Wesley Hauck is a financial advisor at Fidelity with two years of industry experience. His prior work includes roles at Allsup Employment Services, Midwest Equity Mortgage, LLC, and EMC Financial. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery through a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jennifer Landers is a financial advisor at Stifel with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a broad range of clients, 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’s services include fee-based financial planning and model allocations intended to support client decision-making.

Carter Wiegman is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he held positions at Wiegman Motor Company, Bass Pro Shops, Donnewald Distributing, Kloss Furniture, and worked at Highland High School. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations through a centralized consulting team.

Deven Holzer is a CFP® certificant and Series 66 licensee with 17 years of experience in financial advising, all of which has been with Edward Jones. He is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to managed accounts and affiliated mutual funds, and operates under a fiduciary standard when providing advisory services.

Jon Eaton is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of The Eaton Wealth Management Group. In this role, he serves a diverse clientele across Missouri and nationwide, including active and retired professionals, business owners, and families. Jon and his team focus on delivering customized financial strategies supported by Merrill specialists to help clients pursue improved financial futures with dedicated service and guidance. Jon joined Merrill in 2015 following more than 11 years at Wells Fargo Advisors, where he held various positions including portfolio specialist and product manager in the managed money division. He holds an Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning and a Personal Investment Advisor (PIA) designation. Jon earned his bachelor's degree in Finance from the University of Missouri-St. Louis. Outside of his professional work, Jon spends time with his wife and two children, engaging in activities such as skiing, hiking, golf, tennis, and pickleball. He is also active in his local parish in Chesterfield, Missouri, and participates in volunteering and fundraising for organizations including the Joshua Chamberlain Society, St. Jude Children's Research Hospital, and Operation Food Search.

Riley Just is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Wells Fargo Clearing Services and has diverse work history including roles in sports and fitness organizations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides written retirement income planning and ongoing advice focused on dependable income sources and tax‑aware withdrawal strategies.

Jack Raymond is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill Lynch Pierce Fenner & Smith Inc. since 2003 and Bank of America since 2010. He serves as Vice Chairman of the Board of Directors, a position to which he was elected for a one-year term starting in 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a wide range of clients including individuals, high-net-worth investors, and institutions.

Ann Murray is a financial advisor at Merrill with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Merrill since 2018, following three years at MML Investors Services. Merrill, together 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alan Lintker is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Charles Schwab, he worked at Td Ameritrade, Scottrade, and Charles Schwab Bank. Outside of finance, he was involved in a catering business for 17 years. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and operational resources.

Jeffrey Beckmann Jr. is a financial advisor with Ameriprise in Chesterfield, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. He is co-owner of Confluence Limited LLC, a business entity that manages his practice’s rent and employee salaries. Ameriprise provides retirement-income planning services aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jon Nelle is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2004. Outside of his advisory role, he is the owner of Nelle Enterprises LLC, a commercial real estate business in Saint Peters, MO. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Charles Theis is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s 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.

Micah Alsobrook is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 65 registrations with four years of industry experience. Prior to joining LPL Financial in 2024, he worked at Ameren Corporation and several Lockton affiliate firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Harsh Patel is a CFP® and ChFC® professional with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2013. He is involved in a family business assisting with paperwork and holds a limited membership role in a real estate company with no active responsibilities. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Kensey Szabo is a financial advisor at Edward Jones with eight years of industry experience. Szabo has worked at Edward Jones since 2017 and previously spent nine years at Clinical Products, LLC. Szabo holds the Series 66 designation and is based in Chesterfield, MO. 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 through a nationwide network of more than 23,700 financial advisors and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Christopher Ward is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Commerce Brokerage Services Inc. since 2010 and joined LPL Financial in 2023. Based in St. Louis, MO, he serves a diverse client base through his current firm. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.

Terry Holtsclaw is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at FSC Securities Corporation for eight years. Outside of his advisory role, he serves as the head coach of the St. Louis University men's rugby club. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement services through a network of independent Financial Professionals, utilizing a range of portfolio management and advisory platforms with both discretionary and non-discretionary strategies.

Susan Adams is a financial professional with 12 years of experience, currently affiliated with LPL Enterprise. She holds the Series 63 and Series 66 licenses and has previously worked with Prudential Insurance Company of America, Pruco Securities, and New York Life entities. Outside of her advisory role, she is involved with Envision Strategies, LLC, focusing on insurance and investment services. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering advisory and brokerage services supported by model portfolios, third-party asset management, and a range of financial products.

Thomas O'Donnell 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 2016. 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, supported by a large nationwide network of financial advisors and branch offices.

Kimberly Kettler is a financial advisor at Stifel with 17 years of industry experience. She holds the Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s proprietary investment methodology uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.