Gregory Shepardson is a CFP® with 31 years of industry experience, currently serving at LPL Financial since 2021. He previously worked at Financial Legacy Associates, LLC and Royal Alliance Associates, Inc. for 19 years. Shepardson is also a commissioned notary public in the state of Missouri. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Stephanie Lake is a Series 66-licensed financial advisor with Edward Jones, based in Maryland Heights, MO, and has 14 years of industry experience. She has been with Edward Jones since 2007. 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 supported by a large nationwide network of financial advisors and branch offices.

Jonathan Diehl is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds a Series 66 designation and has held various roles within Wells Fargo entities since 2015. Diehl is a 100% owner of Diehl Asset Management, LLC, and has a significant ownership interest in Panorama Wealth Partners, LLC. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients, offering a broad range of investment and financial planning services that include cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services for business-owner transitions, sports and entertainment, special needs, and divorce planning. The firm combines advisory services with other financial product offerings and referral channels.

Hongduo Knuckles Li is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 66 and Series 63 licenses and having eight years of industry experience. His career includes roles at Charles Schwab Premier Bank, Charles Schwab Bank, CHARLES SCHWAB and CO., INC., TD Ameritrade, Scottrade, and Citibank. 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 offers a combined non-discretionary and discretionary advisory model with multi-asset portfolios and centralized operational support.

Joseph Klug is a financial advisor at Edward Jones with 9 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. 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 through a nationwide network of over 23,700 financial advisors and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

James Pohlman Jr. is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James & Associates since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and affiliated research.

Brittney Obrien is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2016, with a two-year period at Wells Fargo Clearing Services LLC. Outside of advising, Brittney has worked as a restaurant server in Lake St Louis, MO. 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 strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Henry Budd III is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Edward Jones in 2021, he worked at Anheuser-Busch InBev for 17 years. 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 solutions supported by a nationwide network of more than 23,000 financial advisors.

Cameron Norris is an Investment Consultant currently working at Fidelity Investments. In this role, Cameron collaborates with individuals and families to develop holistic financial plans tailored to their unique needs, preferences, and goals. Cameron's approach involves understanding what is important to clients and providing support to implement plans aligned with their objectives. Cameron has experience in investment consulting and financial consulting, having held positions at Fidelity Investments since 2021 and previously at TD Ameritrade from 2017 to 2021. This background provides Cameron with a foundation in investment management and client financial planning.

Zachary Gerler is a financial advisor with Thrivent Investment Management in St. Charles, MO, holding a Series 66 designation and 11 years of industry experience. He has been with Thrivent Financial since 2015 and with 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. The firm offers goal-based, holistic planning covering various topics including retirement and estate planning, with options to combine planning and managed-account programs under a consolidated billing system called WealthPlan.

Cole Taylor is a Wealth Management Advisor and Senior Vice President leading a Wealth Management team for Merrill Lynch Wealth Management in St. Louis, Missouri. With over 25 years of experience in the financial services industry since 1997, Cole specializes in portfolio management and retirement planning. He works closely with clients to help them articulate their financial goals and develop plans aimed at achieving those objectives. As a specially qualified Senior Portfolio Advisor, he provides tailored investment strategies, including discretionary management of custom portfolios and selection from a broad range of Merrill Lynch model portfolios and third-party investment options. His investment approach emphasizes hedge strategies and tax minimization. Cole holds several professional designations issued through the College for Financial Planning Institutes Corp., including the Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), and Chartered Retirement Planning Counselor (CRPC). He graduated from the Pierre Laclede Honors College at the University of Missouri St. Louis with a Bachelor’s degree in Business Administration with an emphasis in finance. Cole is a member of the Eureka Missouri Chamber of Commerce. Outside of his professional commitments, Cole lives in Eureka, Missouri, with his wife Kim, his son Mason, and daughters Addyson and Peyton. He enjoys outdoor activities such as hunting, fishing, golfing, skiing, boating, and traveling, often spending time with his family.

Liam Stros is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Charles Schwab in 2023, he held roles in education within various school districts and at Missouri State University. 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 guidance supported by multi-asset model portfolios and centralized operational resources.

Philip Miceli is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, all with Mass Mutual Investors Services and MassMutual Life Insurance Co. Miceli is also the owner of Miceli Financial, LLC, an entity established for pass-through compensation. 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 comprehensive financial planning, asset management, and educational programs using firm-approved software and collaborates with clients through ongoing annual planning engagements.

Sean Hogan is a financial advisor at Stifel with 15 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which utilizes forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

William Arnold is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and previously at Stifel Nicolaus from 2012 to 2018. Outside of his advisory role, he serves as a co-trustee for a friend. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep options.

Peter Lucier is a financial advisor at OSAIC with 26 years of industry experience and holds a Series 66 designation. His prior roles include positions at Securities America, Inc., Voya Financial Advisors, and Prospéra Financial Services. Outside of his advisory work, he serves as an administrator for D.L.D. Partners Ltd., handling mail and tax documentation support for the partnership. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors. The firm employs a range of investment tools and platforms to construct portfolios across multiple asset classes, offering both discretionary and non-discretionary management options.

Jeffrey Rogles is a CFP® professional with 21 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC for seven years. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Dressel is a financial advisor at Stifel with Series 63 and Series 65 licenses and 31 years of industry experience. He worked at UBS Financial Services for 25 years before joining Stifel in 2025. Outside of advisory work, he is the owner of Current River Farms LLC, an agricultural business. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning decisions.

Benjamin Stern is a financial advisor with Merrill in Frontenac, MO, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JP Morgan Chase Bank, Wells Fargo Clearing, Wells Fargo Advisors, and TD Ameritrade. Outside of his advisory work, he operates a book publishing LLC focused on writing about the Independent Sacramental Movement. 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, pension plans, corporations, and charitable organizations.

Kevin Maxim is a financial advisor at Stifel with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America from 2009 to 2020. Outside of his advisory role, he operates Maxim Family Holdings, LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.