Patricia Kempfer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent five years at Edward Jones. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines brokerage and advisory solutions supported by its extensive research and analytics capabilities.

Cassandra Farner is a CFP® professional at Edward Jones with 11 years of industry experience, all spent at Edward Jones since 2015. She also coaches at Cor Jesu Academy in Saint Louis, a role she has held since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers comprehensive investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Matthew Kilburn is a financial advisor with Cetera, holding a Series 66 designation and possessing 23 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2013 and joined Cetera in 2024. Kilburn is also involved in two financial services businesses in St. Louis, including Prosperity Financial LLC and O'Connor Insurance Agency. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management and consulting services, supporting both discretionary and non-discretionary account structures.

Scott Mues is a financial advisor with Stifel in St. Louis, Missouri, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and was previously with Scottrade from 2006 to 2018. Stifel serves a diverse client base including individuals, institutional clients, and organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing analyses and guidance to support client decision-making.

Emily George Hubb is a financial advisor at Cetera with 12 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc. and Merrill. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Mark Indelicato is a financial advisor with Cetera in St. Louis, MO, holding a Series 66 designation and over 20 years of industry experience. He has been associated with Cetera and its affiliated entities since 2005 and has operated The Indelicato Investment Group, LLC since 2009. Outside of advisory services, he owns and operates an accounting and tax firm, Mark S. Indelicato, CPA, LLC, and is involved in selling health insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and retirement services. The firm operates a multi-manager platform that allows advisors to implement various investment strategies through affiliated and unaffiliated managers, managing over $256 billion in assets nationwide.

Mark Schuette is a financial advisor at Stifel with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC, and Prudential Insurance Company of America for nine years. Outside of his advisory role, he is a member and manager of Schuette Investments LLC, a real estate investment business. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and planning tools developed by its Investment Strategy Group.

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.

Claire Gantt is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has spent her entire career at Edward Jones, beginning in 2017. Prior to her advisory role, she was affiliated with Truman State University from 2014 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

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 Advisors in St. Louis, Missouri, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and develops tailored recommendations using proprietary research and planning tools.

Andrew Evola is a financial advisor at Cetera with 11 years of industry experience. He holds a Series 66 credential and has worked at Renaissance Financial and Securian Financial Services Inc. Among his outside activities, he serves as a trustee and investment committee member for the nonprofit Our Little Haven and holds board and investment committee roles with the Tracy Family Foundation. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management, financial planning, and consulting services through multiple program platforms and manager 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.

Brad Rippelmeyer is a financial advisor at Stifel with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America from 2012 to 2020. Outside of his advisory role, he is involved with St. John United Church of Christ in Valmeyer, IL, serving as chairman of the annual fall picnic committee and as a board member. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and planning tools developed by its Investment Strategy Group.

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 at Wells Fargo Advisors in St. Louis, MO, with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing, Wells Fargo Advisors, and A.G. Edwards & Sons, Inc. throughout her career. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment services and comprehensive financial planning. The firm offers a wide range of planning options, including retirement, education, and business-owner transition planning, supported by proprietary research and planning tools.

Marlo Proctor is a financial advisor with Edward Jones in Webster Groves, MO, holding a Series 66 designation and 18 years of industry experience—all with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 advisors and 15,100 branch offices.

Adam King is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and six years of industry experience. His background includes roles at Wells Fargo Clearing and several other organizations, including work at a VA hospital and a Catholic school. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, using Wells Fargo research and tools to create tailored recommendations. The firm integrates advisory services with other financial products and referral channels.