John Priesmeyer is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and bringing 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, he serves on the Board of Directors and as Treasurer for NAMI St. Louis, a nonprofit focused on mental health education, advocacy, and support. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning across topics such as retirement and estate planning. The firm delivers holistic analyses and allows clients to combine planning with managed-account programs, maintaining planning and management as separate services.

Terriann Kreder is a financial advisor at LPL Financial with 24 years of industry experience. She holds Series 66 and Series 63 designations and has worked at several firms including Stifel Nicolaus, Raymond James Financial Services, and Scottrade. Kreder is based in Saint Peters, Missouri. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research from LPL Research and third-party subadvisors.

Kevin Smith is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Brokerage Services LLC and Moneta. Outside of his advisory career, he operated a self-employed lawn care business for 15 years. Merrill, along 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.

James Richardson is a financial advisor with RBC Capital Markets in St. Louis, MO, holding Series 63 and Series 66 designations and 33 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. for 24 years and has been with RBC Capital Markets since 2025. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with personalized strategies implemented through a combination of in-house and third-party managers, providing a broad range of investment and financial planning services.

Valerie Warren is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2014, including time at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools such as Monte Carlo simulations to model outcomes.

Scott Dolan is a financial advisor with Stifel in Clayton, MO, holding a Series 66 designation and seven years of industry experience. He has worked at Stifel Nicolaus & Co. Inc. since 2019 and previously held roles at U.S. Bancorp Investments, Inc. and US Bank from 2008 to 2019. Dolan serves as President of the Board of Trustees for Lift for Life Academy and holds board positions with the Saint Louis Central Library Foundation and the Campbell House Museum. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Ryan Foley is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses. Foley previously worked at TD Ameritrade and maintains a long-term position at Best Buy. Charles Schwab 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 offers both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Jacob Holmstrom is a financial advisor with Ameriprise Financial Services holding a Series 66 designation and one year of industry experience. He has worked at Ameriprise since 2024 and previously spent four years at Missouri State University and four years at Palatine High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies, using a combination of proprietary investment research and third-party data.

David Smith is a financial advisor at LPL Enterprise with 36 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining LPL Enterprise in 2024, he spent 34 years at Pruco Securities, LLC. Outside of his advisory role, he is a business owner managing an RV park in Albany, Missouri. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, using an integrated platform that combines advisory services with brokerage and insurance product sales.

Joseph Schranck is a financial advisor with Charles Schwab in Clayton, MO, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab & Co., TD Ameritrade, and Paychex, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of bundled advisory, brokerage, custody, and cash-sweep services. The firm features a client relationship model that blends primarily non-discretionary advisory with access to affiliated discretionary separately managed accounts and incorporates multi-asset model portfolios and alternative investment due diligence.

Dalton Scaggs is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and no prior industry experience. His background includes business activities with Gulf Breeze Holdings LLC and S.W.A.N. Insurance, as well as previous ownership of a lawncare business. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning and investment management through a network of independent professionals and a variety of platform and portfolio solutions.

Jessica Rosburg is a financial advisor with Edward Jones, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment strategies through a large network of financial advisors and branch offices across the United States.

Bruce Sabin is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2006. Outside of his advisory role, he serves as Vice President of The Place Condominium Homeowners Association in Chesterfield, MO. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Jessica Morton is a financial advisor with Stifel in Frontenac, MO, holding a Series 66 designation and three years of industry experience. She has worked at Stifel Nicolaus since 2021 and previously spent nine years with Mercy Hospital. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Abigail Hagemann is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO. Her prior work experience includes roles at Farmers Insurance, Enterprise Fleet Management, Staples, and Old Navy. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Maura Lem is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Advisors since 2010, including time spent with Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options, including niche areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo’s research and tools to tailor recommendations.

Jaclyn Nelson is a Series 66-licensed financial advisor with Thrivent Investment Management, based in O'Fallon, Missouri, with three years of industry experience. Prior to her financial services career, she worked in the food service industry and also served as a temporary substitute dance teacher at Imagine Dance Project. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based analyses and written recommendations across various planning topics without directly managing client portfolios.

Kenneth Mc Mahan is a financial advisor at Merrill with Series 63 and Series 65 credentials and 30 years of industry experience. He has worked at Merrill since 1997 and has been associated with Bank of America, N.A. since 2011. Outside of his advisory role, he is involved as a limited partner and general partner in several LLCs engaged in real estate activities. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Holder is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked extensively with Commerce Bank and Commerce Brokerage Services, Inc. outside of his current role. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

William Difani is a financial advisor with LPL Enterprise in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Mass Mutual Investors Services, and Edward Jones. Difani is involved in managing family farm entities as disclosed in his other business activities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, consulting, and access to various investment and insurance products through advisory and brokerage channels. The firm’s integrated platform combines adviser programs with product sales and engages in collateralized lending, utilizing third-party portfolio strategists and discretionary management where applicable.