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.

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.

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 licenses and 29 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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.

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.

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 with Edward Jones in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. He previously worked at Scottrade Inc. from 2011 to 2018 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

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 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.

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.

De Abrion Joyner is a financial advisor at Edward Jones with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing Services LLC and TD Ameritrade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and corporate entities. The firm manages over $1 trillion in assets and offers a variety of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

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.

Scott Schwager is a financial advisor at Edward Jones in St. Louis, MO, with 22 years of industry experience. He holds the Series 63 designation and has worked previously at Country Financial, FBL Marketing Services, FBL Financial Group, and Farmers Financial Solutions. Schwager returned to Edward Jones in 2026 after an earlier tenure from 2019 to 2020. Edward Jones serves more than four million individual and institutional clients, offering a full range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management across a nationwide network of financial advisors and branch offices.