Miranda Williams is a financial advisor at LPL Enterprise with 23 years of industry experience. She holds a Series 66 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory work, she operates a non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporations, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and insurance products through affiliated entities.

Matthew Lucas is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and has prior work history including roles at A Mrazek, UPS, and MyHouse Nightclub and Bar. His background also includes employment at the University of Missouri and De Smet Jesuit High School. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Ryan Paisley is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Corecap Investments, Foresters Equity Services, and Global Green Insurance Agency. He also maintains an insurance agent role specializing in life, property, and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to develop collaborative, goal-oriented strategies.

Kristin Ward is a financial advisor with LPL Financial in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. Her prior work includes roles at Gemini Wealth Group, LLC, Waddell & Reed, Inc., and Morgan Keegan & Company, LLC. Ward has also been involved with the St. Patrick's Day Parade Foundation and the CWS Chamber of Commerce. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Robert Bartenstein Jr. is a financial advisor at Edward Jones with 51 years of industry experience. He has been with Edward Jones since 2013 and holds Series 63 and Series 66 licenses. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Schmitz is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He supports Dwell Differently, LLC, an e-commerce business, by providing back-office finance and operations assistance. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Alicia Ross is a financial advisor with Ameriprise in Defiance, Missouri, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2009. Outside of her advisory role, Ross serves as Treasurer and Secretary on the Board of Directors for Fairmount General Baptist Church and is involved with the Guiding Star Women's Missionary Society. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, delivering detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Alissa Beach is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and four years of industry experience. She has worked with Cetera Wealth Services and Cetera Advisor Networks since 2021 and serves as a financial coordinator at Walsh Financial Services, LLC. Beach also works as an insurance agent selling life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser operating a multi-manager platform that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a variety of program structures and custodial relationships.

Lucas Mc Govern is a financial advisor at Edward Jones in Wentzville, MO, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Duff is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a network of approximately 23,701 financial advisors nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Susan Goucher is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Stifel since 2007. Outside of her advisory role, she is also a licensed notary. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation, retirement, insurance, and estate planning analyses.

Charles Hessler is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He previously worked at Raymond James & Associates for nine years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Kirkpatrick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 29 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Timothy Smith is a ChFC®-designated financial advisor with 21 years of experience at Mass Mutual Investors Services and MassMutual Life Insurance Co. He is based in Chesterfield, MO, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in individual and group life insurance sales and owns a financial LLC for pass-through compensation. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a collaborative financial planning process using firm-approved software and delivers written recommendations without investment discretion.

Nicole Mc Cutcheon is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, and has 14 years of industry experience. She has been with Edward Jones since 2011. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jacob Venetis is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 1999 and holds the Series 63 and Series 66 designations. Outside of his advisory role, Venetis is involved in real estate investing through ownership of IZZAT LLC, focusing on buying and selling investment properties as well as residential and commercial property development. 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 supported by a large network of financial advisors and branch offices nationwide.

Corey Miller is a financial advisor at Edward Jones in St. Louis, MO, with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2006. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacob Walker is a CFP® and Series 66-registered financial advisor with Edward Jones in Wentzville, MO, where he has worked since 2018. He has seven years of industry experience, including six years at Aldi prior to joining Edward Jones. Walker serves as a committee member for the Wentzville School District Scholarship Foundation, advising on the allocation of scholarship funds. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions through a large network of financial advisors and branch offices nationwide.

Margaret Smith is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2008. Outside of her advisory role, she serves as a notary public. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Douglas Galantowicz is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Scottrade Inc. and Waddell & Reed. Based in St. Louis, MO, he has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and corporate investors. 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.