Michael A. Roy is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with UBS since 2006. Outside of his advisory work, he is involved in the distribution of trust assets for the E.C. and N.C. Rev Living Trust. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets services.

Milap Mehta is a financial advisor at Edward Jones in St. Louis, MO, with four years of industry experience. He holds the Series 66 designation and previously worked at Lifeline Vascular Care and Alight Solutions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Mary Dinwiddie is a financial advisor at Edward Jones in Saint Louis, MO, holding a Series 66 designation with 20 years at the firm and nine years of industry experience. She has worked exclusively with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael Dorigan is a financial advisor at Osaic with 10 years of industry experience. He holds a Series 66 designation and has worked at Diversified Financial Advisory Group and FSC Securities Corp. Dorigan also operates his own investment advisory and insurance businesses, providing financial planning and insurance product services. OSAIC Wealth serves a diverse client base, including retail and institutional investors, and offers a range of advisory and brokerage services through a large network of affiliated advisers. The firm utilizes asset-allocation tools, risk assessments, and multiple investment platforms to create portfolios tailored to client preferences.

Zachary Beiermann is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, having six years of industry experience. His work history includes roles at Edward Jones since 2018, as well as positions at Indiana University and Diversified Financial Services, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets with a network of more than 23,700 financial advisors and is noted for its extensive retail advisor and branch footprint and affiliated financial services beyond traditional advisory offerings.

Leonard Pritchett II is a CFP®-designated financial advisor with over 30 years of experience, currently practicing at Edward Jones in Tempe, AZ. He has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Hackmann is a CFP®-certified financial advisor with 13 years of industry experience. He has been with OSAIC since 2014 and also operates as an independently contracted insurance agent, marketing Medicare supplement insurance policies. Hackmann serves as a member of the Board of Elders at Immanuel Lutheran Church. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools and third-party managed-account solutions.

Rodney Kinzinger is a financial advisor at Edward Jones with nine years of experience in the industry. He holds a Series 66 designation and previously worked at Deloitte for 30 years. He serves as the Finance Committee Chair for Logos School in St. Louis, MO, demonstrating involvement in the local community. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment solutions, and fiduciary services supported by a large nationwide network of advisors and branch offices.

Patrick Riordan is a CFA® charterholder and holds a Series 66 license, with 10 years of experience in the financial industry. He has been with Edward Jones since 2016. Based in St. Louis, MO, he works at one of the largest wealth management firms in the United States. Edward Jones serves more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Troy Groat is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and access to affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Margarita Gonzalez is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She previously worked at Scottrade, Inc. from 2005 to 2021 and has been with Charles Schwab since 2021. Outside of her advisory role, she serves as Vice President of Communications on the board of the Geggie Elementary PTO in Eureka, Missouri. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated financial planning and managed-account services. The firm provides both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and an integrated operational structure.

Nicole Spiker is a financial advisor at Charles Schwab with nine years of industry experience and holds a Series 66 credential. She has worked at Charles Schwab since 2020 and has prior experience with Scottrade and TD Ameritrade. Outside of her advisory role, Nicole is involved in advertising and marketing as a dog handler for a canine model for Chewy. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management solutions with integrated brokerage, custody, and advisory services.

Brendan Kane is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

John Roskowske is a CFP® professional with 13 years of experience in the financial industry. He has worked at Edward Jones since 2017 and was previously employed at Stifel from 2011 to 2017. He is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Jensen is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 designations and has 28 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1998 until 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and brokerage and insurance products, supported by an integrated platform that combines advisory services with active sales of financial products.

Nicholas Hummel is a CFA® charterholder based in St. Louis, MO, with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 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.

Stephanie Ems is a financial advisor at Edward Jones in St. Louis, MO, with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Shellie Fronick is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She previously worked at Morgan Stanley for nine years before joining Wells Fargo Clearing in 2022. Outside of her advisory role, she instructs Jazzercise fitness classes in Valley Park, MO. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kathrine Gatewood is a financial advisor at Edward Jones with seven years of industry experience. She has worked at Edward Jones since 2018 and previously spent five years at Citibank NA. Outside of advising, she is involved in running G3 Universal, LLC, a business supporting her daughters' schooling through sales of novelty items, and serves as a member manager of the affiliated Speak Life Ministry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

Daniel Roper is a Series 66 licensed financial advisor with Edward Jones in Sunset Hills, MO, where he has worked since 2008. He has 17 years of industry experience. 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 and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.