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 since 2017, including six years with Morgan Stanley Private Bank, N.A. Outside of her advisory role, she owns Wildwood Blooms, a flower design business specializing in parties and events. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, emphasizing advisory services without providing individual security recommendations as part of standalone plans.

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 financial advisor with Raymond James & Associates in St. Louis, MO. He holds the Series 66 designation and has six years of industry experience. Prior to joining Raymond James in 2019, he has also been associated with UHY Advisors since 2005. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services primarily through non-discretionary advisory 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 Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for both non-discretionary and discretionary plan management, including insurance-related vehicles and bank deposit sweep options.

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 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, 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.

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 financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked previously at U.S. Bank, U.S. Bancorp Investments, Inc., and Wells Fargo Clearing Services LLC. Lauren is based in Clayton, MO. 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 combines large institutional advisory capabilities with broker-dealer and investment adviser registrations to deliver a comprehensive range of services.

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 with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2009. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, offering a range of investment services to individual and institutional clients.

Sarah Kinney is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Before joining J.P. Morgan, she served in the U.S. Navy for several years and worked at Amazon.com and Wine Com Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Marlo Proctor is a financial advisor with Edward Jones in Webster Groves, MO, holding a Series 66 designation and 18 years of industry experience—all with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 advisors and 15,100 branch offices.

Kyle Jackson is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 21 years of industry experience. He has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2009, and previously at Citigroup Global Markets since 2005. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.