Kevin Zawodniak is a CFP®-credentialed financial advisor with 19 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016 and previously spent nine years with Wintrust Investments LLC. Based in St. Louis, MO, he holds a Series 66 license. 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 methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended as a basis for client decisions.

Erika Martin is a financial advisor at Stifel in St. Louis, MO, with two years of industry experience. She holds Series 63 and Series 65 credentials. Her prior work includes roles at Charles Schwab and Lindenwood University. Martin also has experience outside finance, including five years at The Falls Golf Club. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group and provides a range of financial planning and asset allocation solutions.

Derion Tabb is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Edward Jones, PNC Bank, and Wells Fargo Clearing. Outside of finance, he owns and operates an online apparel retail business called The KC Apparel. 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 provides both brokerage and advisory solutions.

James Sayler is a financial advisor at Cetera with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms including Datatex Investment Services and K.W. Chambers & Co. In addition to his advisory role, he maintains an enrolled agent status and prepares individual tax returns through his tax and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Geramy Bonnette is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Valic Financial Advisors, TD Ameritrade, and Wells Fargo Clearing Services. Outside of his advisory work, he serves as an election judge for St. Louis County. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and tailors recommendations using proprietary research and tools, with clients able to choose implementation through various brokerage or advisory programs.

Jessica Williamson is a financial advisor at Edward Jones with eight years of industry experience. She holds the ChFC® and Series 66 designations and has worked at Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Dawnalee Grey is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. Her prior work includes roles at Edward Jones for 13 years and shorter tenures at McLaughlin Ryder Investments and Disys. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Andrew Deveydt is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and four years of industry experience. His prior roles include positions at us TECH SOLUTIONS, State Farm, and New York Life Insurance Co. outside the financial sector. 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 approach is centered on an IPS-driven process grounded in modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Sagar Satyan is a financial advisor with Wells Fargo Clearing holding a Series 66 designation. He has been in the industry since 2024, with prior experience at Park Avenue Securities, Guardian Life Insurance Company, and Financial Growth Partners. 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 manages approximately $671 billion in assets and uses research and analytics alongside diversification principles and modern portfolio theory to evaluate investment options.

Rebecca Rogers is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she works as a sales consultant for scented candles and warmers with Scentsy USA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a wide range of investment advisory, financial planning, and retirement plan consulting services, managing roughly $671 billion in assets through over 14,000 financial advisors.

Christina Smith is a financial advisor at Stifel with eight years of industry experience. She holds the Series 66 designation and previously worked at Avenica and Mary Kay, Inc. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and planning analyses.

Toby Meador is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee for a parents' trust. 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 and investment services tailored to clients meeting specific net-worth criteria.

Daniel Robertson is a financial advisor at Stifel with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Crown Capital Securities, Six Point Financial Group, Center Street Advisors, Wealth Protection Advisors, and Eldercare Financial. He took a one-year hiatus as a homemaker between 2020 and 2021. 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 relies on a proprietary methodology developed by its Investment Strategy Group, which delivers asset allocation and planning analyses based on forward-looking capital market assumptions.

Richard Polchinski is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Brogan Financial Inc., and Wells Fargo Advisors. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Larry Wankel is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He previously worked at Edward Jones for one year before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he has ownership interests in farm real estate and agricultural investment operations in Illinois. 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 broad range of brokerage and advisory solutions.

James Cummings is a financial advisor at Stifel with nine years of industry experience. He has held roles at Stifel Nicolaus & Co Inc since 2018 and previously worked at Wells Fargo Clearing Services LLC. Prior to his financial career, he was employed at The Broadway Hotel - The Roof and attended the University of Missouri. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Gregory Thies is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Wells Fargo in 2016, he worked at A. G. Edwards & Sons, Inc. in 2008. Outside of his advisory role, he works as an independent soccer referee in the St. Louis area. 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 uses research and analytics to inform its investment approach and offers both brokerage and advisory solutions.

Robert Frosch is a financial advisor with Wells Fargo Advisors, holding Series 66 and Series 63 licenses and nine years of industry experience. He has worked at Wells Fargo Clearing Services since 2017 and previously held positions at Robert Half International, RAFCO, LLC, and Barnes & Noble Booksellers. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations across various planning specialties, including business-owner transition and special-needs analysis.

Jamie Mcpike is a financial advisor with Fidelity Investments in St. Louis, MO, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Fidelity, Jamie worked at The Boeing Company and has also been involved with Stark Enterprises, Inc. (Dairy Queen). Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a diverse range of portfolios, including multi-manager and fund-of-funds structures, and employs systematic methodologies with oversight controls to address conflicts of interest.

John Sportsman is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 19 years of industry experience. He worked at Scottrade for 14 years before joining Wells Fargo Clearing in 2018. 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 large institutional advisers.