Douglas Gast is a financial advisor at UBS Financial Services with 55 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor client strategies.

Brian Donnelly is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the CFP® and Series 66 designations and has 19 years of industry experience, including a long tenure at Edward Jones. Donnelly is based in Saint Charles, Missouri. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting to client goals.

Joseph Noel is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017, following prior roles at Rhodes 101 Stops and Southeast Missouri State University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through a network of over 14,000 financial advisors and offers both brokerage and advisory solutions.

Timothy Salzman is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2012, following a 13-year tenure at Edward Jones. Outside of his advisory role, Salzman and his wife operate a short-term rental business through a VRBO website. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its advisory services.

Dina Bartle is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 designations and 12 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. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Clay Jones is a CFA® charterholder with six years of industry experience. He is currently with Stifel and has previously worked at Stifel Independent Advisors, Pinnacle Consulting, Asset Consulting Group, Century Securities Associates, and Apex Oil Company & Affiliates. Jones also serves as an investment accountant for a family office, assisting with tracking investments and tax return preparation. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Mary Haislip is a financial advisor with Stifel in Clayton, MO, holding Series 63 and Series 66 credentials and over 32 years of industry experience. She has been with Stifel Nicolaus & Co., Inc. since 2001. Outside of her advisory role, she serves as a trustee for The Kathryn G Favre Foundation for Animals and volunteers with the World Bird Sanctuary, assisting with fundraising efforts. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Mark Charlton is a financial advisor at Edward Jones in St. Charles, MO, holding Series 63 and Series 66 designations with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he owns and manages farm rental properties in Madison, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

David Grand is a financial advisor with Cambridge Investment Research Advisors in Clayton, MO, holding the CFP® designation and Series 63 and 66 licenses. He has 36 years of industry experience, including prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is an independent insurance agent and serves as president and enrolled agent of Grand Financial Advisors. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Stephen Mathias Jr. is a CFP® professional with 38 years of industry experience based in St. Louis, MO. He is affiliated with OSAIC and has been associated with Royal Alliance Associates, INC. since 1989. In addition to his advisory work, he owns Stephen Mathias & Co., Inc., a tax and business consulting practice, and Mathias Risk Mgt., Inc., which provides insurance sales and consulting as well as identity theft protection services. OSAIC Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process includes model-based asset allocation, portfolio optimization, and a range of managed account strategies supported by risk assessment tools.

Alec Grabowski is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and with two years of industry experience. His prior work includes roles at Citigroup, Digital Intelligence Systems, and FCB Bank. Alec is also involved with Digital Intelligence Systems in a business capacity. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving institutional clients with both discretionary and non-discretionary services.

John Carter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee of a trust for a family beneficiary. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets through more than 14,000 advisors and offers both brokerage and advisory solutions.

Courtenay Yeager is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 66 and Series 63 designations and with 12 years of industry experience. Yeager has worked at Wells Fargo Clearing Services since 2017 and previously at TD Ameritrade for one year. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Neil Silverman is a financial advisor with Morgan Stanley in Clayton, MO, holding Series 63 and Series 66 licenses and bringing three years of industry experience. His prior roles include positions at Mercer and Summit Strategies. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs and tailored financial planning, utilizing tools such as Monte Carlo simulations and Secular Return Estimates in its structured planning process.

Robert Hanlon is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, previously spending 11 years with Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to a broad client base including individuals, corporations, and institutions. The firm employs a research-driven investment approach and offers both brokerage and advisory solutions.

Christopher Altmiller is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 65 and Series 66 licenses and having 20 years of industry experience. He has worked at Wells Fargo Advisors LLC since 2011 and previously held roles at Navy Federal Asset Management and Navy Federal Investment Services. Outside of his advisory work, he serves as a co-trustee for his mother’s revocable trust and assists with her IRA and trust-related matters. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm uses research from Wells Fargo Investment Institute and third-party sources to guide its investment selections, offering both brokerage and advisory solutions across a broad client base.

A Longenecker is a financial advisor with Raymond James Financial, holding Series 65 and Series 63 credentials and bringing 31 years of industry experience. Prior to joining Raymond James in 2015, Longenecker worked at Edward Jones for 16 years. He also owns a support company, Mission Financial, a non-investment-related DBA based in St. Peters, MO. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools and maintains notable municipal advisory capabilities and specialized programs like its SIMPLE IRA Employer Advisory & Consulting Services.

Miranda Pagan is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Wells Fargo entities since 2008. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Luke Connell is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Jeremiah Erickson is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 designations and possessing 27 years of industry experience. He was previously with Wells Fargo Advisors from 2012 to 2014 before joining Wells Fargo Clearing in 2016. Outside of his advisory work, he has worked as an Uber driver in St. Louis since 2017. 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 supported by research from Wells Fargo Investment Institute and third-party data.