Greg Stellhorn is a financial advisor with Thrivent Investment Management in Collinsville, IL, holding a Series 66 credential and possessing 11 years of industry experience. He has been with Thrivent Financial and its investment management arm since 2014. Outside of his advisory role, Stellhorn serves on the board of directors for Camp Wartburg, a Christian retreat and summer camp facility. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based financial planning without discretionary portfolio management, focusing on a wide range of planning topics including retirement, tax, estate, and special needs planning.

Jonah Mahowald is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 licenses. His prior work includes roles at Wells Fargo Clearing Services LLC and KocoureK Motor Company. Fidelity’s Strategic Advisers LLC, where Jonah is based, provides investment management and advisory services to both retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering services that include discretionary portfolio management and fund advisory across various investment vehicles.

Nancy Diak is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. Her career includes multiple roles within Wells Fargo Clearing and Wells Fargo Advisors since 2008, as well as previous work at A. G. Edwards & Sons, Inc. She has an ownership interest in a small business selling Scentsy products. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services, using proprietary research and tools to develop tailored recommendations.

Vijay Brahmbhatt is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Commerce Brokerage Services Inc and Northwestern Mutual firms. He has been involved with Metro East Legacy FC for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational tools, while managing over $819 billion in discretionary assets.

David Monroe is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with three years of industry experience. He has been with Stifel since 2017, following a year at Gradstaff. Stifel serves a diverse client base including individual, institutional, charitable, and municipal clients, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jonathan Miner is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and previously worked at Stifel Nicolaus for 15 years before joining Edward Jones in 2023. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of more than 23,700 financial advisors.

Christopher Bowers is a Series 66-credentialed financial advisor with Edward Jones, based in St. Louis, MO. He has been with Edward Jones for 10 years. 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 and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Meine is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Elizabeth Nguyen is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Charles Erker serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. With 39 years of experience in financial services, he specializes in areas such as college education planning, divorce transition planning, liquidity management, philanthropic planning, individual and corporate investment strategy, tax minimization, and retirement income. Charles works closely with clients to develop personalized, integrated financial plans that consider their unique perspectives and priorities. He holds a Bachelor's Degree from the University of Kansas and the Professional Investment Advisor (PIA) designation. Charles is involved in his community through his participation on the Access Academies Financial Strategy and Asset Management committee as well as the Cor Jesu Academy Endowment Committee. Outside of his professional endeavors, he has personal interests in boating, music, photography, and writing.

Tyler Carmack is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Steris, O'Fallon Brewery, Midwest Pool Management, and Xavier University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large network of financial advisors and branch offices nationwide.

Peter Flanigan is a CFP® professional with 42 years of experience in the financial industry. He has worked at Stifel Nicolaus & Co Inc since 2019 and held previous positions at Bank of America and Merrill. Stifel serves a broad range of clients, 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 that supports client decision-making in areas such as asset allocation and retirement planning.

Daniel Will is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2020. Prior to that, he spent nine years at Round Room. Outside of his advisory role, he serves on a membership committee for a local networking organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a variety of investment strategies and affiliated financial services through a large nationwide network of advisors and branch offices.

Vanessa Valentino is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 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.

Todd Burton is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 65 and Series 63 licenses and eight years of industry experience. He previously worked at TD Ameritrade and Ferro Magnetics before joining Wells Fargo Clearing in 2019. 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 uses research and analytics to guide its investment approach and offers both brokerage and advisory solutions.

Becky Vogel is a financial advisor at Stifel with 25 years of industry experience. She has held her current position at Stifel Nicolaus & Co Inc since 2014. Outside of her advisory work, she is involved in managing agricultural and hunting land through ownership of farm ground and a family LLC. 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 allocation methodologies.

Andrew Chauvin is a financial advisor with Edward Jones in Hazelwood, MO, holding a Series 66 designation and 13 years of industry experience, all with Edward Jones since 2013. Outside of his advisory work, he assists with expense tracking and setup for his wife's art business, although he is not compensated for these activities. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions, with approximately $1.01 trillion in assets under management and a large nationwide network of advisors and branches. The firm offers a range of advisory programs, investment options, and fiduciary services.

Timothy Reeves is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Royal Alliance, National Planning Corporation, and American General Securities Incorporated. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms with a range of strategic and tactical investment options.

Matthew Curran is a financial advisor at Edward Jones in St. Louis, MO, with 24 years of industry experience. He has held his current role since 2008 and holds Series 63 and Series 66 designations. 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 and provides a broad range of advisory programs and investment solutions through a nationwide network of financial advisors.

Stephen Groves is a financial advisor with Charles Schwab in Edwardsville, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Charles Schwab in 2021, he spent ten years at Greenville University, where he currently serves as Outdoor Adventure Director. He is also a board member of Durley Camp and Retreat Center, participating in planning for the camp's future. Charles Schwab serves primarily 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 investment guidance and access to affiliated discretionary separately managed accounts, supported by a centralized operational structure.