Christina Smith is a financial advisor at Stifel with eight years of industry experience. She holds the Series 66 designation and previously worked at Avenica and Mary Kay, Inc. 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 to support asset allocation and planning analyses.

Toby Meador is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. He serves as a trustee for a family trust in Granite City, Illinois. 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 investment approach 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.

Daniel Robertson is a financial advisor at Stifel with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Crown Capital Securities, Six Point Financial Group, Center Street Advisors, Wealth Protection Advisors, and Eldercare Financial. He took a one-year hiatus as a homemaker between 2020 and 2021. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which delivers asset allocation and planning analyses based on forward-looking capital market assumptions.

Richard Polchinski is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Brogan Financial Inc., and Wells Fargo Advisors. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Larry Wankel 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. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he is involved in managing farm-related investments through ownership in Wankel Bros 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 advice grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options in its investment menus, distinguishing it from many institutional advisors.

James Cummings is a financial advisor at Stifel with nine years of industry experience. He has held roles at Stifel Nicolaus & Co Inc since 2018 and previously worked at Wells Fargo Clearing Services LLC. Prior to his financial career, he was employed at The Broadway Hotel - The Roof and attended the University of Missouri. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Gregory Thies is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he works as an independent contractor soccer referee. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach is grounded in modern portfolio theory and includes a broader range of financial products than typical large institutional advisors.

Robert Frosch is a financial advisor with Wells Fargo Advisors in Saint Louis, MO, holding Series 63 and Series 66 designations and nine years of industry experience. His work history includes roles at Wells Fargo Clearing Services since 2017, Robert Half International in 2017, RAFCO, LLC from 2015 to 2018, and Barnes & Noble Booksellers from 2009 to 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning and investment services using proprietary research and tools, with a comprehensive menu that includes planning for retirement, education, business-owner transitions, and other specialized areas.

Jamie Mcpike is a financial advisor with Fidelity Investments in St. Louis, MO, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Fidelity, Jamie worked at The Boeing Company and has also been involved with Stark Enterprises, Inc. (Dairy Queen). Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a diverse range of portfolios, including multi-manager and fund-of-funds structures, and employs systematic methodologies with oversight controls to address conflicts of interest.

Kyle Kersting is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP® designation and the Series 66 license and has been with Edward Jones since 2011. 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 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

John Siefert is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Securian Financial Services, Inc. and Renaissance Financial Corporation. Outside of his advisory role, he serves on the advisory board of Angel's Arms and is involved in managing a personal car ownership LLC. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, institutional, and retirement plan clients through a network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party and affiliated investment strategies.

John Sportsman is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 19 years of industry experience. He worked at Scottrade for 14 years before joining Wells Fargo Clearing in 2018. 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 large institutional advisers.

Sean Steinlage is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at LPL Financial and Wells Fargo Clearing, spanning more than a decade across Wells Fargo’s affiliated entities. 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 such as business-owner transition and special-needs planning, using proprietary research and planning tools to develop tailored recommendations.

Erin Barrow is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Wells Fargo Advisors since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with a focus on discrete engagements tailored to client needs.

Kimberley Heckert is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 17 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. Outside of her advisory role, she has ownership in a rental property business with her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related products and bank deposit sweep programs.

Joseph Mazzuca is a financial advisor with Cetera and holds a Series 66 designation. He has six years of industry experience, including roles at Renaissance Financial Corp and Minnesota Life Insurance Company. Mazzuca is also involved with Swing City and has worked in both advisory and insurance capacities. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts, offering a variety of portfolio management and financial planning services through a nationwide network of independent advisors. The firm operates a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Mariana Campbell 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 worked with Wells Fargo Clearing since 2016 and has been affiliated with First Clearing, LLC since 2012. Outside of her advisory role, she is a group fitness instructor at LifeTime Fitness, teaching yoga, step, and strength classes. 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 grounded in modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Robert Petix is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at Hinckley Allen & Snyder, LLP for sixteen years. Outside of his advisory role, he owns a business consulting firm, RGP Consulting, LLC. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, serving a broad client base with a range of investment services.

Angela Clark is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she works as a delivery driver for DoorDash and Spark Delivery LLC. 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 services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related products and bank deposit sweep options.

Mark Matthes is a financial advisor at Stifel with 35 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Stifel since 1990. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.