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 credential and 11 years of industry experience. Her prior roles include positions at Profund Legacy Partners, Waddell & Reed, Edward Jones, and various insurance carriers. She also manages a business entity, Kari A. Stubits, LLC, for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services utilizing various portfolio programs and platforms, supported by research and technology tools.

Matthew Peters is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has 14 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory work, he serves as a production assistant, providing general support and talent coordination for event productions. 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 utilizes research from Wells Fargo Investment Institute and third-party sources and offers both brokerage and advisory solutions across a broad range of financial products.

Andrew Hamel is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Loiterstein Group. He began his financial career in 2016, focusing on providing tailored financial strategies designed to meet clients' goals and lifestyles. His practice emphasizes a disciplined and adaptive approach to wealth management, collaborating closely with his team to navigate the constantly changing landscape of the industry. Andrew holds a Bachelor of Science degree in Finance with a concentration in Economics from Saint Louis University. He has earned the CERTIFIED FINANCIAL PLANNER® (CFP) designation as well as the Personal Investment Advisor (PIA) credential. His client focus areas include college education planning, corporate retirement plan services, divorce transition planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, personal retirement planning, and retirement income. Outside of his professional work, Andrew enjoys golfing, music, watching movies, and woodworking. He values building strong relationships with clients and their families and is committed to providing accurate, professional, and personal guidance in investment and retirement planning.

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, holding a Series 65 credential and beginning his advisory career in 2023. His prior roles include positions at Feltz WealthPLAN, EADA Business School, and First Command Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Runzi Zhu is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise, Zhu worked at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Kristine Buelter is a financial advisor with Edward Jones in Chesterfield, MO, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones for 11 years prior to her current role. Outside of her advisory work, she performs appraisals on weekends and evenings with the Professional Appraisal Management Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory strategies under a fiduciary standard, supported by a nationwide network of approximately 23,701 financial advisors.

William Keene is a financial advisor with LPL Enterprise in St. Louis, MO, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Knights of Columbus. Outside of his advisory work, he serves as a coach at Perry Park Center. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and non-securities products through affiliated entities.

Jeffrey Johannes is a financial advisor at Stifel with 31 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has been with Stifel Nicolaus & Co. since 2008. 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 relies on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.