Marissa Stegmann is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services LLC since 2024. Her prior work experience includes roles at ADP, Siemens, and Enterprise Rent-A-Car. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Cynthia Berry is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include positions at Merrill and Banc of America Investment Services. She has been with Wells Fargo Advisors and its affiliated clearing firm since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop tailored client recommendations.

Kevin Miller is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities since 2007, following six years at Citigroup Global Markets. Outside of his advisory work, he is the author of a book that he plans to publish as an ebook or potentially adapt for a movie. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment research to support client strategies while generally acting in an advisory capacity.

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, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at TD Ameritrade and Edward Jones. Outside of finance, he worked at Hannibal LaGrange University and RACM Ranch for several years. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management and proprietary research to tailor investment plans aligned with clients’ goals and risk tolerances.

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 CFP® and ChFC® with 23 years of industry experience. He has worked at Edward Jones since 2012 and previously spent three years at MSI Financial Services, Inc. Halterman serves as an elder at Zion Lutheran Church and School in St. Charles, MO, and volunteers as a statistician for the Francis Howell Central boys basketball team. 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 over $1 trillion in assets and offers a range of investment advisory programs and wrap fee strategies through a large nationwide network of financial 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®-certified financial advisor with seven years of industry experience, currently with Edward Jones since 2019. His prior roles include positions at Cornerstone Wealth Management and PJ's Wine & Liquor. Edward Jones is a full-service wealth management firm serving over 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 manages approximately $1.01 trillion in assets and is recognized for its extensive retail advisor network and affiliated financial services.

Francis Imbriglia is a financial advisor with LPL Enterprise in St. Louis, MO, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Qventus, ECG Management Consultants, BJC Healthcare, and Washington University in St. Louis. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Cole Milam is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining LPL in 2021, he held roles at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company, and worked with the Boston Red Sox. Outside of his advisory work, Milam is involved in athletic development as a pitching coordinator for Gators Baseball Academy and through the Maximized Pitching Lab. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its advisors with research and operational tools while overseeing more than $819 billion in discretionary assets.

Christian Bradford is a financial advisor at Merrill with nine years of industry experience. He holds the Series 65 and Series 66 licenses and has previously worked at firms including Bank of America, Wells Fargo Clearing Services, and Fisher Investments. Outside of his advisory role, he teaches fourth-grade Catholicism at Immaculate Conception Catholic Church in Dardenne Prairie, MO. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Gary Saeks is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He previously worked at Merrill for 13 years before joining Wells Fargo in 2016. Outside of advising, he is a 50% co-owner of a vacation rental property in Keystone, Colorado. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

John Rosenthal is a financial advisor at Stifel in Clayton, MO, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Stifel since 1993. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Eric Halter is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Financial Engines Advisors L.L.C., Financial Engines Advisor Center, LLC, and The Mutual Fund Store. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary management with an emphasis on diversified portfolios and long-term strategies.

Quinn Schafer is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill, Schafer held various academic positions at multiple universities from 2015 to 2024. 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 strategies for individuals, high-net-worth clients, and institutional investors, with a focus on strategic and tactical asset allocation and tax-aware investment options.

Wynne Murphy is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. Murphy specializes in developing personalized financial strategies tailored to clients’ unique goals and changing market conditions, leveraging investment insights from Merrill alongside banking and lending solutions from Bank of America. Murphy holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Missouri System. Committed to community involvement, Murphy participates in volunteer activities with local organizations, reflecting Merrill’s tradition of engagement in the communities served.