Kevin Zeldin is a financial advisor with Stifel in Clayton, MO, holding Series 63 and Series 66 registrations and bringing 22 years of industry experience. He has been involved with the Jewish Federation of St. Louis since 2000. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance based on forward-looking capital market assumptions.

Jeffery Carson is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Steward Partners, Raymond James Financial Services, Ameriprise Financial Services, and Morgan Stanley. 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 a broad range of planning services using proprietary research and tools, with tailored recommendations delivered through client meetings and written summaries.

Tyler Cox is a financial advisor at RBC Capital Markets with six years of industry experience. He holds the Series 66 and Series 63 licenses and previously worked at Merrill for nine years and St. Louis Bank for one year. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers along with solutions such as discretionary portfolio management, financial planning, and brokerage services.

Toby Svoboda is a financial advisor with Wells Fargo Clearing in Clayton, MO, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked at Stifel Nicolaus & Co., Inc. for 15 years before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Jamie Lages is a financial advisor at Morgan Stanley in Chesterfield, MO, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2022, Jamie worked at Target and the Meramec Valley School District R-3. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutions. The firm offers tailored financial planning supported by structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Adam Gera is a financial advisor with Cetera in St. Louis, MO, holding a Series 66 credential and two years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2024 and has prior experience in various roles including at the University of Alabama and in the food service industry. In addition to his advisory role, he is also involved with Renaissance Financial, providing financial services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform with discretionary and non-discretionary program options.

Daniel Beiser Jr. is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. Prior to joining Thrivent, he worked in various roles at companies including Iron Mountain and several laboratories. He serves as a board member for a parent-teacher organization, where he helps run meetings and guide the board’s activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Robert Laegeler is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo in various capacities since 2008. Outside of advising, he is the author of a book for newborns. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, business-owner transition, and special-needs planning.

Jack Buchholz is a financial advisor with Fidelity in St. Louis, MO, holding a Series 66 credential and with one year of industry experience. Prior to joining Fidelity, he worked in various roles including at Hence Painting LLC and Home Depot. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

John Frailey is a financial advisor at Stifel with 26 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 credentials. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling.

Tanner Drake is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. His prior roles include positions at Cetera Wealth Services, Renaissance Financial, and Pioneer Wealth Management. Before entering the financial sector, he worked in landscape contracting. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and services, supported by a large nationwide network of independent advisors.

Grant Hibbard is a CFP®-credentialed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Ernst & Young from 2019 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies through a nationwide network of financial advisors.

Kathryn Motchan is a financial advisor at Stifel with 21 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Edward Jones from 2016 to 2022. Outside of her advisory role, she serves as a board member for Union Preschool in St. Louis, where she reviews budgets and operating expenses. 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 capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Chuck Edelstein is a financial advisor at Cetera with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Cetera Investment Advisors LLC and Cetera Financial Specialists LLC since 2013. Outside of his advisory work, he serves as a board member of the Chevra Kadisha Cemetery Association in St. Louis. Cetera Investment Advisors LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Gary Kwawer is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a director for Moolah Shrine Photostaff and operates GNK Photography LLC, focusing on fine art photography. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweeps.

Oliver Jones is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. Before joining Stifel in 2020, he worked at Regions Bank and has prior experience in law enforcement and public safety, currently serving as a 911 dispatcher for the St. Clair County Sheriff Department. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Anna Ward is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses with nine years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously held roles at TD Ameritrade, Scottrade, and AT&T. 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 employs a large network of advisors and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Lon Broske is a CFP®-designated financial advisor with over 32 years of industry experience. He is currently with OSAIC and has held positions at Pines Wealth Management and Royal Alliance Associates. In addition to his advisory work, he owns a sole proprietorship through which he sells term life and long-term care insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across multiple investment types.

Phillip Wight is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at Mass Mutual Investors Services, New York Life, Guardian Life Insurance, and Larson Financial Group. Outside of advisory work, he is a volunteer handler for the nonprofit Dogs on Duty and owns a transportation business, StlTopRides. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Sarah Buerk is a financial advisor with Cetera, holding a Series 66 designation and based in St. Louis, MO. She has one year of industry experience, having previously worked at Renaissance Financial and Faber & Brand, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.