Mary Blythe is a CFP®-certified financial advisor based in St. Louis, MO, with six years of industry experience. She currently works at LPL Financial, joining in 2025 after roles at Edward Jones, Northwestern Mutual Investment Services LLC, and Seamus Group LLC. Prior to her financial advisory career, she held positions in education with Rockwood School District and as a homemaker. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and technology-driven strategies.

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 at J.P. Morgan Securities with 25 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Securities and JPMorgan Chase Bank since 2019, following a 17-year tenure at UBS Financial Services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Jennifer Thompson is a Series 66-licensed financial advisor with Raymond James & Associates, based in St. Louis, MO, with 13 years of industry experience. Her prior roles include positions at LPL Financial, Humes Masonry Solutions, and Vantage Credit Union. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning and investment consulting through various advisory programs.

John Kriegshauser is a Financial Consultant at Fidelity Investments, where he has held various roles since 2020. His positions have included Investment Consultant, Workplace Financial Consultant, and Director, Retirement Planner. In his current role, he focuses on creating clear, actionable, and personalized financial plans to help clients pursue their significant life aspirations. John holds an Arkansas Insurance License and brings extensive experience in retirement planning and investment consulting. His approach emphasizes educating and empowering clients to efficiently manage their financial resources. Outside of his professional work, John engages in family activities and enjoys outdoor pursuits such as golf, hiking, skiing, and traveling.

Jacob Herget is a Financial Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 2018 and focuses on helping individuals and families make confident financial decisions through personalized planning and trusted relationships. He holds bachelor's degrees in Finance and Marketing from Saint Louis University. Jacob's expertise includes employee benefits planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation. Born and raised in St. Louis, Jacob values building lasting relationships with his clients and delivering meaningful value in every interaction. Outside of work, he enjoys spending time with his family and friends, participating in various sports such as baseball, basketball, football, golfing, pickleball, and running, as well as cooking, traveling, and volunteering in the community.

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.

Kyle Corley is an Investment Consultant currently working at Fidelity Investments. He partners with clients to help them achieve their financial goals by implementing personalized planning strategies. His approach involves building trust and understanding to create plans tailored to individual needs and continuously monitoring them as circumstances change. Kyle has experience in various roles at Fidelity Investments, including Planning Consultant from 2025 to 2026, Relationship Manager from 2024 to 2025, and Financial Representative in 2024. Prior to joining Fidelity, he worked as a Financial Service Representative at Charles Schwab from 2023 to 2024. Outside of his professional work, Kyle has personal interests in board games, cars, fitness, and football.

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, holding a Series 63 designation and 33 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

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.

Katherine Gough is a financial advisor at Raymond James & Associates with 34 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Raymond James since 2007. Outside of her advisory role, she serves on the finance and investment committee of Immacolata Catholic Church. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers customized financial planning and consulting services, drawing on a range of portfolio management styles and affiliated research.

Glenn Elmblad is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at Raymond James Financial Services, Inc. from 1999 to 2021 before joining Raymond James & Associates in 2022. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.

Laura Netemeyer is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent five years at Merrill. Laura is also a notary public, notarizing documents for clients as part of her services. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit entities, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group to support asset allocation and financial planning.

Aaron Moneymaker is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2018, with a brief tenure at Citigroup Inc. His background also includes experience outside of finance, having worked at River City Casino and Webster University. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment process is IPS-driven and based on modern portfolio theory, with a broader range of financial product offerings than typical institutional advisers.

Richard Muessig is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. He has been with Axa Advisors, LLC since 2012. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.