Christopher Herzog is a financial advisor at LPL Financial with 23 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Raymond James and Morgan Keegan. Outside of his advisory role, Herzog serves as the airport commissioner and treasurer at the St. Louis Regional Airport and has been involved with the Wood River Township nonprofit board. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Maria Poggioli is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior roles include positions at Canvas Property Group, Marcus Millichap, NYLO Aesthetics, and Jill Krutick Fine Art. She also holds power of attorney responsibilities related to family beneficiaries. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Noah Hood is a financial advisor with Cetera in St. Louis, MO, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Securian Financial Services, Minnesota Life Insurance Company, and Renaissance Financial Corp. Outside of financial services, he has worked as an employee for Uber Eats since 2019. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and advisory services through a multi-manager platform that supports discretionary and non-discretionary accounts.

Elizabeth Owens is a Senior Financial Advisor at Merrill Lynch Wealth Management. She provides customized and comprehensive financial strategies designed to align with her clients' goals and values. Drawing on her background in psychology and philosophy, she addresses biases related to financial decision-making and works closely with clients to develop personalized strategies that help pursue their long-term objectives. She holds a Bachelor's Degree from the University of Denver and has earned the Chartered Retirement Planning Counselor (CRPC) certification, reflecting her expertise and commitment to assisting clients with retirement planning alongside other life goals. Her client focus areas include college education planning, family wealth management strategies, legacy planning, retirement income, and issues relating to women and wealth. Elizabeth is actively involved in her community, volunteering with Bank of America, Denver Botanic Gardens, and the Goodman Community Center. In her personal time, she enjoys camping, cooking, gardening, hiking, knitting and crocheting, pottery, reading, yoga, and spending time with her family.

Derick Engelke is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. His prior work includes roles at Lindenwood University and Mount Carmel Senior Living. 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, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices.

Peter Marbarger is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping clients create personalized wealth management strategies that align with their financial goals and adapt to changing market conditions. He leverages the investment insights of Merrill as well as the banking and lending solutions of Bank of America to support comprehensive financial planning. Peter holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He earned his bachelor's degree from Georgetown University. Committed to community involvement, Peter participates in volunteer activities within the communities he serves, reflecting the Merrill tradition of local engagement.

Matthew Hearring is a financial advisor with RBC Capital Markets in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, TD Ameritrade, and Scottrade. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile using a combination of in-house and third-party investment managers.

Mark Luth is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad menu of investment and financial planning services tailored to clients who meet certain net-worth thresholds, utilizing proprietary research and planning tools to develop personalized recommendations.

Andrew Bolin is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, Bolin serves as Vice President of the Maplewood Community Betterment Foundation, a nonprofit focused on improving local community life, and participates in several other community organizations including Friends of Refugees and Immigrants and Troop 362. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority and combines planning with managed accounts under a consolidated billing option called “WealthPlan.”

Susan Brough is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she is an independent consultant for Touchstone Crystal Jewelry. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, special-needs analysis, and divorce planning, using Wells Fargo research and planning tools to develop tailored client recommendations.

Dominic Bova is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following prior roles at Wells Fargo Advisors, U.S. Bancorp Investments, and Edward Jones. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Keith Broadway is a financial advisor at Wells Fargo Clearing with 16 years of industry experience and holds the Series 66 designation. His prior experience includes roles at PNC Wealth Management and Mass Mutual Investors Services. He is based in St. Louis, MO. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Todd Chambers is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 designation and 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 combines research and analytics with diversification principles and modern portfolio theory to evaluate investment options.

Scott Gill is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and nine 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

Joseph Thompson Jr. is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Paramount Financial LLC and Cetera Wealth Services, LLC prior to his current role. Outside of his advisory work, he serves as a ruling elder and trustee/secretary for Memorial Presbyterian Church in St. Louis, providing spiritual care and managing church business affairs. Cetera Investment Advisers LLC is a national firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering portfolio management, financial planning, and consulting services. The firm manages over $256 billion in assets and supports its advisors with access to affiliated and third-party investment managers across various program structures.

Howard Mitchell III is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and 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 approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jessica Mizell is a financial advisor with Wells Fargo Advisors in St. Louis, Missouri. She holds the Series 66 designation and has 16 years of industry experience, including 10 years with Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, and niche areas such as business-owner transition and special-needs planning, delivering tailored recommendations supported by Wells Fargo research and tools.

Tammy Brown is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. She previously worked for UBS Financial Services for 20 years before joining Raymond James in 2020. Brown is co-owner of Brown Family Wealth Advisors and serves as a financial advisor there. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Mea Epps is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and over 13 years of industry experience. She has been with Wells Fargo Clearing Services since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and combines research from its Investment Institute with third-party analytics to support its investment and retirement plan offerings.

Trisha Petroskus is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Morgan Stanley in 2023, she worked at Edward Jones from 1998 to 2023. Outside of her advisory role, Petroskus is involved in customer service positions with Shipt Inc. and Eckerts, both unrelated to investment activities. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and advanced modeling tools, serving clients primarily in an advisory capacity.