Paul Pettus is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2014. 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 uses a proprietary methodology developed by its Investment Strategy Group, relying on forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Brian Turner is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Carmody-Turner Group. He has been in the financial services industry since 2012 and joined Merrill Lynch in 2015. Brian works with high-net-worth clients, including physicians, serial entrepreneurs, college coaches, small business owners, and executives, providing individualized wealth management and planning strategies. He focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue their financial goals, combining personalized service with the investment insights of Merrill and the banking convenience of Bank of America. Brian holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA) accreditation. He earned both his bachelor's degree and Master of Business Administration from Western Illinois University, where he also played and lettered on the NCAA Division I men's basketball team. Originally from southeast Iowa, Brian and his wife, Dr. Ashlyn Turner, have three children. They lived in St. Louis before relocating to Ballwin. Brian supports the community through his involvement with organizations such as the Western Illinois University Foundation Board, Fathers & Families Support Center, and the United Way's Charmaine Chapman Society. He also dedicates time to coaching youth sports.

Ashley Palmer is a financial advisor at Stifel with four years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Charles Schwab, TD Ameritrade, Edward Jones, and U.S. Bank. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary, forward-looking analysis developed by its Investment Strategy Group, supporting client decisions through asset allocation and financial planning tools.

Edward Nix is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at Northern Trust and several organizations in the St. Louis area prior to joining J.P. Morgan. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Ronald Kruszewski is a Series 63 licensed advisor with 39 years of industry experience, currently serving at Stifel since 1997. He has held positions with Century Securities Associates and Stifel Independent Advisors, LLC during his career. Kruszewski is involved in several nonprofit and community organizations, including serving on the boards of the US Ski and Snowboarding Team, the Kutcher Clinic, Saint Louis University, and the Horatio Alger Association. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning alongside other services, with client discretion over implementation and monitoring.

Amanda Plotkin is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018. Prior to that, she was employed at Precision Document Solutions from 2014 to 2018. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Lucas is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and has prior work history including roles at A Mrazek, UPS, and MyHouse Nightclub and Bar. His background also includes employment at the University of Missouri and De Smet Jesuit High School. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Robert Bartenstein Jr. is a financial advisor at Edward Jones with 51 years of industry experience. He has been with Edward Jones since 2013 and holds Series 63 and Series 66 licenses. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bethany Roberts is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 license and 17 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary while providing a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

James Miller is a financial advisor at Stifel with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Sarah Ott is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management for eight years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

David Smith is a financial advisor with Cetera, holding the ChFC® designation and a Series 63 license, with 46 years of industry experience. He has been associated with Cetera and its affiliates since 2013 and has operated Smith Financial Group since 1995. In addition to his advisory work, he sells life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, with multiple program options and a multi-manager platform.

Robert Lessentine Jr. is a CFP®-designated financial advisor with 12 years of industry experience, currently serving clients at Edward Jones in St. Louis, MO since 2014. His credentials include the Series 66 license. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of investment advisory programs and services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Dustin Behan is a financial advisor at Stifel with 12 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2016, as well as affiliated entities including Keefe, Bruyette & Woods, Inc. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Jeffrey Kirkpatrick is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 advisory approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Jonathan Fish is a financial advisor with Edward Jones in St Louis Hills, MO. He holds Series 63 and Series 65 designations and has 36 years of industry experience, including 27 years with Edward Jones. 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 and offers a range of advisory programs, investment solutions, and affiliated capabilities through a nationwide network of financial advisors and branch offices.

Dallon Byers is a financial advisor at Fidelity with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he also works as an independent contractor reviewing AI text responses. Fidelity, through its Strategic Advisers LLC affiliate, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Bryan Watkins is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. His work history includes roles at Fidelity Investments, Sodexo, and City 1st Mortgage Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies and oversight controls in its investment process.

Maryjo Sellers is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has held various roles within Wells Fargo since 2009. 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 approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Leo Schmid is a financial advisor with UBS Financial Services in Clayton, MO, holding Series 63 and Series 65 registrations and bringing 46 years of industry experience. He has been with UBS since 1995. Schmid also serves as a trustee for Mancicni Trust, where he is involved in investing activities for compensation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.