Christopher Campo is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He previously worked for MetLife Securities Inc. and Metropolitan Life Insurance Company for 20 years before joining MassMutual in 2016. Campo is also active as an insurance agent in individual and group life and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, ongoing planning relationships and offers a range of programs including divorce planning, estate settlement, and employer-sponsored planning.

Angela De John is a financial advisor at Edward Jones with 18 years of industry experience. She holds a Series 66 designation and has been with Edward Jones and its investment division since 2002. Outside of her advisory role, she serves as a substitute dance teacher at the Strinni School of Dance in Florissant, Missouri. 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 advisors and branch offices nationwide.

Lauren Heberer is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has prior work experience in retail and e-commerce, including roles at J. Mclaughlin and as an owner and creator of Halloween costumes sold through Etsy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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.

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.

Ryan Abate is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at Fidelity Investments, Wells Fargo, Charles Schwab, and TD Ameritrade. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.

Amanda Smith is a financial advisor at LPL Financial with nine years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2017. Smith also supports Vantage Credit Union in the administration of IRA and deferred compensation services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with access to model portfolios, third-party subadvisors, and advanced portfolio management technologies.

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.

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.

Trisha Humphries is a financial advisor with Edward Jones in O’Fallon, MO, holding Series 66 and Series 63 licenses and bringing 22 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and proprietary investment products supported by a nationwide network of financial advisors and branch offices.

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.

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.

Jack Waters is a financial advisor with LPL Financial located in Chesterfield, MO. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior roles include work at Isaac and Kenneth Associates and Waters Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Justin Novak is a financial advisor with RBC Capital Markets in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior experience includes eight years at Wells Fargo Clearing. Novak serves as a FINRA arbitrator, handling arbitration cases related to the securities industry. RBC Wealth Management, a division of RBC Capital Markets, offers a wide range of advisory and brokerage services to individual and institutional clients, including portfolio management and financial planning. The firm employs tailored strategies that incorporate in-house and third-party investment managers, tax management, and responsible-investing options.

Thomas Schlag is a CFP® professional with 32 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked with Wells Fargo Advisors LLC from 2009 to 2016. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Schlag serves as a commissioner on the Municipal Park Grant Commission of St. Louis County, Missouri. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

April Sterne is a financial advisor with Edward Jones, holding a Series 66 designation and having one year of industry experience. She has been with Edward Jones since 2009, including firm tenure under a previous name. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Benjamin Waggoner is a CFP® professional with 25 years of industry experience. He has been with Edward Jones since 2007, serving clients from New Melle, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of investment solutions including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Karl Wunderlich serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on aligning clients with the appropriate people, plans, and processes to support their individual financial ambitions. He works with clients to develop personalized strategies for objectives such as funding children’s education, planning for retirement and potential health care costs, and achieving long-term family goals. Karl brings expertise in financial planning and investment management, guided by a principle that clients come first. He listens to clients’ personal goals to offer tailored solutions, leveraging the resources available through Merrill Lynch, including advanced planning tools and financial strategies. Karl is supported by a team with over 35 years of combined experience. He holds a Bachelor's Degree from the University of Tulsa and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA).