James Mackoul is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has worked with Equitable Advisors since 1999, following a tenure at AXA Advisors. Outside of his financial advisory role, he serves as a volunteer priest. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor investment solutions based on client goals and risk tolerance.

James Weger is a financial advisor with LPL Enterprise in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products.

Brandon Laxton is a CFP® certificant and registered investment advisor affiliated with LPL Financial, with six years of industry experience. Prior to joining LPL Financial in 2024, he worked at Moneta Group Investment Advisors, Buckingham Asset Management, and U.S. Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a broad range of financial planning and advisory services, including discretionary and non-discretionary management, supported by research and model portfolios.

Marissa Stegmann is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Her prior work includes roles at ADP, Siemens, Cintas, and Enterprise Rent-A-Car. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations tailored to clients’ needs.

Cynthia Berry is a financial advisor with Wells Fargo Advisors in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with planning engagements typically structured as discrete projects.

Kevin Miller is a financial advisor with Morgan Stanley, holding Series 65 and Series 63 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is an author who has written a book that is planned for either movie rights sale or eBook publication on Amazon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside its Global Investment Committee’s research to assist clients.

Brian Schmuke is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes roles at MetLife Securities Inc. and MassMutual Life Insurance Co. He is also an agent for individual life and group life/health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses technology-driven tools to support annual, collaborative planning engagements and provides specialized offerings such as divorce planning and employer-sponsored programs.

Joe Insinna is a Financial Consultant currently working at Fidelity Investments. He has held multiple roles at Fidelity since 2023, including Investment Consultant and Planning Consultant. Prior to joining Fidelity, Joe worked as a Financial Advisor at Larson Financial Group from 2020 to 2023 and as a Registered Client Associate at Wells Fargo from 2018 to 2020. Joe focuses on helping families build sound financial plans through efficient investment strategies. His experience spans financial consulting, investment advising, and client planning. Outside of his professional work, Joe has interests in biking, fitness, golf, music, reading, and running.

Alexander Roy is a financial advisor with UBS Financial Services in Chesterfield, MO, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at TD Ameritrade, Edward Jones, and an earlier tenure at UBS. He also has a background in academia, having worked at Hannibal LaGrange University for six years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including discretionary portfolio management and alternative product distribution.

Jonathan Raskas is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, personal retirement planning, small business strategies, and retirement income. Jonathan focuses on creating financial strategies designed around clients' goals and aspirations, emphasizing understanding life priorities in his work. He holds a Master's Degree from Northwestern University and a Bachelor's Degree from Columbia University. Jonathan is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He serves as President of RALPHCARES, a nonprofit organization providing dental bags to children. Jonathan is also involved in the community as a volunteer medical air transport pilot for children with Wings of Hope. His approach is grounded in listening with intention, developing plans that balance wealth, time, risk, and purpose for his clients.

Robert Halterman is a financial advisor at Edward Jones in St. Charles, MO, holding the CFP® and ChFC® designations with 22 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory work, he serves as an elder at Zion Lutheran Church and School and works as a statistician for Francis Howell Central boys basketball. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, supported by a nationwide network of more than 23,700 advisors.

Noah Luebbehusen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. His work history includes positions at Wells Fargo Clearing Services, UBS Financial Services, and teaching roles at Wabash College and Jasper High School. 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 combines research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory to guide its offerings, operating at a large scale with more than 14,000 financial advisors.

Robert Beckmann Jr. is a CFA® charterholder with 38 years of industry experience, currently serving as a financial advisor at Stifel since 2007. Based in St. Louis, MO, he holds Series 63 and Series 65 licenses. Outside of his advisory role, Beckmann is involved in multiple farming operations and serves as a board member and investment committee participant for the Nubability Athletics Foundation, a nonprofit supporting sports camps for limb different children. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and modeling developed by its Investment Strategy Group.

Grayson Ram is a CFP® and Series 66-licensed financial advisor with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at PJ's Wine & Liquor and Cornerstone Wealth Management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 financial advisors.

Francis Imbriglia is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has prior experience at Qventus, ECG Management Consultants, BJC Healthcare, and Washington University in St. Louis. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio programs, and access to third-party asset management, combining these with a platform that integrates adviser programs and sales of other financial products.

Cole Milam is a financial advisor with LPL Financial in St. Louis, Missouri, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining LPL Financial in 2021, he worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Outside of his advisory role, Milam is involved in athletic development as a pitching coordinator at Gators Baseball Academy and operates Maximized Pitching Lab. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology-driven solutions.

Christian Bradford is a financial advisor with Merrill in Saint Peters, MO, holding Series 65 and Series 66 licenses and nine years of industry experience. His career includes roles at Bank of America, Wells Fargo Clearing Services, Fisher Investments, and TD Ameritrade. Outside of finance, he teaches fourth-grade Catholicism at Immaculate Conception Catholic Church in Dardenne Prairie, MO. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Robert Hofman is a CFP®-credentialed financial advisor with 11 years of industry experience. He is currently associated with Wells Fargo Clearing and has previously worked at Morgan Stanley Private Bank. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to a range of clients including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions backed by research from Wells Fargo Investment Institute and third-party sources.

Gary Saeks is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a 50% co-owner of a vacation rental property in Keystone, Colorado. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products alongside traditional investment options.

Ryan Gridley is a financial advisor at Ameriprise in Chesterfield, MO, holding a Series 66 designation with approximately six years of professional experience across various roles including education and business growth. Prior to joining Ameriprise in 2025, he worked at Arsenal Business Growth and Maryville University. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, utilizing a centralized consulting team that combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations.