Matthew Baumgartner is a financial advisor with LPL Financial in Chesterfield, MO, holding a Series 66 designation and three years of industry experience. His career background includes roles at Cigna Express Scripts, NFP, and Elevance Health/Anthem. Outside of advising, he has worked as a caregiver. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and a variety of investment strategies.

Michelle Horton is a Wealth Management Advisor at Merrill Lynch Wealth Management. She works with families to plan for financial success now and for future generations, focusing on various client needs such as college education planning, family wealth management strategies, legacy planning, and personal retirement planning. With more than 35 years of experience, Michelle has partnered with families and their businesses to pursue their life goals, emphasizing lifelong relationships and a comprehensive understanding of each individual's circumstances. Her expertise includes investment management and tax minimization, and she holds professional designations including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Michelle earned a Bachelor's Degree from the University of Kansas and a Master's Degree from Saint Louis University. She is involved with the Arrowhead Metro District and participates in community activities such as Bighorn Gravel. Her personal interests include adventure sports, biking, camping, hiking, skiing, surfing, and traveling.

Amanda Fitz is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and six years of industry experience. Her prior experience includes roles at Wells Fargo Clearing Services, Morgan Stanley, Wealthfront Brokerage, Robinhood Financial, and The Vanguard Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory programs and maintaining a large network of financial advisors and branch offices nationwide.

Virginia Gruber is a financial advisor with Edward Jones in Maryland Heights, MO, holding the Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she is associated with CVR Supply & Trading LLC, which involves royalty interests. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, offering a range of advisory services and investment solutions supported by a nationwide network of more than 23,700 advisors.

Lauren Lehr is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Edward Jones since 2017, with prior experience at Larson Financial Securities, Larson Financial Group, and Scottrade. Lauren is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Melissa Beiter is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. She worked at Ansira from 2016 to 2017, then at TD Ameritrade from 2017 to 2021 before joining Edward Jones in 2021. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Kyle Segelle is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, Segelle is involved in several business ventures including consulting, tax preparation, and serving as president of a nonprofit organization, The Thin Line Foundation. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Mary Schweich is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. She worked at UBS Financial Services from 2013 to 2020 before joining Wells Fargo Clearing, where she has been since 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 services tailored to plan objectives and risk tolerances, and includes a broader set of financial product offerings than typical for large institutional advisers.

Zane Fulp is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2004. Outside of his advisory role, he serves as a board member for Mascoutah Board of Education District 19 in Illinois. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Dowd is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked previously at State Farm VP Management Corp., Brian Smith Insurance Agency, Stifel Nicolaus & Co Inc, and US Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of financial advisors and branch offices and its affiliated capabilities beyond advisory services.

Jason Imig is a financial advisor at Edward Jones with 16 years of industry experience. He has held roles at Edward Jones since 2016 and previously worked at Ameriprise Financial Services from 2014 to 2016. Imig holds the Series 66 designation and is based in St. Louis, Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory and investment solutions. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branches, providing both discretionary and non-discretionary strategies under a fiduciary standard.

Ian Garrett is a financial advisor at Edward Jones in Saint Louis, MO, with five years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked at Menard Inc. from 2013 to 2018. 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, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Anne Ivancho is a financial advisor with Edward Jones in O'Fallon, Missouri. She holds a Series 66 designation and has 16 years of industry experience. Ivancho has been with Edward Jones since 2004. 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 through a large network of financial advisors, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Nicholas Chute is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping families manage new wealth, minimize taxes, and plan for retirement income. His professional experience includes work in mortgages and banking prior to his current role. Nicholas holds a Bachelor of Science degree in Business Administration from Southern New Hampshire University and is designated as a Personal Investment Advisor (PIA). He is committed to assisting clients in reaching their most important financial goals. Born and raised in St. Louis to a military and police family, Nicholas continues his legacy of service through promoting financial wellness in his community. He is involved with organizations such as Backstoppers and the Veterans Community Project. Outside of work, he enjoys camping, cooking, fishing, genealogy, hiking, reading, and running.

William Murphy is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and four years of industry experience. He has previously worked at TD Ameritrade and held positions in the automotive and retail sectors. 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 and discretionary investment options, using multi-asset model portfolios and a range of alternative investment solutions.

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 at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including TD Ameritrade, Scottrade, Wells Fargo Clearing, and Citadel Servicing Corporation. Outside of his advisory work, he drives for Uber on weekends to become more familiar with the local area. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, managed-account, and financial planning services through its wrap fee program. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and maintains an integrated structure that includes custody, brokerage, and cash-sweep services.

Brandon Portell is a Financial Advisor with Merrill Lynch Wealth Management, dedicated to serving individuals and families in making thoughtful decisions about their wealth, future, and the life they want to build. He aims to bring clarity to financial complexity by collaborating with clients to understand their unique situations and goals, and crafting clear financial strategies. Brandon serves as a trusted partner, helping clients navigate important financial decisions with confidence and purpose. He brings expertise in areas including college education planning, executive compensation, legacy planning, liquidity management, personal retirement planning, portfolio management, small business strategies, and tax minimization. Brandon holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His personal experience with financial uncertainty fuels his commitment to helping clients overcome challenges and achieve their goals. Brandon earned his High School Diploma from Troy Buchanan High School. Outside of his professional work, he is newly married and a father of three children. He and his family are actively involved in the Troy community. He enjoys football, golfing, and spending time with his family.