Scott Wilson is a financial advisor with Commonwealth Financial Network in St. Peters, MO, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Commonwealth and Compass Financial for the past 10 years, and he is a part owner of Compass Financial. Additionally, Wilson serves as a notary public. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of nearly 2,900 advisors and hundreds of thousands of clients, offering various managed-account programs, access to third-party asset managers, and comprehensive adviser-support services.

Charles Henderson IV is a financial advisor at J. W. Cole Advisors, Inc. with a Series 66 designation and one year of industry experience. Prior to joining J. W. Cole, he held various roles including work with Sensient Food Color and Moe Sews Embroidery, an entrepreneurial venture in embroidery services. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm employs both discretionary and non-discretionary management approaches and utilizes a mix of fundamental and technical analysis alongside digital advice solutions.

Jacob Mueller is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise before joining Empower. His background includes roles outside finance, such as positions at Active Life Chiropractic and the International Union of Painters and Allied Trades. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integration with Empower’s administrative platforms.

Benjamin Hoeft is a financial advisor with Money Concepts Capital Corp in Saint Peters, MO, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 23 years of industry experience, including prior roles at Ameriprise and Fortune Bank. He is also employed by Wealth Concepts Inc., where he works significant hours during trading periods. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs and account structures, utilizing a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.

Lawrence Lund is a CFP® with 25 years of experience at Money Concepts Capital Corp, where he has worked since 2001. He serves on the board of directors for the Missouri Baptist Medical Center Foundation. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies and operates as an enterprise-scale adviser managing approximately $4.07 billion in client assets through a network of several hundred advisors.

Diane Cipriano is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and bringing 26 years of industry experience. Her career includes prior roles at Wells Fargo Clearing, Wells Fargo Advisors, and A. G. Edwards & Sons, Inc. She has been with Benjamin F. Edwards since 2020. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including advisory programs, financial planning, retirement consulting, investment management, brokerage, insurance products, and M&A advisory services.

Todd Gilmore is a Senior Financial Advisor at Merrill Lynch Wealth Management, a position he has held since 2019. With over 30 years of experience in the investment industry, he specializes in family wealth management strategies, legacy planning, personal retirement planning, socially responsible and ESG investing, tax minimization, and retirement income. Mr. Gilmore holds the Certified Investment Management Consultant (CIMC) certification obtained in 2000, the Senior Portfolio Advisor designation in the Merrill Investment Advisory Program, and earned the Retirement Management Advisor (RMA) certification in 2020. He earned his Bachelor's Degree from Southern Methodist University and a Master of Business Administration (MBA) from the University of Missouri System. In addition to his professional work, Todd is involved in community organizations including Habitat for Humanity, Kids in The Middle, and Bonhomme Presbyterian. His personal interests include baseball, cooking, football, golfing, hiking, spending time with his family, traveling, and watching movies.

Michael Momeno is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He is also president of Seasons Bridge Financial, a non-investment related business, and works as a driver for Uber. Since 2025, he has been involved with the Federal Benefits Academy in a training role. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, serving approximately 14,700 clients with about $3.33 billion in assets under management.

Cole Long is a financial advisor with Money Concepts Capital Corp in Saint Peters, MO. He holds the Series 66 designation and has three years of industry experience. Prior to his advisory role, he worked at Hussmann Corporation for six years and attended Missouri State University. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a broad client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and service providers.

James Masterson is a financial advisor at Benjamin F. Edwards & Company, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services such as wrap-fee advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage services, insurance products, and certain M&A advisory services.

Brian Frazzetta is a Series 66 licensed financial advisor with Edward Jones in Wentzville, MO. He has 16 years of industry experience and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sara Fitzpatrick is a financial advisor with Edward Jones in Lake St Louis, MO, holding the ChFC® and Series 66 designations and possessing 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, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, operating a large network of financial advisors and branch offices while offering a range of advisory strategies and affiliated investment products.

Katie Pennington is a financial advisor at Edward Jones in Wentzville, Missouri, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Carrie Altman is an investment advisor with LPL Financial in Saint Charles, Missouri, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. Her prior work includes ten years at INVEST Financial Corp and ongoing roles since 2018 at both LPL Financial and First State Bank of St. Charles. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Eric Wood is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1999. Based in Wentzville, MO, Wood has spent his career at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including diverse client types from non-high-net-worth households to corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large national network of financial advisors and branch offices.

Tiffany Goodall is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021, following an 11-year tenure at TD Ameritrade Investment Management. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates alongside affiliated brokerage and investment management capabilities and delivers these services on a non-discretionary basis.

Austin Hess is a financial advisor at Edward Jones in St Peters, MO, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2016. 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 and solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Robert Stockdale is a CFP® with 33 years of industry experience and has been with Stifel since 1997. Based in O'Fallon, MO, he also hosts a weekly radio show with Entercom Communications. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to inform asset allocation and planning analyses.

Jonathan Schriner is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. He previously worked at Wells Fargo Advisors for 14 years before joining Merrill in 2021. Merrill, along 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, and institutional investors.

Jack Muench is a financial advisor with Cetera, holding a Series 66 designation and currently in his first year of industry experience. His prior work includes roles at Charles Schwab and multiple positions outside finance, such as employment at Starbucks and entrepreneurial ventures including Braden's Lawncare and Firework City. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that supports customizable investment strategies and both discretionary and non-discretionary account management.