John Frailey is a financial advisor at Stifel with 26 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 credentials. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling.

Jessica Voss is a financial advisor at Stifel with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Charles Schwab and TD Ameritrade. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Tanner Drake is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. His prior roles include positions at Cetera Wealth Services, Renaissance Financial, and Pioneer Wealth Management. Before entering the financial sector, he worked in landscape contracting. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and services, supported by a large nationwide network of independent advisors.

Grant Hibbard is a CFP®-credentialed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Ernst & Young from 2019 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies through a nationwide network of financial advisors.

Shannon James is a financial advisor with Thrivent Investment Management in Saint Louis, MO, holding Series 63 and Series 66 credentials and four years of industry experience. She previously worked at Sun Valley Adult Care Center for 14 years. Outside of her advisory role, she is involved in several entrepreneurial and community activities, including coordinating events at a family-owned venue, operating a notary services business, organizing a creative studio for publishing and crafts, and offering motivational speaking engagements. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm allows clients to combine planning with managed-account programs under a consolidated billing option while keeping services distinct.

Kathryn Motchan is a financial advisor at Stifel with 21 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Edward Jones from 2016 to 2022. Outside of her advisory role, she serves as a board member for Union Preschool in St. Louis, where she reviews budgets and operating expenses. 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 is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Chuck Edelstein is a financial advisor with Cetera who holds Series 65 and Series 63 licenses and has 20 years of industry experience. He has worked with Cetera Investment Advisors LLC and CETERA Financial Specialists LLC since 2013 and previously with MSI Financial Services, Inc. from 2011 to 2013. Outside of his advisory role, he serves as a board member of the Chevra Kadisha Cemetery Association in St. Louis. Cetera Investment Advisors LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to various program platforms, operating a multi-manager platform with over $256 billion in assets under management and a network of more than 10,000 advisors.

Caspar Unterreiner is a financial advisor with OSAIC, holding a ChFC® designation and Series 63 and 65 licenses, and has 40 years of industry experience. He has worked at OSAIC since 1995 and also operates Financial Legacy Associates, where he analyzes, recommends, and sells life and health insurance. Caspar’s career includes over four decades at Security Research Associates beginning in 1981. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process with various portfolio management options and operates through a broad affiliate network that supports both brokerage and advisory services.

Gary Kwawer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is involved in photography, serving as a director for MOOLAH Shrine Photostaff and operating GNK Photography LLC, a fine art photography business. 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 combines research and analytics with diversification principles and modern portfolio theory to offer both brokerage and advisory solutions.

Oliver Jones is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. Before joining Stifel in 2020, he worked at Regions Bank and has prior experience in law enforcement and public safety, currently serving as a 911 dispatcher for the St. Clair County Sheriff Department. 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 allocation methodologies developed by its Investment Strategy Group.

Anna Ward is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 66 and Series 63 licenses. She has nine years of industry experience, including prior roles at TD Ameritrade, Scottrade, and AT&T. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Lon Broske is a CFP® professional with 33 years of industry experience, currently serving at Osaic Wealth since 2021. He previously worked at Pines Wealth Management, LLC for 18 years and has been associated with Royal Alliance Associates, Inc. for 27 years. In addition to his advisory work, he is involved in selling term life and long-term care insurance through his sole proprietorship. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by a multi-advisor platform.

Brian Sturm is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He is based in Town & Country, MO, and has involvement in a family farming operation in Columbia, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and affiliated financial services supported by a national network of over 23,000 advisors.

Alexander Eisenbeis is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for five years at FleishmanHillard. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Sarah Buerk is a financial advisor with Cetera, holding a Series 66 designation and based in St. Louis, MO. She has one year of industry experience, having previously worked at Renaissance Financial and Faber & Brand, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Emily Kingston is a financial advisor at Merrill with a Series 66 designation and nine years of industry experience. She has been with Merrill since 2012 and has also held positions at Fossil, Loft, and Bek Restaurant. In addition to her advisory role, she serves as a power of attorney for fiduciary entities in the St. Louis area. Merrill, together 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 and profit-sharing plans, corporations, and charitable organizations.

Sandra Smith is a financial advisor with Wells Fargo Advisors in Saint Peters, MO, holding Series 63 and Series 65 licenses and with 32 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her advisor role, she serves as a trustee and co-trustee for multiple family trusts and manages administrative duties for Smith Mundwiller Securities LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations to clients who meet certain net-worth criteria.

Colten Meador is a financial advisor at Wells Fargo Clearing with a Series 63 designation and four years of industry experience. His career includes roles at Wells Fargo Clearing Services LLC, Digital Intelligence Systems, and Legence Bank. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Paul Novelly II is a financial advisor at Stifel with Series 63 and 65 credentials and 35 years of industry experience. He has held various roles within Stifel and its affiliated entities since 2005. Outside of advising, Novelly serves as a director and vice president of Apex Oil Company, Inc., and is involved in several family-owned businesses including residential construction and investment management. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Michael Briner is a CFP®-certified financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2011. He has 12 years of industry experience. Outside of his advisory role, he officiates sanctioned hockey games with the Missouri Ice Hockey Officials Association. 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, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.