William Brinkmeyer is a CFP® professional with 36 years of industry experience, currently serving at Wells Fargo Clearing Services, LLC since 2017. His prior experience includes roles at Umb Financial Services, Inc., FIFTH THIRD SECURITIES, Inc., and VOYA Financial Advisors, Inc. He participates in reviewing performance for the Lutheran Foundation in Clayton, MO. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Charles Galli is a CFP®-certified financial advisor with Stifel, based in Frontenac, MO, and has 24 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Galli serves on the Board of Directors for the Saint Louis University Billiken Club, where he helps organize fundraising events for the university's athletic department. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation and financial planning decisions.

Matthew Ehrenreich is a Senior Financial Advisor with Merrill Lynch Wealth Management, operating out of Cape Girardeau, Missouri. He began his financial career in 2011 and joined Merrill Lynch Wealth Management in 2018. Matt focuses on servicing the unique needs of business owners and entrepreneurs, leveraging the insights of Merrill and banking access through Bank of America to provide a broad range of financial services. He develops tailored strategies to help clients and their families pursue both short- and long-term financial goals. Matt's approach centers on creating relationships with clients to understand their goals and aspirations. He emphasizes starting every relationship with a conversation to identify and prioritize clients' most important financial objectives. His expertise includes education planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, small business strategies, and retirement income. He utilizes retirement and estate planning services to tailor wealth management strategies to individual client lifestyles. Matt earned a Bachelor of Science in Business Administration with an emphasis in Finance from the University of Missouri in 2010. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Outside of work, Matt is an active member of the Cape Girardeau community, participating in the Cape Girardeau Noon Lions Club and serving on the Economic Vitality Committee of the Old Town Cape Girardeau Board. His personal interests include golfing, ice hockey, and writing.

Jonathan Garland is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to his current role, he has experience with Citibank and has contributed to education by facilitating communication workshops for nursing students at Webster University using applied improvisation techniques. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, and charitable organizations. 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.

Adam Maddox is a financial advisor with LPL Enterprise in St. Louis, MO, holding Series 63 and Series 66 designations and possessing 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 provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by in-house research, third-party strategists, or TAMP sponsors, and offers financial planning, access to third-party asset managers, and a wrap program.

Michael Williams is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Investments, UBS Financial Services, and Bank of America. Outside of his advisory role, he coaches CrossFit fitness classes in Webster Groves, Missouri. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Hannah is a CFP® professional with 29 years of industry experience, currently serving at Equitable Advisors since 2001. He previously worked at Axa Advisors, LLC, overlapping with his tenure at Equitable. Outside of his advisory role, Hannah is involved with Washington University as co-chair for alumni activities and serves on the board and marketing committee of Rohan Woods School in St. Louis. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, institutional, and corporate clients. The firm’s approach includes matching clients to various advisory program models and third-party asset managers, with a service offering that spans mutual funds, ETFs, separately managed accounts, and select alternative investments.

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-affiliated entities since 2016. Outside of his advisory role, he is involved with MAGIS LLC and Michael T. Waller Financial Services LLC, both investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services with tailored recommendations supported by proprietary research and 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 licenses and bringing 40 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has been affiliated with Belleville Area College since 1984. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party data to support its investment strategies.

Carlos Rivas is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Cetera and its affiliated firms since 2013. Prior to that, he was employed at PNC Wealth Management and Wells Fargo Clearing. Outside of his advisory role, Rivas serves as an umpire official for the Missouri Umpire Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Donald Beckham is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he provides investment management services and financial planning to individual clients. He specializes in lifetime retirement income planning, estate planning, wealth transfer, and assists not-for-profit foundations with portfolio strategies. Beckham also works with businesses to design and implement Employer Sponsored Retirement Plans such as Simple IRA, SEP, 401(k), Profit Sharing, and Defined Benefit Plans. He began his financial career in 1989 and joined Merrill Lynch in 2000. Beckham holds several designations including Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA). He earned a Bachelor of Science in Business Administration from Southeast Missouri State University in 1982 and obtained an Associate's Degree from Jefferson College. Beckham resides in Cape Girardeau with his wife, Lisa. He is an active member of the Cape Girardeau Noon Lions Club and serves on the board of KidSight Missouri.

Linda O'Connor is a financial advisor with Raymond James & Associates in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Phillip Lux is a financial advisor at Stifel with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at Stifel Independent Advisors, LLC, Rise on 9th, Etched in Stone, and the University of Missouri. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and supports client decision-making across various asset allocation and retirement planning needs.

Anthony Culella is a CFP® professional with 23 years of industry experience. He is affiliated with OSAIC and has worked with Royal Alliance Associates, INC. since 2005. In addition to his advisory role, he provides notary services to clients free of charge. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services that emphasize model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Brian Beam is a financial advisor at Edward Jones with 32 years of industry experience. He has held Series 63 and Series 66 registrations and 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 offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.