Wendy Kickham is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been part of the financial services industry since 2001 and joined Merrill Lynch in 2005. Wendy focuses on clients' goals and concerns by applying the goals-based wealth management process alongside global resources and current web technology to help clients pursue meaningful financial lifestyles. Wendy specializes in simplifying the financial lives of high-net-worth clients by identifying and prioritizing goals such as estate planning services, investments, tax minimization strategies, wealth transfer, and retirement income. She develops customized strategies tailored to clients' personal circumstances and preferences. Additionally, she works closely with a Wealth Management Lending Officer from Bank of America, N.A., to provide strategic home financing guidance. As a Senior Portfolio Advisor, Wendy manages discretionary custom investment strategies and selects from Merrill Lynch Wealth Management model portfolios and third-party investment strategies. Wendy holds the Chartered Retirement Planning Counselor™ designation and received her MBA from Webster University. She earned a Bachelor of Science in Business and Administration with an emphasis in Finance and Accounting from the University of Missouri – St. Louis. Outside of her professional work, Wendy enjoys hiking, running, and spending time with her family.

Gregory Delargy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the financial council committee of St. Joseph Parish in Manchester, MO, assisting with budgeting and financial operations. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Justin Trimble is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he worked at Hy-Vee, Plumb Supply, and Golds Gym. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Kishen Mahendra is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Outside of his advisory role, he serves as Traffic Chairman for Veiled Prophet, Ltd., a private civic organization in St. Louis that plans local parades. Stifel serves a broad range of clients including individuals, institutional entities, and charitable organizations, providing brokerage and advisory services such as fee-based financial planning and recommendations of third-party advisers. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning analyses.

Stephanie Grimm is a financial advisor with Edward Jones in St. Charles, MO, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and branches, offering a range of advisory programs and investment solutions under a fiduciary standard.

Justin Hattenhauer is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual in various roles from 2018 to 2024. He serves as Treasurer for the International Food and Wine Society, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Cody Heying is a CFP® certificant with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He is based in Saint Charles, Missouri, and holds the Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Courtney Wright is a CFP® with 10 years of industry experience, currently advising at Ameriprise since 2023. Prior to this, she worked at Benjamin F. Edwards & Co. and Edward Jones. She serves as Vice Chair of the Maryville Community Improvement Board and is the President of the Central Corridor Chapter. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Anthony Martin is a financial advisor with Merrill in Saint Peters, MO, holding Series 63 and Series 66 credentials and 2 years of industry experience. Prior to joining Merrill and Bank of America, he worked in various roles across multiple retail and service companies and has experience running a small business, Dog Days LLC. 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, and institutional investors.

Hunter Gonce is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at TD Ameritrade, The Source Group, Columbia Country Club, and the University of Missouri. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management solutions. The firm is notable for its large scale, integrated service model, and a distinctive combination of advisory and discretionary managed account offerings.

Jason Berg is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various capacities since 2013. Outside of his advisory role, he owns JM Berg Investments, LLC and serves as a consultant for Hyperion Companies Inc., focusing on product discussions, marketing, business risk, and technology. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, using proprietary research and planning tools to develop tailored recommendations that clients may implement through various brokerage or advisory programs.

Martha Seibert is a financial advisor with Edward Jones in Chesterfield, MO, holding Series 63 and Series 66 credentials and having 23 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a network of approximately 23,700 advisors. The firm offers a range of managed and advisory solutions under a fiduciary standard, supported by extensive retail and branch operations and affiliated financial services.

Jesse Hunt is a financial advisor with Ameriprise in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2007. Outside of his role at Ameriprise, he manages an advisory business through Westview Partners LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Force II is a financial advisor with Cetera who holds the Series 66 designation and has four years of industry experience. He has worked at Cetera Investment Services LLC since 2021 and Regions Bank since 2009, where he serves as a trainer and coach for fixed annuities, life insurance, and financial advisor referral opportunities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse 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 large network of independent advisors and operates a multi-manager platform with various discretionary and non-discretionary program options.

Benjamin Kenkel is a financial advisor at Edward Jones in Chesterfield, MO, holding a Series 66 designation with six years of industry experience. His prior work includes roles at AmeriSave Mortgage Corporation and Ditech Financial LLC. He has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and proprietary mutual funds, and operates under a fiduciary standard.

Valerie Sorensen is a financial advisor with Ameriprise in St. Charles, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ameriprise and its affiliate firms since 2005. Outside of her advisory role, she is involved in essential oils education through a home-based business and assists with leadership activities in Rotary District 6060. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which includes customized recommendation reports and ongoing tax-aware withdrawal strategies.

David Emring is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 22 years of industry experience. His career includes roles at Wells Fargo Advisors and PNC Wealth Management. Outside of his advisory work, he is a charter captain for Anchor Rides in Saint Petersburg, Florida. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to financial planning, third-party asset managers, and a wrap program.

Scott Bedell is a financial advisor with Stifel in St. Louis, Missouri, holding Series 63 and Series 65 licenses and 24 years of industry experience. Before joining Stifel in 2023, he worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, Charles Schwab, J.P. Morgan Securities, and Wanger Omniwealth. Outside of his advisory role, he serves as a lacrosse official with the Midwest Lacrosse Officials Organization. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and planning methodologies.

James Frey is a Series 66-registered financial advisor with Edward Jones in Lake St Louis, MO, where he has worked since 2016. He has 10 years of industry experience. Outside of his advisory role, he has been involved with Master Networks in a recruiting capacity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Zhi Lu is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 14 years of industry experience. Prior to joining Schwab in 2025, he worked at Mypaltrade Securities Inc. and Scottrade, Inc. He also teaches photography classes at the St. Louis Chinese Language School. 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, combining non-discretionary advisory models with access to discretionary separately managed accounts.