Kathleen Frank is a financial advisor at Stifel with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Stifel and its affiliated entities since 2001, including 17 years at Stifel Independent Advisors, LLC. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Nicholas Max III is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO since 2025. His previous roles include positions at The Vanguard Group Inc, GWFS Equities Inc (Empower Retirement), and Charles Schwab & Co Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a broad range of investment strategies, tax-efficient services, and proprietary capabilities supported by a large national network of financial advisors and branch offices.

Andrew Zanowski is a financial advisor with Cetera who holds the ChFC® designation and Series 66 license, with 15 years of industry experience. He has worked at firms including LPL Financial and Securities America, and has operated Zanowski Financial Group since 2011. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party money managers.

Benjamin Wright is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he held positions at Alliance Realty Network and Paddio Home Loans, and has experience in diverse roles including manufacturing and hospitality. He is based in St. Louis, Missouri. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies from its Investment Strategy Group, providing forward-looking asset allocation and planning analyses.

Amy Starzyk is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Susan Loudenslager is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Her prior experience includes roles at the Olin Business School at Washington University in St. Louis, 3M Company, and Conagra Brands, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and more than $1 trillion in assets under management.

Christopher Betlach is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and having 32 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Kathleen Reasor is a financial advisor at Stifel with a Series 66 designation and 22 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2009 and previously spent one year at LPL Financial. Stifel serves a broad range of clients, 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, which supports asset allocation and financial planning analyses used to guide client decisions.

Jacob Emily is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Charles Schwab and TD Ameritrade and has a background that includes multiple periods of full-time education. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, 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.

Robert Munroe is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including Commonwealth Financial Network, Triad Financial Group, and Cardinal Wealth Planning. Munroe is also involved in fixed insurance sales as a separate business activity. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates with thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Karla Buettner is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO. She has 13 years of industry experience 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 provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Chad Boyette is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Jennifer Hansell is a financial advisor at Edward Jones in Maplewood, MO, holding the CFP®, ChFC®, and Series 66 credentials with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 advisors and over 15,000 branch offices.

Erin Pauley is a CFP®-certified financial advisor with Edward Jones in St. Louis, MO, having 21 years of industry experience. She has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Wallace Carriker Jr. is a Series 66-licensed financial advisor with Cetera, based in St. Louis, MO, and has 17 years of industry experience. He is a partner at Rognan & Associates, a CPA firm providing tax, accounting, and consulting services, and operates his own financial and investment planning business, Carriker Wealth Management. He also works as an insurance agent selling life and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, financial planning services, and access to third-party money managers.

Adrian Buehler is a financial advisor at Edward Jones in St. Louis, MO, with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2026, he worked at Wells Fargo Clearing Services and TD Ameritrade/Charles Schwab & Co., Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a nationwide network of financial advisors.

Kathleen Judge is a financial advisor with Edward Jones in Saint Louis, MO, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Cody Fischer is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Advisors Financial Network since 2026 and Wells Fargo Clearing Services, LLC since 2021. Prior to his financial career, Fischer was employed at Us Tech Solutions and Randy James Inc. (Jimmy Johns). Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for clients.

Adi Tucakovic is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Wells Fargo, he worked at BC Group International and Bed Bath and Beyond. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and utilizes proprietary research and tools to develop tailored recommendations for its clients.

Scott Zarinelli is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Edward Jones and its predecessor firm since 1997. 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 discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.