Mark Schuette is a financial advisor at Stifel with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC, and Prudential Insurance Company of America for nine years. Outside of his advisory role, he is a member and manager of Schuette Investments LLC, a real estate investment business. 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 planning tools developed by its Investment Strategy Group.

Kathleen Thomas is a financial advisor at Stifel with 11 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus and Facet prior to her current role. Outside of her advisory work, she operates an Etsy shop specializing in print-on-demand products. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes proprietary investment methodologies developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Natalie Hagemann is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Morgan Stanley and its Private Bank since 2017, with prior experience at Merrill and Bank of America. Outside of finance, she owns Wildwood Blooms, a flower design business for events. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs. The firm’s financial planning emphasizes a structured process using approved tools and models, providing tailored plans without individual security recommendations as part of standalone offerings.

Eric Finch is a financial advisor at Stifel with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing Services, TD Ameritrade, Home Depot, and Summit Center LLC. Stifel serves a broad range of clients including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Peter Thurman is a Series 66-credentialed financial advisor with Raymond James & Associates in St. Louis, Missouri. He has seven years of experience at Raymond James and over two decades at UHY Advisors. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning and investment consulting with mainly non-discretionary relationships.

Kelly Fritz is a financial advisor with UBS Financial Services in Clayton, MO, holding a Series 66 designation and 12 years of industry experience. She has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor strategies. The firm combines wealth management services with institutional trading capabilities and provides a broad range of financial products and capital markets services.

Claire Gantt is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has spent her entire career at Edward Jones, beginning in 2017. Prior to her advisory role, she was affiliated with Truman State University from 2014 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Michael Karasick is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 66 designations, bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for over a decade before joining Wells Fargo Clearing. Karasick serves on the investment committee for the Jewish Federation of St. Louis and is a pension board member for the Creve Coeur Pension Fund. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Aaron Leeper is a financial advisor at Wells Fargo Advisors in St. Louis, Missouri, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and develops tailored recommendations using proprietary research and planning tools.

Paul Carothers is a financial advisor at Stifel with 36 years of industry experience. He has been with Stifel since 1994 and holds Series 63 and Series 65 credentials. Outside of his advisory work, he is involved in small-scale property management and maintenance through ownership interests in local real estate and a dock association. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. Its investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

David Safarian is a financial advisor at Stifel with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2017, with prior roles at Wells Fargo Clearing and Morgan Stanley Dw Inc. Stifel serves a diverse range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and forward-looking capital market assumptions.

Andrew Evola is a financial advisor at Cetera with 11 years of industry experience. He holds a Series 66 credential and has worked at Renaissance Financial and Securian Financial Services Inc. Among his outside activities, he serves as a trustee and investment committee member for the nonprofit Our Little Haven and holds board and investment committee roles with the Tracy Family Foundation. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management, financial planning, and consulting services through multiple program platforms and manager options.

Tricia Sjoholm is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. She has been with Stifel since 2013. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary methodology for investment analysis and allocation guidance developed by its Investment Strategy Group, providing clients with planning tools that support but do not guarantee investment decisions.

Lauren Dyer is a Series 66-licensed financial advisor with nine years of industry experience. She is currently with J.P. Morgan Securities and has previously worked at U.S. Bank, U.S. Bancorp Investments, Inc., and Wells Fargo Clearing Services LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to offer customized asset allocation advice, manager searches, and performance reporting while clients retain final decision authority.

Vicky Langenhorst is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 66 credentials and over 33 years of industry experience. She previously worked at UBS Financial Services Inc. for nine years before joining Raymond James in 2018. Outside her advisory role, she is a distributor for Advocare products, which she uses personally. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a range of portfolio management styles and specialized municipal advisory capabilities.

Evan Geraghty is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and has worked at Stifel since 2021, with prior experience at Ascent LLC and a background that includes roles outside finance. Stifel serves a broad range of clients, including individuals, institutions, and nonprofit organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Christopher Effer is a financial advisor at Morgan Stanley with 22 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Bryan Sachan is a financial advisor with Stifel, holding a Series 66 designation and 17 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and was previously with Scottrade from 2014 to 2017. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, which applies forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Lisa Malkin is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing, Wells Fargo Advisors, and A.G. Edwards & Sons, Inc. throughout her career. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment services and comprehensive financial planning. The firm offers a wide range of planning options, including retirement, education, and business-owner transition planning, supported by proprietary research and planning tools.

Sarah Kinney is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., she served multiple terms in the U.S. Navy and has work experience with Amazon.com and Wine Com Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary advisory program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.