Alexander Buck is a financial advisor with Fidelity, holding a Series 66 designation and starting his advisory career in 2025. Prior to joining Fidelity, he has experience in medical sales at Sure-Tech Diagnostics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and formal advisory roles to multiple registered investment companies.

Phillip Kuhlmann is a CFP®-certified financial advisor with Edward Jones, bringing 21 years of industry experience. His career at Edward Jones spans from 2004 to the present. Outside of his advisory role, he manages a rental property in Saint Peters, MO. 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 financial advisors and branch offices nationwide.

Jill Sachs is a financial advisor at LPL Financial with 14 years of industry experience. She holds a Series 66 designation and previously operated Sachs Financial for six years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options.

Madison Smith is a financial advisor with Edward Jones in Florissant, MO, holding a Series 66 credential and seven years of industry experience. Prior to joining Edward Jones in 2017, Smith worked at Webster University. Outside of advising, Smith is the founder of Synclarity Associates, a consulting and freelance writing business, and has authored articles on leadership and personal development through Creative Publishing. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Chris Growe is a Financial Consultant currently working at Fidelity Investments. In this role, he partners directly with clients and their families to develop customized financial plans aligned with their goals, timelines, and risk tolerance. He emphasizes putting clients' interests first to help them pursue their financial objectives with confidence and peace of mind. Chris has been with Fidelity Investments since 2021, initially serving as a Planning Consultant before transitioning to his current position. Prior to joining Fidelity, he was a Senior Financial Consultant at TD Ameritrade from 2014 to 2021. He holds an Arkansas Insurance License.

Angelic Bryant is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and with 12 years of industry experience. She has been with Edward Jones for 27 years. Outside of her advisory role, she owns a retail business focused on clothes, accessories, and hair products, and she is also an author of children's books. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Laura Lueken is a Senior Financial Advisor with Merrill Lynch Wealth Management. She leverages decades of experience to assist successful business owners, wealthy families, large plan sponsors, and their employees in achieving meaningful financial objectives with a minimal level of required risk. Laura provides advice and guidance in retirement planning, wealth building, and asset preservation. She serves a diverse client base including widows and divorcees, applying her "hands-held, ears-open" philosophy of client care. Laura addresses asset management needs and advises on fiduciary issues for private and public entities. Over the years, she has supported professionals, business owners, and plan administrators in developing and implementing group retirement plans. She encourages clients to adopt a rational and realistic approach to investing, emphasizing the meaning of wealth beyond monetary value. Laura holds a Bachelor's degree from the University of Missouri - St. Louis. She holds the Retirement Benefits Consultant designation and is a Certified Plan Fiduciary Advisor (CPFA) awarded by the National Association of Plan Advisors (NAPA). She also holds the Chartered Retirement Planning Counselor designation from the College for Financial Planning Institutes Corp. Laura contributes to financial education through speaking engagements and has served on the board and committees of the Foster and Adoptive Care Coalition. Her community involvement includes work with the Foster and Adoptive Care Coalition, Ronald McDonald House, and St Peter Catholic School.

Adam Friedman is a financial advisor at Edward Jones with 20 years of experience at the firm and holds the Series 66 designation. He is based in Maryland Heights, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory services and investment strategies through a nationwide network of financial advisors and branch offices.

James Laughlin Sr. is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Wells Fargo since 2014, including his current role at Wells Fargo Clearing since 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 solutions. 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.

Nicholas Davis is a financial advisor with Edward Jones in Chesterfield, MO, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he has an interest in royalties through Magnum Producing, LP. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Miranda Williams is a financial advisor with LPL Enterprise holding a Series 66 designation and 23 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory work, she operates the Miranda Williams Agency, a non-variable insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio access, and a range of brokerage and insurance products supported by a platform integrating adviser programs with active financial product sales.

Matthew Lucas is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and has prior work history including roles at A Mrazek, UPS, and MyHouse Nightclub and Bar. His background also includes employment at the University of Missouri and De Smet Jesuit High School. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Ryan Paisley is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Corecap Investments, Foresters Equity Services, and Global Green Insurance Agency. He also maintains an insurance agent role specializing in life, property, and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to develop collaborative, goal-oriented strategies.

Kristin Ward is a financial advisor with LPL Financial in St. Louis, MO, holding a Series 66 designation and bringing 16 years of industry experience. She previously worked at Gemini Wealth Group, LLC, and Waddell & Reed, Inc. Ward has been involved with the St. Patrick's Day Parade Foundation and the CWS Chamber of Commerce. 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 range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and various technology platforms.

Robert Bartenstein Jr. is a financial advisor at Edward Jones with 51 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. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alicia Ross is a financial advisor with Ameriprise in Defiance, Missouri, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2009. Outside of her advisory role, Ross serves as Treasurer and Secretary on the Board of Directors for Fairmount General Baptist Church and is involved with the Guiding Star Women's Missionary Society. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, delivering detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Alissa Beach is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and possessing four years of industry experience. She has worked with various Cetera entities since 2021 and serves as a financial coordinator at Walsh Financial Services, LLC. Additionally, she is licensed as an insurance agent and sells life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliated third-party managers.

Susan Goucher is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Stifel since 2007. Outside of her advisory role, she is also a licensed notary. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation, retirement, insurance, and estate planning analyses.

Charles Hessler is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He previously worked at Raymond James & Associates for nine years before joining Wells Fargo Clearing in 2022. 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 advice. The firm’s advisory approach 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.

Jeffrey Kirkpatrick is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.