Raymond Breckenkamp is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016 and previously held roles at Stifel Independent Advisors, LLC and Edward Jones. He is based in St. Louis, MO. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm provides brokerage and investment advisory services with an investment approach based on proprietary methodology developed by its Investment Strategy Group, emphasizing forward-looking capital market assumptions and probabilistic modeling.

Brian Hook is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Wells Fargo Clearing Services, Bank of America, Merrill, and LPL Financial. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk management, and specialized services such as business-owner transition and special-needs planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through client meetings and written summaries.

Tondalaya Parker is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Stifel Independent Advisors, STIFEL, TD Ameritrade, and Scottrade. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Rovena Qirko is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. Her prior work includes a long tenure at Scottrade, Inc. from 2004 to 2021. Outside of her advisory role, she assists with accounting duties at Peppe's Apt 2, a restaurant in Kirkwood, MO. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related financial planning services, combining non-discretionary advice with access to discretionary separately managed accounts and multi-asset model portfolios.

Daniel Basler is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at R.W. BASLER & CO., Inc. from 2014 to 2020. Outside of his advisory role, he serves as secretary of R.W. Basler & Co. Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutions. The firm emphasizes tailored, non-discretionary consulting using analytical tools and supports various advisory programs, with notable offerings in municipal advisory and SIMPLE IRA employer consulting.

Jennyliz Hernandez is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 21 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 advisory services, financial planning, and retirement plan consulting. The firm uses research from Wells Fargo Investment Institute and third-party sources to evaluate investment options, offering both brokerage and advisory solutions.

Larry Smith 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 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 supported by research from its Investment Institute and third-party sources.

Nina Breen is a CFP® professional with 12 years of industry experience. She is currently with LPL Financial and has prior experience at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Breen also operates Gatewood Wealth Solutions, LLC, a business related to her LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Louise Sheffield is a financial advisor with Wells Fargo Clearing based in St. Louis, MO. She holds Series 63 and Series 66 licenses and has 25 years of industry experience. Prior to joining Wells Fargo Bank in 2025, she worked at Edward Jones from 1997 to 2024. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

William Orrill is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Banterra Bank and Southern New Hampshire University. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ryan Dannan is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He has been with Wells Fargo Clearing since 2016. He holds Series 63 and Series 66 licenses. 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 through a large network of financial advisors.

Geoffrey Miller is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Tigress Financial Partners, LLC, and various companies in the retail and food sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Ian Northcott is a financial advisor with Wells Fargo Clearing in Chesterfield, MO, holding a Series 66 designation and nine years of industry experience. He previously worked at Larson Financial Securities, LLC. Outside of his advisory role, Ian serves as an accounting specialist for Periodontics of O'Fallon. 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 IPS-driven approach incorporates modern portfolio theory and includes a range of investment options, notably insurance-related vehicles and bank deposit sweep programs.

Mitchell Schaedler is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with three years of industry experience. His prior work experience includes roles at Regions Bank and The Charity CFO. He is also commissioned as a notary public in St. Louis County. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing analysis and allocation guidance to support client decision-making.

Christopher Arends is a CFA® charterholder affiliated with LPL Financial, based in St. Louis, MO, with eight years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of his advisory work, he is involved with Gatewood Tax and Accounting, providing tax preparation and accounting services. 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, employing various portfolio strategies supported by research and technology tools.

Aaron Tuttle is a CFP® and CFA® with 20 years of experience in the financial services industry. He has worked at LPL Financial since 2019 and previously spent 10 years with Northwestern Mutual Wealth Management Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Jessica Laub is a financial advisor with Stifel in St. Louis, Missouri, holding a Series 66 designation and having two years of industry experience. She has worked at Stifel since 2020 and previously spent six years at Diversified Financial Advisors / LPL Financial. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Curtis Haentzler is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked at Americom Imaging Systems, Inc and Purity Source. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets across a broad network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Pamela Buehne is a Series 66 licensed financial advisor with Wells Fargo Clearing in St. Louis, MO, where she has worked for 10 years. She has 14 years of industry experience. 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.