ADVISOR BIO

Lynn Koch Voss is a financial advisor with Stifel, Nicolaus & Company, Inc. Lynn is a registered representative and investment advisor representative with more than 2 years of experience in the industry. Lynn is licensed to offer a variety of financial products and services including stocks, bonds, mutual funds, and retirement planning. Lynn has a Series 7TO and Series 63 license. Lynn is located in Clayton, MO and has been with Stifel, Nicolaus & Company, Inc. since August 2022. Previously, Lynn worked at Wells Fargo Clearing Services, LLC.

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ADVISOR BIO

Lynn Miller is a financial advisor who has been in the industry for more than 4 years. Lynn is registered with Morgan Stanley and has been with the firm since July 2017. Lynn is registered to provide investment advisory services in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

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ADVISOR BIO

Madonna Walker pfeiffer is a financial advisor with UBS Financial Services Inc. based in Clayton, Missouri. Madonna has been in the industry since 1985 and holds the Series 7, Series 63 and SIE licenses. Madonna has worked with a range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Her firm manages over $702 billion in client assets.

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Malory Caltagirone is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Malory has been in the industry since 2012 and is registered in 34 states. Malory specializes in providing financial planning, investment consulting, portfolio management, and pension consulting services to individuals and businesses. Malory holds the Series 7, Series 63 and Series 65 securities licenses.

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Manuel Palan is an active advisor with over 30 years of experience in the industry. Manuel has worked with Wells Fargo Clearing Services, LLC since 2019. Prior to that, Manuel was with Stifel, Nicolaus & Company, Incorporated for more than 15 years. Manuel has experience with several client types, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Manuel is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 63, 65, 7, and SIE licenses.

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Margaret Ryan is a financial advisor who has been in the industry since 1993. She is currently registered with J.p. Morgan Securities LLC. Margaret Ryan is also registered with a number of states.

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Margaret Fortner is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Margaret has been in the securities industry since May 4, 2015. Margaret is registered with the state of Missouri and Texas. Margaret is also registered with the Financial Industry Regulatory Authority (FINRA). Margaret has experience working with individuals, businesses, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Prior to joining Merrill Lynch, Margaret worked at Edward Jones and SEI Investments Distribution Co.

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Margaret Cobb George is an investment advisor representative associated with Morgan Stanley. Margaret has been in the securities industry since April 2004. Margaret has held past positions with Morgan Stanley & Co. Incorporated, MML Investors Services, Inc. and Morgan Stanley Private Bank, National Association. Margaret has registered to provide investment advisory services in Missouri.

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ADVISOR BIO

Margaret Mary Friedhoff is a financial advisor who has been in the industry since 2006. Margaret has been registered with Wells Fargo Clearing Services, LLC since 2023. Margaret has also worked for MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., WELLS FARGO ADVISORS, LLC, and A. G. EDWARDS & SONS, INC.. Margaret is licensed in 31 states and has passed the Series 66, Series 7, and SIE exams.

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ADVISOR BIO

Margie Risley is a financial advisor at Morgan Stanley. Margie has been in the financial industry since 2005 and has a wide range of experience in the financial services industry, including working at Edward Jones and Stifel, Nicolaus & Company, Incorporated. Margie is registered with FINRA and is licensed in multiple states. Margie offers a variety of financial services, including financial planning, portfolio management, and investment advice.

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