Ryan Paisley is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Corecap Investments, Foresters Equity Services, and Global Green Insurance Agency. He also maintains an insurance agent role specializing in life, property, and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to develop collaborative, goal-oriented strategies.

Kristin Ward is a financial advisor with LPL Financial in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. Her prior work includes roles at Gemini Wealth Group, LLC, Waddell & Reed, Inc., and Morgan Keegan & Company, LLC. Ward has also been involved with the St. Patrick's Day Parade Foundation and the CWS Chamber of Commerce. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Robert Bartenstein Jr. is a financial advisor at Edward Jones with 51 years of industry experience. He has been with Edward Jones since 2013 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 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.

Bethany Roberts is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones and LPL Financial. She is based in St. Louis, MO. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory to support its investment approach.

Alicia Ross is a financial advisor with Ameriprise in Defiance, Missouri, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2009. Outside of her advisory role, Ross serves as Treasurer and Secretary on the Board of Directors for Fairmount General Baptist Church and is involved with the Guiding Star Women's Missionary Society. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, delivering detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Sarah Ott is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 designation and previously worked eight years at Thrivent Financial and Thrivent Investment Management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning utilizing firm-approved tools and modeling techniques.

David Smith is a financial advisor with Cetera, holding the ChFC® designation and a Series 63 license, with 46 years of industry experience. He has been associated with Cetera and its affiliates since 2013 and has operated Smith Financial Group since 1995. In addition to his advisory work, he sells life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, with multiple program options and a multi-manager platform.

Alissa Beach is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and four years of industry experience. She has worked with Cetera Wealth Services and Cetera Advisor Networks since 2021 and serves as a financial coordinator at Walsh Financial Services, LLC. Beach also works as an insurance agent selling life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser operating a multi-manager platform that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a variety of program structures and custodial relationships.

Susan Goucher is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Stifel since 2007. Outside of her advisory role, she is also a licensed notary. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation, retirement, insurance, and estate planning analyses.

Charles Hessler is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He previously worked at Raymond James & Associates for nine years before joining Wells Fargo Clearing in 2022. 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 advice. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Kirkpatrick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Timothy Smith is a ChFC®-designated financial advisor with 21 years of experience at Mass Mutual Investors Services and MassMutual Life Insurance Co. He is based in Chesterfield, MO, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in individual and group life insurance sales and owns a financial LLC for pass-through compensation. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a collaborative financial planning process using firm-approved software and delivers written recommendations without investment discretion.

Maryjo Sellers is a financial advisor with Wells Fargo Advisors in St. Louis, Missouri. She holds Series 63 and Series 65 licenses and has 37 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and Prudential Equity Group, LLC in 2003. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Leo Schmid is a financial advisor with UBS Financial Services in Clayton, MO, holding Series 63 and Series 65 registrations and bringing 46 years of industry experience. He has been with UBS since 1995. Schmid also serves as a trustee for Mancicni Trust, where he is involved in investing activities for compensation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Margaret Smith is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2008. Outside of her advisory role, she serves as a notary public. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Natalia Staniek is a Series 66-licensed financial advisor with Morgan Stanley in Clayton, MO, with five years of industry experience. Her work history includes roles at Triad Financial Group, Carrollton Bank, Ameren, Reliance Bank Headquarters, and JP Fields, as well as teaching at the University of Missouri - St. Louis. Morgan Stanley Wealth Management offers advisory programs to individuals and institutions, providing tailored financial planning that utilizes firm-approved tools and investment modeling through the Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Kaitlyn Arrow is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and is based in Clayton, 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 and investment solutions, operating under a fiduciary standard and supported by a nationwide network of financial advisors and branch offices.

Courtney Walters is a financial advisor at Edward Jones in Hazelwood, MO, holding a Series 66 designation with 16 years of industry experience. Walters has been with Edward Jones since 2010. 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 discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Jacob Greer is a financial advisor at Merrill with Series 66 and Series 65 credentials. He has been with Merrill and Bank of America since 2026 and has prior experience at Dell Technologies and various other companies. 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 range of clients including individuals, high-net-worth clients, and institutions.

Abigail Huckabee is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Her prior work includes roles at Mercy Investment Services, Inc., Saint Louis MetroMarket, and Washington University in St. Louis. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning using a combination of proprietary research and third-party data.