Guillermo Garsed is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has worked in various roles within Wells Fargo-affiliated firms since 2009. Outside of his advisory work, he owns GSAM LLC, a non-investment-related business based in Chesterfield, MO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Amanda Schuetz is a financial advisor with Stifel in St. Louis, MO. She holds a Series 66 designation and has six years of industry experience, having worked at Stifel Nicolaus since 2016. 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 is based on proprietary methodologies from its Investment Strategy Group that utilize forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Jill Juenger is a financial advisor at Edward Jones in O'Fallon, Illinois, holding a Series 66 designation with 20 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she is involved in community activities including customer service at a local winery and coaching at a gymnastics center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services with over $1 trillion in assets under management. The firm is notable for its extensive network of advisors and branch offices as well as its affiliated investment and lending capabilities.

Luke Laputka is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to Wells Fargo, he worked at Fidelity Investments and E*Trade Securities LLC. He is a part owner of Newport County Driving School, a business that teaches young people how to drive and obtain their driving licenses. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, utilizing research and diversification principles in its investment approach.

Keith St. John is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has worked at Wells Fargo Clearing Services and Edward Jones over the course of his career. Outside of his advisory role, he owns Saint Legg Capital, LLC and operates a Tesla Model 3 rental through Turo. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth thresholds. The firm provides comprehensive planning and integrates advisory services with other financial products and referral channels.

Walter Weston is a financial advisor at Edward Jones with 20 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses and has been with Edward Jones since 2006. 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 under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and affiliated mutual funds.

Jennifer Thornton McCullough is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with 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 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.

Kurtis Shotts is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services in various capacities since 2016. Outside of his advisory role, he is co-owner of a retail business, Big Firepits, and is involved in tax preparation through Proactive Tax & Advisory LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. Their retirement income service uses a centralized team to produce recommendation reports that integrate investment research and algorithmic tools, supporting non-discretionary implementation by clients or their advisors.

Michael Smith is a financial advisor with Edward Jones in Brentwood, MO, holding Series 63 and Series 65 licenses and accumulating 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Zachary Bess is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and ten years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors for one year. Outside of his advisory role, he has been employed at Quik Trip since 2010. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Carolyn Kleen is a financial advisor at Wells Fargo Clearing with a Series 66 designation and experience spanning roles at Wells Fargo Bank, U.S. Bancorp, and Scott Credit Union since 2008. She is based in St. Louis, MO, and began her advisory role at Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jared Watkins is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds Series 63 and Series 66 credentials. His background includes three years at Charles Schwab Co., Inc., and prior employment at Amazon and involvement with the Boy Scouts of America. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and tools, with clients able to choose how to implement recommendations through various brokerage or advisory programs.

Patrick Feeney is a financial advisor at Robert Baird & Co. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird & Co. since 2019. His prior experience includes roles at JJB Hilliard W.L. Lyons LLC and Gabelli & Company, Inc. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio services, employing a range of investment strategies from traditional to non-traditional, with options for discretionary and non-discretionary management.

Joshua Dixon is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services including specialized planning for business-owner transitions, sports and entertainment, and special needs. The firm provides tailored recommendations using proprietary research and planning tools, with clients choosing whether to implement advice through various brokerage or advisory programs.

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.

Jessica Koch is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and 22 years of industry experience. She has been with Edward Jones since 2003. Outside of her advisory role, she owns and manages multiple rental properties through a holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Larry Mosier is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior experience includes roles at Ameriprise Financial Services Inc and Wells Fargo Advisors. Outside of finance, he owns Larry Mosier Photography, specializing in dog photography, and serves as Secretary on the Board of Directors for the St Louis Schutzhund Association. Ameriprise offers retirement-income planning services tailored to individuals nearing or in retirement who meet specific asset thresholds, combining research-driven modeling and tax-efficient strategies. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Tyler Bateman is a financial advisor with Wells Fargo Advisors holding Series 66 and Series 63 licenses and seven years of industry experience. His prior roles include positions at VALIC Financial Advisors, Charles Schwab, and TD Ameritrade. Outside of work, he serves as trustee managing his mother’s trust account. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with discretionary implementation options through its brokerage or advisory programs.

Timothy Walkenhorst is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with Cetera and has held roles at several firms including Renaissance Financial Corporation and Minnesota Life Insurance Company. Outside of his advisory work, he is a member of Rotary International. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Amy Brueggemann is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Based in St. Louis, MO, she has spent the past decade with Wells Fargo Clearing. 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 for large institutional advisers.