Dylan Belgeri is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and the University of Missouri - St. Louis. Outside of his advisory role, Belgeri is involved in a catering business, Chris Cakes of St. Louis, which he has operated for over a decade. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and asset allocation guidance.

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®-certified financial advisor with Equitable Advisors in O'Fallon, Illinois, bringing 25 years of industry experience. He has been with Equitable Advisors since 2001, including its predecessor, Axa Advisors. Brown serves as a board member of the THS Endowment Fund. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models and programs, including third-party asset managers and LPL-sponsored advisory programs, and offers ERISA fiduciary services through credentialed representatives.

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 financial advisor at Stifel with 17 years of industry experience and holds a Series 66 designation. Prior to joining Stifel in 2024, he worked at Outcomes and Wells Fargo Clearing. He serves as Finance Chairman and a voting member of the Church Council at Good Shepherd Lutheran Church. Stifel serves a diverse range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Sondra James is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she owns and operates a mobile repair service for trucks and trailers. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a comprehensive range of financial planning services supported by Wells Fargo research and tools, with a focus on tailored client recommendations and a broad menu of specialized planning options.

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 with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and UBS Financial Services. He also worked at Randstad for one year. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment evaluations.

Matthew Specter is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2014 and joined Merrill Lynch in 2019. Matthew holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Matthew focuses on providing a comprehensive approach to wealth management by understanding clients' financial situations, risk tolerance, and goals. His areas of expertise include managing new wealth, personal retirement planning, tax minimization, and retirement income. He combines personalized service with Merrill Lynch's investment insights and Bank of America's banking convenience to help individuals and families prioritize and pursue their financial goals. He earned a Bachelor's Degree from Saint Louis University and an MBA from Maryville University of Saint Louis. Matthew is also involved with the Jewish Federation of St. Louis. He resides in Chesterfield with his wife Ashley and their three children.

Laura Timimmermann is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and with 21 years of industry experience. She has worked at Wells Fargo Clearing since 2009, with a brief tenure at Merrill from 2007 to 2009. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

Jayson Slobodzian is a financial advisor at Wells Fargo Advisors with five years of industry experience and holds the Series 66 designation. His work history includes roles at Wells Fargo Clearing Services LLC since 2020 and prior experience at RHI and Florida Atlantic University. Outside of his advisory role, he is affiliated with Cost Plus World Market. 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 tailored recommendations through a broad menu of planning services and integrates advisory services with other financial products and referral channels.