Ryan Abate is a financial advisor with Fidelity Investments based in St. Charles, Missouri. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His career includes roles at Fidelity, Wells Fargo, Charles Schwab, and TD Ameritrade. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Amanda Smith is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 63 and Series 65 designations and has worked at LPL Financial since 2017. Prior to and concurrently, she has also been involved with Vantage Credit Union, supporting IRA and deferred compensation administration. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Tammy Gregory is a financial advisor with Edward Jones, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.

Daniel Dornseif is a financial advisor at Edward Jones with four years of industry experience and holds the Series 66 designation. He has been with Edward D. Jones & Co., L.P. since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

David Cherrick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Christopher Hartrich is a financial advisor with Osaic, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior roles include positions at SagePoint Financial, Next Financial Group, Inc., and Edward Jones. He also owns a sole proprietorship focused on marketing life and long-term care insurance and provides life and health insurance services through Leer Financial Wealth Management LLC. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services. The firm employs a model-based investment approach with various portfolio management options and is known for its scale, complex affiliate network, and recent consolidation activity.

Sean Springer is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. His career includes multiple roles at Edward Jones since 2017 and prior experience with Scottrade and Uber Technologies. He is involved in a family investment LLC that focuses on various business investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients with 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 network of financial advisors and branch offices across the United States.

Jordan Lamantia is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has worked at Securities America Advisors and Millenia Investments, where he supports lead advisors as an associate advisor. Prior to his financial career, Lamantia operated his own lawn care business for five years. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services centered on model-based asset allocation and portfolio optimization, supported by various managed account strategies and third-party money managers.

James Schuman is a financial advisor with Stifel in Frontenac, MO, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Stifel since 1988. Outside of his advisory role, he serves on the Board of the Endowment Fund of the Rotary Club of St. Louis. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

Trisha Humphries is a financial advisor with Edward Jones in O'Fallon, MO, holding Series 66 and Series 63 licenses and bringing 22 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Preslee Gass is a financial advisor at Edward Jones in St. Louis, MO, with five years of industry experience. She holds the Series 66 designation and has a background in the cosmetics industry, having worked at Too Faced, The Estee Lauder Companies Inc., Coty, and Tarte Cosmetics before transitioning to financial services. Her prior experience also includes a decade of full-time education. 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 programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Cody Rabe is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade, Bank of America, and Sotolar Masonary Restoration. 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 advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside a formal alternative-investment onboarding process.

Zachary Barton is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2019, following positions at TD Ameritrade, Gateway Land Services, and Bank of America. Outside of his advisory role, he owns a residential rental property in St. Louis, MO. Edward Jones is a full-service wealth management firm serving a diverse client base including individuals, institutions, and charitable organizations, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Ahmad Mian is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 65 credentials. He has 43 years of industry experience, including 30 years at Metlife Securities Inc. and over nine years at MassMutual Investors Services. Outside of his advisory role, he is a part owner of CPMN, LLC and Morghis Real Estate Properties, both involved in real estate, and serves as an advisor to Thomas Insurance Advisors. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual that provides financial planning and asset management services to individuals, business owners, and various organizations. The firm offers a range of investment programs and educational seminars, emphasizing collaborative, goal-based planning without investment discretion for advisers.

Megan St.John is a CFA® charterholder with 19 years of industry experience and has been with Edward Jones since 2006. She holds the Series 66 license and is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated funds and tax-efficient services.

Susan Mcbee is a CFP® with over 30 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. She holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Gabe Phillips is a financial advisor at Charles Schwab with six years of industry experience. He previously worked at TD Ameritrade, Bank of Springfield, and has held positions at Southeast Missouri State University and Cape Girardeau Country Club. Phillips holds Series 63 and Series 66 designations and is based 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 offers a combination of non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and a centralized operational structure.

Matthew Erbacher is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Wells Fargo Advisors since 2020, following four years at Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, utilizing proprietary research and planning tools.

Gabrielle Vigil is a financial advisor with Mass Mutual Investors Services in Manchester, MO, holding a Series 66 designation and seven years of industry experience. Her career includes roles at Mass Mutual Life Insurance Company, Lenox Advisors, Inc, LPL Financial, and Waddell & Reed, Inc. She also worked as a notary for seven years. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers. The firm uses firm-approved software for goal analysis and provides written recommendations through annual collaborative engagements.

Jack Waters is a financial advisor with LPL Financial in Chesterfield, MO, holding Series 65 and Series 63 credentials and five years of industry experience. He has worked with LPL Financial and his own Waters Financial Group since 2019. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by research and technology tools.