Salvatore Culella is a financial advisor at OSAIC with 53 years of industry experience. He holds the ChFC® and Series 63 designations. His career includes roles at Royal Alliance Associates, Inc. since 1997 and at Manufacturers Life Insurance Company since 1985. He is also involved in selling term life insurance through a sole proprietorship and serves as a notary public. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Brian Brophy is a Series 66-credentialed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2017. He has eight years of industry experience and previously spent 13 years at Enterprise Holdings. 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 large national network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Michael Rois is a financial advisor at Charles Schwab in St. Louis, Missouri, holding Series 63 and Series 66 credentials with five years of industry experience. Prior to joining Charles Schwab in 2023, he worked at TD Ameritrade and held various roles at Westminster College and other organizations. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by centralized custody and due diligence processes.

Ashley Kisker is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Kisker worked at Kingside Diner and Herbie's. Outside of advising, Kisker operates a small, informal cookie decorating and baking activity performed intermittently for family and friends. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Michael Curry Jr. is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Tueth Keeney Cooper Mohan and Jackstadt P.C. for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers affiliated mutual funds, a trust company, and securities-based lending options.

Evan Laboube is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and having 13 years of industry experience. He has been with Edward Jones since 2009. 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 advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Megan Hayes is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with five years of industry experience. She has worked at Edward Jones since 2019 and previously spent six years at Ameristar Casino. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Ivan Ganev is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019, following an 11-year tenure at Allstate Insurance. Outside of advisory work, he owns several rental properties managed by a property company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies and affiliated financial services, supported by a large network of advisors and branch offices across the United States.

Craig Brannam is a financial advisor at Edward Jones in St. Louis, MO, with 22 years of industry experience. He has held positions at Wells Fargo Clearing Services, Kennedy Capital Management, Inc., and SCOTTRADE before joining Edward Jones in 2020. Brannam serves as president on the board of directors for the Chandler Ridge Homeowners Association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.

Jason Lohbeck is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at TD Ameritrade and Scottrade. Outside of his advisory role, he owns and operates Lohbeck Woodworks, a furniture building business. 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 advice and access to discretionary separately managed accounts, supported by a multi-asset investment approach and extensive resources for alternative investments.

Daniel Prudlow is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, Prudlow is involved in content creation focused on woodworking, producing and posting project videos to his website and YouTube channel. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Erin Smothers is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and previously worked at Arthur J Gallagher from 2015 to 2018 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate entities, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds.

Adam Hautly is a financial advisor with Thrivent Investment Management in St. Louis, MO. He holds a Series 66 designation and has 12 years of industry experience, all with Thrivent Financial and Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive goal-based financial analyses and planning without discretionary trading authority. The firm’s services can be combined with managed accounts under a consolidated billing option called “WealthPlan,” while maintaining planning and asset management as separate offerings.

Keith Perry is a financial advisor with LPL Financial in Saint Albans, MO, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He worked at National Planning Corporation for 10 years before joining LPL Financial in 2017. Perry has involvement in bookkeeping for an unrelated real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, external subadvisors, and various technology tools.

Ana Sigler is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for five years. Outside of her advisory role, she is involved in property management as a sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Irvin Lambrecht III is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2017. He has nine years of industry experience and previously worked for Bravo Brio Restaurant Group for three years. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Murphy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mark Stegmann is a financial advisor with Ameriprise in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-supported recommendations through a centralized consulting team.

Charles Waldron Jr. is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Samuel Stufflebam is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2012. He has 13 years of industry experience. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.