Robert Wexelman is a financial advisor at Merrill with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1982, including a 15-year tenure at Bank of America, N.A. as part of his career. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies tailored to individuals, high-net-worth clients, and institutional investors.

Benjamin Thompson is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 credential and has been with Edward Jones since 2016. Outside of his advisory role, he serves as secretary for the Parkway Villas Home Owners Association in St. Peters, Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Zachary Ballard is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial, Wamu Investments, Banc One Securities, and Fidelity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and tailored recommendations supported by proprietary research and tools.

Alona Shain is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Edward Jones and RGA through various professional employment groups. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Andrew Busby is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with MassMutual Investors Services since 2017 and has additional experience with MassMutual Life Insurance Company dating back to 2016. Outside of his advisory work, he serves as treasurer for the Lindbergh High School Soccer Booster, where he helps manage expenses and fundraising efforts. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, money-manager programs, and educational seminars as part of its comprehensive approach.

Kyle Hanlon is a CFP® professional with nine years of industry experience, currently affiliated with Wells Fargo Clearing Services LLC since 2017. Prior to this, he worked at Postland State University from 2015 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and third-party databases.

Andrew Burch is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has five years of industry experience. Prior to joining Raymond James, he worked at Bank of America, Merrill, Fidelity, Charles Schwab, and TD Ameritrade. He is also employed as support staff for Mission Financial in Saint Peters, Missouri. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Seth Parker Bosch is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and JPMorgan Chase Bank. Outside of his advisory role, he is involved in managing a rental property business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support client decision-making.

Thomas Tavolacci is a financial advisor at Edward Jones with one year of industry experience. He previously worked at BridgeTower Media and Big Z Media, and spent six years at Roberts Motors, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Jacob Wilhelm is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Securities, Stifel, and PricewaterhouseCoopers. 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 combines research from internal and third-party sources to support its investment strategies.

Alex Switzer is a financial advisor at Edward Jones in St. Louis, MO, with five years of industry experience. He holds the Series 66 designation and has held positions at Edward Jones since 2019, with prior roles including work at TD Ameritrade and Southern Illinois University Edwardsville. 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.

Ryan Rogers is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Experis Manpower Group and various positions in other industries. He is based in St. Louis, MO. Charles Schwab & Co., Inc. 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 non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment offering.

David Watson is a ChFC® credentialed financial advisor with 40 years of industry experience. He is currently affiliated with OSAIC and has previously worked at Pines Wealth Management and Royal Alliance Associates. Outside of his advisory work, Watson serves as Chairman of the Board of Trustees for the St. Louis Archdiocesan Fund and is involved in advisory and trustee roles related to the Archdiocese of St. Louis. He also manages a working farm under a family trust. OSAIC Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides comprehensive brokerage and investment advisory services using advanced portfolio construction tools and access to third-party managers.

Brian Pilon is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and four years of industry experience. His work history includes roles at Edward Jones and Missouri State University, along with experience in the food service and pool management sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of investment strategies and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of financial advisors and branch offices.

Troy Bergeron is a CFP®-certified financial advisor with nine years of industry experience, currently with Edward Jones in St. Louis, MO. His previous roles include positions at American Century Investment Services Inc and Scottrade Inc. Outside of finance, he is the owner and president of a franchise specializing in industrial packaging. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of advisors and branches.

Duane Kliethermes is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP® designation with 10 years of industry experience. Before joining Edward Jones in 2019, he worked at Boeing for seven years. He has participated occasionally as a focus group participant for marketing research. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erin Reed is a financial advisor at Edward Jones with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2000. 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, separately managed accounts, and affiliated mutual funds.

Ashley Moellenhoff is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. She has worked at Edward Jones since 2022 with a brief earlier tenure and has held various roles outside of finance, including positions at Lowe's, Southeast Missouri State University, and The Home Depot. 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, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Frederick Salus is a CFP® professional with 38 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options in its investment menus, serving institutional clients with tailored plan solutions.

John Hoffstetter is a CFP®-certified financial advisor with Edward Jones, based in Creve Coeur, MO. He has 27 years of industry experience, all with Edward D. Jones & Co., L.P. since 1997. 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 investment strategies and affiliated products through a nationwide network of more than 23,700 financial advisors.