Jeffrey Sahm is a financial advisor with Morgan Stanley in Clayton, MO, holding a Series 66 designation and seven years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2018 and previously held roles at Spectrum Brands and JDS Music Marketing Consulting LLC. He serves on the finance committee of St. Gerard Majella, a community and religious organization in St. Louis, Missouri. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Monte Carlo simulations and Global Investment Committee estimates, to support client goals.

Dylan Belgeri is a financial advisor at Stifel with a Series 66 credential and five years of industry experience. He previously worked at Edward Jones for three years and has operated Chris Cakes of St. Louis, a catering business, for over a decade. 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 asset allocation methodologies.

Scott Lollar is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been advising clients since 1998. He leads a team that focuses on providing high-quality client service with proactive engagement throughout the year. Scott is a qualified Portfolio Manager, capable of building and managing personalized investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment options. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Scott earned a Bachelor's degree in Finance from Southern Illinois University Edwardsville in 1989. He has been recognized for his expertise and was named to the Forbes "Best-in-State Wealth Advisors" list for six consecutive years, including 2024. His client focus areas include Corporate Executive Services, Executive Compensation, and Portfolio Management Services. Residing in Edwardsville, Illinois, Scott and his wife, Kris, are actively involved in their church and have participated in numerous short-term mission trips. Outside of work, he enjoys golfing, music, running, and traveling. Scott values balance in life and takes joy in spending time with his family, particularly his grandchildren.

Michael Dutton is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing Services since 2012. Outside of his advisory role, he is a bassist for a local music group called The Woodaddies. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm includes insurance-related products and bank deposit sweep options as part of its investment menu, serving a broad range of institutional clients.

Brendan Byers is a financial advisor at Edward Jones in Florissant, MO, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones, he worked at Wells Fargo Clearing, TD Ameritrade, and David Mason and Associates. He has also served as a police officer with the Florissant and Calverton Park Police Departments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Emily Short is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. 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 over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Brown is a CFP® professional with 24 years of industry experience, currently affiliated with Equitable Advisors since 2001. He previously worked at Axa Advisors, LLC for 19 years. Brown serves as a board member of the THS Endowment Fund. Equitable Advisors provides financial planning, retirement-plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm uses a hybrid referral and implementation model, offering advisory and brokerage/insurance channels through LPL programs and a range of third-party asset managers.

Joseph Schranck is a financial advisor with Charles Schwab in Clayton, MO, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab & Co., TD Ameritrade, and Paychex, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of bundled advisory, brokerage, custody, and cash-sweep services. The firm features a client relationship model that blends primarily non-discretionary advisory with access to affiliated discretionary separately managed accounts and incorporates multi-asset model portfolios and alternative investment due diligence.

Richard Siefert is a CFP® with 26 years of experience in the financial industry. He is currently with Cetera and has worked with Ascend Financial Services and Renaissance Financial Corp for over two decades. He serves as successor trustee for a family trust. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors, offering a range of investment management and retirement services to individual, corporate, and institutional clients.

Alexis Donley is a financial advisor at Stifel with one year of industry experience. She holds the Series 66 designation and has a work background that includes roles at John Sinclair Nissan and educational institutions such as Southeast Missouri State University and Ursuline Academy. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and planning tools developed by its Investment Strategy Group.

Mary Vass is a financial advisor at Morgan Stanley with 44 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Bruce Cross is a Series 66-credentialed financial advisor with 17 years of industry experience. He is currently with Stifel in St. Louis, MO, having previously worked at Outcomes and Wells Fargo Advisors. Outside of his advisory role, he serves as Finance Chairman and a voting member of the Church Council at Good Shepherd Lutheran Church. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodology developed by its Investment Strategy Group.

Sondra James is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 31 years of industry experience and holds Series 63 and Series 65 credentials. She has been with Wells Fargo Clearing and its affiliated firms since 2009. Outside of her advisory role, she owns and operates a mobile repair service for trucks and trailers. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm combines advisory services with various financial products and referral channels to serve clients with diverse financial needs.

Thom Williams is a financial advisor at Stifel with 30 years of industry experience. He has been with Stifel since 2007 and holds a Series 63 designation. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning guidance that clients may use to make informed decisions.

John Russell is a financial advisor at Stifel with 45 years of industry experience. He has been with Stifel since 1988. Outside of his advisory work, he serves on several cultural and healthcare boards in the St. Louis area, including the Regional Arts Commission and Opera Theatre St. Louis. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and financial planning analyses intended to support client decisions.

Daniel Carver III is a Series 66-licensed financial advisor with Ameriprise in Cape Girardeau, MO, bringing 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he holds a real estate license and engages in a business unrelated to investment activities. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations primarily for clients holding Ameriprise-managed accounts.

Brian Scarberry is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Smith Barney and UBS Financial Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Matthew Specter is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he joined in 2019. He has been in the financial services industry since 2014. Matthew holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue their most important goals. Matthew works with individuals and families to understand their financial situation, risk tolerance, time horizon, and liquidity needs. He then recommends financial strategies aligned with their short- and long-term objectives, combining personalized service with investment insights from Merrill Lynch Wealth Management and banking services from Bank of America. Matthew earned a Bachelor's Degree from Saint Louis University and an MBA from Maryville University of Saint Louis. He is involved with the Jewish Federation of St. Louis. Matthew lives in Chesterfield with his wife Ashley and their three children.

Laura Timimmermann is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo since 2015, including her current role since 2016 in St. Louis, MO. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jacqueline Tate is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2009 to 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm offers tailored financial planning services supported by structured discovery processes and proprietary tools, managing approximately $2.74 trillion in client assets.