Susan Wesselmann is a Series 66 licensed advisor at Oppenheimer with 18 years of industry experience. She has been with Oppenheimer since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Malia Baker is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Mariner, with four years of industry experience. She has worked at Mariner Wealth Advisors since 2019 and also has experience with PLNK STL, Red Robin, and Splash. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios overseen by an investment committee and combines in-house research with third-party managers across a broad range of asset classes and strategies.

Ryan Fedder is a financial advisor with Focus Advisor Solutions, LLC, holding Series 65 and Series 63 credentials and eight years of industry experience. His prior roles include positions at Buckingham Strategic Wealth, Wells Fargo Clearing Services, Stifel Nicolaus & Co Inc, and TD Ameritrade. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients, offering model portfolios, operational support, and access to third-party cash-management and insurance solutions. The firm emphasizes diversified, systematically invested mutual fund and ETF portfolios and combines enterprise scale with a small advisor base, managing approximately $41 billion in regulatory assets.

Nathaniel Kane is a financial advisor at Stifel with Series 66 credentials and three years of industry experience. His work history includes multiple roles at Stifel and its affiliates, as well as positions at the University of Missouri and State Farm. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach employs proprietary methodologies developed by its Investment Strategy Group, focusing on capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Anthony Lyons is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He works closely with clients to navigate financial complexities and support wealth growth over their lifetime. Anthony has held several roles in the financial advisory field, including Financial Advisor positions at PNCI and Edward Jones in 2021 and 2020, respectively. Prior to that, he served as a Private Wealth Advisor at Regions Bank from 2017 to 2020 and was Vice President - Planning & Development Manager at Arvest Wealth Management from 2016 to 2017. Outside of his professional career, Anthony has an interest in baseball, cars, family activities, football, and social events with friends.

Grant Trower is a financial advisor at Charles Schwab with 10 years of industry experience and holds a Series 66 designation. He has worked at Charles Schwab Bank, SSB and Charles Schwab and Co., Inc. since 2019, and previously at UBS Financial Services and Wells Fargo Clearing. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory wrap fee program. The firm’s investment approach combines non-discretionary advisory relationships with discretionary separately managed accounts and utilizes multi-asset model portfolios and due diligence on alternative investments.

Holly Harris is a financial advisor at Edward Jones with 19 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. The firm serves more than four million individual and institutional clients and offers a range of wealth management services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jared Cernansky is a financial advisor at Stifel with a Series 66 designation and four years of industry experience. He has been with Stifel Nicolaus since 2018 and previously worked at Rubicon Global (formerly WestRock) from 2016 to 2018. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Thomas Sullivan IV is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has six years of industry experience, including prior roles at The O.N. Equity Sales Company and Ohio National Financial Services. In addition to his advisory work, he is an independent insurance agent affiliated with various agencies. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals managing a multi-billion dollar asset base and provides access to multiple platform solutions and proprietary model strategies.

Kyle Ortmann is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016, with prior experience at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, Ortmann is involved in sales of life settlements and works as an insurance agent offering various life and disability products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charities, and employers. The firm provides ongoing financial planning and asset management services using firm-approved tools and offers educational seminars alongside specialized planning programs.

Nicholas Peker is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2016, including his current role at Wells Fargo Advisors starting in 2018, and briefly at Edward Jones in 2018. Outside of his advisory work, he is a food delivery driver for Uber Eats and manages an e-commerce business through Peker Family Enterprises, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services. The firm provides a broad range of planning options tailored to clients who meet certain net-worth criteria, utilizing proprietary research and tools to develop customized recommendations.

Glennon Arnold is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc., SECURITIES AMERICA, Inc., Securities Service Network, Inc., and Signator Investors, Inc. Outside of his advisory role, Arnold is involved in term life insurance sales through Millenia Investments. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, consolidation activity, and complex affiliate network.

Justin Hauke is a financial advisor with Robert W. Baird & Co. in St. Louis, Missouri, holding a Series 66 designation and 18 years of industry experience. He has been with Robert W. Baird & Co. since 2008. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and custody services, with capabilities that include manager-traded and model-traded SMA strategies, tax management, and the use of internal research and technology tools in client advice.

Daniel Lynch is a financial advisor with Charles Schwab & Co., Inc. based in St. Louis, MO, holding Series 63 and Series 66 licenses and nine years of industry experience. Before joining Schwab in 2023, he worked at TD Ameritrade for five years and SCOTTRADE for one year. Outside of his advisory role, Lynch referees grade school basketball games at his former school and church. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options alongside brokerage, custody, and cash-sweep services.

Aaron Ungerer is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been working since 2006. He is a member of the Reynolds Ungerer Wealth Management Group and specializes in serving clients such as physicians, attorneys, senior executives, retirees, and other accomplished individuals and their families both locally and nationwide. Aaron focuses on helping clients meet their specified financial goals using goals-based wealth management and retirement strategies, emphasizing clear explanations for each recommendation. He collaborates closely with clients' CPAs and attorneys to align tax minimization and estate planning strategies, recognizing the importance of integrated financial planning. His expertise encompasses areas including college education planning, family wealth management strategies, employee financial health, legacy planning, LGBT wealth planning, personal retirement planning, portfolio management services, special needs planning strategies, tax minimization, and retirement income. Aaron holds the CERTIFIED FINANCIAL PLANNER® certification and the Chartered Retirement Planning Counselor™ designation. He earned a Bachelor's degree from the University of Florida and a Master's degree from the University of Missouri System. Outside of his professional work, Aaron enjoys biking, cooking, fishing, football, gardening, hiking, pickleball, skiing, spending time with his family, and traveling.

Kerry Auer is a financial advisor at Stifel with 36 years of industry experience. He has been with Stifel, Nicolaus & Company Incorporated since 2002. He holds Series 63 and Series 65 designations. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Ethan Bailey is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at Commerce Bank, Central Trust Company, and Delaware North. Fidelity’s Strategic Advisers LLC, where Bailey is based, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and holds distinctive registrations such as CFTC commodity pool operator status.

Jason Murray is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Wells Fargo, Edward Jones, and U.S. Bank. Outside of his advisory role, he is involved in market research through Murray Hill National. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, wrap and model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Shawn Hellmann is a financial advisor at Edward Jones in St. Louis, MO, with 22 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 66 registrations. Outside of his advisory role, he has a business interest as an owner of rental property in Mesa, AZ. Edward Jones is a full-service wealth management firm serving over four million clients with a broad range of advisory programs, managed solutions, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Carson Mc Carty is a CFP® with four years of industry experience, currently advising with Edward Jones in St. Louis, MO. His prior experience includes roles at Raymond James & Associates Inc. and American Century Investment Services, Inc. Before entering the financial industry, he worked with the Kansas City Chiefs for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products.