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 financial advisor with OSAIC based in Chesterfield, MO, holding CFP® and Series 66 designations and bringing 23 years of industry experience. He has been associated with Royal Alliance Associates, Inc. since 2005. In addition to his advisory role, he provides notary services to clients free of charge. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios across various investment types.

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.

Nicholas Fleming is a financial advisor with Charles Schwab, holding a Series 66 credential and beginning his advisory career in 2024. His background includes multiple community roles with local Catholic churches and a full-time education career from 2014 to 2020. Charles Schwab & Co., Inc. provides wealth advisory services primarily to high- and ultra-high-net-worth individuals, offering a combination of non-discretionary and discretionary investment options through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm’s integrated structure supports a wide client base with centralized custody, advisory, and brokerage services.

James Mcatee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. He is involved with an investment club called The Prodigal Sons in St. Louis, MO. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Thomas Biermann is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Raymond James & Associates since 2010. Raymond James & Associates is a large, dually registered broker‑dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services through multiple specialized divisions.

Andrew Dickinson is a financial advisor with UBS Financial Services in Chesterfield, MO, holding a Series 66 designation and 20 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Breianna Klein is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at WTW and has a background that includes community involvement, such as providing softball coaching lessons to children in Kirksville, MO. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of investment advisory programs, supported by a nationwide network of more than 23,700 financial advisors.

Carissa Lambrecht is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. 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 solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cheryl Straatmann is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she is the owner of C & K Straatmann Farms LLC in St. Louis, where she is involved in farming. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jeffrey Guidry is a financial advisor with Edward Jones in Brentwood, MO, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he serves as a boys basketball coach at Triad High School in Troy, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm provides a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Andrew Herr is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Fidelity and Everbank Wealth Management. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements and various programs including wrap and money-manager services.

Aaron Foster is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at City National Bank, JPMorgan Chase Bank NA, and J.P. Morgan Securities LLC. Outside of his advisory work, he is a partial owner of a family farm managed through an LLC for multigenerational purposes. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with a range of advisory programs, providing portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles. The firm utilizes a combination of in-house and third-party investment managers and offers integrated capital-markets and alternative investment capabilities.

Gerald Padawer is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is involved with the Conwood Group, a personal investment business. 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, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Williams is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market models.

David Adam is a CFP® with 29 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 holds a minority ownership interest in a family land investment partnership. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

David Schulte is a financial advisor at Stifel with 39 years of industry experience, including 38 years at the firm. He holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and planning analyses.

Mitchell Newhouse is a financial advisor at Charles Schwab with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years before joining Schwab in 2025. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 a multi-asset investment approach supported by in-house research and alternative investment due diligence.

Kottia Abernathy is a Series 66 licensed financial advisor with 15 years of industry experience, currently practicing at Edward Jones in Maryland Heights, MO. She has been with Edward Jones since 2008. Outside of her advisory role, she manages marketing design and communication services through The Creative Suite LLC and oversees a cleaning service company, SimplyClean Cleaning Company, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.