Elizabeth Brown is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Emily Buchheit is a Wealth Management Senior Relationship Manager. She has been with Fidelity Investments since 2015, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and Wealth Management Planning Consultant before assuming her current position. Her work centers on building long-lasting relationships based on trust, education, and financial planning, collaborating closely with Private Wealth Management advisors and specialists. Emily holds an Arkansas Insurance License. Outside of her professional responsibilities, Emily enjoys spending time at the beach, camping, playing golf, kayaking, traveling, and engaging in parenthood.

Thomas Schulz is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2007. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Cafferata is a Series 66-licensed financial advisor with Wells Fargo Clearing in St. Louis, MO, and has nine years of industry experience. He has worked concurrently at Medcom Funding Solutions and Wells Fargo Clearing Services LLC since 2017 and previously at Healthcare Connect United from 2015 to 2017. 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 supported by research and analytics from Wells Fargo Investment Institute and third-party providers.

David Elbe is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked in various capacities within Morgan Stanley entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Amy Madura is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with Senior Relationship Managers to deliver comprehensive wealth management services. In her current role since 2023, she focuses on providing a seamless experience for clients within the Private Wealth Management team. Amy has been with Fidelity Investments since 2016, progressing through roles including Relationship Manager from 2016 to 2021 and Wealth Management Service Specialist II from 2021 to 2023. Her experience spans various aspects of wealth management and client relationship services within the firm.

Allison Kenly is a financial advisor at Stifel in St. Louis, MO, with eight years of industry experience. She holds the Series 66 designation and has been with Stifel since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Clinton Bert is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Wells Fargo Clearing in 2022, he worked at Stifel from 2013 to 2022. 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 incorporates modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Deborah Briest is a Series 66-licensed financial advisor with six years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2021, following roles at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Deborah is based in St. Louis, MO. Stifel serves a broad 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.

Tosha Adams is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable emphasis on including insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jessica Gavin is a financial advisor with Edward Jones in Shiloh, Illinois, holding a Series 66 designation and four years of industry experience. She has worked at Edward Jones since 2015. Outside of her advisory role, she occasionally works as a waitress for a local American Legion post’s Friday night fish fry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and access to affiliated mutual funds and separately managed accounts.

Laura Kevrick is a financial advisor with Wells Fargo Clearing based in St. Louis, Missouri. She holds a Series 63 designation and has 43 years of industry experience. Kevrick has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matheus Do Egito Pereira Dos Sant is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. He has previously worked at Tesla, Inc., Utah Valley University, and The Church of Jesus Christ of Latter-day Saints. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad universe of funds and ETFs.

Brian Courisky is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, transitioning to Wells Fargo Advisors Financial Network in 2026. Based in St. Louis, MO, his career includes over a decade at Wells Fargo-affiliated firms. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including cash-flow, retirement, education, and specialized areas such as business-owner transition and divorce planning.

Teresa Noles is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Advisors since 2013 and was previously with Wells Fargo Clearing Services. Wells Fargo Advisors is an institutional firm serving a broad client base with comprehensive financial services.

Brendan Dowd is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, DiSys, and Charles Schwab & Co., Inc. Outside of finance, he has been affiliated with DoorDash since 2019. 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 leverages Wells Fargo research and tools to develop tailored recommendations for clients with a net-worth threshold.

Scott Smith is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2010 to 2016. Outside of his advisory work, Smith officiates high school basketball games and rugby matches through local refereeing organizations. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Morgan Harms is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior work includes roles at Wells Fargo Advisors and the Missouri Department of Revenue. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

John Weber is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. In addition to his advisory role, he serves as a trustee involved in estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Azin Kaiser is a Senior Financial Advisor at Merrill Lynch Wealth Management, working with clients to develop personalized financial strategies tailored to their long-term goals. She focuses on creating wealth plans that align with clients' individual objectives and life circumstances. Her expertise includes family wealth management strategies, international wealth management, legacy planning, liquidity management, personal retirement planning, small business strategies, women and wealth, and retirement income. Azin's approach emphasizes building enduring relationships by providing guidance aimed at achieving financial security over a lifetime. Azin holds a Bachelor's Degree from Webster University and a High School Diploma from Affton High. She is a Personal Investment Advisor (PIA) and is proficient in Persian, English, French, and German. Outside of her professional role, she participates in community volunteering in line with Merrill's tradition and has personal interests in boating, boxing, genealogy, music, painting, and skiing.