John Lenox is a financial advisor with Merrill in Clayton, MO, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, Edward Jones, and Charles Schwab, as well as various positions in other industries. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Saettele is a Series 66-licensed financial advisor with Wells Fargo Clearing in St. Louis, MO, where he has worked since 2016. He has 13 years of industry experience, including a prior role at Securian Financial Services, Inc. from 2012 to 2013. 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 provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Stephen Steele is a financial advisor with Edward Jones in Clayton, MO, holding a Series 66 credential and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he owns and manages an LLC that operates rental properties in the St. Louis area. 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 and affiliated investment products through a large nationwide network of advisors and branch offices.

John Coughlin is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he is associated with IGS Financial, a business entity for tax purposes. LPL Enterprise, LLC serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

George Peters is a financial advisor at Morgan Stanley with 55 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, currently serving within Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients. The firm offers tailored financial planning that incorporates structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

James Monken is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked within Morgan Stanley’s various divisions since 2012. His roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling to support financial plans.

Mary Blythe is a CFP®-certified financial advisor with six years of industry experience. She is currently with LPL Financial and previously worked at Edward Jones and Northwestern Mutual Investment Services LLC. Mary is based in St. Louis, MO. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a broad range of advisory strategies supported by research and technology tools.

Paul Higgins is a financial advisor with Stifel in Clayton, MO, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Stifel since 2007. Higgins serves as a board member of Trailnet, a nonprofit organization focused on fostering safer urban environments for cycling and walking. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support client decision-making.

Dolores Fain is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 25 years of industry experience. She previously worked at UBS Financial Services for 17 years and Merrill for one year before joining J.P. Morgan in 2019. In addition to her advisory role, she is also employed by JPMorgan Bank, where she offers certain bank products and services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, with recommendations limited to eligible strategies.

Matthew Goldenberg is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds a Series 66 designation and has held positions at U.S. Bancorp Investments, Inc. for 23 years, as well as City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by a broad range of portfolio management, financial planning, custody, and brokerage services.

Anne Norris is a financial advisor with Wells Fargo Clearing in St. Louis, MO. She holds Series 63 and Series 66 designations and has 12 years of industry experience, all with Wells Fargo since 2014. 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 from Wells Fargo Investment Institute and third-party sources.

Timothy Yazawa is a financial advisor with Fisher Investments in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Fidelity Investments and TD Ameritrade. Fisher Investments provides discretionary portfolio management to a diverse client base of institutional and private investors worldwide, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to manage globally diversified portfolios with various risk management techniques.

Robert Millner is a financial advisor with Morgan Stanley in Clayton, MO, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory work, he is a limited partner involved in energy exploration with Celero Energy. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory services.

Todd Thrasher is a financial advisor with Morgan Stanley in Edwardsville, IL, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at various Morgan Stanley divisions since 2011, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market modeling in its financial planning process.

Lisa Werner is a financial advisor with Wells Fargo Clearing in St. Louis, MO. She holds a Series 63 designation and has 34 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, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, supported by extensive research and analytics.

Kyle Stein is a financial advisor at Edward Jones in Maryville, IL, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked in physical therapy management for over a decade. Outside of financial advising, Stein manages a rental property in Fairview Heights, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various households, pension plans, corporate clients, and charitable organizations. The firm offers both discretionary and non-discretionary investment strategies, along with affiliated mutual funds and overlay tax-efficient services, supported by a large nationwide network of advisors and branch offices.

Aaron Moneymaker is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds the Series 66 designation and has previously worked at Citigroup Inc. and Webster University. 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 uses research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions across a large advisor network.

Richard Muessig is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 credential and has been with Axa Advisors, LLC since 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets through more than 14,000 financial advisors.

Eric Moyer is a financial advisor with UBS Financial Services in Clayton, MO, holding a Series 66 designation and 10 years of industry experience. He has been with UBS Financial Services since 2016. Outside of his advisory role, he serves as treasurer for Kids in the Middle, an organization providing affordable counseling to children of divorced parents, and is a member of the board of directors for Conversation Builds Character, a charity focused on improving communication and social behavior in educational settings. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans according to clients’ goals and risk tolerances.

Thomas Cowell is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at LPL Financial, Investment Centers of America, and Community Bank of Trenton/Hometown Financial Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with a nationwide network of financial advisors and extensive affiliated capabilities.