Beth Ross is a financial advisor at Stifel with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at First Clearing, LLC and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Greg Kluesner is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and planning tools to develop tailored recommendations.

Kimberly Wunderlich is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 credential and nine years of industry experience. She has worked at various Wells Fargo entities since 2016. Outside of her advisory role, she serves as a local community counselor for Au Pair in America, assisting host families and au pairs in acclimating. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Alicia Oglesby is a financial advisor with Edward Jones in Columbia, IL, holding Series 63 and Series 66 licenses and having 10 years of industry experience, all with Edward Jones since 2016. She serves as a board member of the Kiwanis Club of Columbia, where she participates in decision-making regarding the club’s activities and asset distribution. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Mor Wilson is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has been with Cetera and its affiliated entity, Cetera Investment Services LLC, since 2015 and also has experience with Regions Bank since 2014. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to both affiliated and third-party investment managers.

Deven Pauls is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Stifel in 2024, he worked at Charles Schwab. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Christina Wisneski is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and 31 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jason Clark is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 registrations with 28 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research-driven strategies with diversified investment options through its extensive platform.

Timothy Howard is a CFA® charterholder and holds a Series 65 license, with 15 years of industry experience. He has been with Stifel Nicolaus since 2013, based in St. Louis, MO. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

John Zensen is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior work includes a year with A. G. Edwards & Sons, Inc. before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Joshua Griener Hickey is a financial advisor at Stifel with four years of industry experience. He holds a Series 66 credential and has previously worked at Edward Jones, Amazon, and S.A.S Retail Services. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Mary Ferry is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and 25 years of industry experience. Her prior roles include positions at Charles Schwab, TD Ameritrade, and Scottrade. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Michael Kennedy is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and with 24 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he acts as a power of attorney for his mother. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm provides specialized planning in areas such as retirement, education, and wealth transfer, with advisors employing proprietary research and tools to deliver tailored recommendations.

Zachary Myers is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing Services since 2018. Prior to his advisory role, he was involved with RHI General Group and worked at Dewey's Pizza while attending Lindenwood University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports and entertainment planning, with tailored recommendations supported by proprietary research and tools.

Amy Dumont is a financial advisor with Wells Fargo Advisors in St. Louis, Missouri, holding Series 63 and Series 66 licenses. She has 24 years of industry experience, including 10 years with Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients who meet certain net-worth criteria, utilizing proprietary research and tools to develop customized recommendations.

Alexis Mosely is a financial advisor at Merrill with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services LLC and TD Ameritrade/Charles Schwab. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Kevin Mc Manus is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP®, ChFC®, and Series 66 designations with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Hali Flintrop is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Clearing, Hali worked at Wells Fargo Advisors and Above All Personnel. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s investment 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.

Morgan Coggin is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding the Series 66 designation with 13 years of industry experience. He has been with Wells Fargo Advisors since 2018 and previously worked at Wells Fargo Clearing from 2016 to 2018. Outside of his advisory role, he has a 16.5% ownership interest in Millennium Growth Partners, a merchant cash and stock agreement business. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Karen Briers is a financial advisor with Wells Fargo Clearing in St. Louis, MO. She holds the Series 63 and Series 65 designations and has 17 years of industry experience, including 10 years with Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and provides both brokerage and advisory solutions.