond Heights Police Department. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Peter Thurman is a financial advisor with Raymond James & Associates in St. Louis, MO. He holds the Series 66 designation and has six years of industry experience. Prior to joining Raymond James in 2019, he has also been associated with UHY Advisors since 2005. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services primarily through non-discretionary advisory relationships.

Kelly Fritz is a financial advisor with UBS Financial Services in Clayton, MO, holding a Series 66 designation and 12 years of industry experience. She has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor strategies. The firm combines wealth management services with institutional trading capabilities and provides a broad range of financial products and capital markets services.

Brent Stewart is a Series 66-credentialed financial advisor with 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning and managed-account programs, with a focus on planning services separate from portfolio management.

Katherine Mc Carthy is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2018 and previously worked at Meri Meri Inc, Lewis Barbecue, and King of Pops. 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 solutions, supported by a large network of financial advisors and branch offices across the United States.

Paul Carothers is a financial advisor at Stifel with 36 years of industry experience. He has been with Stifel since 1994 and holds Series 63 and Series 65 credentials. Outside of his advisory work, he is involved in small-scale property management and maintenance through ownership interests in local real estate and a dock association. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. Its investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

David Safarian is a financial advisor at Stifel with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Vicky Langenhorst is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 66 credentials and over 33 years of industry experience. She previously worked at UBS Financial Services Inc. for nine years before joining Raymond James in 2018. Outside her advisory role, she is a distributor for Advocare products, which she uses personally. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a range of portfolio management styles and specialized municipal advisory capabilities.