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.

David Furst is a CFP® and CFA® credentialed advisor with 12 years of industry experience, currently with Wells Fargo Advisors in St. Louis, MO. He has been with Wells Fargo Clearing since 2016 and has operated Woodcraft of St. Louis since 2007. Outside of financial advising, he owns and manages an online goods store, Epsilon Goods, which he operates part-time. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory with other financial products, utilizing Wells Fargo’s research and planning tools.

Christopher Reichert Jr. is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with four years of industry experience. He has worked at Stifel since 2017, with additional experience at PNC Bank and Tempus in earlier years. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and guidance, while clients retain discretion over implementation.

Leysa Turner is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages roughly $671 billion in assets and uses research and analytics from Wells Fargo Investment Institute along with third-party data to inform its investment approach.

Andrew Grahn is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Stifel Nicolaus & Co Inc and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools.

Shuzhen Shao is a financial advisor at Stifel with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2019, following prior roles at Vestech Securities and Parkway School District. Based in St. Louis, MO, she has focused her career primarily within the financial services sector. Stifel serves a diverse client base including individuals, institutional clients, and nonprofit organizations, providing both brokerage and investment advisory services. The firm uses proprietary investment methodologies developed by its Investment Strategy Group to deliver asset allocation and planning analyses that support client decision-making.

Matthew Wacker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions while utilizing research from Wells Fargo Investment Institute and third-party databases.

Michael Marchi is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior roles include positions at The Investment Center Inc, FSC Securities Corporation, and Edward Jones. Marchi is also involved in Consolidated Insurance Benefits, a non-variable insurance business. 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 various strategies, including model portfolios and third-party subadvisors, supported by technological tools for operational and research purposes.

Logan Hepburn is a financial advisor with Thrivent Investment Management in Collinsville, IL, holding a Series 66 designation and seven years of industry experience. He previously worked at Bank of America before joining Thrivent Financial in 2019. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a consolidated WealthPlan option that combines planning with managed-account services while maintaining them as separate engagements.

Ethan Staples is a financial advisor at Cetera with Series 63 and Series 66 credentials and three years of industry experience. He has held roles at several firms including Wells Fargo Clearing Services and Charles Schwab & Co., Inc. Ethan is currently involved with Renaissance Financial, where he serves as an Investment Advisory Operations Associate. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms, managing over $256 billion in assets with a network of more than 10,000 advisors.

Lindsay Luebbehusen is a financial advisor at Wells Fargo Advisors with 15 years of industry experience and a Series 66 designation. She has been with Wells Fargo Clearing since 2016. 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 investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis.

Ryan Heine is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, TD Ameritrade, and Cofco-International. Heine is based in Edwardsville, Illinois. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and due diligence on alternative investments, supported by Schwab’s integrated operational structure.

Brendan Durbin is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has worked at Renaissance Financial Corporation and Wells Fargo Clearing, among other firms. He currently serves as an Annuity Solutions Specialist at Renaissance Financial Corporation, advising on and reviewing annuity products for financial advisors and their teams. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a large network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of program options and access to third-party money managers.

Patricia Kempfer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent five years at Edward Jones. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines brokerage and advisory solutions supported by its extensive research and analytics capabilities.

Cassandra Farner is a CFP® professional at Edward Jones with 11 years of industry experience, all spent at Edward Jones since 2015. She also coaches at Cor Jesu Academy in Saint Louis, a role she has held since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers comprehensive investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Scott Mues is a financial advisor with Stifel in St. Louis, Missouri, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and was previously with Scottrade from 2006 to 2018. Stifel serves a diverse client base including individuals, institutional clients, and organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing analyses and guidance to support client decision-making.

Emily George Hubb is a financial advisor at Cetera with 12 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc. and Merrill. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Mark Indelicato is a financial advisor with Cetera in St. Louis, MO, holding a Series 66 designation and over 20 years of industry experience. He has been associated with Cetera and its affiliated entities since 2005 and has operated The Indelicato Investment Group, LLC since 2009. Outside of advisory services, he owns and operates an accounting and tax firm, Mark S. Indelicato, CPA, LLC, and is involved in selling health insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and retirement services. The firm operates a multi-manager platform that allows advisors to implement various investment strategies through affiliated and unaffiliated managers, managing over $256 billion in assets nationwide.

Charlene Salyers is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2009. Prior to that, she worked at UBS Financial Services from 1995 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Mark Schuette is a financial advisor at Stifel with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC, and Prudential Insurance Company of America for nine years. Outside of his advisory role, he is a member and manager of Schuette Investments LLC, a real estate investment business. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and planning tools developed by its Investment Strategy Group.