Phyllis Kenney is a financial advisor with STIFEL in St. Louis, MO, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. She has worked at Stifel since 2015, with a brief retirement period for medical reasons in 2024–2025. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and asset allocation models developed by its Investment Strategy Group, supporting client decisions without mandating implementation or ongoing monitoring.

Patrick Martin is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously held positions at Edward Jones and Aston Carter. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Michael Bernard is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2016. Outside of advising, he owns M Bernard Development, a consulting business focused on emotional intelligence, and serves as a guest service host at a local convention center and stadium. Wells Fargo Advisors is a national securities firm providing 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 supported by research and analytics from Wells Fargo Investment Institute.

Matthew Land is a financial advisor at Stifel with 17 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2012, with prior experience at Keefe, Bruyette & Woods. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Dylan Belgeri is a financial advisor at Stifel with a Series 66 credential and five years of industry experience. He previously worked at Edward Jones for three years and has operated Chris Cakes of St. Louis, a catering business, for over a decade. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Scott Lollar is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been advising clients since 1998. He leads a team that focuses on providing high-quality client service with proactive engagement throughout the year. Scott is a qualified Portfolio Manager, capable of building and managing personalized investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment options. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Scott earned a Bachelor's degree in Finance from Southern Illinois University Edwardsville in 1989. He has been recognized for his expertise and was named to the Forbes "Best-in-State Wealth Advisors" list for six consecutive years, including 2024. His client focus areas include Corporate Executive Services, Executive Compensation, and Portfolio Management Services. Residing in Edwardsville, Illinois, Scott and his wife, Kris, are actively involved in their church and have participated in numerous short-term mission trips. Outside of work, he enjoys golfing, music, running, and traveling. Scott values balance in life and takes joy in spending time with his family, particularly his grandchildren.

Michael Dutton is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing Services since 2012. Outside of his advisory role, he is a bassist for a local music group called The Woodaddies. 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 advice grounded in modern portfolio theory. The firm includes insurance-related products and bank deposit sweep options as part of its investment menu, serving a broad range of institutional clients.

Ryan Brown is a CFP® professional with 24 years of industry experience, currently affiliated with Equitable Advisors since 2001. He previously worked at Axa Advisors, LLC for 19 years. Brown serves as a board member of the THS Endowment Fund. Equitable Advisors provides financial planning, retirement-plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm uses a hybrid referral and implementation model, offering advisory and brokerage/insurance channels through LPL programs and a range of third-party asset managers.

Richard Siefert is a CFP® with 26 years of experience in the financial industry. He is currently with Cetera and has worked with Ascend Financial Services and Renaissance Financial Corp for over two decades. He serves as successor trustee for a family trust. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors, offering a range of investment management and retirement services to individual, corporate, and institutional clients.

Bruce Cross is a Series 66-credentialed financial advisor with 17 years of industry experience. He is currently with Stifel in St. Louis, MO, having previously worked at Outcomes and Wells Fargo Advisors. Outside of his advisory role, he serves as Finance Chairman and a voting member of the Church Council at Good Shepherd Lutheran Church. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodology developed by its Investment Strategy Group.

Sondra James is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 31 years of industry experience and holds Series 63 and Series 65 credentials. She has been with Wells Fargo Clearing and its affiliated firms since 2009. Outside of her advisory role, she owns and operates a mobile repair service for trucks and trailers. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm combines advisory services with various financial products and referral channels to serve clients with diverse financial needs.

Thom Williams is a financial advisor at Stifel with 30 years of industry experience. He has been with Stifel since 2007 and holds a Series 63 designation. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning guidance that clients may use to make informed decisions.

Daniel Carver III is a Series 66-licensed financial advisor with Ameriprise in Cape Girardeau, MO, bringing 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he holds a real estate license and engages in a business unrelated to investment activities. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations primarily for clients holding Ameriprise-managed accounts.

Brian Scarberry is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Smith Barney and UBS Financial Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Laura Timimmermann is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo since 2015, including her current role since 2016 in St. Louis, MO. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jayson Slobodzian is a financial advisor at Wells Fargo Advisors with five years of industry experience and holds the Series 66 designation. His work history includes roles at Wells Fargo Clearing Services LLC since 2020 and prior experience at RHI and Florida Atlantic University. Outside of his advisory role, he is affiliated with Cost Plus World Market. 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 tailored recommendations through a broad menu of planning services and integrates advisory services with other financial products and referral channels.

Edwin Keiser is a financial advisor with J.P. Morgan Securities in Brentwood, MO, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America and Archford Capital Strategies, LLC. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence, including an ESG eligibility framework.

Lakeem Scott is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation with five years of industry experience. His work history includes multiple roles at Wells Fargo Clearing Services and positions with Accounting Principals, Associate Staffing, and Teledirect Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. 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.

David Schrader is a financial advisor with Raymond James & Associates in Belleville, IL, holding Series 63 and Series 65 designations and bringing 53 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, serving both retail and institutional clients with a range of advisory programs and municipal finance capabilities.

Tyler Rhodes is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. His prior roles include positions at US Tech Solutions, American Income Life, and Northwestern Mutual, as well as experience in education at the University of Missouri and Fox High School. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 approach is IPS-driven and grounded in modern portfolio theory, with options for both discretionary and non-discretionary plan management.