Matthew Pitzer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior work includes roles at Citigroup, TIAA-CREF, and involvement with the Missouri History Museum. Wells Fargo Advisors provides 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, utilizing research from Wells Fargo Investment Institute and third-party sources in its investment approach.

Laura Kirkover is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 23 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 with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Paul Pettus is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2014. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group, relying on forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Brian Turner is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Carmody-Turner Group. He has been in the financial services industry since 2012 and joined Merrill Lynch in 2015. Brian works with high-net-worth clients, including physicians, serial entrepreneurs, college coaches, small business owners, and executives, providing individualized wealth management and planning strategies. He focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue their financial goals, combining personalized service with the investment insights of Merrill and the banking convenience of Bank of America. Brian holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA) accreditation. He earned both his bachelor's degree and Master of Business Administration from Western Illinois University, where he also played and lettered on the NCAA Division I men's basketball team. Originally from southeast Iowa, Brian and his wife, Dr. Ashlyn Turner, have three children. They lived in St. Louis before relocating to Ballwin. Brian supports the community through his involvement with organizations such as the Western Illinois University Foundation Board, Fathers & Families Support Center, and the United Way's Charmaine Chapman Society. He also dedicates time to coaching youth sports.

Ashley Palmer is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Stifel, she worked at Charles Schwab, TD Ameritrade, Edward Jones, and U.S. Bank. Stifel serves a diverse client base, 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.

Edward Nix is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. His prior roles include positions at Northern Trust and involvement with regional business organizations in St. Louis. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to develop written asset allocation advice and customized performance reporting, with final investment decisions made by clients.

Ronald Kruszewski is a financial advisor at Stifel with 40 years of industry experience. He holds a Series 63 designation and has been with Stifel and its related entities since 1997. Outside of his advisory role, he serves on multiple nonprofit and community boards, including the US Ski and Snowboarding Team’s Fundraising Board and the Saint Louis University Board of Trustees. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Amanda Plotkin is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018. Prior to that, she was employed at Precision Document Solutions from 2014 to 2018. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bethany Roberts is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones and LPL Financial. She is based in St. Louis, MO. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory to support its investment approach.

James Miller is a financial advisor at Stifel with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Sarah Ott is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 designation and previously worked eight years at Thrivent Financial and Thrivent Investment Management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning utilizing firm-approved tools and modeling techniques.

David Smith is a financial advisor with Cetera, holding the ChFC® designation and a Series 63 license, with 46 years of industry experience. He has been associated with Cetera and its affiliates since 2013 and has operated Smith Financial Group since 1995. In addition to his advisory work, he sells life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, 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, with multiple program options and a multi-manager platform.

Robert Lessentine Jr. is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Edward Jones in Webster Groves, MO since 2014. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Dustin Behan is a financial advisor at Stifel with 12 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2016, as well as affiliated entities including Keefe, Bruyette & Woods, Inc. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Jonathan Fish is a financial advisor with Edward Jones in St Louis Hills, MO. He holds Series 63 and Series 65 designations and has 36 years of industry experience, including 27 years with Edward Jones. 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, investment solutions, and affiliated capabilities through a nationwide network of financial advisors and branch offices.

Dallon Byers is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fidelity, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he works as an independent contractor reviewing AI-generated text responses. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, oversight controls, and its advisory role to multiple registered investment companies.

Bryan Watkins is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. His work history includes roles at Fidelity Investments, Sodexo, and City 1st Mortgage Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies and oversight controls in its investment process.

Maryjo Sellers is a financial advisor with Wells Fargo Advisors in St. Louis, Missouri. She holds Series 63 and Series 65 licenses and has 37 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and Prudential Equity Group, LLC in 2003. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Leo Schmid is a financial advisor with UBS Financial Services in Clayton, MO, holding Series 63 and Series 65 registrations and bringing 46 years of industry experience. He has been with UBS since 1995. Schmid also serves as a trustee for Mancicni Trust, where he is involved in investing activities for compensation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Kevin Zawodniak is a CFP®-credentialed financial advisor with 19 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016 and previously spent nine years with Wintrust Investments LLC. Based in St. Louis, MO, he holds a Series 66 license. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended as a basis for client decisions.