Clarissa Winger is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following two years with WELLS FARGO Advisors, LLC. Outside of her advisory role, she serves as executor for her mother’s estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Matthew Carruthers is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2015. 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 investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

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.

Melissa Humphrey is a financial advisor at Edward Jones in St. Louis, MO, with seven years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Edward Jones in 2022, she worked at Contemporary Productions LLC and Harris-Stowe State University. Humphrey is a member of Alpha Kappa Alpha Sorority, Incorporated, serving on its budget and finance committee, and owns The Cleaner Source, a home cleaning business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm supports over 23,000 financial advisors and manages approximately $1.01 trillion in assets, offering both discretionary and non-discretionary strategies along with affiliated mutual funds and tax-efficient services.

Brittani Dannegger Joyce is a financial advisor at Thrivent Investment Management with eight years of industry experience. She holds Series 63 and Series 66 credentials and has been with Thrivent in various capacities since 2017. Prior to her financial services career, she was involved with Clarice's Bridal and Lost Hill Lake Events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and broad financial planning topics without implementation of recommendations. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan” while maintaining separate services.

Kimberlie Mcclelland is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of over 23,700 financial advisors nationwide.

Tonja Casey is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors from 2013 to 2016. Outside of advising, she owns rental properties in St. Louis. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wider range of investment options such as insurance-related vehicles and bank deposit sweep programs.

William Southerland is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing since 2018, following five years at Scottrade. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Robert Steiner is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Steiner serves on the Executive Advisory Board at Saint Louis University and is a member of the Board of Directors for Lafayette Industries. 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 strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Phyllis Kenney is a financial advisor with STIFEL in St. Louis, MO, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. She has worked at Stifel since 2015, with a brief retirement period for medical reasons in 2024–2025. 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 asset allocation models developed by its Investment Strategy Group, supporting client decisions without mandating implementation or ongoing monitoring.

Patrick Martin is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously held positions at Edward Jones and Aston Carter. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Kevin Smith is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Brokerage Services LLC and Moneta. Outside of his advisory career, he operated a self-employed lawn care business for 15 years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Bernard is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2016. Outside of advising, he owns M Bernard Development, a consulting business focused on emotional intelligence, and serves as a guest service host at a local convention center and stadium. 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 supported by research and analytics from Wells Fargo Investment Institute.

Ivan Abernathy is a financial advisor at Edward Jones with 24 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Matthew Land is a financial advisor at Stifel with 17 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2012, with prior experience at Keefe, Bruyette & Woods. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

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.

Ryan Yeaton is a financial advisor at LPL Financial with seven years of industry experience. He previously worked at OneAmerica Securities and American United Life. Outside of his advisory role, Yeaton is involved in a musical group called Slay the Giant that produces and distributes musical content. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and various portfolio strategies.