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.

Tyler Bateman is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms including Charles Schwab and VALIC Financial Advisors. Outside of his advisory work, he serves as a trustee managing his mother's trust account. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo. The firm provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options supported by proprietary research and tools.

Amy Brueggemann is a financial advisor with Wells Fargo Clearing in St. Louis, Missouri, holding a Series 66 designation and 20 years of industry experience. She 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, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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 bringing 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has over 20 years of experience with Ffp Securities, Inc. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Dale Alcorn is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His prior roles include positions at Midwest Members Credit Union and Cuna Mutual Group. Outside of advising, he operates a photography business. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 at Mass Mutual Investors Services with eight years of industry experience. He holds a Series 66 designation and has worked at several firms including Northwestern Mutual Wealth Management Company, Wells Fargo Clearing Services, and William Jacob Cohn. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning engagements and offers a range of programs including educational seminars and event-driven planning services.

Shawn Siglinger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Truist Investment Services, Inc. for one year. Based in St. Louis, MO, he serves clients through a national securities firm. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Pratik Jhaveri is a financial advisor at Stifel with nine years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2017, including four years with Stifel Independent Advisors, LLC. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank. 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.

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 CFP® professional with 22 years of industry experience. She is currently with Stifel Nicolaus & Co Inc, where she has worked since 2021. Her prior experience includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology from its Investment Strategy Group, emphasizing forward-looking market assumptions and probabilistic modeling.

Timothy Hodits is a financial advisor at Stifel with 11 years of industry experience. He holds a Series 66 credential and has worked previously at Wells Fargo Clearing and Edward Jones. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

David Salus is a Series 66 credentialed financial advisor with nine years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017, following a year at Wells Fargo. Based in St. Louis, MO, he provides investment and advisory services through Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, 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.