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 with Stifel in St. Louis, MO, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Regions Bank and The Charity CFO. He is also a commissioned notary in Missouri. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies.

Catherine Bates is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and five years of industry experience. She previously worked at Stifel and Southern, and spent two years at the University of Missouri-Saint Louis. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through more than 14,000 financial advisors. The firm combines research from its Investment Institute and third-party sources to offer brokerage and advisory solutions, including discretionary and non-discretionary retirement plan services.

Christopher Arends is a CFA® charterholder and financial advisor at LPL Financial with eight years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and has maintained ongoing roles with John Gatewood and Northwestern Mutual Investment Services LLC. Arends is also involved in tax preparation and accounting through Gatewood Tax and Accounting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations via a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management options supported by LPL Research and third-party subadvisors.

Aaron Tuttle is a financial advisor with LPL Financial in St. Louis, MO, holding the CFP® and CFA® designations and 19 years of industry experience. Prior to joining LPL Financial in 2019, he spent a decade at Northwestern Mutual Wealth Management Company. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party strategies.

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 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 with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for ten years before joining Stifel. 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 includes proprietary capital market modeling developed by its Investment Strategy Group, which supports asset allocation and financial planning analyses.

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.

Deborah Edwards is a financial advisor with Cetera, holding PFS™ and Series 66 designations and bringing 17 years of industry experience. She has worked at Avantax Advisory Services and 1st Global Advisors, Inc. Prior to her financial advisory career, she has been president of a CPA firm since 1984. Edwards also serves on the finance council and Ministry Formation board of the Diocese of Belleville and is a board member and treasurer for the Waterloo Country Club. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and retirement plan services, managing over $256 billion in assets with more than 10,000 advisors.

Devon Howard is a Series 66-licensed financial advisor at Merrill with seven years of industry experience. He has worked at Bank of America since 2019 and has been with Merrill since 2018. Prior to that, he was employed at FCB Banks and Hibbett Sports and attended Lindenwood University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm leverages its integration with Bank of America to provide access to a broad set of products and services.

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.