Amy Lynn Pfaff

Nicholas Oberle is a financial advisor at Lanark Financial, Inc. with five years of industry experience. He holds a Series 66 designation and has worked previously at First State Financial Management and Missouri State University. Outside of his advisory work, he operates an eBay business selling antiques, miscellaneous items, and sports cards. Lanark Financial provides investment advisory, financial planning, and portfolio management services to individuals, institutional clients, and businesses, utilizing multiple fee-based advisory programs and managed-account platforms with discretionary and non-discretionary options.

Ryan Wolk is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He previously worked at Farmers Financial Solutions and Farmers Insurance Group. He holds Series 63 and Series 65 licenses. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, and retirement plan consulting, supported by comprehensive operations, trading, technology, and compliance infrastructure.

Elaine Mooney is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and previously worked at Bankers Life and Bankers Life Securities, Inc. Before entering the financial industry, she was involved with Sainte Genevieve Winery for 18 years. Outside of her professional work, she serves as the director of the PSR program at Ste Genevieve Catholic Parish, managing a budget and coordinating nine teachers for around 70 students. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across the wealth spectrum, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jason Blum is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. He has been with Cetera and its affiliated entities since 2017. Outside of his advisory role, Blum is engaged in several community and nonprofit organizations, including serving as a donor consultant for the Valle Catholic Schools Foundation, a volunteer baseball coach with the American Legion, and holding various board and treasurer positions with local development and educational nonprofits. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a broad range of investment strategies and client needs.

Matthew Morice is a financial advisor with Cetera holding a Series 66 designation and six years of industry experience. He has previously worked at Edward Jones and currently serves as a board member for the Missouri State Troopers Association. In addition to his advisory role, Morice is an assistant football coach at Helias Catholic High School and an instructor for the Missouri Association of Prosecuting Attorneys. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Elizabeth Roth is a Certified Financial Planner® with 39 years of industry experience. She has been with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank, National Association. Outside of financial advising, she is a partner in Silver Sycamore Gallery, a fine arts business in Ste. Genevieve, Missouri. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.