Alexandra Radosh is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jared Bangert is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017, following roles at Professional Employment Group and Commerce Bank. Based in Maryland Heights, MO, he has a background that includes both banking and professional consulting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Kevin Emerson is a financial advisor with OSAIC in Chesterfield, MO, holding Series 63 and Series 65 designations and 24 years of industry experience. He worked at Woodbury Financial Services for 22 years before joining OSAIC in 2024. Emerson also provides term insurance and fixed annuity quotes as an insurance agent. OSAIC serves a broad range of retail and institutional clients through a large network of advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various tools and platforms to construct diversified portfolios tailored to client preferences.

Garrett Walker is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and has worked at firms including Renaissance Financial Corp and Securian Financial Services Inc. Outside of his advisory role, he is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities across multiple program structures and custodial relationships.

Jessica Hejna is the Regional Director of Wealth Management at Fidelity Investments, where she leads a team and supports Planning Consultants within the Private Wealth Management organization. She has been in this role since 2025. Her experience in the financial industry spans over a decade, beginning as an Investment Specialist II at Edward Jones from 2010 to 2012. She then worked at Archer Wealth Management as an Operations & Investment Assistant from 2012 to 2013. Jessica joined Fidelity Investments in 2013 and has held various positions including Financial Representative, Relationship Manager, Investment Consultant, Financial Consultant, Wealth Management Planning Consultant, and Director of Managed Solutions before her current role. No information about her education, credentials, personal interests, or community involvement has been provided.

Mary Alsup Niedergerke is a financial advisor with LPL Financial based in Saint Charles, MO, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. She has worked with First State Bank of St. Charles for over three decades and has been with LPL Financial since 2018. Niedergerke is also associated with First State Wealth Advisors, a related investment business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and multiple management options.

Daniel Caputa is a financial advisor at Stifel with eight years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2017, following two years at Wells Fargo Advisors. He is based in St. Louis, MO. Stifel serves a diverse client base 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, which incorporates forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

Joshua Derwin is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 21 years of industry experience, including roles at Pruco Securities LLC and The Prudential Insurance Company of America. Outside of his advisory work, he is the managing member of Expedition Financial Services, an insurance and financial services business. LPL Enterprise serves a diverse client base spanning individuals, retirement plans, charities, corporations, and institutions through advisory and brokerage channels. The firm offers a range of services, including financial planning, model portfolio management, and access to third-party asset managers.

Troy Larsen is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has experience with Citigroup Global Markets dating back to 2000. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Benjamin Evers is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and three years of industry experience. His prior work includes positions at Stifel and Lindenwood University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational services. The firm structures financial planning as annual collaborative engagements using advanced analytics to develop recommendations without investment discretion.

John Hofman is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, Hofman serves on the finance committee and as a board member for homeowners associations in the Lake Sherwood area and manages a side business selling personal sporting event tickets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm offers a broad range of brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets through a large network of advisors.

Jeffrey Rettman is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Randstad, and Edward Jones. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

James Schier is a CFP® professional with 10 years of industry experience, currently affiliated with Cetera. He has worked with Renaissance Financial and Minnesota Life, among other firms, and serves as a member of the Sigma Tau Gamma Alumni Association board. Additionally, he volunteers as president of a local networking group and is involved in finance and community outreach roles at City Garden Montessori School and the Community Value Alliance. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and advisory services, supporting over 10,000 advisors and managing assets totaling more than $256 billion.

Jennifer Kollias is a financial advisor with Edward Jones, holding a Series 66 designation and over one year of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she serves as Vice President of Fundraising for the Timberland High School Band Booster in Wentzville, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Joseph Gibson is a financial advisor at Edward Jones with 29 years of industry experience. He holds the CFP® and Series 63 designations and has been with Edward Jones since 1996. Gibson serves as a board member for Planned Giving at Southeast Missouri State University, participating in fundraising and donor program discussions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies, operates under a fiduciary standard, and is notable for its large network of advisors and affiliated financial services.

Joshua Reichman is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in developing personalized financial strategies tailored to individual client goals. He focuses on areas including divorce transition planning, institutional and corporate benefit services, and investment consulting for endowments, foundations, and non-profits, among others. He holds a Bachelor's Degree from the University of Wisconsin System and maintains several professional designations, including Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Beyond his professional role, Joshua engages with the community through volunteering efforts aligned with Merrill's tradition of community participation. His personal interests include golfing, skiing, and traveling.

Natalie Schroer is a Series 66 licensed financial advisor at Edward Jones with seven years of industry experience. She has worked at Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Lukas Bridenbeck is a CFP® professional with 10 years of industry experience, currently advising at Raymond James & Associates. His previous roles include positions at Northern Trust Securities, Inc. and Northern Trust Bank. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse clientele including individuals, institutions, pension plans, and governmental entities. The firm offers tailored financial planning and consulting services, drawing on a broad range of portfolio management styles and affiliated research.

James Gaither is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings than many large institutional advisers.

Benjamin Miller is the Vice President Private Wealth Management Advisor at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2005, progressing through various positions including Vice President Financial Consultant, Financial Planning Consultant, and Retirement Planning Group Representative. Prior to joining Fidelity, he worked as a Financial Services Associate at Prudential Financial from 2004 to 2005. Throughout his career, Benjamin has focused on assisting clients in achieving their financial goals, emphasizing a client-centered approach in his work. His experience spans wealth management, financial consulting, and retirement planning. He is committed to supporting clients' objectives for themselves, their families, and their charitable activities. Outside of his professional responsibilities, Benjamin enjoys activities such as going to the beach, playing board games, participating in family activities, following football, and traveling.