William Boyer is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2014 to 2016. 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 advisory 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.

Beth Oakes is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Outside of her advisory role, she is a non-practicing licensed attorney. 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 advisory services. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Robert Rickey is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience before joining the field. His work history includes roles at U.S. Bank, Citizen's Equity First Credit Union, Vonachen, and Marco's Pizza. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by extensive research and analytics.

Terry Zotos is a Series 66 credentialed financial advisor with 9 years of industry experience, currently serving at Stifel in St. Louis, MO since 2015. He has spent his entire advisory career with Stifel. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group for asset allocation and planning analyses, with clients maintaining discretion over implementation.

Brian McGeehon is a financial advisor with LPL Financial in St. Louis, MO, holding the CFA® designation and Series 63 license. He has 16 years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by a range of model portfolios and research.

Brett Murch is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors, Inc. from 2011 to 2024. Outside of advisory work, he is also involved in insurance sales, primarily fixed annuities and life insurance. OSAIC serves a broad range of clients including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various investment platforms and tools such as asset-allocation models and automated rebalancing to manage diversified portfolios.

Alexander Johnson is a financial advisor with Edward Jones in Mehlville, MO, holding CFP® and Series 66 credentials and bringing 11 years of industry experience. His prior work includes roles at Merrill and Bank of America, N.A., in addition to multiple periods at Edward Jones. Outside of his advisory work, he has ownership interests in a telecommunications company and an online retail store focused on sports cards and collectibles. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including wrap fee strategies and separately managed accounts. The firm is notable for its extensive retail advisor network, affiliated capabilities such as a trust company, and a fiduciary standard in advisory services.

Nicole Pieri is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related products and bank deposit sweep options.

Ashley Hendrix is a CFP® and Series 66-registered financial advisor with Raymond James Financial, based in St. Louis, MO. She has two years of industry experience and has worked with Raymond James Financial and Raymond James Financial Services, Inc. since 2020. Outside of her advisory role, Hendrix serves on the finance and investment committee for the Ursuline Provincialate, participating in quarterly portfolio review meetings. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and governmental entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client interviews and risk profiling.

Nicholas Perotta is a financial advisor at Stifel with 15 years of industry experience. He holds the Series 66 designation and has been with Stifel NicolauS & Co Inc since 2013, joining Stifel Independent Advisors, LLC in 2017. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies from its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Jonathan Schriner is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He worked at Wells Fargo Advisors for fourteen years before joining Merrill in 2021. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Margaret Ponder is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. 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. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial product options, such as insurance-related vehicles and bank deposit sweep programs.

Brian Ogent is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and six years of industry experience. His prior roles include positions at TD Ameritrade, Edward Jones, and Verizon Wireless. 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 combines research from Wells Fargo Investment Institute and third parties with diversification principles and modern portfolio theory to support its brokerage and advisory solutions.

Jeffrey Erb is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 38 years of industry experience, including a lengthy tenure at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that includes insurance products and access to model portfolios and third-party asset managers.

Michele Messmer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked with 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 advisory process is driven by investment policy statements and modern portfolio theory, serving plan sponsors with tailored solutions and a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

John Brinkmeyer is a financial advisor at Wells Fargo Clearing in St. Louis, MO with three years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Blackwell Security Services and Us Tech Solutions as well as academic experience at Lindenwood University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm employs extensive research and analytic resources and manages approximately $671 billion in assets.

Brett Abell is a financial advisor at Stifel with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Stifel Nicolaus & Co Inc since 2019, following positions at Wells Fargo Clearing, TD Ameritrade, and Southern Illinois University Edwardsville. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Adrian Vega is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Advisors is a large institutional firm with over 2,200 advisors, serving a broad client base through a wide range of investment services.

Michael Graham is a financial advisor with Raymond James & Associates in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Stifel Nicolaus & Co Inc, and Edward Jones. Outside of his advisory work, he operates as a part-time independent contractor for TravelPlex, assisting clients with vacation travel arrangements. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program, serving individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships, and maintains capabilities in public finance and municipal services.

Nanette Brimberry is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at Wells Fargo Clearing from 2016 to 2024 and Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services that cover a broad range of areas including retirement, education, and niche services such as business-owner transition and special-needs planning. The firm provides tailored recommendations using proprietary research and planning tools, with clients deciding how to implement those recommendations through various brokerage or advisory programs.