Nancy Diak is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. Her career includes multiple roles within Wells Fargo Clearing and Wells Fargo Advisors since 2008, as well as previous work at A. G. Edwards & Sons, Inc. She has an ownership interest in a small business selling Scentsy products. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services, using proprietary research and tools to develop tailored recommendations.

David Monroe is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with three years of industry experience. He has been with Stifel since 2017, following a year at Gradstaff. Stifel serves a diverse client base including individual, institutional, charitable, and municipal clients, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Charles Erker serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. With 39 years of experience in financial services, he specializes in areas such as college education planning, divorce transition planning, liquidity management, philanthropic planning, individual and corporate investment strategy, tax minimization, and retirement income. Charles works closely with clients to develop personalized, integrated financial plans that consider their unique perspectives and priorities. He holds a Bachelor's Degree from the University of Kansas and the Professional Investment Advisor (PIA) designation. Charles is involved in his community through his participation on the Access Academies Financial Strategy and Asset Management committee as well as the Cor Jesu Academy Endowment Committee. Outside of his professional endeavors, he has personal interests in boating, music, photography, and writing.

Todd Burton is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 65 and Series 63 licenses and eight years of industry experience. He previously worked at TD Ameritrade and Ferro Magnetics before joining Wells Fargo Clearing in 2019. 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 guide its investment approach and offers both brokerage and advisory solutions.

Becky Vogel is a financial advisor at Stifel with 25 years of industry experience. She has held her current position at Stifel Nicolaus & Co Inc since 2014. Outside of her advisory work, she is involved in managing agricultural and hunting land through ownership of farm ground and a family LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Justin Hall is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2015, with a one-year tenure at Ameriprise Financial Services, Inc. in between. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. 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.

Daniel Moorman is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and with 33 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Tyler Duddy is a financial advisor at Fisher Investments with 11 years of industry experience. He holds the Series 66 designation and has worked at Fisher Investments since 2018, following prior roles at Scottrade, Inc. and Wells Fargo Clearing. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and manages risk using various tactical and tax-aware strategies.

Shannon Hayden is a Series 66-licensed financial advisor at Stifel with 7 years of industry experience. Based in St. Louis, MO, Hayden has been with Stifel since 2016. Outside of financial advising, Hayden is active as a yoga instructor, teaching classes at yoga studios including Go Yoga! Express and Yoga on Main. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services such as fee-based financial planning and model-driven asset allocation based on proprietary methodologies developed by its Investment Strategy Group.

Michelle Blume is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as trustee and holds power of attorney for her grandmother. Wells Fargo Advisors is a national securities firm providing 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 and analytics to support investment decisions.

Jeriah Williams is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has worked at Wells Fargo in various capacities since 2011 and spent one year at Edward Jones. Outside of his advisory role, Williams serves as treasurer for the Church of God in Christ, Congregational YPWW Department in East St. Louis, IL. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets through more than 14,000 advisors, offering both brokerage and advisory solutions supported by research and diversification-based strategies.

Michael Juenger is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at First Clearing, LLC since 2014. Outside of his advisory role, he is a sales representative for health food products and serves as a team manager for the Gateway Rush Soccer Club. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. 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.

Cary Kelly is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Wells Fargo Advisors since 2012. Outside of his advisory role, he operates a custom hand-tied fly business. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

John Yelverton is a Series 66 credentialed financial advisor with 20 years of industry experience. He has been with Wells Fargo Clearing since 2016, previously working at Wintrust Investments LLC from 2007 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Steven Johnson is a financial advisor with LPL Financial based in St. Louis, Missouri. He holds the Series 66 designation and has 12 years of industry experience. Johnson has worked at Vantage Credit Union and LPL Financial since 2015 and is also affiliated with Forest Hills Country Club since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing over $819 billion in discretionary assets.

Carlie Hausmann is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 registrations and 10 years of industry experience. Her prior roles include positions at Genex Consulting, LPL Financial, and Arch City Executives. Outside of her financial career, she is involved in direct sales with Pampered Chef, serves as a proctor for the SAT, 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 supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Garrett Walker is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and has worked at firms including Renaissance Financial Corp and Securian Financial Services Inc. Outside of his advisory role, he is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities across multiple program structures and custodial relationships.

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.

Jeffrey Rettman is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Randstad, and Edward Jones. 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 asset allocation methodologies developed by its Investment Strategy Group.

James Schier is a CFP®-designated financial advisor with 11 years of industry experience, currently with Cetera in St. Louis, MO. He has worked at Cetera Wealth Services since 2023 and previously served at Minnesota Life and Securian Financial Services. Schier is a board member of the Sigma Tau Gamma Alumni Association and participates in community and networking groups, including serving as president of a BNI networking group and volunteering on the finance committee of City Garden Montessori School. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with various program options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets.