Matthew Cafferata is a Series 66-licensed financial advisor with Wells Fargo Clearing in St. Louis, MO, and has nine years of industry experience. He has worked concurrently at Medcom Funding Solutions and Wells Fargo Clearing Services LLC since 2017 and previously at Healthcare Connect United from 2015 to 2017. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party providers.

Allison Kenly is a financial advisor at Stifel in St. Louis, MO, with eight years of industry experience. She holds the Series 66 designation and has been with Stifel since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Clinton Bert is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Wells Fargo Clearing in 2022, he worked at Stifel from 2013 to 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Deborah Briest is a Series 66-licensed financial advisor with six years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2021, following roles at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Deborah is based in St. Louis, MO. Stifel serves a broad 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.

Tosha Adams is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors from 2011 to 2016. 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 services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable emphasis on including insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jessica Gavin is a financial advisor with Edward Jones in Shiloh, Illinois, holding a Series 66 designation and four years of industry experience. She has worked at Edward Jones since 2015. Outside of her advisory role, she occasionally works as a waitress for a local American Legion post’s Friday night fish fry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and access to affiliated mutual funds and separately managed accounts.

Laura Kevrick is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Kevrick holds a Series 63 designation and is based in St. Louis, MO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment options. The firm’s advisory process is grounded in modern portfolio theory and includes a broader range of financial products than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Matheus Do Egito Pereira Dos Sant is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. He has previously worked at Tesla, Inc., Utah Valley University, and The Church of Jesus Christ of Latter-day Saints. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad universe of funds and ETFs.

Johnnie Roland Jr. is a financial advisor with Edward Jones in St. Louis, MO, holding Series 65 and Series 63 designations and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. 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 nationwide network of financial advisors and branch offices.

Brian Courisky is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, transitioning to Wells Fargo Advisors Financial Network in 2026. Based in St. Louis, MO, his career includes over a decade at Wells Fargo-affiliated firms. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including cash-flow, retirement, education, and specialized areas such as business-owner transition and divorce planning.

Teresa Noles is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Advisors since 2013 and was previously with Wells Fargo Clearing Services. Wells Fargo Advisors is an institutional firm serving a broad client base with comprehensive financial services.

Jody Carmack is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. Based in St. Louis, MO, Carmack holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory and investment solutions through a nationwide network of more than 23,700 financial advisors.

Brendan Dowd is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, DiSys, and Charles Schwab & Co., Inc. Outside of finance, he has been affiliated with DoorDash since 2019. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and leverages Wells Fargo research and tools to develop tailored recommendations for clients with a net-worth threshold.

Scott Smith is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2010 to 2016. Outside of his advisory work, Smith officiates high school basketball games and rugby matches through local refereeing organizations. 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 approach is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Morgan Harms is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior work includes roles at Wells Fargo Advisors and the Missouri Department of Revenue. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Angela Moreno is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and having 10 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2019 and previously held roles at Ameriprise Financial Advisors Inc. and Scottrade. Outside of her advisory work, Moreno serves as co-manager of her daughter’s Girl Scout troop in Eastern Missouri. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Natalie Kneller is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 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 process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Aharon Siegel is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 credential and two years of industry experience. His prior roles include positions at Regions Bank and Rocket Mortgage. Outside of finance, he works as a rideshare driver for Uber and Lyft. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and a range of services including investment policy preparation, performance reporting, and participant education.

Justin Skaggs is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 credential and seven years of industry experience. His prior work includes roles at Bank Midwest and KForce before joining Wells Fargo Clearing Services. 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 based on modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional vehicles.

Alicia Barry is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.