Robert Berry II is a financial advisor with LPL Financial in Saint Albans, MO, holding a Series 66 designation and five years of industry experience. He has worked with LPL Financial since 2021 and concurrently has been involved with the City of Ballwin since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports its network of over 22,800 advisors with various operational and research tools.

Michael Jeffries is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and the City of Saint Louis. Outside of his advisory role, he owns and rents out a duplex 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of integrated brokerage, custody, and advisory services.

Aaron Bockman is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience, having worked previously at MetLife Securities before joining Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of his advising role, he operates Live to Serve LLC, a financial advising DBA, and maintains a position as an insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, structuring client engagements as annual, collaborative relationships that emphasize goal analysis and written recommendations without discretionary investing.

Susan Powers is a financial advisor at OSAIC with 20 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Royal Alliance Associates, Valic Financial Advisors, LPL Financial, Raymond James & Associates, Morgan Keegan & Company, and Banc of America Investment Services. She serves as a voting board member for Adult and Teen Challenge of St. Louis, an alcohol and drug rehabilitation program. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization tools, supporting discretionary and third-party manager strategies, and is notable for its scale, consolidation activity, and complex affiliate network.

Randall Stewart is a CFP®-certified financial advisor with LPL Financial, based in Chesterfield, MO, and has 42 years of industry experience. He has worked with LPL Financial since 2004 and previously with Veravest Investment Advisors, Inc. Stewart also serves West Community Credit Union, where he has been involved since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.

Jay Pope is a financial advisor with Edward Jones in Lake St Louis, MO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Brett Goldschmidt is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, National Association since 2017. He is the founder of the Missouri Sportsmans Club, a private foundation and charitable organization. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured financial planning using firm-approved tools and modeling techniques, serving clients both directly and through corporate agreements.

Justin Hennessey is a CFP® and ChFC® with 21 years of experience in the financial services industry. He has worked at Mass Mutual Investors Services since 2019 and previously spent 15 years with Northwestern Mutual in various roles. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved tools and supports a range of investment and planning programs.

Calvin Keth is a Series 66–credentialed financial advisor with 14 years of industry experience. He is currently with LPL Financial and has prior experience at Cetera Advisors LLC, First Allied Advisory Services, and Barber Financial Group. Outside of his advisory work, he is involved with Legacy Tax Advisors, LLC, a tax preparation and accounting firm. 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 financial planning, asset management programs, and institutional platforms, utilizing a range of investment strategies implemented by its network of advisor representatives.

Kelly Clark is a Financial Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity since 2022, previously serving as a Planning Consultant and Investment Consultant. Prior to joining Fidelity, Kelly worked at Edward Jones from 2018 to 2022, where she was a Financial Advisor and later a Team Leader. Kelly's career spans various roles in financial advising and consulting, with experience in creating financial plans and investment strategies. She collaborates with clients to align financial plans with their goals and objectives. Outside of her professional work, Kelly has interests that include beach activities, family activities, fitness, social events with friends, military service, and spending time with pets.

Michael Gryglewski is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Edward Jones. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm typically implements investment strategies using model portfolios developed by LPL’s Research Department and third-party portfolio strategists, and it offers financial planning, access to third-party asset managers, and related services.

Randall Cathcart is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 26 years of industry experience. He previously worked at UBS Financial Services, Inc. for 13 years before joining Wells Fargo in 2020. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs research and analytics to evaluate investment options and offers both brokerage and advisory solutions across a large platform.

Phillip Pisciotta is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include long-term service at First Allied Advisory Services and First Allied Securities. Outside of his advisory work, he is the owner of CHIM, LLC, a holding company, and is also involved in insurance as an agent for fixed, life, health, and property and casualty policies. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering portfolio management, financial planning, and access to third-party money managers. The firm supports a range of program options and investment authorities, managing over $256 billion in assets with more than 10,000 advisors nationwide.

Stacey East is a Series 66 licensed financial advisor with 18 years of industry experience. She has worked at Charles Schwab since 2021 and previously spent five years at TD Ameritrade. 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 investment guidance and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Richard Dulle Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 35 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.

Chase Quaid is a financial advisor at Fidelity with Series 63 and 66 licenses and three years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of finance, Quaid has held roles at Rebel Rags and Mistwood Golf Club. Fidelity’s Strategic Advisers LLC, where Quaid is based, provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios drawn from mutual funds, ETFs, and ETPs.

Sajal Shrestha is a CFP® professional with 12 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. Prior to this, he worked at Metlife Securities from 2014 to 2017 and has been affiliated with MassMutual Life Insurance Co since 2016. He serves on the board of the Asian American Chamber of Commerce in St. Louis, a nonprofit role. Mass Mutual Investors Services, LLC operates as a broker‑dealer and SEC‑registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm’s planning engagements emphasize collaborative, goal-oriented analysis using firm‑approved tools, with optional implementation through brokerage or insurance arrangements.

Nicholas Simokaitis is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2021. He has been part of Fidelity Investments since 2001, progressing through various positions including Regional Planning Consultant from 2011 to 2021, Vice President Financial Advisor from 2009 to 2011, and Financial Consultant from 2001 to 2009. In his current role, Nicholas supports clients in planning for their financial futures. His career at Fidelity Investments spans over two decades, during which he has developed extensive experience in financial advising and regional planning. Information about his education, credentials, personal interests, or community involvement has not been provided.

Eric Hannah is a financial advisor with Edward Jones in Saint Peters, MO, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for Hyatt Hotels Corporation from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a variety of investment strategies and affiliated services through a large nationwide network of financial advisors and branch offices.

Scott Elger is a financial advisor with Wells Fargo Clearing in Chesterfield, MO, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. Prior to joining Wells Fargo in 2017, he worked at Robert W. Baird for 11 years. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.