Oluwatoyin Orebiyi is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. She has been with Wells Fargo Advisors since 2015. Outside of her advisory role, she is involved in consulting for small business owners and operates a travel agency, in addition to co-authoring a book and managing a home services business. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through more than 14,000 financial advisors.

Thomas Crabtree is a financial advisor at Stifel in St. Louis, MO, holding the Series 66 designation with 22 years of industry experience. He has been with Stifel Nicolaus since 2008. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Andrea Contini is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 26 years of industry experience. He has been with Stifel, Nicolaus & Co., Inc. since 1999. Contini serves on the Ethics Board of the Investments and Wealth Institute, where he reviews applications and disciplinary matters. 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 supported by proprietary methodologies that use forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Mitchell Greenblatt is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Stifel since 2022 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Greenblatt is involved in several community organizations, serving on the boards of The Magic House St. Louis Children's Museum, Folds of Honor St. Louis Chapter, The BackStoppers Development Board, and The St. Louis Sports Hall of Fame. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Stephen Lestmann is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Company, Incorporated since 2013. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses intended to inform client decisions.

James Sutter is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. His background includes service in the United States Army from 2015 to 2019 before joining Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Melissa Kenney is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering both discretionary and non-discretionary options tailored to plan objectives and demographics.

Ryan Wehking is a financial advisor at Stifel with 10 years of industry experience. He holds the Series 66 designation and previously worked at CBiz for seven years and Edward Jones for four years before joining Stifel. He is based in St. Louis, MO. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide capital market analyses and asset allocation guidance.

Daniel Mestres is a financial advisor at Stifel based in St. Louis, MO, with three years of industry experience. He holds a Series 66 designation and has previously worked at Cortland, part of the Alter Domus Group, and Hertz. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that guides asset allocation and financial planning analyses.

Tyler Poe is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation with 12 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors, LLC from 2013 to 2016. Outside of his advisory role, Tyler is also a music artist with his own business, MUSIC BY TYLER, based in New York. 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 a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Heidi Gebauer is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with 18 years of industry experience. She has been with Stifel Nicolaus since 2006. Outside of her advisory role, she is involved in dog sitting. Stifel serves a broad range of clients—including individuals, institutional clients, and charitable organizations—offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Julie Lankford is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2018 and previously at U.S. Bancorp Investments, Inc. for five years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of 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 and third-party resources.

Glenn Dodge is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 credentials and 30 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 works as a food delivery driver for DoorDash and Uber Eats. 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 IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Colleen Mueller is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2008 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 options. 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.

Daniel Smith is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 27 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, Smith owns and operates Smith Vintage Sports Cards and Memorabilia, a business focused on buying and selling sports cards and memorabilia. 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 uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions through a large network of advisors.

David Gebhardt is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 credential and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at First Clearing. 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 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.

Melinda Freshour is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2014 to 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 uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions through a large network of financial advisors.

Dominick Moscardelli is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Fidelity Investments, TD Ameritrade, Scottrade, and various entities within Charles Schwab. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure that supports a large client base across multiple advisory programs.

Todd Blount is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2012. Outside of his advisory role, he is involved with Conscious Image Productions, LLC, assisting musicians with production, distribution, and management of their music. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas like business-owner transition and special-needs analysis, with customized recommendations developed through Wells Fargo’s research and planning tools.

Timothy Feeney is a financial advisor at Edward Jones in O'Fallon, IL, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at the Federal Bureau of Investigation from 2014 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.