Ryan Smith is a financial advisor with Charles Schwab who holds a Series 66 designation and has 10 years of industry experience. He has worked at Charles Schwab since 2015 and at Charles Schwab Bank since 2017. 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 offers both non-discretionary and discretionary investment options, combining strategic asset allocation with alternative investment due diligence and centralized operational support.

Alexandra Marifian is a financial advisor at Edward Jones in St. Louis, MO, holding the ChFC® and Series 66 credentials with 13 years of industry experience. She has been with Edward Jones since 2013 and is also involved with The St. Peters Rec Plex. 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 through a nationwide network of financial advisors and branch offices.

Philip Mayo is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. 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 under management through a nationwide network of more than 23,700 financial advisors, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Matthew Kim is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked in education with roles at Sauk Prairie School District, Ivy Collegiate Academy, and the University of Wisconsin-Madison. 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 and investment strategies supported by a large network of financial advisors and branch offices.

Jared Weber is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with eight years of industry experience. His prior roles include positions at Stifel, Charles Schwab/TD Ameritrade, and Northwestern Mutual Investment Services. 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 supported by a nationwide network of financial advisors and branch offices.

Kathleen Menaugh is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 66 designations and previously worked at TD Ameritrade and Lowe's. She is based in St. Louis, Missouri. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, integrating multiple services such as brokerage, custody, and cash-sweep arrangements.

Brad Dieckhaus is a Wealth Management Advisor at Merrill Lynch Wealth Management. He partners with families managing between $1 million and $20 million in assets to provide organized, goal-based planning focused on clarity, results, and confidence. Brad introduces clients to the Wahl, Dieckhaus, Denner & Associates service model to deepen their wealth management process and financial strategies. Brad has been working in the financial services industry since 2013, following his graduation with a master's degree from Northern Illinois University. Prior to that, he interned with Merrill Lynch in 2012. He holds several professional designations including Certified Financial Planner® (CFP), Chartered Retirement Planning Counselor™ (CRPC), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), and Personal Investment Advisor (PIA). His expertise encompasses areas such as retirement planning, tax minimization, legacy planning, and managing new wealth. In addition to his professional role, Brad participates in community activities such as the St Louis Children's Hospital Charity Golf Tournament. He also enjoys spending time with his wife and children, and engages in activities like working out and outdoor pursuits.

Michael Curtis is a CFP®-designated financial advisor with Ameriprise in Chesterfield, MO, bringing 10 years of industry experience. He previously worked at Assetmark Brokerage, LLC and Assetmark Financial Holdings, Inc. for nine years, and spent one year at Victorinox Swiss Army, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income and tax-aware withdrawal strategies. The firm’s approach includes detailed recommendation reports and ongoing advice supported by proprietary research and third-party data.

Joseph Rosenbaum is a financial advisor with Ameriprise in Fenton, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Rosenbaum serves as Secretary on the Board of Directors for the West County Youth Development Society. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Kenneth Schmitz is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices and offers a range of advisory strategies under a fiduciary standard.

Kathleen Rosche is a financial advisor at Edward Jones with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2003. The firm serves more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. Edward Jones offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Katherine O'Connor is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 17 years of industry experience. She has been with Edward Jones since 2011. 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 discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of more than 23,700 financial advisors.

Kelly Cenatiempo is a financial advisor with Ameriprise in Saint Peters, MO, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliate since 2008. Outside of her advisory role, she is involved with JCM, a financial advising business. Ameriprise serves individuals approaching or in retirement, offering retirement-income planning services that include written recommendation reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice, primarily for clients with significant investable assets held in Ameriprise-managed accounts.

Daniel Monks is a Certified Financial Planner (CFP®) with seven years of industry experience. He has worked at Edward Jones since 2018 and previously at Major Brands, Inc. from 2015 to 2018. Outside of his advisory role, he is a passive investor in Melvin Brewing Eureka LLC, a restaurant and brewery in Eureka, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial services through a large nationwide network of advisors and branch offices.

Adam Skelton is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience at First Community Credit Union, Jiffy Lube, Meramec Community College, Imo's Pizza, and Kirkwood High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Kathryn Fagan is a financial advisor at Edward Jones based in St. Louis, MO, with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and maintains a large national advisor and branch network.

Joshua Burton is a financial advisor with Ameriprise in Chesterfield, MO, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Charles Schwab and Northwestern Mutual. Outside of financial services, he has experience working with Outdoor Living Inc. and Greenbriar Hills Country Club. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The firm’s approach integrates investment research, third-party data, and algorithmic tools within a defined investment universe influenced by affiliated product relationships.

Christian Braig is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He holds Series 63 and Series 66 licenses and is based in St. Louis, MO. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Benjamin Hankammer is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2023 to 2024, and before that, he served as an Investment Consultant at Charles Schwab from 2021 to 2023. He began his career as a Financial Services Professional at TD Ameritrade from 2020 to 2021. His approach to financial planning emphasizes understanding each client's unique goals and circumstances, aiming to build a foundation of trust for developing comprehensive financial plans. Outside of his professional work, Benjamin enjoys baseball, fitness, outdoor adventures, reading, skiing, and volunteering.

David Domian is a financial advisor with LPL Financial in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to provide discretionary and non-discretionary management.