Natalia Staniek is a Series 66-licensed financial advisor with Morgan Stanley in Clayton, MO, with five years of industry experience. Her work history includes roles at Triad Financial Group, Carrollton Bank, Ameren, Reliance Bank Headquarters, and JP Fields, as well as teaching at the University of Missouri - St. Louis. Morgan Stanley Wealth Management offers advisory programs to individuals and institutions, providing tailored financial planning that utilizes firm-approved tools and investment modeling through the Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Kaitlyn Arrow is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and is based in Clayton, MO. 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 solutions, operating under a fiduciary standard and supported by a nationwide network of financial advisors and branch offices.

Erika Martin is a financial advisor at Stifel in St. Louis, MO, with two years of industry experience. She holds Series 63 and Series 65 credentials. Her prior work includes roles at Charles Schwab and Lindenwood University. Martin also has experience outside finance, including five years at The Falls Golf Club. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group and provides a range of financial planning and asset allocation solutions.

Jacob Greer is a financial advisor at Merrill with Series 66 and Series 65 credentials. He has been with Merrill and Bank of America since 2026 and has prior experience at Dell Technologies and various other companies. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Brendan Lovekamp is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has previously worked at Paddio Home Loans and Academy Sports + Outdoors. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment solutions supported by a large integrated infrastructure.

Derion Tabb is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Edward Jones, PNC Bank, and Wells Fargo Clearing. Outside of finance, he owns and operates an online apparel retail business called The KC Apparel. 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 both brokerage and advisory solutions.

James Sayler is a financial advisor at Cetera with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms including Datatex Investment Services and K.W. Chambers & Co. In addition to his advisory role, he maintains an enrolled agent status and prepares individual tax returns through his tax and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Geramy Bonnette is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Valic Financial Advisors, TD Ameritrade, and Wells Fargo Clearing Services. Outside of his advisory work, he serves as an election judge for St. Louis County. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and tailors recommendations using proprietary research and tools, with clients able to choose implementation through various brokerage or advisory programs.

Patrick Crawley 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 licenses. 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 relies on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Jessica Williamson is a financial advisor at Edward Jones with eight years of industry experience. She holds the ChFC® and Series 66 designations and has worked at Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Dawnalee Grey is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. Her prior work includes roles at Edward Jones for 13 years and shorter tenures at McLaughlin Ryder Investments and Disys. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Andrew Deveydt is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and four years of industry experience. His prior roles include positions at us TECH SOLUTIONS, State Farm, and New York Life Insurance Co. outside the financial sector. 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 approach is centered on an IPS-driven process grounded in modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Sagar Satyan is a financial advisor with Wells Fargo Clearing holding a Series 66 designation. He has been in the industry since 2024, with prior experience at Park Avenue Securities, Guardian Life Insurance Company, and Financial Growth Partners. 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 uses research and analytics alongside diversification principles and modern portfolio theory to evaluate investment options.

Sean Rosenthal is a financial advisor with Stifel in Clayton, MO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Stifel since 1994. Outside of his advisory role, he is involved in real estate through ownership and brokerage activities with Roberts Realty and London Properties, LLC. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Ryan Stookey is a financial advisor with Ameriprise Financial Services in Webster Groves, MO, holding a Series 66 designation and five years of industry experience. His career includes multiple tenures at Ameriprise totaling five years and a 15-year period at Aflac. He is involved in independent insurance brokering related to disability income. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning with written recommendation reports and tax-aware withdrawal strategies.

Rebecca Rogers is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she works as a sales consultant for scented candles and warmers with Scentsy USA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a wide range of investment advisory, financial planning, and retirement plan consulting services, managing roughly $671 billion in assets through over 14,000 financial advisors.

Christina Smith is a financial advisor at Stifel with eight years of industry experience. She holds the Series 66 designation and previously worked at Avenica and Mary Kay, Inc. Stifel serves a diverse client base, 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 to support asset allocation and planning analyses.

Toby Meador is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee for a parents' trust. 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 and investment services tailored to clients meeting specific net-worth criteria.

Daniel Robertson is a financial advisor at Stifel with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Crown Capital Securities, Six Point Financial Group, Center Street Advisors, Wealth Protection Advisors, and Eldercare Financial. He took a one-year hiatus as a homemaker between 2020 and 2021. 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 relies on a proprietary methodology developed by its Investment Strategy Group, which delivers asset allocation and planning analyses based on forward-looking capital market assumptions.

Stephen Sutter is a CFP®-designated financial advisor with 29 years of industry experience. He has been with LPL Financial in St. Louis, MO since 2010. He serves as one of three trustees of the Sutter Family Insurance Trust and acts as a non-compensated notary for client convenience. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools.