Timothy Smith is a ChFC®-designated financial advisor with 21 years of experience at Mass Mutual Investors Services and MassMutual Life Insurance Co. He is based in Chesterfield, MO, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in individual and group life insurance sales and owns a financial LLC for pass-through compensation. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a collaborative financial planning process using firm-approved software and delivers written recommendations without investment discretion.

Jacob Venetis is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 1999 and holds the Series 63 and Series 66 designations. Outside of his advisory role, Venetis is involved in real estate investing through ownership of IZZAT LLC, focusing on buying and selling investment properties as well as residential and commercial property development. 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 and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Leo Schmid is a financial advisor with UBS Financial Services in Clayton, MO, holding Series 63 and Series 65 registrations and bringing 46 years of industry experience. He has been with UBS since 1995. Schmid also serves as a trustee for Mancicni Trust, where he is involved in investing activities for compensation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Jacob Walker is a CFP® and Series 66-registered financial advisor with Edward Jones in Wentzville, MO, where he has worked since 2018. He has seven years of industry experience, including six years at Aldi prior to joining Edward Jones. Walker serves as a committee member for the Wentzville School District Scholarship Foundation, advising on the allocation of scholarship funds. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions through a large network of financial advisors and branch offices nationwide.

Margaret Smith is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2008. Outside of her advisory role, she serves as a notary public. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Kaitlyn Arrow is a Series 66 licensed financial advisor with 12 years of industry experience. She is affiliated with Edward Jones and is based in Clayton, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Courtney Walters is a financial advisor at Edward Jones in Hazelwood, MO, holding a Series 66 designation with 16 years of industry experience. Walters has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Abigail Huckabee is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Her prior work includes roles at Mercy Investment Services, Inc., Saint Louis MetroMarket, and Washington University in St. Louis. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning using a combination of proprietary research and third-party data.

Matthew Merrick is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance since 2010. Outside of his advisory role, Merrick works as a mortgage loan originator and sells individual and group life and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations in collaborative planning engagements.

De Abrion Joyner is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Edward Jones, Joyner worked at Wells Fargo Clearing Services, TD Ameritrade, and held various roles in educational districts and dining services. 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.

Brendan Lovekamp is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has previously worked at Paddio Home Loans and Academy Sports + Outdoors. 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, offering a combination of non-discretionary and discretionary investment solutions supported by a large integrated infrastructure.

Douglas Creech is a financial advisor at Stifel with eight years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and IBM. Outside of his advisory role, Creech serves on development and planned giving boards for nonprofit organizations focused on early intervention services for children and families and supports fundraising efforts for a charitable public safety organization. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Richard Payton is a CFP® with Edward Jones in Maryland Heights, MO, where he has worked since 2018. He has three years of industry experience and previously worked for seven years at Washington University in St. Louis. Outside of his advisory role, he and his spouse own and manage three rental properties through an LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a broad network of advisors and branch offices. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard.

Patrick Crawley is a financial advisor at Stifel with 26 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Kimberly Skaggs is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Nhuong Cao is a CFP®-certified financial advisor with Charles Schwab in St. Louis, MO, bringing three years of industry experience. Prior to joining Schwab, Cao worked at TD Ameritrade and has a background outside finance that includes four years at LG Vina Cosmetics. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines a non-discretionary advisory model with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Stephen Leicht is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with LPL Financial since 2008. Outside of his advisory role, he serves as a notary public for the state of Missouri. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and third-party research.

Emily Kanefield is a financial advisor at Morgan Stanley Wealth Management with 17 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services from 2008 to 2017. Kanefield has been with Morgan Stanley since 2017, based in Chesterfield, MO. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Paul Sam Carothers is a financial advisor at Stifel with seven years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones and Cerner Corporation. Carothers’ career also includes four years at the University of Missouri. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group.

Tony Gumper is a financial advisor at Edward Jones in Maryland Heights, MO, holding a Series 63 designation with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and is noted for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.