Amelia Tobias is a Series 66-licensed financial advisor with Stifel in Frontenac, MO, where she has worked since 2018. She has six years of industry experience, including prior roles at Avenica, Xcell Orthopaedics, and AMP Personnel Services LLC. Outside of her advisory work, she is an owner and landlord of a rental property. Stifel serves a wide range of clients, from individuals and high net worth investors to institutional entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Jeffrey Fraelich is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he works part-time as an account billing auditor for Crisis, Preparation, and Recovery, a crisis counseling center. 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, supported by a large network of financial advisors and branch offices nationwide.

Jacob Messer is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has been with LPL Financial and Resource One Advisors since 2021. Prior to his advisory career, Messer worked at Truman State University and Lafayette High School. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Anderson Wiegman is a Series 66-licensed financial advisor with Morgan Stanley, bringing four years of industry experience. His prior roles include positions at Severin Investments, The Colony Group, Buckingham Strategic Wealth, Merrill, and Edward Jones. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

Peter Wilson is a financial advisor at Charles Schwab with eight years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Schwab, he worked at TD Ameritrade for seven years and has experience in roles at Recursive Labs and Ricoh USA. 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 both non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and due diligence from its Schwab Center for Financial Research.

Joseph Leuchtmann is a CFP® professional with 27 years of industry experience, currently affiliated with Cetera. He has held roles at Cetera Wealth Services, Marathon Financial Planning, and LPL Financial. Outside of advisory work, he has worked as a contractor driver for ride services. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services, operating as a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Jin Suh is a CFA® charterholder with 24 years of industry experience and has been with Edward Jones in St. Louis, MO since 2001. He holds a Series 63 license and is part of a large advisory team within the firm. 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 and offers a range of discretionary and non-discretionary investment strategies, supported by a national network of over 23,700 financial advisors and 15,000 branch offices.

Debra Middleton is a financial advisor with Edward Jones in Bridgeton, MO, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, 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 fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Teresa Griesemer is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including 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 with both discretionary and non-discretionary strategies.

Eleanor Jacobs is a CFP®-certified financial advisor with 32 years of industry experience. She is currently with Wells Fargo Advisors and has worked within the Wells Fargo organization since 2009. Outside of her advisory role, she has ownership interests in investment-related businesses including MAGIS, LLC and E JACOBS CFP, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, risk, wealth-transfer, and specialized services such as business-owner transition and special-needs planning. Advisors use firm research and planning tools to develop tailored recommendations, with implementation options available through brokerage or advisory programs.

Richard Wurl is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He collaborates with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. Drawing on resources from Merrill and Bank of America, he provides insights and banking solutions tailored to changing market conditions. Richard holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from Truman State University and his Master's Degree from Saint Louis University. In addition to his professional work, Richard participates in community volunteer activities in line with Merrill's tradition of serving the communities where they operate.

Patrick Clarkin is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, following a 15-year tenure at Charles L Crane Agency. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Tonie Coleman is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2011. She has 14 years of industry experience. Outside of her advisory role, she works part-time as a Merchandise Associate at TJX Company/Home Goods. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 advisors and extensive affiliated financial services.

Jeffrey Cary is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 66 and Series 63 designations and has been with LPL Financial since 2000. Outside of his advisory work, he owns and operates Cary's Mound Farm. LPL Financial is a registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions, offering diverse advisory programs and financial planning services through a national network of representatives.

Alan George is a financial advisor with Edward Jones in Saint Louis, MO, holding the Series 66 designation and 13 years of industry experience. Outside of his advisory role, he is involved with K1 Creative, Froschner Creative, and T&J Restaurants. 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 nationwide network of more than 23,000 financial advisors.

Adam Hendrickson is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2006, accumulating 20 years of industry experience. Aside from his advisory role, he owns a rental property in St. Louis. 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, supported by a large network of financial advisors and branch offices nationwide.

Lindsay Baumgartner is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 credential and 14 years of industry experience. She has been with Edward Jones since 2008 and also works as a certified pharmacy technician at Walgreens. Additionally, she operates a self-employed dog and house sitting business in the St. Louis area. 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 programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Paul Myers is a financial advisor at Edward Jones in St. Louis, MO, with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Benjamin Briney is a financial advisor with LPL Financial in Creve Coeur, MO, holding a Series 66 designation and over three years of industry experience. Before joining LPL Financial in 2022, he spent sixteen years at Truman State University and has been involved with Westminster Christian Academy since 2021. Outside of advising, he is actively engaged in volleyball coaching and management through multiple organizations, including Youth Volleyball Clubs Group LLC and Maryville University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a broad range of financial planning and advisory programs, utilizing model portfolios, third-party research, and various investment strategies, alongside additional products such as insurance and lending services.

Jonathan Herdler is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has one year of industry experience, having previously worked at MassMutual Life Insurance Company and MML Investors Services, LLC since 2025. Outside of finance, he has experience in advertising and media sales as an account executive at OUTFRONT Media since 2021. 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 provides financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.