Seamus Hamilton is a financial advisor at Stifel with one year of industry experience. He has been with Stifel since 2018 and holds a Series 66 designation. Prior to joining Stifel, he worked at The Revenue Optimization Companies, the Kansas University Coding Bootcamp, Hayes, and Target. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Guillermo Garsed is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has worked in various roles within Wells Fargo-affiliated firms since 2009. Outside of his advisory work, he owns GSAM LLC, a non-investment-related business based in Chesterfield, MO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Amanda Schuetz is a financial advisor with Stifel in St. Louis, MO. She holds a Series 66 designation and has six years of industry experience, having worked at Stifel Nicolaus since 2016. 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 is based on proprietary methodologies from its Investment Strategy Group that utilize forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Kevin Landy is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with individuals and families to develop personalized financial strategies that align their wealth with what matters most to them. He follows a disciplined process that begins with understanding each client's family situation and long-term goals. Kevin holds a Bachelor's Degree from the University of Wisconsin Madison and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His expertise includes areas such as college education planning, family wealth management strategies, legacy planning, retirement income, and tax minimization. He is actively involved in his community, volunteering with organizations including the Christian Brothers College High School Lacrosse Club, St. Louis Knights Youth Hockey Association, and St. Louis Rockets Youth Hockey Association. Outside of work, Kevin enjoys basketball, biking, football, hiking, ice hockey, traveling, and spending time with his family.

Jill Juenger is a financial advisor at Edward Jones in O'Fallon, Illinois, holding a Series 66 designation with 20 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she is involved in community activities including customer service at a local winery and coaching at a gymnastics center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services with over $1 trillion in assets under management. The firm is notable for its extensive network of advisors and branch offices as well as its affiliated investment and lending capabilities.

Luke Laputka is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 registrations and five years of industry experience. Prior to joining Wells Fargo, he worked at Fidelity Investments and E*Trade Securities among other roles. He is a part owner of Newport County Driving School, a business that teaches young people how to drive and obtain their driving licenses. 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 roughly $671 billion in assets and combines research-driven investment strategies with a broad range of financial products and services.

Keith St. John is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones and Wells Fargo Clearing Services. Outside of his advisory role, he owns and operates Saint Legg Capital, LLC, and is involved in rideshare driving. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory recommendations with various financial products and referral channels.

Walter Weston is a financial advisor at Edward Jones with 20 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses and has been with Edward Jones since 2006. 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 under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and affiliated mutual funds.

Harrison Ivie is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Anderson Hoagland & Company, St. Louis Trust & Family Office, and Cerner Corporation. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized manager due diligence and incorporates an ESG eligibility framework in its investment process.

Jennifer Thornton McCullough is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with 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 investment advisory services. The firm’s 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.

Kurtis Shotts is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services in various capacities since 2016. Outside of his advisory role, he is co-owner of a retail business, Big Firepits, and is involved in tax preparation through Proactive Tax & Advisory LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. Their retirement income service uses a centralized team to produce recommendation reports that integrate investment research and algorithmic tools, supporting non-discretionary implementation by clients or their advisors.

Michael Smith is a financial advisor with Edward Jones in Brentwood, MO, holding Series 63 and Series 65 licenses and accumulating 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. 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, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Zachary Bess is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and ten years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors for one year. Outside of his advisory role, he has been employed at Quik Trip since 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Edward Phelan Jr. is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Integrated Payroll Services and the University of Dayton. He serves on the Alumni Board of Chaminade College Preparatory School, assisting with fundraising and event involvement. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households. The firm offers a broad range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Thomas Valenza is a financial advisor at Stifel with 12 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016 and previously spent three years at Wells Fargo Advisors. Outside of his advisory role, he has been involved with Mannino's Market for over 20 years. 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.

Jason Noakes is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2009. Prior to that, he was associated with Citigroup Global Markets starting in 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Carolyn Kleen is a financial advisor at Wells Fargo Clearing with a Series 66 designation and experience spanning roles at Wells Fargo Bank, U.S. Bancorp, and Scott Credit Union since 2008. She is based in St. Louis, MO, and began her advisory role at Wells Fargo Clearing in 2025. 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 advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jared Watkins is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds Series 63 and Series 66 credentials. His background includes three years at Charles Schwab Co., Inc., and prior employment at Amazon and involvement with the Boy Scouts of America. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and tools, with clients able to choose how to implement recommendations through various brokerage or advisory programs.

Joseph Mufson is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Saint Louis, MO. He assists in leading the MB Group, a multi-generational family team with offices in Clayton, MO and Ft. Lauderdale, FL, focusing on providing comprehensive wealth management and personalized financial planning services. The MB Group emphasizes building trusting relationships and delivering transparent, client-centered advice to help families align their finances with their long-term goals, utilizing Merrill’s full wealth management resources along with Bank of America’s banking solutions. Mr. Mufson’s areas of expertise include retirement planning, divorce transition planning, executive and equity compensation, family wealth management strategies, liquidity management, portfolio management, tax minimization, and retirement income. He holds multiple professional designations such as Accredited Portfolio Management Advisor (APMA), CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He earned a bachelor's degree from Goucher College and a master’s degree from the College for Financial Planning. In addition to his professional role, Mr. Mufson is involved in the community through organizations such as the JCC Maccabi Games. Outside of work, he has personal interests that include basketball, reading, tennis, and spending time with his family.

Patrick Feeney is a financial advisor at Robert Baird & Co. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird & Co. since 2019. His prior experience includes roles at JJB Hilliard W.L. Lyons LLC and Gabelli & Company, Inc. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio services, employing a range of investment strategies from traditional to non-traditional, with options for discretionary and non-discretionary management.