Christopher Zang is a Certified Financial Planner (CFP®) with 16 years of experience in the financial industry, currently working at Edward Jones since 2010. He holds a Series 66 designation and is based in Chesterfield, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Omar Maldonado is a financial advisor with Thrivent Investment Management in St. Louis, MO, holding Series 63 and Series 66 registrations and bringing 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of his advisory role, Maldonado serves as a board member for The Adam Morgan Foundation, which provides technology support to individuals with disabilities, and as vice president of Rx Outreach, a nonprofit pharmacy focused on affordable medication access. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses across various financial topics without providing discretionary portfolio management or institutional advisory selection.

Alisha Werner is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and two years of industry experience. Her prior experience includes roles at Charles Schwab, NYLife Securities, and TD Ameritrade, as well as a background in education. Outside of finance, she is a partner and owner of Wagon Wheel Rentals, LLC, involved in residential real estate. MassMutual Investors Services is an SEC-registered broker-dealer and investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, with planning engagements focused on collaborative, goal-oriented client relationships.

Robert Berry II is a financial advisor with LPL Financial, holding a Series 66 license and five years of industry experience. He has been with LPL Financial since 2019 and has concurrently served in a role with the City of Ballwin since 2015. 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, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment technologies.

Michael Jeffries is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 66 and Series 63 credentials and four years of industry experience. His prior roles include positions at TD Ameritrade and the City of Saint Louis, as well as six years at Amco Ranger Termite and Pest. Outside of his advisory work, he owns and rents out part of a duplex in which he also resides. Charles Schwab serves a large client base primarily consisting of 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 models and access to affiliated discretionary separately managed accounts, leveraging multi-asset portfolios and centralized operational infrastructure.

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, holding a Series 66 designation. She previously worked at Royal Alliance Associates, Inc. and VALIC Financial Advisors. Powers serves as a voting board member for Adult and Teen Challenge of St. Louis, an alcohol and drug rehabilitation program. OSAIC Wealth, Inc. serves both retail and institutional clients through a large network of affiliated advisers, offering a range of integrated brokerage and advisory services. The firm employs asset-allocation tools and multiple advisory platforms to construct portfolios that include various investment types and supports both discretionary and non-discretionary accounts.

Randall Stewart is a CFP® with 42 years of industry experience, currently affiliated with LPL Financial in Chesterfield, MO. He has served at LPL Financial since 2004 and has been involved with West Community Credit Union since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, supported by research, model portfolios, and technology-enabled strategies.

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 20 years of experience in the financial services industry. He has worked at Mass Mutual Investors Services since 2019 and previously spent over a decade at Northwestern Mutual in various investment management and insurance roles. Mass Mutual Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring planning engagements as annual, collaborative relationships that utilize comprehensive client data and firm-approved analytical tools.

Calvin Keth is a financial advisor with LPL Financial holding a Series 66 designation and 14 years of industry experience. His prior work includes positions at Cetera Advisors LLC and multiple roles with First Allied Advisory Services and First Allied Securities. In addition to advising, he is involved with Legacy Tax Advisors, LLC, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and both discretionary and non-discretionary management options.

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 with LPL Enterprise, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Enterprise since 2024 and previously spent eight years at Pruco Securities, LLC, alongside ten years at Prudential Insurance Company of America. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of financial planning, advisory, brokerage, and insurance services through an integrated platform.

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 bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

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® with 12 years of industry experience, currently with Mass Mutual Investors Services since 2017. Prior to this, he was with Metlife Securities from 2014 to 2017 and has held a concurrent role at MassMutual Life Insurance Co since 2016. He serves on the board of the Asian American Chamber of Commerce in St. Louis. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning, asset management, and educational seminars to individuals, business owners, and organizations. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and serves a diverse client base including high-net-worth clients and charitable organizations.