Cameron Noland is a financial advisor at Morgan Stanley in Clayton, MO, with three years of industry experience. He previously worked at Charles Schwab & Co., Inc. and has a background that includes five years in retail and two years in service industries. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients through direct and employer-based financial planning agreements.

Christopher Tilghman is a financial advisor with Merrill in Clayton, MO, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been with Bank of America, NA and Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Amita Chinnadurai is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds a Series 65 designation and has worked at Wells Fargo Clearing and its affiliates since 2011, with a two-year tenure at Edward Jones in between. She serves as Treasurer and Finance Committee Chair for the St. Louis Public Schools Foundation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, distinguishing it from many institutional advisers.

Bradley Cox is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He has worked with Renaissance Financial Corp since 2021 and Cetera since 2023. Outside of his advisory roles, Cox serves as president of the Young Professionals board at Folds of Honor, where he leads communications and event planning to raise funds for educational scholarships. Cetera Investment Advisers LLC is a national SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, serving over 800,000 clients with more than $256 billion in assets under management.

Ellen Liss is a financial advisor at Stifel with 28 years of industry experience. She has been with Stifel, Nicolaus & Company Incorporated since 2002. Outside of her advisory role, she is involved with Forest Park Forever's Women's Committee, where she helps plan an annual fundraiser. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Robert Patrick is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and previously worked at US Tech Solutions Inc. Outside of finance, he has experience in the hospitality sector, having worked at Applebee's Bar and Grill and Patrick's Bar and Grill. 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 employs a large network of advisors and uses research-driven strategies grounded in diversification and modern portfolio theory.

Clarissa Winger is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following two years with WELLS FARGO Advisors, LLC. Outside of her advisory role, she serves as executor for her mother’s estate. 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 approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Matthew Carruthers is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Maxwell Elbe is a financial advisor with Morgan Stanley in Edwardsville, IL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Goosehead Insurance and involvement with the University of Mississippi and Twin Lake Trucking. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.

Sean Murphy is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill, The America Group, and Edward Jones. Outside of his advisory work, he was involved with St. Louis Blues Warrior Hockey, Inc. from 2022 to 2024. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Brent Mcintosh is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Edward Jones since 2013. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, serving a broad client base with a range of investment services.

Ashley Anderson is a Series 66-credentialed advisor with Merrill in Clayton, MO, with 10 years of industry experience. She has been with Merrill since 2006. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tonja Casey is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors from 2013 to 2016. Outside of advising, she owns rental properties in St. Louis. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wider range of investment options such as insurance-related vehicles and bank deposit sweep programs.

William Southerland is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing since 2018, following five years at Scottrade. 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 process is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Phyllis Kenney is a financial advisor with STIFEL in St. Louis, MO, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. She has worked at Stifel since 2015, with a brief retirement period for medical reasons in 2024–2025. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and asset allocation models developed by its Investment Strategy Group, supporting client decisions without mandating implementation or ongoing monitoring.

Patrick Martin is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously held positions at Edward Jones and Aston Carter. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

James Richardson is a financial advisor with RBC Capital Markets in St. Louis, MO, holding Series 63 and Series 66 designations and 33 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. for 24 years and has been with RBC Capital Markets since 2025. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with personalized strategies implemented through a combination of in-house and third-party managers, providing a broad range of investment and financial planning services.

Michael Bernard is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2016. Outside of advising, he owns M Bernard Development, a consulting business focused on emotional intelligence, and serves as a guest service host at a local convention center and stadium. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Matthew Land is a financial advisor at Stifel with 17 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2012, with prior experience at Keefe, Bruyette & Woods. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Scott Dolan is a financial advisor with Stifel in Clayton, MO, holding a Series 66 designation and seven years of industry experience. He has worked at Stifel Nicolaus & Co. Inc. since 2019 and previously held roles at U.S. Bancorp Investments, Inc. and US Bank from 2008 to 2019. Dolan serves as President of the Board of Trustees for Lift for Life Academy and holds board positions with the Saint Louis Central Library Foundation and the Campbell House Museum. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.