Brandon Haid is a financial advisor with Cetera based in St. Louis, MO, holding a Series 66 designation and three years of industry experience. He has worked at Cetera and affiliated entities since 2023 and previously held roles at Securian Financial Services and Bellhops. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, supporting both discretionary and non-discretionary strategies.

Karen Rother is a financial advisor at Edward Jones with 19 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2001. 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 through a nationwide network of more than 23,700 financial advisors, offering various advisory programs, separately managed accounts, affiliated mutual funds, and a securities-based lending option under a fiduciary standard.

Robert Ponciroli is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior roles include positions at Cuna Brokerage Services Inc. and Cuna Mutual Group. He also operates Investment Services at First Community, a business related to his LPL activities. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, supported by research and technology-driven investment strategies.

John Simpson is a financial advisor with Raymond James & Associates in St. Louis, Missouri, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering a range of financial planning and consulting services supported by comprehensive research and portfolio management options.

Timothy Melly is a financial advisor with Edward Jones in St. Louis, MO, holding the CFP® and CFA® designations and bringing 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated products, operates under a fiduciary standard, and is notable for its large network of advisors and branches as well as its comprehensive advisory and trust capabilities.

Jasmine Hutson is a financial advisor at Stifel with seven years of industry experience. She holds a Series 66 designation and has been with Stifel, Nicolaus & Co since 2016. Prior to her current role, she worked briefly at Fast Fitness Boot Camp. 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 probabilistic modeling developed by its Investment Strategy Group to support asset allocation and planning decisions.

Jacob Dofing is a financial advisor at Wells Fargo Clearing with a Series 66 credential. He has one year of industry experience and has previously worked at MassMutual Investors Services, MassMutual Life Insurance, Edward Jones, and in hospitality roles including The Kitchen Grill & Games and Chick-fil-A. Outside of finance, he has worked as a bartender at Salt and Smoke, a restaurant and bar in Kirkwood, Missouri. 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 IPS-driven advisory process includes both non-discretionary and discretionary options and features a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Destiny Hartsfield is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with two years of industry experience. She previously attended the University of Missouri from 2019 to 2023. 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 broad range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Elias Stavrianos is a financial advisor with Cetera in St. Louis, MO, holding a Series 66 credential and beginning his advisory career in 2026. His prior work experience includes roles at Jet Aviation and Maryville University, as well as involvement with various organizations such as Downeast Bird Dawgs and Gateway Grizzlies. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Mark Webster is a CFA® charterholder with 11 years of industry experience. He is currently with Edward Jones in St. Louis, MO, having joined the firm in 2025. Prior to Edward Jones, he worked at Moneta Group Investment Advisors and Stifel Nicolaus & Co. Inc. He also has experience at Southern Illinois University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Ronald Jagels is a CFP® professional with 27 years of industry experience, currently serving at Edward Jones since 1998. He holds the Series 63 designation and is based in St. Louis, MO. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Michael Schonhoff is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to his advisory role, he was affiliated with several educational institutions including Christian Brothers College High School, Incarnate Word Academy, and St. Louis University High School. 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 investment strategies, affiliated mutual funds, and fiduciary advisory services through a nationwide network of financial advisors and branch offices.

Matthew Alpert is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2011. He also serves as a co-trustee for his daughters. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, operating with a large-scale platform and a broad range of brokerage and advisory solutions.

Matthew Roth is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Edward Jones since 1995. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Timothy Kertz is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Stifel since 2021. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he holds leadership positions with the Municipal Theatre Association of St. Louis, serving as President of the Endowment Committee and as a board member. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Katie Stephan is a financial advisor at Edward Jones with 7 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. The firm serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets under management and supports its advisory services with a large nationwide network of financial advisors and branch offices.

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.

David Terry is a financial advisor at Edward Jones with 10 years of industry experience, all of which has been with the firm since 2016. He holds a Series 66 designation. Outside of his advisory role, Terry performs as an acoustic guitarist and singer at local restaurants and wineries in Ballwin, MO. Edward Jones is a full-service wealth management firm that serves over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

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.

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.