Robert Cox is a financial advisor with Charles Schwab in St. Louis, MO, holding Series 63 and Series 66 licenses and three years of industry experience. Before joining Schwab in 2023, he worked at TD Ameritrade for one year and spent thirteen years at QuikTrip. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by research and a formal alternative investment program.

Robert Makowski is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Wells Fargo in various capacities since 2014. Outside of his advisory work, he acts as power of attorney for his father. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with planning engagements typically conducted on a discrete basis and optional implementation through its brokerage or advisory programs.

Jonah Mahowald is a financial advisor with Fidelity Investments in St. Louis, MO, holding Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and KocoureK Motor Company. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios across mutual funds, ETFs, and ETPs.

Nancy Diak is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of her advisory work, she owns and operates a small business selling Scentsy products. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutions with a wide range of investment and financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, with services covering everything from retirement and education planning to specialized areas such as business-owner transitions and special-needs analysis.

Vijay Brahmbhatt is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Northwestern Mutual and Commerce Brokerage Services Inc. He is also involved with Metro East Legacy FC, an organization active for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

David Monroe is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with three years of industry experience. He has been with Stifel since 2017, following a year at Gradstaff. Stifel serves a diverse client base including individual, institutional, charitable, and municipal clients, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Christopher Bowers is a Series 66-credentialed financial advisor with Edward Jones, based in St. Louis, MO. He has been with Edward Jones for 10 years. 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 services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Meine is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Charles Erker serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. With 39 years of experience in financial services, he specializes in areas such as college education planning, divorce transition planning, liquidity management, philanthropic planning, individual and corporate investment strategy, tax minimization, and retirement income. Charles works closely with clients to develop personalized, integrated financial plans that consider their unique perspectives and priorities. He holds a Bachelor's Degree from the University of Kansas and the Professional Investment Advisor (PIA) designation. Charles is involved in his community through his participation on the Access Academies Financial Strategy and Asset Management committee as well as the Cor Jesu Academy Endowment Committee. Outside of his professional endeavors, he has personal interests in boating, music, photography, and writing.

Peter Flanigan is a CFP® professional with 42 years of experience in the financial industry. He has worked at Stifel Nicolaus & Co Inc since 2019 and held previous positions at Bank of America and Merrill. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports client decision-making in areas such as asset allocation and retirement planning.

Vanessa Valentino is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Todd Burton is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 65 and Series 63 licenses and having eight years of industry experience. He has worked at Wells Fargo Clearing Services since 2019 and previously held positions at TD Ameritrade, Ferro Magnetics, and Covent Bridge Group. 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 databases.

Michael Moeller is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo in various capacities since 2009. Moeller is also the principal owner of Moeller Investment Group LLC, an investment-related business based in Chesterfield, MO. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions, including specialized services such as business-owner transition and special-needs planning, delivered through a network of financial advisors using Wells Fargo research and planning tools.

Becky Vogel is a financial advisor at Stifel with 25 years of industry experience. She has held her current position at Stifel Nicolaus & Co Inc since 2014. Outside of her advisory work, she is involved in managing agricultural and hunting land through ownership of farm ground and a family LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Timothy Reeves is a financial advisor with LPL Financial in St. Charles, MO, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. His prior firms include Royal Alliance and National Planning Corporation, where he worked for a combined 15 years before joining LPL Financial. He is involved with Beacon Support Services LLC, a business entity related to tax and investment matters. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides diverse advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Lillie Lindsay is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. Her prior roles include positions at PNC Investments, Massachusetts Mutual Life Insurance Company, MML Investor Services, LLC, and U.S. Bancorp Investments, Inc. Outside of her advisory work, she is involved with Cornerstone Wealth Services and L Powell Investments LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management strategies supported by research and technology.

Justin Hall is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2015, with a one-year tenure at Ameriprise Financial Services, Inc. in between. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. 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.

Daniel Moorman is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2009 to 2016 and with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from the Wells Fargo Investment Institute and third-party data.

Li Ming Yin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 19 years of industry experience. Yin has worked with Wells Fargo Clearing and its related entities since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Dustin Ward is a financial advisor at Osaic with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Woodbury Financial Services, Questar Capital Corporation, OneAmerica Securities, and American United Life. He is also a managing partner and insurance agent at two St. Louis-based LLCs that sell fixed annuities and various insurance products. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a network of affiliated advisers. The firm combines brokerage and advisory services, financial planning, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct portfolios across multiple asset classes.