ADVISOR BIO

Richard Fister, Jr. has been in the financial services industry since 1980. Richard is currently registered with Morgan Stanley and has been working with them since January of 2025. Prior to that, Richard worked with UBS Financial Services, Inc., Salomon Smith Barney Inc., and Stifel, Nicolaus & Company, Incorporated. Richard holds Series 63, 65, 7 and SIE licenses. Richard is registered in several states as both a broker and an investment advisor representative. Richard is a Series 63, 65, 7 and SIE license holder. Richard is also a licensed investment advisor representative and a registered broker in various states. Richard specializes in providing financial planning, portfolio management for individuals, businesses, and investment companies. He also provides pension consulting, asset allocation advice, and educational seminars.

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ADVISOR BIO

Richard Stone is a financial advisor registered with Cetera Investment Advisers LLC. Richard has been in the financial services industry for over 6 years. Richard's experience includes working with Ameriprise Financial Services, LLC and U.S. Bancorp Investments, Inc. Richard is licensed to offer financial products and services in various states including Missouri, Texas, Alaska, Arizona, California, Colorado, Florida, Illinois, Kansas, New Mexico, New York, Tennessee, Virginia, and Wyoming.

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ADVISOR BIO

Richard Huite is a financial advisor with over 19 years of experience in the industry. Richard currently works for Benjamin F. Edwards & Company, Inc. in Clayton, MO. Richard has been registered with the state of Missouri as an Investment Advisor Representative since February 2023 and holds a Series 7, SIE and Series 66 licenses. Prior to joining Benjamin F. Edwards & Company, Inc., Richard was employed at Wells Fargo Advisors, LLC from January 2008 to February 2011 and A. G. Edwards & Sons, Inc. from April 2004 to January 2008. Richard is registered in 30 states and provides a range of services including financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals.

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ADVISOR BIO

Rick Gene Hawkes, Jr. is a financial advisor who has been working in the securities industry since April 2003. Rick is a registered representative of Stifel, Nicolaus & Company, Inc. and has offices in Clayton, Missouri. He is licensed to provide financial advice in 47 states and the District of Columbia. Rick has earned the Series 7, 9, 10, 24, 63 and 65 licenses. His specialties include investment advisory services, financial planning, pension consulting and portfolio management for individuals, businesses and pooled investment vehicles. He has earned numerous industry certifications and awards, including the Certified Financial Planner designation.

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ADVISOR BIO

Rick Eldon Morrison is a financial advisor with over five years of experience in the financial services industry. Rick has a Series 7 and Series 66 license and is registered in 43 states. Rick is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. in Clayton, Missouri. Rick specializes in providing financial advice to a variety of clients, including individuals, corporations, and institutions. Rick's specialties include portfolio management, financial planning, and investment advice. Rick is committed to providing his clients with the highest level of service and expertise.

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ADVISOR BIO

Robert Leo edmund Wacker is a financial advisor with Wells Fargo Clearing Services, LLC. Robert has been in the financial services industry since July 2003. Robert is licensed to provide advisory services in Missouri and Texas. Robert has experience working with a variety of clients, including individuals, businesses, charitable organizations, and pension plans.

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Robert Gast is an investment advisor representative at UBS Financial Services Inc. Robert has been in the industry since 2002 and holds Series 7, 63, 55, 65, 57TO, and SIE licenses. Robert has experience at Oppenheimer & Co. Inc. and UBS Financial Services Inc. He is registered in 24 states.

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ADVISOR BIO

Robert Tynes is an active investment advisor representative for Merrill Lynch, Pierce, Fenner & Smith Inc. Robert has been in the industry since 2008 and has experience working for various firms including IMST Distributors, LLC, J.P. Morgan Securities Inc., Banc One Securities Corporation, Syndicated Capital, Inc., and Goldman, Sachs & Co. Robert has passed the Series 6, 7, 63, 65, 7TO and SIE exams. Robert works out of the Clayton, Missouri office.

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ADVISOR BIO

Robert Koontz is a financial advisor with J.p. Morgan Securities LLC. Robert has been in the financial industry since 1998. Robert has experience in the municipal securities market, and in trading and investment banking. Robert has Series 7, Series 52, Series 55, Series 63, SIE and Series 57 licenses and registrations in all 50 states. Robert also holds a Series 52TO and a Series 57TO.

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ADVISOR BIO

Robert Allan Rosenthal is a financial advisor with over 50 years of experience in the industry. Robert has been a registered representative with Morgan Stanley since June 2009, and has a strong background with experience at Citigroup Global Markets Inc, Drexel Burnham Lambert Incorporated, and Drexel Burnham & Co. Incorporated. Robert is licensed in 28 states and is a Series 7, 24, 63, and SIE exam holder. Robert offers financial planning, portfolio management, and asset allocation advice.

SPECIALIZATIONS