Michael Belville is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Edwin Keiser is a Series 66-licensed advisor with J.P. Morgan Securities and has four years of industry experience. He has held positions at JPMorgan Chase Bank, Bank of America, and several retail companies. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Jennifer Green is a financial advisor with LPL Financial in Saint Charles, Missouri, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked with LPL Financial since 2007 and has been associated with Vantage Credit Union since 2002, where she serves as Director of Quality Assurance. Green also works as an adjunct instructor at Lindenwood University, teaching courses on investments, business law, and consumer finance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, combining proprietary research and model portfolios with both discretionary and non-discretionary management options.

Christopher Cantu is a financial advisor at Merrill with 19 years of experience at the firm and 10 years in the industry. He holds a Series 66 designation. Outside of his advisory role, he serves as a committee member on the board of directors for the charitable organization Cultural Leadership and operates a sole proprietorship selling Hallmark ornaments online. 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. The firm offers model-based and discretionary investment strategies for a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shawn Baker is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kestra Investment Services, Kestra Advisory, and Duncan Financial Management. Outside of his advisory role, he serves as President and CEO of SB Capital Management LLC, which provides tax preparation services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven investment strategies.

Nicholas Baker is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. He holds Series 65 and Series 63 designations. His prior work includes roles at Wells Fargo Clearing Services, TD Ameritrade, and Scottrade. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Ajdin Korkaric is a financial professional with J.P. Morgan Securities and holds a Series 66 designation. He has experience working with several firms including Renaissance Financial and Cetera Wealth Services. Outside of his advisor role, he has operated Grbic Private Events for three years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Michael Gaffney is a Senior Financial Advisor with Merrill Lynch Wealth Management. He manages the personal wealth and finances for a select group of families, retirees, corporate executives, and business owners across the country. Since beginning his career in financial services in 2012 and joining Merrill Lynch in 2014, Michael has served as a trusted advisor to high-net-worth individuals, business executives, and entrepreneurs. Michael’s approach to wealth management is process oriented and built on a careful understanding of his clients’ lives and objectives. He works closely with clients to identify and prioritize goals related to estate planning, investments, tax minimization, wealth transfer, retirement income, and other areas. Michael collaborates with clients’ attorneys, tax professionals, and insurance experts to create cohesive and customized strategies. His expertise includes executive compensation, family wealth management, philanthropic planning, small business strategies, special needs planning, and tax minimization. Michael holds a bachelor’s degree in finance and business economics from Southern Illinois University. He carries the Personal Investment Advisor (PIA) designation. Outside of work, he lives in Wildwood, Missouri with his wife and two sons. Michael is an active member of his community and serves on the Nationwide Gift Planning Advisor Council for the American Cancer Society.

William Brinkmeyer is a CFP® with 35 years of industry experience, currently serving at Wells Fargo Clearing since 2017. Prior to that, he worked at Umb Financial Services, Inc for 11 years. He is involved with the Lutheran Foundation in Clayton, MO, where he reviews performance on a monthly basis. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans. The firm offers both discretionary and non-discretionary services with an IPS-driven approach grounded in modern portfolio theory, including a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Charles Galli is a CFP® with 23 years of industry experience, currently serving as a financial consultant at Stifel since 2009. He is based in Frontenac, Missouri, and has been involved in financial consulting since 2002. Galli is a member of the Saint Louis University Billiken Club Board of Directors, where he helps organize fundraising events for the university’s athletic department. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s proprietary investment methodology, developed by its Investment Strategy Group, guides asset allocation and financial planning, with clients retaining discretion over implementation.

Adam Maddox is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Thrivent Financial. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform.

Mark Hannah is a CFP® professional with 29 years of industry experience, currently serving at Equitable Advisors since 2001. He previously worked with Axa Advisors, LLC from 2001 to 2020. Outside of his advisory role, Hannah is involved with Washington University as co-chair for alumni activities and serves on the marketing committee and board of Rohan Woods School in St. Louis, MO. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and multiple third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Janice Oexeman is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of her advisory role, she is involved with SKL Legacy LLC, which focuses on agriculture and real estate. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee’s analyses.

Michael Waller is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked within Wells Fargo and its affiliates since 2014. Outside of his advisory role, he is involved in investment-related activities through his ownership interests in MAGIS LLC and Michael T. Waller Financial Services LLC. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and sports and entertainment planning, utilizing proprietary research and planning tools.

Dawn Walkup is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an advisory program managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices. The firm offers a range of investment strategies and related services operating under a fiduciary standard.

Ronald Gibbs is a financial advisor with Edward Jones in Maryland Heights, MO. He holds Series 63 and Series 66 designations and has 36 years of industry experience, spending his entire career at Edward Jones since 1989. 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.

Timothy Price is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, he is involved with Locust Motor Portfolio LLC, a real estate business based in Saint Louis, MO. 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 advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Grant Washburn serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. With nearly 24 years at Merrill, he specializes in a range of client focus areas including college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, and retirement income. He collaborates closely with clients to develop personalized financial strategies tailored to their long-term goals. Grant holds a Bachelor's Degree from the University of Kansas and has earned the Personal Investment Advisor (PIA) designation. He emphasizes a personalized, one-on-one approach to wealth management and draws on the investment resources of Merrill along with banking and lending solutions from Bank of America. Outside of his professional role, Grant is actively involved in community volunteer work aligned with Merrill’s tradition of community participation. He enjoys golfing, reading, running, and spending time with his family. He is married and has four children.

Randy Zimmermann is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and possessing 39 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he has been affiliated with Belleville Area College since 1984. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Carlos Rivas is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Cetera and its related entities since 2013. Outside of his advisory role, he serves as an umpire official for the Missouri Umpire Association. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with discretionary and non-discretionary programs.