Chase Randle is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2022, following six years at TD Ameritrade. Prior to his financial services career, he was involved with Tyler/Longview Valet Services for nine years. 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-account and financial planning services. The firm offers mostly non-discretionary investment guidance combined with access to discretionary separately managed accounts and integrates custody, brokerage, and advisory functions in its wealth management programs.

Patricia Edwards is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to joining Edward Jones, she worked at Compass Rose Events for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a variety of advisory strategies and affiliated investment products.

Richard Permenter is a financial advisor at Edward Jones with 14 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2009. Outside of his advisory role, he serves as an interim minister to students at South County Baptist Church in St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and corporate entities. The firm manages over $1 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Joseph Kritchell is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has worked previously at The Meador Law Firm and the University of Missouri - Columbia. Outside of his advisory role, he has experience in the hospitality sector, including managing the Campus Bar & Grill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by research from LPL and third-party subadvisors.

Elizabeth Flynn is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Merrill since 2016. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christian Thomas is a CFP® and holds a Series 66 license, with six years of industry experience. He has worked at Stifel, Nicolaus & Company, Incorporated since 2020 and previously was employed at Nestle Purina Petcare Company from 2016 to 2020. Stifel serves a wide range of clients 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 support financial planning and asset allocation decisions.

William Ferry is a financial advisor at LPL Financial with 43 years of industry experience. He previously worked for nine years at Benjamin F. Edwards & Co. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.

Kyle Williams is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation. He joined Edward Jones in 2021 and has experience working at Epic Systems and Boeing. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor and branch network as well as its affiliated trust company and securities-based lending options.

Dane McDonald is a financial advisor with Wells Fargo Advisors in Ballwin, MO, holding a Series 66 designation and 16 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2012 to 2016. Outside of his advisory role, McDonald is involved with Urban Canvas, providing services for catering company events. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, offering investment services to a broad client base.

George Porges is a financial advisor with Merrill in Clayton, Missouri, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has worked at Merrill since 1983 and Bank of America since 2009. 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 strategies developed by internal teams and third-party managers for a range of clients including individuals, high-net-worth clients, and organizations.

Robert Funke is a financial advisor with RBC Capital Markets in St. Louis, MO, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he serves on the finance committee of St. Margaret Mary Alacoque Catholic Parish and participates in fundraising efforts for the Catholic Disability Foundation and the White House Retreat Center. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm offers customized investment strategies implemented through a combination of in-house and third-party managers, with options for tax management and responsible investing.

Donald Michael is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has worked previously at U.S. Bancorp Investments, Cetera, Regions Bank, and Pinnacle Entertainment. Outside of his advisory role, he is involved in several business ventures including ownership in DonMike's Klean Kicks LLC and co-ownership of Melting Pot Card Collective, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Margaret Friedhoff is a financial advisor at LPL Enterprise with 19 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley for 14 years and Wells Fargo Clearing for 2 years. She serves on the boards of several nonprofit organizations in the St. Louis area, including ALIVE, Women's Connection Network, and Independence Center. LPL Enterprise serves a diverse clientele, including individuals, high-net-worth clients, retirement plans, and institutional clients, offering services through advisory and brokerage channels. The firm provides access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products via an integrated platform.

Michelle Horton is a Wealth Management Advisor at Merrill Lynch Wealth Management. She works with families to plan for financial success now and for future generations, focusing on various client needs such as college education planning, family wealth management strategies, legacy planning, and personal retirement planning. With more than 35 years of experience, Michelle has partnered with families and their businesses to pursue their life goals, emphasizing lifelong relationships and a comprehensive understanding of each individual's circumstances. Her expertise includes investment management and tax minimization, and she holds professional designations including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Michelle earned a Bachelor's Degree from the University of Kansas and a Master's Degree from Saint Louis University. She is involved with the Arrowhead Metro District and participates in community activities such as Bighorn Gravel. Her personal interests include adventure sports, biking, camping, hiking, skiing, surfing, and traveling.

Zachary Giese is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following a 13-year tenure at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a hospitality host and ambassador for private social clubs including the Saint Louis Bourbon Society and the Barrel Room Bourbon Club. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable breadth of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Stephen Schleiffarth is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2014. He has 12 years of experience in the industry. Outside of his advisory role, he is a co-owner of Kozy Properties LLC, a real estate venture focused on renting and occasionally flipping houses in the St. Louis area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and tax-efficient services through a nationwide network of advisors and branch offices.

Kombiz Momtaz is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked at Scottrade for 19 years and TD Ameritrade for one year before joining Wells Fargo Clearing in 2018. Outside of his advisory role, he owns and operates Farsi Pro Translations LLC, providing translation services. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, with an IPS-driven investment process grounded in modern portfolio theory. The firm provides both discretionary and non-discretionary services, including investment policy development, plan benchmarking, and a Plan Level Investment Selection 3(38) discretionary option.

Janna Eastwood is a financial advisor at Morgan Stanley in Clayton, MO, holding Series 63 and Series 66 licenses with seven years of industry experience. Her career includes previous roles at Wells Fargo Clearing, TD Ameritrade, and Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Joseph Saadi is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and previously worked at BMO Harris Private Bank and TIAA-CREF Trust Company. Saadi has been with Morgan Stanley Smith Barney LLC since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutions. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Amos Madison is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 66 and Series 63 licenses and having 10 years of industry experience. He has worked at several firms, including Wells Fargo and J.P. Morgan Securities. Outside of his advisory role, he owns businesses that provide tarot reading services and car audio retail and installation. He is also involved with the American Financial Education Alliance, conducting seminars focused on financial literacy. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research and analytics with a broad range of brokerage and advisory solutions, managing approximately $671 billion in assets through a large network of financial advisors.