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 Series 66 licensed financial advisor with Wells Fargo Advisors in St. Louis, MO, and has 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Kimberly Wunderlich is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. Her career has been primarily with Wells Fargo, including roles at Wells Fargo Advisors and Wells Fargo Commercial Bank. Outside of her advisory work, she serves as a local community counselor for Au Pair in America, assisting host families and au pairs in acclimating. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a range of investment options including insurance-related vehicles and bank deposit sweep programs.

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 at Wells Fargo Clearing with 30 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. She is based in St. Louis, MO. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process 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.

Jason Clark is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting 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 grounded in modern portfolio theory, tailoring services to plan objectives, demographics, and risk tolerances while acting as an ERISA fiduciary.

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. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, using research and analytics from Wells Fargo Investment Institute and third-party databases to apply diversification principles and modern portfolio theory.

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 at LPL Enterprise with 25 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Charles Schwab, TD Ameritrade, and Scottrade. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Michael Kennedy is a financial advisor with Wells Fargo Clearing in Saint Louis, MO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a power of attorney fiduciary for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education with an IPS-driven approach grounded in modern portfolio theory.

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 with Merrill, holding Series 63 and Series 66 licenses and having five years of industry experience. Prior to joining Merrill in 2021, Mosely worked briefly at Wells Fargo Clearing Services and TD Ameritrade/Charles Schwab. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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 with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. He has worked with Wells Fargo Advisors and related entities since 2008. Outside of his advisory role, he has a 16.5% ownership interest in Millennium Growth Partners, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory recommendations with various financial products and referral channels.

Karen Briers is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. 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 follows an IPS-driven process grounded in modern portfolio theory and serves as an ERISA fiduciary when providing investment advice.

Charles Minnick is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Stifel from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.