Curtis Behrend is a CFP® with 14 years of industry experience currently with LPL Enterprise. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Thrivent Financial for Lutherans. He is also engaged in managing a financial planning and investment advisement business under Behrend Wealth Management, LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with offerings that include financial planning, access to third-party asset managers, and participation in a wrap program.

Travis Mcgrew is a financial advisor at OSAIC with 20 years of industry experience. He previously worked at Woodbury Financial Services for 18 years before joining OSAIC in 2024. Mcgrew holds Series 63 and Series 65 licenses. He is also involved with CSE Strategy Partners, a group focused on advertising, client events, and product generation. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of advisers. The firm offers a range of services such as brokerage, investment advisory, financial planning, and access to third-party money managers, employing asset-allocation tools and risk assessments to construct tailored portfolios.

Gregory Camden is a financial advisor with UBS Financial Services in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, operating as a broker-dealer, investment adviser, and futures commission merchant.

Bryan Berg is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and the University of Missouri: Columbia. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with engagements typically delivered through discrete recommendations tailored to client needs.

Michael Zimmermann is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Zimmermann owns an LLC currently in development. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm primarily offers model-driven investment implementation and access to third-party asset managers, alongside affiliated insurance and trust services.

Matthew Snow is a financial advisor with Charles Schwab & Co., Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at Charles Schwab & Co., Schwab Wealth Advisory, TD Ameritrade, Scottrade, and Total Quality Logistics. 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 and discretionary investment guidance using multi-asset model portfolios and maintains a distinctive operational structure that integrates advisory, brokerage, custody, and cash-sweep services.

Daniel Grace is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he is involved in selling group health insurance and Medicare supplements through Grace Insurance. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment approaches and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Justin Miller is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds the Series 66 designation and has worked with Raymond James Financial Services Advisors, Inc. and associated firms since 2016. Outside of his advisor role, he owns and operates two support companies, CAKKS Financial LLC and Fireside Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, incorporating risk profiling and analytical modeling to support client goals.

Christine Moseley is a Series 66-licensed financial advisor with Edward Jones in Maryland Heights, MO, where she has worked since 2010. She has 15 years of industry experience. Outside of her advisory role, she is a rental property owner in St. Louis, 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Mei Hui Wu is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Schwab in 2022, she worked at TD Ameritrade and has a diverse background including roles in hospitality and education. She has also been involved in operating a seafood business. 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, offering a combination of non-discretionary and discretionary investment management supported by a centralized operational structure.

Kristy Stadnyk is a financial advisor at Edward Jones with 24 years of industry experience. She holds the CFP® designation along with Series 63 and Series 66 licenses and has worked at 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Peter Deluca is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has worked at OSAIC since 1995 and previously operated Financial Legacy Associates, LLC for 19 years. Outside of advising, Deluca is a musician with a sole proprietorship. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage and advisory services, portfolio management, and access to third-party money managers.

Daniel Wiegner is a financial advisor at Merrill with nine years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and Scottrade. Outside of his advisory work, he serves as a general manager consultant for Fitzpatrick Pharmacy, a retail pharmacy business where he produces medical prescription data reports. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Nuelle is a financial advisor at Stifel with 38 years of industry experience and holds Series 63 and Series 65 designations. He has been with Stifel since 1998. Outside of his advisory role, Nuelle is involved in an oil exploration venture and serves as co-trustee of a family trust. 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 and planning analyses.

Kyle Fitzpatrick is a financial advisor with LPL Financial in Creve Coeur, MO, holding Series 63 and Series 65 registrations and seven years of industry experience. His prior work includes roles at AXA Advisors, Advance Trading, and Illinois State University. Outside of his advisory practice, he is involved in operating and repairing homes through a real estate business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Brienne Moyer is a financial advisor with LPL Financial in Wentzville, MO, holding a Series 66 designation and seven years of industry experience. She has been with LPL Financial since 2018 and has also worked with Vantage Credit Union since that time, following two years at Freedom First Federal Credit Union. Moyer assists with investment services and administration for credit union members as part of her role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by advanced operational tools.

Andrew Beck is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jeffrey Klever is a financial advisor with Edelman Financial Engines based in Chesterfield, MO. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior work includes roles at Financial Engines Advisors L.L.C., TMFS Advisors, LLC, and Financial Engines Advisors. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.

Thomas Waters is a financial advisor at LPL Financial with Series 63 and Series 65 credentials. He joined LPL Financial in 2025 and has prior experience at Applied Materials Inc., Sensiba LLP, and Waters Financial Group Inc. His career also includes roles outside the financial industry and academic experience at Santa Clara University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of advisors, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

John Beaudoin is a CFP®-certified financial advisor with Ameriprise in Cottleville, MO, bringing 35 years of industry experience. He has been with Ameriprise since 2005, including his current role starting in 2020. Outside of his advisory work, he co-owns JABMB LLC, a business that assists with operations and succession planning for financial practices. Ameriprise offers a retirement-income planning service targeted at clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.