Carlie Hausmann is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She previously worked at LPL Financial and Genex Consulting and has maintained an independent consulting role with Pampered Chef since 2018. Outside of financial services, she is also involved in proctoring standardized tests and operates a small baking business called Haus of Cakes. 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, relying on research and diversification principles in its investment approach.

Garrett Walker is a financial advisor with Cetera holding a Series 66 designation and six years of industry experience. He has worked at Renaissance Financial Corp and several insurance firms, including Securian Financial Services Inc and Minnesota Life Insurance Co. Outside of advising, he has served as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC distributes services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and advisory solutions, managing over $256 billion in assets.

Daniel Caputa is a financial advisor at Stifel with eight years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2017, following two years at Wells Fargo Advisors. He is based in St. Louis, MO. 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, which incorporates forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

Benjamin Evers is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. His prior work history includes roles at Mass Mutual Investors Services and MassMutual Life Insurance Co., as well as teaching positions at Lindenwood University and in grade and high schools. 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.

Jeffrey Rettman is a Series 66-credentialed financial advisor with seven years of industry experience. He has worked at Stifel since 2022 and previously held roles at Wells Fargo Clearing Services, Randstad, and Edward Jones. His background also includes positions in education with St. Louis Public Schools and the University of Missouri Student Learning Center. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm’s investment approach uses proprietary methodologies and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation and planning analyses.

James Schier is a CFP® professional with 10 years of industry experience, currently affiliated with Cetera. He has worked with Renaissance Financial and Minnesota Life, among other firms, and serves as a member of the Sigma Tau Gamma Alumni Association board. Additionally, he volunteers as president of a local networking group and is involved in finance and community outreach roles at City Garden Montessori School and the Community Value Alliance. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and advisory services, supporting over 10,000 advisors and managing assets totaling more than $256 billion.

James Gaither is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2013 to 2016. 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 incorporates modern portfolio theory, with a broader range of financial product offerings than many large institutional advisers.

Kirby Bock is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked within the Wells Fargo organization since 2009 in various capacities. Outside of his advisory role, he has involvement in a rental property business. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with optional implementation through multiple brokerage and advisory programs.

Tyler Francis is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. Before joining Wells Fargo, he held various roles in education and retail, including positions at Mehlville School District, Target, and Saint Louis Community College. Wells Fargo Advisors is a national securities firm that 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Brooke Cash is a financial advisor at Stifel with two years of industry experience. She holds the Series 66 designation and previously worked at Merrill and the Healthcare Solutions Team. Brooke has additional work experience in dental lab operations and retail. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services guided by a proprietary investment methodology developed by its Investment Strategy Group.

Dmytro Golovko is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. Prior to joining Stifel in 2022, he worked at Mckendree Metro Rec Plex for five years and Mckendree University for one year. Outside of finance, Golovko serves as a hockey instructor and referee, involved in teaching ice skating and hockey as well as officiating games. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services with an investment approach supported by proprietary capital market analysis and probabilistic modeling.

Robert Anthony is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Cetera. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. He is also involved with Renaissance Financial, where he provides financial services. 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 multi-manager platform with a variety of portfolio management options and access to third-party money managers.

William Burke is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Renaissance Financial and community involvement with St. Jude Children's Research Hospital - ALSAC. He also has entrepreneurial experience from operating Exo Nail Bar. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary investment methodology developed by its Investment Strategy Group.

Brian Parker is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2016 to 2022, as well as First Clearing from 2015 to 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Jacob Kerwin is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products and referral channels.

Madeline Fauss is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Enterprise and JPMorgan Chase. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Saettele is a financial advisor with Wells Fargo Clearing in St. Louis, Missouri, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2013 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 services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Stephen Steele is a financial advisor with Edward Jones in Clayton, MO, holding a Series 66 credential and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he owns and manages an LLC that operates rental properties in the St. Louis area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and affiliated investment products through a large nationwide network of advisors and branch offices.

John Coughlin is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and seven years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is associated with IGS Financial, a business entity for tax purposes. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers services such as financial planning, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products.

Mary Blythe is a CFP®-certified financial advisor based in St. Louis, MO, with six years of industry experience. She currently works at LPL Financial, joining in 2025 after roles at Edward Jones, Northwestern Mutual Investment Services LLC, and Seamus Group LLC. Prior to her financial advisory career, she held positions in education with Rockwood School District and as a homemaker. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and technology-driven strategies.