Andrew Guenther is a CFP® professional with 15 years of industry experience. He has been with Edward Jones since 2010. 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 nationwide network of financial advisors and branch offices.

Gregory Bennett is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. Prior to joining Wells Fargo in 2016, he worked at Morgan Stanley in various capacities from 2002 to 2016. Outside of his advisory work, he is a 50% owner of B & Y Outdoors LLC, a farming business growing corn and soybeans. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Shannon Walck is a financial advisor at Morgan Stanley with 31 years of industry experience. Prior to joining Morgan Stanley in 2025, Walck worked at Wells Fargo Advisors for 13 years. Walck holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets through various planning tools and investment services.

Matthew Mullen is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients and operates an SEC-registered advisory program with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and affiliated services under a fiduciary standard, supported by a large national network of financial advisors and branch offices.

Jill Weissgerber is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Her prior roles include a decade at Fox Galvin LLC and three years at Gold Beach Lumber. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Shawn Siglinger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Truist Investment Services, Inc. for one year. Based in St. Louis, MO, he serves clients through a national securities firm. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Bret Carter is a CFP® credentialed financial advisor with 10 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and previously at Edward Jones from 2015 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a wider range of financial products than typical institutional advisers.

Case Elder is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2018, following seven years at TD Ameritrade. 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 discretionary managed accounts, utilizing multi-asset model portfolios and centralized operational support.

Mark Koski is a financial advisor at LPL Enterprise in St. Louis, MO, holding Series 63 and Series 65 licenses with 12 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation through a network of investment adviser representatives.

Wesley Mantle is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Advisors LLC since 2012. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Bryan Cernicek is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Edward Jones for 23 years before joining Raymond James in 2022. He serves on the advisory board of SSM Cardinal Glennon Hospital, where he participates in raising awareness for the organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering customized financial planning and consulting with a variety of portfolio management styles.

Bryan Hoffman is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His prior work includes roles at Synergy Wealth Solutions and teaching positions at the University of Missouri Saint Louis and Saint Charles Community College. 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 grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a range of investment options, notably incorporating insurance-related vehicles and bank deposit sweep programs.

Grace Ruddy is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and one year of industry experience. Her background includes roles at Wells Fargo Advisors, ComEd, and Loyola University Chicago. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Kellan Slattery is a Planning Consultant at Fidelity, where he engages in meaningful conversations with clients to understand their financial priorities. In this role, he assesses clients' financial situations and assists in creating, monitoring, and maintaining plans and strategies aligned with their financial goals and objectives. Prior to joining Fidelity, Kellan gained experience as a Client Service Manager at Moneta from 2021 to 2022. He also worked as a Digital Financial Advisor at Wells Fargo Advisors between 2018 and 2021 and began his career as a Financial Advisor Trainee with Wells Fargo Advisors K-Force from 2017 to 2018. Outside of his professional work, Kellan has interests in golf and tennis.

David Salus is a Series 66 credentialed financial advisor with nine years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017, following a year at Wells Fargo. Based in St. Louis, MO, he provides investment and advisory services through Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Tusing is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Morgan Stanley in 2023. Outside of his advisory role, he serves on the Finance and Compensation Committees of the Weingart Center Association, a health and welfare nonprofit organization. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, employing structured discovery processes and firm-approved tools to develop tailored plans. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services, including relationships with various investment companies and private funds.

Laura Lauterwasser is a financial advisor with Charles Schwab in St. Louis, Missouri, holding Series 63 and Series 66 licenses and with 30 years of industry experience. Her prior work includes roles at Wells Fargo Clearing Services LLC and Massachusetts Mutual Life Insurance Company. 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 uses a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Douglas Lewis is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Roggen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, 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 and analytics from the Wells Fargo Investment Institute.

Anushri Fischer is a CFP® with ten years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She assists with marketing and branding for a retail fishing lure business operated by her husband, which participates in local farmers markets. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management.