Paul Novelly II is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel and its affiliates since 2005. Outside of advising, he is involved in multiple family-owned businesses in real estate development, oil trading, and construction, and serves as a director or officer in several investment and charitable entities. Stifel serves a broad client base including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology. The firm provides fee-based financial planning and investment analysis, with clients retaining discretion over plan implementation.

Michael Briner is a CFP®-certified financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2011. He has 12 years of industry experience. Outside of his advisory role, he officiates sanctioned hockey games with the Missouri Ice Hockey Officials Association. 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 nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Gregory Bulva is a financial advisor with Wells Fargo Clearing in Granite City, IL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at Scottrade from 2008 to 2016 before joining Wells Fargo Clearing in 2016. 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 incorporates modern portfolio theory, serving clients with tailored investment strategies and a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Christine Arendes is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and six years of industry experience. She previously worked at Wells Fargo Clearing Services LLC and Medical West Respiratory Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. With approximately $1.01 trillion in assets under management and a nationwide network of more than 23,000 advisors, the firm offers a range of advisory programs and maintains affiliated capabilities including a trust company and affiliated mutual funds.

Robert Herdler is a financial advisor with Mass Mutual Investors Services in Chesterfield, MO, holding the ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience, all with MassMutual and its affiliated firms. Herdler is also the owner of RCH Financial, LLC, a privately held entity. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software and structured, collaborative client relationships.

Robin Huffman is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2007. Outside of her financial advisory role, she is the founder and CEO of The Mortality Mentor, a death doula consulting service based in St. Louis. 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 solutions, operating with a fiduciary standard and maintaining extensive retail advisor and branch networks.

Geoffrey Ratliff is a Senior Financial Advisor and partner in the Ratliff Wealth Management Group at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2015 and became a partner in The Ratliff Group in 2018. Geoffrey and his team use a goals-based approach to develop customized financial strategies that encompass banking, lending, estate planning services, and investment management. Their focus includes managing new wealth, personal retirement planning, philanthropic planning, small business strategies, and socially responsible investing. Geoffrey holds the Series 7 and 66 FINRA registrations and is licensed to sell insurance in Missouri. He has earned professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He graduated with a Bachelor's Degree from the University of Virginia. Geoffrey is a member of Omega Psi Phi Fraternity, Incorporated. In addition to his professional work, Geoffrey is actively involved in community organizations. He serves on the boards of Aim High St. Louis and the St. Louis Public Schools Foundation and holds positions on the Board of Trustees and the Community & Equity Partnership Steering Committee at John Burroughs School. Geoffrey resides in the University City area of St. Louis with his wife and daughter.

Robert Webster is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2019 and has been working in finance and investments since 2017. Robert focuses on providing financial security and clear strategies for his clients by understanding their aspirations and financial goals, emphasizing open communication throughout the planning process. His areas of expertise include college education planning, corporate executive services, executive compensation, family wealth management strategies, and personal retirement planning. Robert aligns his investment approach with Modern Portfolio Theory, incorporating tactical allocation changes and careful manager selection to seek portfolio performance that outpaces benchmarks without excessive risk exposure. He holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Robert earned his Bachelor's degree from Missouri State University. He is involved with the St. Patrick's Center, reflecting his engagement in community activities. In his personal time, Robert enjoys adventure sports, fishing, golfing, hunting, and playing pickleball.

Carol Badstebner is a financial advisor at LPL Financial with 34 years of industry experience. She holds the CFP® and Series 63 designations and has been with LPL Financial since 2010. Outside of her advisory role, she is involved with a trust acting in a fiduciary capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jonathan Norris is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has worked at Wells Fargo Clearing since 2021 and previously spent eight years at Gradient Securities, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options in its product offerings.

Jonathan Pate is a financial advisor with Morgan Stanley in Chesterfield, MO, holding a Series 66 designation and 17 years of industry experience. He previously worked at UBS and Matlen Silver before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Walter McClellan is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its affiliates since 2002. Outside of his advisory role, McClellan is involved in several business activities including operating a mobile notary and loan signing service, working as a wellness advocate with doTerra, and developing corporate customers for an office products company. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management options, financial planning, and access to multiple third-party money managers through a large nationwide network of independent advisors.

Louis Kouri is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Wells Fargo Clearing Services LLC and Us Tech Solutions, among others. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial product sales and referral channels.

Alicia Laken is a financial advisor at Edward Jones in St. Louis, Missouri, holding the Series 63 and Series 66 designations with 16 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors and 15,121 branch offices.

Matthew Gallion is a financial advisor with Raymond James & Associates in St. Louis, MO. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Raymond James in 2021, he worked at Northwestern Mutual in various roles from 2018 to 2021 and spent three years at 54th Street Grill and Bar. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

John House Jr. is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and 28 years of industry experience. He has been with Primerica Advisors since 1997 and Primerica Financial Services since 1987. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services primarily through model-based recommendations created by unaffiliated asset managers.

Alexandria Macaluso is a financial advisor at Stifel with four years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2019. Prior to joining Stifel, she was with Avenica and served in the US Army Reserves, including a role at the 375 Air Mobility Wing Public Affairs Unit. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group for asset allocation and planning analyses.

Adam Aitken is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously held positions at KForce and Pure Hockey. Outside of his advisory role, he serves as a lacrosse referee for high school and youth games through the Mid America Lacrosse Officials Association. 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 includes a broader set of financial product offerings than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Marvin Anderson is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank of America and Merrill for the past 10 years. Outside of his advisory role, he serves on multiple nonprofit and community boards, including as a director for Character Plus, a nonprofit focused on character development in education, and as a trustee for the St. Louis Community Foundation and Webster University. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, incorporating strategic asset allocation and tax-aware options.

Thomas Garfinkel is a CFP® with 23 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds film rights to a book unrelated to his investment activities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.