Kathleen Thomas is a financial advisor at Stifel with 11 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus and Facet prior to her current role. Outside of her advisory work, she operates an Etsy shop specializing in print-on-demand products. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes proprietary investment methodologies developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Eric Finch is a financial advisor at Stifel with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing Services, TD Ameritrade, Home Depot, and Summit Center LLC. Stifel serves a broad range of clients including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Kyle Bechtold is a financial advisor at Edward Jones with 28 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 1998. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Aaron Leeper is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for both non-discretionary and discretionary plan management, including insurance-related vehicles and bank deposit sweep options.

Tricia Sjoholm is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. She has been with Stifel since 2013. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary methodology for investment analysis and allocation guidance developed by its Investment Strategy Group, providing clients with planning tools that support but do not guarantee investment decisions.

Evan Geraghty is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and has worked at Stifel since 2021, with prior experience at Ascent LLC and a background that includes roles outside finance. Stifel serves a broad range of clients, including individuals, institutions, and nonprofit organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Bryan Sachan is a financial advisor with Stifel, holding a Series 66 designation and 17 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and was previously with Scottrade from 2014 to 2017. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, which applies forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Lisa Malkin is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2009. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, offering a range of investment services to individual and institutional clients.

Kyle Jackson is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association, as well as at Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning that uses firm-approved tools and models to support client goals. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Adam King is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Wells Fargo Clearing since 2020. His background includes roles outside of finance, such as work at Sister Thea Bowman Catholic School and James A Haley VA Hospital. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory recommendations with other financial products and referral channels.

Nicole Nonn is a Series 66-licensed financial advisor at Morgan Stanley with 24 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2011. Outside of her advisory role, she is involved in a trust-related business activity based in Glen Carbon, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs firm-approved tools and methodologies, including Monte Carlo simulations, to support its financial planning process.

Daniel Marsh is a Certified Financial Planner (CFP®) with 25 years of industry experience, currently serving as an advisor at Edward Jones since 2014. He occasionally serves as an arbitrator on FINRA panels in Chicago. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions, with approximately $1.01 trillion in assets under management across a nationwide network of more than 23,700 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Samantha Trankler is a CFP® and Series 66 holder currently with Equitable Advisors, bringing two years of industry experience. Prior to joining Equitable Advisors, she worked at Stifel Independent Advisors and spent six years at KPMG LLP. Equitable Advisors serves a diverse clientele including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a dual registration as an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Wayne Hamlin is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and four years of industry experience. His prior roles include positions at Aerotek and Robert Half, along with experience in event management and hospitality. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm utilizes proprietary research and planning tools to deliver tailored recommendations across various planning areas.

Roberto Rodezno is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and 26 years of industry experience. He 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 services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lauren Lindhorst is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. She has worked at Merrill since 2018 and previously at Kozeny & McCubbin LC for eight years. Outside of her advisory role, she leads the Children's Ministry at Kirkwood United Methodist Church. 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, pension plans, charitable organizations, and corporate fiduciaries.

Joshua Strieter is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at PNC Bank/Midland Loan Services, Spectrum Brands, and State Street Corporation. 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 strategies supported by a nationwide network of financial advisors and branch offices.

David Thornberry is a financial advisor with Wells Fargo Advisors in Arnold, MO, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Advisors is a large institutional firm with over 2,200 advisors, serving a broad client base with a comprehensive range of investment services.

Morgan Blount is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and six years of industry experience. Morgan’s prior experience includes roles at PNC Investments, J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, and Merrill. 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 advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nicholas Heckelman is a Series 66 licensed financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2011, based in Edwardsville, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and affiliated products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.