Trupti Patel is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Deborah Edwards is a financial advisor with Cetera, holding PFS™ and Series 66 designations and bringing 17 years of industry experience. She has worked at Avantax Advisory Services and 1st Global Advisors, Inc. Prior to her financial advisory career, she has been president of a CPA firm since 1984. Edwards also serves on the finance council and Ministry Formation board of the Diocese of Belleville and is a board member and treasurer for the Waterloo Country Club. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and retirement plan services, managing over $256 billion in assets with more than 10,000 advisors.

Devon Howard is a Series 66-licensed financial advisor at Merrill with seven years of industry experience. He has worked at Bank of America since 2019 and has been with Merrill since 2018. Prior to that, he was employed at FCB Banks and Hibbett Sports and attended Lindenwood University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm leverages its integration with Bank of America to provide access to a broad set of products and services.

Matthew Pitzer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior work includes roles at Citigroup, TIAA-CREF, and involvement with the Missouri History Museum. Wells Fargo Advisors 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, utilizing research from Wells Fargo Investment Institute and third-party sources in its investment approach.

Laura Kirkover is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 22 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Paul Pettus is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2014. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group, relying on forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Ashley Palmer is a financial advisor at Stifel with four years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Charles Schwab, TD Ameritrade, Edward Jones, and U.S. Bank. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary, forward-looking analysis developed by its Investment Strategy Group, supporting client decisions through asset allocation and financial planning tools.

Ronald Kruszewski is a Series 63 licensed advisor with 39 years of industry experience, currently serving at Stifel since 1997. He has held positions with Century Securities Associates and Stifel Independent Advisors, LLC during his career. Kruszewski is involved in several nonprofit and community organizations, including serving on the boards of the US Ski and Snowboarding Team, the Kutcher Clinic, Saint Louis University, and the Horatio Alger Association. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning alongside other services, with client discretion over implementation and monitoring.

Bethany Roberts is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 license and 17 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary while providing a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

James Miller is a financial advisor at Stifel with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Larry Toenjes is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 39 years of industry experience. His prior work includes roles at VOYA Financial Advisors and Cetera Wealth Services, LLC. He is also an independent insurance agent and serves on the St. James Catholic Church Parish Council, participating in the Finance Committee. Cetera Investment Advisers LLC operates as a multi-manager platform offering portfolio management, financial planning, and retirement services to a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm supports a large network of independent advisors and provides access to a range of investment strategies and third-party managers.

Robert Lessentine Jr. is a CFP®-designated financial advisor with 12 years of industry experience, currently serving clients at Edward Jones in St. Louis, MO since 2014. His credentials include the Series 66 license. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of investment advisory programs and services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Dustin Behan is a financial advisor at Stifel with 12 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2016, as well as affiliated entities including Keefe, Bruyette & Woods, Inc. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Bryan Watkins is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. His work history includes roles at Fidelity Investments, Sodexo, and City 1st Mortgage Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies and oversight controls in its investment process.

Maryjo Sellers is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has held various roles within Wells Fargo since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kevin Zawodniak is a financial advisor at Stifel with 18 years of industry experience. He holds the CFP® and Series 66 designations. His career includes roles at First County Bank and Wayne Hummer Investments from 2004 to 2016 before joining Stifel Nicolaus & Co Inc in 2016. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning.

Erika Martin is a financial advisor at Stifel in St. Louis, MO, with two years of industry experience. She holds Series 63 and Series 65 credentials. Her prior work includes roles at Charles Schwab and Lindenwood University. Martin also has experience outside finance, including five years at The Falls Golf Club. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group and provides a range of financial planning and asset allocation solutions.

Derion Tabb is a financial advisor with Wells Fargo Clearing in Saint Louis, MO, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Edward Jones, PNC Bank, and Wells Fargo Clearing, among others. Outside of finance, he owns and operates The Kendt Collection, LLC, an online apparel retail business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader set of financial product options such as insurance-related vehicles and bank deposit sweep programs.

Geramy Bonnette is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Valic Financial Advisors, TD Ameritrade, and Wells Fargo Clearing Services. Outside of his advisory work, he serves as an election judge for St. Louis County. 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 planning menu and tailors recommendations using proprietary research and tools, with clients able to choose implementation through various brokerage or advisory programs.

Steven Boff is a CFA® charterholder with 42 years of industry experience. He has worked at Stifel, Nicolaus & Co., Inc. since 2000 and at Stifel Independent Advisors since 2007, both based in St. Louis, MO. Stifel serves a diverse client base, including individuals, institutional clients such as pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.