Caspar Unterreiner is a financial advisor with OSAIC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience and has worked at OSAIC since 1995, as well as Financial Legacy Associates, LLC since 1998. In addition to his advisory work, he operates a sole proprietorship focused on analyzing, recommending, and selling life and health insurance. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include a range of investment types.

Gary Kwawer is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a director for Moolah Shrine Photostaff and operates GNK Photography LLC, focusing on fine art photography. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweeps.

Lon Broske is a CFP®-designated financial advisor with over 32 years of industry experience. He is currently with OSAIC and has held positions at Pines Wealth Management and Royal Alliance Associates. In addition to his advisory work, he owns a sole proprietorship through which he sells term life and long-term care insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across multiple investment types.

Brian Sturm is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He is based in Town & Country, MO, and has involvement in a family farming operation in Columbia, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and affiliated financial services supported by a national network of over 23,000 advisors.

Alexander Eisenbeis is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. He previously worked at FleishmanHillard for five years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals, institutions, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Phillip Wight is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at Mass Mutual Investors Services, New York Life, Guardian Life Insurance, and Larson Financial Group. Outside of advisory work, he is a volunteer handler for the nonprofit Dogs on Duty and owns a transportation business, StlTopRides. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Sarah Buerk is a financial advisor with Cetera, holding a Series 66 designation and based in St. Louis, MO. She has one year of industry experience, having previously worked at Renaissance Financial and Faber & Brand, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Emily Kingston is a financial advisor at Merrill with a Series 66 designation and nine years of industry experience. She has been with Merrill since 2012 and has also held positions at Fossil, Loft, and Bek Restaurant. In addition to her advisory role, she serves as a power of attorney for fiduciary entities in the St. Louis area. 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 and profit-sharing plans, corporations, and charitable organizations.

Sandra Smith is a financial advisor with Wells Fargo Advisors in Saint Peters, MO, holding Series 63 and Series 65 licenses and with 32 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her advisor role, she serves as a trustee and co-trustee for multiple family trusts and manages administrative duties for Smith Mundwiller Securities LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations to clients who meet certain net-worth criteria.

Paul Novelly II is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel and its affiliates since 2005. Outside of advising, he is involved in multiple family-owned businesses in real estate development, oil trading, and construction, and serves as a director or officer in several investment and charitable entities. Stifel serves a broad client base including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology. The firm provides fee-based financial planning and investment analysis, with clients retaining discretion over plan implementation.

Michael Briner is a CFP®-certified financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2011. He has 12 years of industry experience. Outside of his advisory role, he officiates sanctioned hockey games with the Missouri Ice Hockey Officials Association. 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 strategies, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Leo Seiler is a CFP® and Series 66-registered financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2018 and previously spent two years at Total Quality Logistics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed strategies supported by a large nationwide network of financial advisors and branch offices.

Christine Arendes is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and six years of industry experience. She previously worked at Wells Fargo Clearing Services LLC and Medical West Respiratory Services. 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 and a nationwide network of more than 23,000 advisors, the firm offers a range of advisory programs and maintains affiliated capabilities including a trust company and affiliated mutual funds.

Matthew Salin is a CFP® and ChFC® credentialed financial advisor with Edward Jones, where he has worked since 2004. He has 21 years of industry experience and is based in St. Charles, Missouri. 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 under management and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Robert Herdler is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO, holding the ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience, all with MassMutual and its affiliated firms. Herdler is also the owner of RCH Financial, LLC, a privately held entity. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software and structured, collaborative client relationships.

Robin Huffman is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2007. Outside of her financial advisory role, she is the founder and CEO of The Mortality Mentor, a death doula consulting service based in St. Louis. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating with a fiduciary standard and maintaining extensive retail advisor and branch networks.

Geoffrey Ratliff is a Senior Financial Advisor and partner in the Ratliff Wealth Management Group at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2015 and became a partner in The Ratliff Group in 2018. Geoffrey and his team use a goals-based approach to develop customized financial strategies that encompass banking, lending, estate planning services, and investment management. Their focus includes managing new wealth, personal retirement planning, philanthropic planning, small business strategies, and socially responsible investing. Geoffrey holds the Series 7 and 66 FINRA registrations and is licensed to sell insurance in Missouri. He has earned professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He graduated with a Bachelor's Degree from the University of Virginia. Geoffrey is a member of Omega Psi Phi Fraternity, Incorporated. In addition to his professional work, Geoffrey is actively involved in community organizations. He serves on the boards of Aim High St. Louis and the St. Louis Public Schools Foundation and holds positions on the Board of Trustees and the Community & Equity Partnership Steering Committee at John Burroughs School. Geoffrey resides in the University City area of St. Louis with his wife and daughter.

Robert Webster is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2019 and has been working in finance and investments since 2017. Robert focuses on providing financial security and clear strategies for his clients by understanding their aspirations and financial goals, emphasizing open communication throughout the planning process. His areas of expertise include college education planning, corporate executive services, executive compensation, family wealth management strategies, and personal retirement planning. Robert aligns his investment approach with Modern Portfolio Theory, incorporating tactical allocation changes and careful manager selection to seek portfolio performance that outpaces benchmarks without excessive risk exposure. He holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Robert earned his Bachelor's degree from Missouri State University. He is involved with the St. Patrick's Center, reflecting his engagement in community activities. In his personal time, Robert enjoys adventure sports, fishing, golfing, hunting, and playing pickleball.

Carol Badstebner is a financial advisor at LPL Financial with 34 years of industry experience. She holds the CFP® and Series 63 designations and has been with LPL Financial since 2010. Outside of her advisory role, she is involved with a trust acting in a fiduciary capacity. 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 of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jonathan Pate is a financial advisor with Morgan Stanley in Chesterfield, MO, holding a Series 66 designation and 17 years of industry experience. He previously worked at UBS and Matlen Silver before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.