John Rosenthal is a financial advisor at Stifel in Clayton, MO, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Stifel since 1993. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Eric Halter is a financial advisor with Edelman Financial Engines who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has worked at Edelman Financial Engines since 2025 and previously spent nine years at Financial Engines Advisors L.L.C. and one year at Tmfs Advisors, Llc. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Wynne Murphy is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. Murphy specializes in developing personalized financial strategies tailored to clients’ unique goals and changing market conditions, leveraging investment insights from Merrill alongside banking and lending solutions from Bank of America. Murphy holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Missouri System. Committed to community involvement, Murphy participates in volunteer activities with local organizations, reflecting Merrill’s tradition of engagement in the communities served.

Mark Archer is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has five years of industry experience, including prior roles at The Prudential Insurance Company of America and Thrivent Financial. Outside of his advisory work, he is also an author. LPL Enterprise serves a diverse client base ranging from individuals to institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Daniel Gansler is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since at least 2016. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analyses as part of its services.

Virginia L. Kase is a financial advisor at Stifel with 33 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services for 19 years before joining Stifel in 2025. 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 uses a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Marisa Griggs is a CFP® and ChFC® with 22 years of industry experience. She is currently with Stifel, having joined the firm in 2023. Her prior roles include positions at Wells Fargo Clearing Services LLC, Northwestern Mutual, and independent advisory practices. Outside of her advisory work, she has driven for ride-sharing services such as Uber and Lyft. 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 is based on proprietary analysis and forward-looking capital market assumptions developed by its Investment Strategy Group.

Adam Krieger is a financial advisor with Edward Jones in Chesterfield, MO, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2016. Outside of his advising role, he works as a baseball umpire for the Greater St. Louis Association of Umpires. 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 affiliated investment options, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Jordan Callahan is a financial advisor with Wells Fargo Clearing in Frontenac, MO, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior work includes roles at TD Ameritrade and Plaza West Mercedes-Benz. Outside of advisory services, he is a trustee for a grandparents trust, serves as treasurer and finance committee member for the Oasis Institute, and holds partial ownership in a Paul Davis Restoration franchisee. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources while providing both brokerage and advisory solutions.

Caleb Yeargain is a financial advisor with RBC Capital Markets in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. His career includes roles at City National Bank, U.S. Bancorp Investments, U.S. Bank, TD Ameritrade, and Scottrade. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored investment strategies through a variety of advisory programs, combining in-house and third-party management with options for rebalancing, tax management, and responsible investing.

Kari Stubits is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. Her prior roles include time at Profund Legacy Partners, John Gravlin, various insurance carriers for W&R Insurance Agencies, and Waddell & Reed. She also operates a business entity for tax and investment purposes outside her advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a wide range of advisory and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by extensive research and technology.

Matthew Peters is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Outside of his advisory role, he provides general assistance and talent coordination for event productions with Premier Networks. Wells Fargo Clearing offers retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, providing 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 products and bank deposit sweep options within its investment menus.

Andrew Hamel is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial career with the Loiterstein Group in 2016. Andrew focuses on connecting all aspects of clients' financial lives to help prioritize and pursue the goals that matter most to them. He serves a growing local and nationwide circle of affluent clients including executives, business owners, attorneys, and physicians. Andrew holds a Bachelor of Science degree in Finance with a concentration in Economics from Saint Louis University. He is a CERTIFIED FINANCIAL PLANNER® professional and also holds the Personal Investment Advisor (PIA) designation. He works with his team to implement a disciplined process for wealth management, ensuring tailored financial strategies designed to meet clients' goals and lifestyles. Outside of his professional role, Andrew enjoys golfing, music, watching movies, and woodworking. He values strong working relationships with clients and their families and is committed to providing accurate, professional, and personal guidance throughout the investment and retirement planning process.

Christian Burrus is a financial advisor at Edward Jones with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he has worked as a driver for rideshare and meal delivery services in the Saint Peters and Saint Charles, Missouri areas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated financial services.

Jane Ising is a financial advisor at Edward Jones with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Edward Jones since 1997. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Magistri is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 credential and has been with Edward Jones since 2016. Outside of his advisory role, he works part-time as a bartender at Vetta Sports in Ballwin, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a large nationwide network of advisors and branches.

Richelle Bain is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In this role, she focuses on building long-term relationships with clients through proactive outreach and consistent communication. Richelle takes a holistic approach to planning, working closely with each client to understand their unique needs, goals, and circumstances to provide personalized financial planning. Prior to her current role, Richelle gained experience as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. Her professional background reflects a commitment to collaboration, clarity, and care in supporting clients' financial well-being. Outside of her professional work, Richelle enjoys camping, cooking and baking, social events with friends, hiking, photography, and running.

Nicholas Navin is a Series 66-licensed financial advisor at Edward Jones with 16 years of industry experience. He has worked at Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Gabriel Fish is a financial advisor with LPL Financial in St. Louis, MO. He holds a Series 65 designation and has professional experience spanning several roles across financial services and education since 2016. Prior to joining LPL Financial in 2026, he worked at Feltz WealthPLAN and held positions at EADA Business School and First Command Financial Services, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various management approaches.

Bethany Schell is a financial advisor with Edward Jones in Creve Coeur, MO, holding Series 63 and Series 66 licenses, and has 20 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.