Alissa Beach is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and four years of industry experience. She has worked with Cetera Wealth Services and Cetera Advisor Networks since 2021 and serves as a financial coordinator at Walsh Financial Services, LLC. Beach also works as an insurance agent selling life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser operating a multi-manager platform that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a variety of program structures and custodial relationships.

Lucas Mc Govern is a financial advisor at Edward Jones in Wentzville, MO, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. 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.

Robert Lessentine Jr. is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Edward Jones in Webster Groves, MO since 2014. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Michael Duff is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a network of approximately 23,701 financial advisors nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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 with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 29 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

Nicole Mc Cutcheon is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, and has 14 years of industry experience. She has been with Edward Jones since 2011. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

Corey Miller is a financial advisor at Edward Jones in St. Louis, MO, with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2006. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Douglas Galantowicz is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Scottrade Inc. and Waddell & Reed. Based in St. Louis, MO, he has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and corporate investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Timothy Kohn is a financial advisor at Ameriprise with over 20 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2005 and holds a Series 66 designation. Outside of his advisory role, he serves on the Board of Directors for the RiverChase YMCA and acts as Treasurer for the Bluffs of Romaine HOA. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement, focusing on clients with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing algorithmic tools and research-driven strategies to deliver tailored retirement income recommendations.

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, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance since 2010. Outside of his advisory role, Merrick is also active as a mortgage loan originator and insurance agent in individual and group life and health products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, utilizing firm-approved analytical tools and offering event-driven planning services such as divorce and estate settlement planning.

Rodney Patt is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and one year of industry experience. His prior experience includes roles at PFS Investments Inc. and Osaic Wealth. Outside of financial advising, he owns and operates multiple non-investment businesses, including equipment rental, excavation, a campground, and administrative services. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and uses model-driven investment strategies complemented by discretionary management and third-party custodians.

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.

Natasha Thaman is a CFP® professional with six years of experience in the financial industry. She currently works at Edward Jones and has previously held roles at Apollon Wealth Management, Charleston Center for Cosmetic & Restorative Dentistry, Commerce Bank & Trust, and Buckingham Asset Management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Rebecca Lammert is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with four years of experience. Her prior work includes roles at Keystone Staffing and Tech Electronics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs and affiliated financial services.