Kyle Hanlon is a CFP® professional with nine years of industry experience, currently affiliated with Wells Fargo Clearing Services LLC since 2017. Prior to this, he worked at Postland State University from 2015 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and third-party databases.

Martin Bry III is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 66 licenses and over 41 years of industry experience. He has been with Raymond James since 2014. Outside of his advisory role, he is a partner in the Lost Tribesman Investment Club, a private investment group. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting supported by a range of portfolio management styles, firm research, and affiliated sub-advisers.

Andrew Burch is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has five years of industry experience. Prior to joining Raymond James, he worked at Bank of America, Merrill, Fidelity, Charles Schwab, and TD Ameritrade. He is also employed as support staff for Mission Financial in Saint Peters, Missouri. 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, pension plans, corporations, and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Seth Parker Bosch is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and in various roles within the sports and legal sectors. Outside of his advisory work, he is involved in a vacation rental business through Home Town Vacay Rentals. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process that includes both quantitative and qualitative analysis.

Thomas Tavolacci is a financial advisor at Edward Jones with one year of industry experience. He previously worked at BridgeTower Media and Big Z Media, and spent six years at Roberts Motors, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Jacob Wilhelm is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 66 and Series 63 licenses. His work history includes roles at Wells Fargo Securities, Stifel, and PricewaterhouseCoopers. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ryan Rogers is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Experis Manpower Group and various positions in other industries. He is based in St. Louis, MO. 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, utilizing multi-asset model portfolios and a formal alternative-investment offering.

David Watson is a ChFC® with 40 years of industry experience, currently affiliated with OSAIC. His prior work includes ten years at Pines Wealth Management and over 30 years with Royal Alliance Associates. In addition to his advisory role, Watson serves as Chairman of the Board of Trustees for the St. Louis Archdiocesan Fund and is a council member of the Finance Council for the Archdiocese of St. Louis. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach featuring asset allocation and portfolio optimization tools, supporting discretionary management and third-party strategies.

Charles Fagan is a CFP® professional with 20 years of industry experience, currently associated with Raymond James & Associates since 2011. Based in St. Louis, MO, he holds the Series 66 designation and has spent 15 years with his current firm. Raymond James & Associates is a large 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, providing financial planning and investment consulting primarily through non-discretionary advisory services supported by various portfolio management styles and affiliated research.

Frederick Salus is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Prudential Equity Group, LLC for nine years. 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, operating with over 14,000 financial advisors and managing approximately $671 billion in assets.

John Hoffstetter is a CFP®-certified financial advisor with Edward Jones, based in Creve Coeur, MO. He has 27 years of industry experience, all with Edward D. Jones & Co., L.P. since 1997. 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 investment strategies and affiliated products through a nationwide network of more than 23,700 financial advisors.

Patrick Oreilly is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at LPL Financial LLC, O'REILLY LLC (formerly MIKE O'REILLY LLC), Securities Service Network, U.S. Bancorp Investments, and First Allied Advisory Services. OSAIC Wealth serves a diverse client base that includes retail and institutional investors, offering a range of brokerage and advisory services such as comprehensive financial planning and advisor-managed portfolios. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, supported by multiple program options and third-party manager access.

Lyle Cady is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Saint Louis University and Kidsmart. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Alex Pagan is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at TD Ameritrade, Bank of America, and AT&T. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research with a range of strategy options, including ESG considerations, supported by centralized due diligence and affiliates offering portfolio services.

Jennifer Gamma is a financial advisor with Merrill in Frontenac, MO, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has worked at Merrill since 2006, following positions at Wells Fargo Clearing and Prudential Equity Group. Outside of her advisory role, she works as a consultant and independent contractor for Juice Plus, a direct selling company focused on whole nutrition products. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathan Carter is a CFP® certificant with six years of industry experience currently at Edward Jones. He previously worked at Mariner Wealth Advisors and American Century Investment Services, Inc. Outside of his financial advisory roles, no additional activities are noted. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high- and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and offices.

John Simpson is a financial advisor with Raymond James & Associates in St. Louis, Missouri, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2014. 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, institutional clients, charitable organizations, and municipal entities, offering a range of financial planning and consulting services supported by comprehensive research and portfolio management options.

Ries Moredock is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. Prior to joining OSAIC, he held roles at Securities America Advisors, Securities America, Inc., and Millenia Investments LLC. Outside of his advisory work, he has a background involving positions at Soccer Master and Truman State University. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning and retirement plan consulting. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and offering both discretionary and advisor-managed strategies.

Ryan Black is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including Merrill Lynch, Citigroup, and Principal Financial Services, before joining Charles Schwab in 2025. 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 provides a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios, due diligence on alternative investments, and centralized operational infrastructure.

Ian Mueller is a financial advisor at LPL Financial in St. Louis, MO, holding a Series 65 designation. He has been with LPL Financial since 2026 and has experience with several other firms and financial services organizations, including Gatewood Wealth Solutions and Reliant Financial Services. Ian has also held roles related to personal financial planning and financial education at the University of Missouri. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad network of over 22,800 advisors.