Erica Rosenberg is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Maryland Heights, MO. She has 9 years of industry experience, including over 10 years at Edward Jones and prior work with the Jewish Community Center Association. Outside of her advisory role, she is involved with Camp Sabra as retreat staff and serves as an advisor liaison for the nonprofit BBYO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with more than four million clients and 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.

William Gladney is a financial advisor with Wells Fargo Clearing in Frontenac, MO, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Wells Fargo firms since 2009. In addition to his advisory role, he serves as a trustee for a friend’s trust. 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 supported by research and analytics from Wells Fargo Investment Institute.

Clifford David is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds a Series 66 designation and has previously worked at Golden Road Brewing and Anheuser-Busch. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gregory Waters is a CFP® with 43 years of industry experience, currently affiliated with LPL Financial since 2018. He previously worked at INVEST Financial Corp for 11 years and has operated Waters Financial Group, Inc. since 1989. Waters also manages an insurance agency as part of his business activities. LPL Financial is an SEC-registered adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Timothy Young is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its financial planning process.

Sean Corley is currently a Planning Consultant at Fidelity Investments, where he works closely with clients to develop and refine financial plans tailored to their family's specific needs. In this role, he collaborates with clients to build comprehensive strategies and maintains open communication to ensure the effectiveness of their financial plans. Sean's experience at Fidelity Investments spans multiple roles since 2022, including Relationship Manager, Client Service Support Specialist 3, High Net Worth Service Associate, and Customer Relationship Advocate. This progression through various client-facing positions has provided him with a broad understanding of financial services and client relationship management. Outside of his professional duties, Sean has interests in cars, football, and movies.

Michael Roughton is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including extensive tenure at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory work, he is involved in educating clients on Medicare and selling related supplement and prescription drug plans. 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, access to model portfolios, third-party asset management, and a range of brokerage and insurance products.

Patrick Flood is a financial advisor at Stifel with four years of industry experience. He holds a Series 66 designation and previously worked at M1 Finance LLC, Wells Fargo Advisors, Key Mortgage Services, and Spencer Fane LLC. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Joseph Volz is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he officiates high school football games in St. Charles County, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Bernard King is a CFA® charterholder with 43 years of industry experience. He has been with UBS Financial Services since 1995. Outside of his advisory work, he is a partner in several business ventures including aviation, sports facilities, agriculture, and a family foundation. He also serves as an advisor to The Foundation for Barnes-Jewish Hospital. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions tailored to clients' goals and risk tolerances.

Liam Higgins is a financial advisor with LPL Financial based in St. Louis, MO. He holds the Series 66 designation and has one year of industry experience. His prior work history includes roles at North Inc. and EPIC Systems Group, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Matthew Rose is a financial advisor with LPL Financial, holding a Series 66 credential and 16 years of industry experience. His prior work includes over a decade at Waddell & Reed, and he has been with LPL Financial since 2021. Outside of advising, he has engaged in entrepreneurial activities related to the restaurant business and nonprofit work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, institutions, and charitable organizations through a large national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing diverse investment strategies supported by in-house and third-party research.

Michael Dwyer is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. Prior to this position, he held various roles at Fidelity Investments, including Financial Consultant from 2014 to 2020, Investment Consultant from 2013 to 2014, Relationship Manager from 2012 to 2013, Fixed Income Specialist from 2008 to 2009, and other client-facing roles dating back to 2007. He also worked as an Advisor Solutions Representative at Scottrade in 2011 and briefly as an Associate at Plancorp the same year. Michael approaches financial planning by identifying clients' main priorities and goals, then leveraging his knowledge of the financial sector to develop plans addressing both present needs and retirement objectives. His professional experience encompasses both client relationship management and investment consulting. Outside of his professional work, Michael enjoys family activities, hiking, kayaking, reading, and skiing.

Thomas Millikan is a financial advisor at Edward Jones in Maryland Heights, MO, with 19 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Edward Jones since 2006. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard when providing its services.

Joseph Romano is a financial advisor with Charles Schwab in O'Fallon, Missouri, holding a Series 66 designation and 18 years of industry experience. He previously worked at TD Ameritrade Inc. for 10 years before joining Charles Schwab in 2022. Outside of his advisory role, Romano serves as treasurer for the Lafayette High School Band, managing the organization's financial records. 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 combines a large-scale client base with an integrated operational structure that includes non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts.

Benjamin An is a financial advisor with LPL Financial in St. Louis, Missouri, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes 19 years at Cetera and ongoing ownership of Benjamin An & Co. P.C., where he prepares financial statements and tax returns for businesses and individuals. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers diverse advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal research and third-party resources.

Jeffrey Portman is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2021, he worked at Gemini Wealth Group, Waddell & Reed, Inc., and various insurance carriers. Outside of finance, he has been involved with Do Rite General Contracting since 2000 and was active with the Creve Coeur Lions Club for nearly two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Kevin Gaylord is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses, and has 24 years of industry experience. His career includes roles at Charles Schwab Premiere Bank, Charles Schwab Trust Bank, Charles Schwab Bank, and Charles Schwab since 2021, as well as prior experience at TD Ameritrade and Scottrade. 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 and discretionary investment management through multi-asset model portfolios, supported by centralized custody and operational infrastructure.

Shaun Jabr is a financial advisor with Cetera in St. Charles, MO, holding a Series 66 designation. He has been with Cetera and its affiliated entity since 2026. Prior to joining Cetera, he has work experience at Regions Bank and Banterra Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supported by a nationwide network of over 10,000 advisors.

Robin Barstow is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He has worked at Edward Jones since 2014, with a brief period outside the firm at The Pet Doctor from 2015 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions under a fiduciary standard. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated trust company and proprietary investment products.