Nathan Loseke is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses, and has eight years of industry experience. He previously worked at TD Ameritrade for seven years and has experience at Charles Schwab Bank and Charles Schwab and Co., Inc. Outside of finance, he has held roles in church development services and martial arts instruction. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Thomas Morrison is a financial advisor at Charles Schwab with nine years of industry experience. He has previously worked at TD Ameritrade, Scottrade, and had a role outside finance at Catering St. Louis. He holds Series 63 and Series 66 designations and is based in St. Louis, MO. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, combining advisory, brokerage, custody, and financial planning services. The firm offers both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Robert Thiel is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has worked with firms including Cetera Advisors LLC, First Allied Advisory Services, and FFP Securities, and operates his own business, Thiel Financial LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services, overseeing more than $256 billion in assets across over 10,000 advisors.

Edmund Dlugensky is a financial advisor at Charles Schwab with 18 years of industry experience. He has been with Charles Schwab and Co., Inc. since 2022, following 14 years at TD Ameritrade. He holds Series 63 and Series 66 licenses. 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 combines non-discretionary and discretionary advisory models while offering multi-asset model portfolios and a centralized operational structure.

Gabriel Young is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

John Blanchard is a Series 66-licensed financial advisor with Edward Jones, based in Maryland Heights, MO. He has 13 years of industry experience and has been with Edward Jones since 2013. 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 strategies under a fiduciary standard. The firm is notable for its extensive national network of advisors and branches, as well as its affiliated capabilities including a trust company and proprietary mutual funds.

Evanne Hardin is a financial advisor at LPL Financial with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at firms including Merrill and Dale Von Hoffman. In addition to her advisory work, she is a commissioned notary in the state of Missouri. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Adrian Stevens is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Voya Financial Advisors and operates Stevens Wealth Management, a financial services firm offering fixed insurance products. Stevens is also licensed to sell life, health, disability, fixed annuities, and long-term care insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Trevor Webster is a CFP® professional with 17 years of industry experience, currently affiliated with Edward Jones since 2008. He holds a Series 66 license and operates out of St. Louis, MO. Outside of his advisory role, he is the owner and president of WTACB Investments, a passive investment in a six-unit apartment building. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts.

Robyn Sherman is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she collaborates with Private Wealth Management Teams to provide service and support aimed at establishing strong, meaningful, and lasting relationships with clients and their families. Robyn has been with Fidelity Investments since 2016, progressing through multiple roles including Financial Representative, Relationship Manager, and Planning Consultant before her current position beginning in 2023. Prior to joining Fidelity, she gained experience as a Senior Service Specialist at Edward Jones from 2006 to 2016. Outside of her professional responsibilities, Robyn has personal interests that include camping, spending time at the lake, parenthood, and traveling.

Kyle Bush is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and five years of industry experience. Prior to his current role starting in 2022, he has held positions at firms including TD Ameritrade, Wells Fargo, and State Farm Insurance. Outside of his advisory work, he is employed as an associate at Krentz Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains a notable affiliation with a municipal advisor to support public finance work.

Tyler Price is a financial advisor at Edward Jones with eight years of industry experience. He has held his current position since 2016 and previously worked at Brooks Brothers for three years. Tyler holds the Series 66 designation and is based in Maryland Heights, Missouri. 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 investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Denise Sevick is a financial advisor with Edward Jones in Cottleville, MO, holding Series 63 and Series 66 licenses and with 22 years of industry experience. She has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and operating under a fiduciary standard. The firm is notable for its large retail advisor and branch network, affiliated mutual funds, and trust company services.

William Hopkins is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade, APC Automotive, and Frontier Communications. He is based in St. Louis, MO. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and centralized operational infrastructure.

Christopher Zang is a Certified Financial Planner (CFP®) with 16 years of experience in the financial industry, currently working at Edward Jones since 2010. He holds a Series 66 designation and is based in Chesterfield, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including various types of 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 programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Alisha Werner is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and two years of industry experience. Her prior experience includes roles at Charles Schwab, NYLife Securities, and TD Ameritrade, as well as a background in education. Outside of finance, she is a partner and owner of Wagon Wheel Rentals, LLC, involved in residential real estate. MassMutual Investors Services is an SEC-registered broker-dealer and investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, with planning engagements focused on collaborative, goal-oriented client relationships.

Michael Jeffries is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and the City of Saint Louis. Outside of his advisory role, he owns and rents out a duplex in St. Louis, MO. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of integrated brokerage, custody, and advisory services.

Ryan Tepen is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he was self-employed for nine years and held brief roles at Bowling Green R-1 School District and Callaway Livestock in 2017. Edward Jones is a full-service wealth management firm with more than four million clients, offering a range of advisory programs and investment options. The firm supports a large network of financial advisors and branch offices, providing both discretionary and non-discretionary strategies alongside affiliated financial services.

Aaron Bockman is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience, having worked previously at MetLife Securities before joining Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of his advising role, he operates Live to Serve LLC, a financial advising DBA, and maintains a position as an insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, structuring client engagements as annual, collaborative relationships that emphasize goal analysis and written recommendations without discretionary investing.

Susan Powers is a financial advisor at OSAIC with 20 years of industry experience, holding a Series 66 designation. She previously worked at Royal Alliance Associates, Inc. and VALIC Financial Advisors. Powers serves as a voting board member for Adult and Teen Challenge of St. Louis, an alcohol and drug rehabilitation program. OSAIC Wealth, Inc. serves both retail and institutional clients through a large network of affiliated advisers, offering a range of integrated brokerage and advisory services. The firm employs asset-allocation tools and multiple advisory platforms to construct portfolios that include various investment types and supports both discretionary and non-discretionary accounts.