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.

Ian Mueller is a financial advisor at LPL Financial in St. Louis, MO, holding a Series 65 designation. He has been with LPL Financial since 2026 and has experience with several other firms and financial services organizations, including Gatewood Wealth Solutions and Reliant Financial Services. Ian has also held roles related to personal financial planning and financial education at the University of Missouri. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad network of over 22,800 advisors.

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 credentials and has been with Wells Fargo Clearing since 2016. He serves as co-trustee for a family investment trust. 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, utilizing research from Wells Fargo Investment Institute and third-party databases.

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 roles include five years at Wells Fargo Clearing. Outside of his advisory work, he serves as president of the endowment committee and a board member for the Metropolitan Theatre of Saint Louis. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and forward-looking capital market assumptions 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 Series 65 licensed financial advisor with Wells Fargo Advisors, based in St. Louis, MO, and has 13 years of industry experience. She has worked at Wells Fargo in various capacities since 2011 and previously at Edward Jones from 2020 to 2022. Outside of her advisory role, she serves as Treasurer and Finance Committee Chair for the St. Louis Public Schools Foundation and participates on FINRA’s Clearing Firm Advisory Committee. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, delivering tailored recommendations that clients may implement through various brokerage or advisory programs.

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.

Clarissa Winger is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 license and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has an extensive background in mortgage services at Wells Fargo Home Mortgage since 2001. Outside of her advisory work, she serves as an executor for her mother’s estate. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm leverages research from Wells Fargo Investment Institute and combines brokerage and advisory solutions while managing approximately $671 billion in assets with a large network of over 14,000 advisors.

Matthew Carruthers is a financial advisor at Edward Jones in St. Louis, MO, holding the Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs featuring discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

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.

Kenyon Hails is a financial advisor with Edward Jones in Wildwood, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked for Kohl’s Department Stores for 18 years. He owns and manages farmland and a vacation rental condo with limited day-to-day involvement. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of advisors and offices.

Eugene Stumpf is a financial advisor at Edward Jones in St. Louis, MO, with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Outside of advisory work, he is involved in real estate land leases, including ownership interests in properties leased to a car wash and a restaurant. 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 large network of financial advisors and branch offices nationwide.

Amy Schroeder is a financial advisor with Charles Schwab in Ballwin, MO, holding a Series 66 credential and bringing 11 years of industry experience. Her prior roles include positions at TD Ameritrade, Wells Fargo Clearing, and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts.