Oliver Byers is a financial advisor with MassMutual Investors Services holding a Series 66 designation and three years of industry experience. He has previously worked at Apollo Insurance Group and has experience running his own financial advisory business, OBB Advisements, LLC. Outside of his advisory role, he also receives residual compensation from prior insurance sales. MassMutual Investors Services, LLC provides ongoing financial planning and asset management to individuals, business owners, trusts, and charitable organizations, using firm-approved software and collaborative client relationships to develop investment strategies and planning recommendations.

Zackery Brinkley is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at TD Ameritrade Inc. and Scottrade Inc. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory models with access to discretionary separately managed accounts and offers integrated brokerage, custody, and advisory services.

Jonathan Odell is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and totaling 27 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Scott Wheeler is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at MetLife Securities Inc. and MassMutual Life Insurance Co. He is also an independent insurance agent specializing in life, accident, health, and Medicare-related products. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers.

John Kelley is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 24 years of industry experience, all with Edward Jones since 2002. Outside of his advisor role, he is a minority owner of BeesNuts Honey LLC, a beekeeping business focused on honey production and bee sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors.

Kurt Blankenburg is a financial advisor at Edward Jones with 19 years at the firm and a total of 10 years of industry experience. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated products through a nationwide network of advisors and branch offices.

Yale Benson is a financial advisor with Charles Schwab, holding the Series 66 and Series 63 designations and having five years of industry experience. Prior to joining Schwab, Yale worked at TD Ameritrade and has a diverse background including roles at United Parcel Service and Uber Eats. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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, employing multi-asset model portfolios and a centralized operational structure.

Logan Purk is a CFA® charterholder with 19 years of industry experience and has been with Edward Jones since 2006. He is based in St. Louis, MO, and holds a Series 63 license. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Daniel Stegall is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services since 2020, with additional experience in various roles including at MyFreightWorld Inc and Blue Hills Country Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written Recommendation Reports and ongoing retirement planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Samantha Schell is a Financial Consultant at Fidelity Investments, where she has been working since 2025. In this role, she focuses on understanding each client's unique financial goals and utilizes her investment experience alongside Fidelity's resources to develop and implement comprehensive financial plans. Prior to her current position, Samantha held roles as an Investment Consultant and Planning Consultant at Fidelity Investments between 2024 and 2025. Before joining Fidelity, she worked as a Financial Advisor at Synergy Wealth Solutions from 2020 to 2024.

Larry Miller is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning processes and a variety of tools to support client financial goals.

Tyler Watts is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 2013 and joined Merrill Lynch in 2019 after six years with another firm. In his role, Tyler assists clients in building wealth management strategies tailored to their individual needs, focusing on a comprehensive approach that emphasizes listening and informed decision-making. His expertise encompasses family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and ESG investing, sports and entertainment financial planning, individual and corporate investment strategies, tax minimization, and retirement income planning. Tyler holds the CERTIFIED FINANCIAL PLANNER (CFP) designation, is a Personal Investment Advisor (PIA), and has credentials in Sports & Entertainment (SE). Tyler earned his Bachelor's Degree from Indiana Institute of Technology. Originally from Indiana, he has a personal interest in sports and outdoor activities such as baseball, boating, cooking, fishing, football, gardening, golfing, music, and traveling. He resides in Saint Louis with his wife and three children.

Richard Hearn III is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO. He has worked at Edward Jones since 2016 with a brief period at Stifel Nicolaus & Co Inc. In addition to his advisory role, he has engaged in Twitch streaming related to video games, though this activity has been largely discontinued. 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 solutions, supported by a nationwide network of over 23,000 financial advisors and a broad suite of affiliated capabilities.

Samantha Estrada is a Series 66-licensed financial advisor with four years of industry experience. She has worked at OSAIC since 2024 and previously held positions at Securities America, Inc. and Millenia Investments LLC. Prior to her financial career, she spent two years at Ameristar Casino. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing both brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various portfolio construction tools and offers access to third-party money managers and managed account solutions.

Emily Bersett is a financial advisor at Edward Jones with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Elaine Howard is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2008. Outside of her advisory role, she is an assistant volleyball coach for a youth sports league, teaching volleyball skills to children aged 9-12. 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, operating under a fiduciary standard and supporting a nationwide network of over 23,000 financial advisors.

Jerry Carter is a financial advisor at Edward Jones with 20 years of industry experience. He has held his position at Edward Jones since 2012 and holds the Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with a large nationwide network of financial advisors and branch offices.

David Horan is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward D. Jones & Co., L.P. since 2015. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Felicia Nash is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 63 and Series 66 designations. Outside of her advisory role, she also works as a retail sales associate at TJX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors.

Paul Beeman is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked within various Wells Fargo entities since 2015. Beeman is also the sole owner of Beeman Asset Management, LLC and holds a partial ownership interest in Panorama Wealth Partners, LLC. Wells Fargo Advisors serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm provides tailored financial planning using proprietary research and tools, with services that include cash-flow, retirement, and specialized planning options for clients meeting certain net-worth criteria.