Paula Poisson is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 31 years of industry experience. She has been with Wells Fargo Clearing since 2016 and worked previously at 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 IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Pamela Buehne is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors for one year. 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 and manages approximately $671 billion in assets, supported by over 14,000 financial advisors.

Rachel Hamor is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a power of attorney for her mother. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Anthony Seaborn is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has been with Stifel Nicolaus since 2005. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing fee-based financial planning and asset allocation guidance intended to support client decision-making.

Almir Salihovic is a financial advisor at Stifel in St. Louis, MO, with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for ten years before joining Stifel in 2026. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Joseph Bordoni is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he co-owns a family LLC engaged in non-investment activities. 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 process is IPS-driven and incorporates a wider range of financial products, including insurance-related vehicles and bank deposit sweep options.

Trupti Patel is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Matthew Pitzer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior work includes roles at Citigroup, TIAA-CREF, and involvement with the Missouri History Museum. 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 and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources in its investment approach.

Laura Kirkover is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 22 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 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 broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Paul Pettus is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2014. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group, relying on forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Ashley Palmer is a financial advisor at Stifel with four years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Charles Schwab, TD Ameritrade, Edward Jones, and U.S. Bank. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary, forward-looking analysis developed by its Investment Strategy Group, supporting client decisions through asset allocation and financial planning tools.

Ronald Kruszewski is a Series 63 licensed advisor with 39 years of industry experience, currently serving at Stifel since 1997. He has held positions with Century Securities Associates and Stifel Independent Advisors, LLC during his career. Kruszewski is involved in several nonprofit and community organizations, including serving on the boards of the US Ski and Snowboarding Team, the Kutcher Clinic, Saint Louis University, and the Horatio Alger Association. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning alongside other services, with client discretion over implementation and monitoring.

Gregory Frazier is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at LPL Financial during two periods, totaling over a decade, and has also been involved with Grove Point Advisors LLC, Grove Point Investments LLC, Woodbury Financial Services Inc, and First National Bank in Staunton. In addition to his advisory work, Frazier owns and operates Frazier Tax Services, Inc., a tax preparation and accounting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals—including high-net-worth clients—retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and various technology-driven solutions.

Bethany Roberts is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 license and 17 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary while providing a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

James Miller is a financial advisor at Stifel with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Robert Lessentine Jr. is a CFP®-designated financial advisor with 12 years of industry experience, currently serving clients at Edward Jones in St. Louis, MO since 2014. His credentials include the Series 66 license. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of investment advisory programs and services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Dustin Behan is a financial advisor at Stifel with 12 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2016, as well as affiliated entities including Keefe, Bruyette & Woods, Inc. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Dallon Byers is a financial advisor at Fidelity with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he also works as an independent contractor reviewing AI text responses. Fidelity, through its Strategic Advisers LLC affiliate, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Bryan Watkins is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. His work history includes roles at Fidelity Investments, Sodexo, and City 1st Mortgage Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies and oversight controls in its investment process.

Maryjo Sellers is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has held various roles within Wells Fargo since 2009. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.