Joshua Dixon is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services including specialized planning for business-owner transitions, sports and entertainment, and special needs. The firm provides tailored recommendations using proprietary research and planning tools, with clients choosing whether to implement advice through various brokerage or advisory programs.

Tracy Brinkmeier is a financial advisor at Stifel with 32 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm’s services include fee-based financial planning and recommendations of third-party advisers, with an emphasis on client discretion in implementation.

Eileen Kanoski is a financial advisor at Cetera with 25 years of industry experience. She holds Series 63 and Series 65 designations and has been with Cetera and its related entities since 2015. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, featuring both affiliated and third-party managers, and manages over $256 billion in assets through a network of more than 10,000 advisors.

Tyler Bateman is a financial advisor with Wells Fargo Advisors holding Series 66 and Series 63 licenses and seven years of industry experience. His prior roles include positions at VALIC Financial Advisors, Charles Schwab, and TD Ameritrade. Outside of work, he serves as trustee managing his mother’s trust account. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with discretionary implementation options through its brokerage or advisory programs.

Amy Brueggemann is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Based in St. Louis, MO, she has spent the past decade with Wells Fargo Clearing. 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 broader set of financial product offerings than typical for large institutional advisers.

Laquoria Sharp is a Series 66-credentialed financial advisor with seven years of industry experience. She is currently with Wells Fargo Clearing and has held prior roles at Wells Fargo Advisors and other firms. Outside of her advisory work, she owns and operates a photo booth business, Blaze and Capture Events, LLC. 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 offers both brokerage and advisory solutions, relying on research and diversification principles to support client portfolios.

Justin Irving is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016, as well as Ffp Securities, Inc. since 2006. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Nolan Haake is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and eight years of industry experience. His work history includes roles at Digital Intelligence Systems and Monroe Homes, as well as a position at Southern Illinois University - Edwardsville. 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 from Wells Fargo Investment Institute and third-party sources.

Steven Hendry is a financial advisor with Thrivent Investment Management in Collinsville, IL, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses covering a wide range of planning topics and allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”

Daniel Tobik is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has eight years of industry experience and has worked at several firms including Northwestern Mutual Wealth Management Company and Wells Fargo Clearing Services LLC. Outside of finance, he briefly operated a landscaping business. 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 and asset management services using firm-approved software and offers specialized programs such as divorce planning and employer-sponsored planning.

Shawn Siglinger is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting services 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, with a notable inclusion of insurance-related investment options alongside traditional products.

Pratik Jhaveri is a financial advisor with Stifel, holding a Series 66 designation and nine years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining Stifel. Jhaveri is based in St. Louis, MO. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Zachary House is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones from 2015 to 2023. Outside of his advisory role, he serves as a youth basketball referee for St. Michael the Archangel Catholic Church and holds leadership positions with the St. Michael Athletics Association and a local homeowners association. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies using forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Amberlea Johnson is a Series 66 licensed financial advisor with five years of industry experience. She has worked with Thrivent Investment Management and Thrivent Financial since 2021. Outside of her advisory role, she serves as a personal assistant at a luxury clothing store and participates as a surveyor for a food testing company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning covering a broad range of topics, with options to combine planning and managed-account services under a consolidated billing program called WealthPlan.

Wesley Mantle is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Advisors LLC since 2012. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Matthew Meyer is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at Ramsey Solutions and Dexterity, as well as various positions in education and community organizations. 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.

Bryan Hoffman is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His prior work includes roles at Synergy Wealth Solutions and teaching positions at the University of Missouri Saint Louis and Saint Charles Community College. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a range of investment options, notably incorporating insurance-related vehicles and bank deposit sweep programs.

Grace Ruddy is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and one year of industry experience. Her background includes roles at Wells Fargo Advisors, ComEd, and Loyola University Chicago. 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 grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Kristina Gretzschel is a Certified Financial Planner (CFP®) with 21 years of industry experience. She is currently with Stifel, where she has worked since 2021, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 is based on proprietary methodologies that guide asset allocation and financial planning through probabilistic modeling developed by its Investment Strategy Group.

Timothy Hodits is a financial advisor at Stifel with 10 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he is involved in rental property ownership. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.