Christina Meyer is a financial advisor with Ameriprise in Ellisville, MO, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement recommendations.

Sara Bruno is a financial advisor with Charles Schwab based in St. Louis, MO, holding Series 63 and Series 66 credentials and seven years of industry experience. Her prior roles include positions at Edward Jones, TD Ameritrade, and American Century Investment Services Inc. She serves as a community impact board member for Junior Achievement of Greater St. Louis, a nonprofit focused on youth financial education. Charles Schwab & Co., Inc. serves 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 a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational structures.

Pamela Sutterer is a financial advisor with Edward Jones in Florissant, MO, holding the ChFC®, Series 63, and Series 66 designations. She has 24 years of industry experience, including 18 years with Edward Jones. 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 solutions supported by a large nationwide network of financial advisors and branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Hesse is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and models to support tailored client strategies.

Jack Bedtke is a financial advisor with Thrivent Investment Management in St. Charles, MO, holding a Series 66 designation and having four years of industry experience. He has been with Thrivent and its related entities since 2021. Outside of his advisory role, Bedtke serves as a board member of the Kiwanis Club of St. Charles and works as a senior site manager for i9 Sports, focusing on youth sports programs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through financial advisors. The firm offers goal-based, holistic planning that covers a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option.

Kelsey Conrad is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones and Charles Schwab & Co., Inc. throughout her career. Conrad is currently based in Maryland Heights, MO. 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.

Elizabeth Blanke is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise, The Artisan Boutique Hotel, and Hussongs Cantina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated capabilities beyond traditional advisory services.

Ryan Winn is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill since 2014. 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 a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Szweda is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Tyler Bateman is a financial advisor with Wells Fargo Advisors holding Series 66 and Series 63 licenses and seven years of industry experience. His prior roles include positions at VALIC Financial Advisors, Charles Schwab, and TD Ameritrade. Outside of work, he serves as trustee managing his mother’s trust account. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with discretionary implementation options through its brokerage or advisory programs.

Cara Podor is a financial advisor at Edward Jones with 18 years of industry experience. She has been with Edward Jones since 2004 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Robert Stegemeier is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC, along with over 40 years at Central Bank. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is based on investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Timothy Walkenhorst is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with Cetera and has held roles at several firms including Renaissance Financial Corporation and Minnesota Life Insurance Company. Outside of his advisory work, he is a member of Rotary International. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jonathan Devers is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2003 and holds the Series 63 and Series 66 credentials. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Amy Brueggemann is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Based in St. Louis, MO, she has spent the past decade with Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical for large institutional advisers.

Laquoria Sharp is a Series 66-credentialed financial advisor with seven years of industry experience. She is currently with Wells Fargo Clearing and has held prior roles at Wells Fargo Advisors and other firms. Outside of her advisory work, she owns and operates a photo booth business, Blaze and Capture Events, LLC. 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 offers both brokerage and advisory solutions, relying on research and diversification principles to support client portfolios.

Justin Irving is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016, as well as Ffp Securities, Inc. since 2006. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Victoria Viefhaus is a financial advisor at Raymond James Financial with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including UBS Financial Services Inc. and Mike Brown Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Dale Alcorn is a financial advisor with LPL Financial based in Wood River, IL, holding Series 63 and Series 66 credentials and over 34 years of industry experience. His prior work includes extensive tenure at Cuna Mutual Group and CUNA Brokerage Services from 1992 to 2019, followed by roles at Midwest Members Credit Union and LPL Financial since 2019. Outside of advising, he operates a photography business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Nolan Haake is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and eight years of industry experience. His work history includes roles at Digital Intelligence Systems and Monroe Homes, as well as a position at Southern Illinois University - Edwardsville. 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.