Nicole Roesch Rundle is a financial advisor at Stifel with 12 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, following roles at TD Ameritrade and Scottrade. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Tommy Silveus Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Charles Schwab, TD Ameritrade, and Scottrade. Outside of his advisory work, he owns and manages rental properties. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm utilizes a model-driven investment approach and offers access to third-party asset managers, financial planning, and various non-securities products.

Nicholas Wilhelm is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation. He has experience working at several firms, including Prudential Financial and LPL Enterprise LLC, and has a background that includes roles at Adaptive Solutions Group, Enterprise Holdings, and in education at Southeast Missouri State University and Francis Howell High School. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary methodologies developed by its Investment Strategy Group to provide capital market analyses and asset allocation guidance.

Michael Dwyer is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 1999 and holds Series 63 and Series 66 designations. Outside of his advisory work, he is involved in life and career coaching through Strawberry.me. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of investment strategies and fiduciary services supported by affiliated capabilities such as a trust company and proprietary mutual funds.

Kevin Ortmeyer is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2017, with prior experience at Wells Fargo Clearing and Prudential Equity Group. Outside of his advisory role, he serves on the board of United Cerebral Palsy, Heartland, and acts as treasurer for his local homeowners association. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, while clients maintain discretion over implementation.

Tameika Thomas is a Financial Advisor affiliated with Merrill Lynch Wealth Management. She supports families, women, small business owners, entrepreneurs, and retirees by providing personalized financial guidance that focuses on education, empowerment, and clarity. Her approach centers on simplifying complex financial concepts to help clients make informed decisions aligned with their unique goals and values. With a background as an entrepreneur and nonprofit founder, Tameika brings a broad perspective to her advisory role. She holds a Personal Investment Advisor (PIA) designation and has earned a Bachelor's Degree from Lamar University, an Associate's Degree from Southwestern Illinois College, an MBA from Texas Southern University, and a High School Diploma from Memorial High School. Tameika is a member of the National Association of African American Insurance Agents (NAAIA). Beyond her professional work, Tameika is involved in community organizations including Avery & Aubrey's Way and The Exhale Collective. Her personal interests include basketball, reading, singing, spending time with her family, traveling, and watching movies.

Eric Counts is a financial advisor at Stifel with 24 years of industry experience. He has held positions at Stifel Nicolaus & Co Inc since 2018 and previously worked at Scottrade, Inc. from 2005 to 2018. Counts holds Series 63 and Series 66 licenses. 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 relies on proprietary methodologies developed by its Investment Strategy Group, which incorporate forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Anthony Goodson is a financial advisor at Stifel with three years of industry experience. He holds a Series 66 designation and previously worked at Hollywood Casino St. Louis for nine years. Stifel serves a broad client base including individual investors, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Melissa Roessler is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics grounded in diversification principles and modern portfolio theory.

Andrew Johnson is a financial advisor at Stifel with 30 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Stifel Nicolaus & Co Inc in 2017, he worked at Saybrus Partners and Saybrus Equity Services, Inc. from 2015 to 2017. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Carl Brown is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. Outside of finance, he worked for Doordash for four years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Hector Gonzalez is a financial advisor at Stifel with 24 years of industry experience and holds a Series 66 designation. He has been with Stifel since 2002 and worked at Stifel Independent Advisors, LLC from 2007 to 2026. Stifel serves a diverse client base that includes 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 planning analyses, which clients use as a basis for their own implementation decisions.

Todd Stonewater is a financial advisor with Edward Jones in O Fallon, IL, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Edward Jones since 2006. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Deborah Lauer is a financial advisor at Stifel with 25 years of industry experience. She holds the CFP® designation along with Series 65 and Series 63 licenses. Her prior experience includes eight years at Wells Fargo Clearing before joining Stifel. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Craig Mcintosh is a financial advisor at Stifel with 15 years at the firm and a total of 10 years in the industry. He holds the Series 63 and Series 66 designations and is based in St. Louis, MO. Prior to his current role, he worked at Stifel Independent Advisors, LLC for one year. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Daniel Strobo is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. He has been with Stifel Nicolaus since 2008. Stifel serves a diverse client base, including individual, institutional, charitable, and municipal clients, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Clayton Mason is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds a Series 66 designation and is based in Freeburg, Illinois. 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 under a fiduciary standard. The firm is notable for its extensive nationwide network of advisors and branches, as well as affiliated services including a trust company and proprietary investment products.

Shane Lyday is a financial advisor at Stifel in St. Louis, MO, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has previously worked at Wells Fargo Clearing, H.D. Vest Investment Services, and Wells Fargo Advisors. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary methodology developed by its Investment Strategy Group.

Mark Slocomb is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined the firm in 1987 following eight years of experience in corporate finance and investment banking with Centerre Bank of St. Louis and Lloyds Bank, PLC in London. Mark serves as a Portfolio Manager, managing personalized investment strategies on a discretionary basis that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment solutions. Mark holds a Bachelor of Science degree in Finance from Northern Illinois University and the professional designation of Personal Investment Advisor (PIA). His expertise focuses on providing a holistic approach to financial management, working with senior executives and families to develop customized strategies tailored to complex financial situations. Mark was recognized by Barron’s magazine five times between 2010 and 2015 as one of America’s Top 1,200 Financial Advisors, an honor attained by a limited number of advisors in Missouri. In addition to his professional role, Mark has been involved with The National Children’s Cancer Society for 28 years and currently serves as Chairman of the Board. His team at Merrill Lynch Wealth Management emphasizes a comprehensive process that begins with understanding clients’ overall financial goals and aims to create risk-managed portfolios designed to preserve capital while seeking to maximize returns.

Michael Dunnigan is a Series 66-licensed financial advisor at LPL Financial with 15 years of industry experience. He previously worked at SII Investments, Inc. for eight years before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.