Suzanne Galatoire is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Stifel Nicolaus & Co Inc. She serves as a board member for the Oak Ridge Homeowners Association in Fenton, Missouri. 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 includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Daniel Shaw is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has worked previously at K Force, Edward Jones, HRSSA, and Cambridge Investment Research. Shaw is based in St. Louis, MO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with an advisory process grounded in modern portfolio theory and tailored to plan objectives.

Anthony Viviano II is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Advisors since 2014. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop personalized recommendations.

Robin Rodermund is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Ashley Barker is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Barker holds a Series 63 designation and is based in St. Louis, MO. 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 offerings.

Bobbi Johnson is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. She has been with Stifel Nicolaus since 2000. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

John Thomas is a financial advisor at Stifel with 17 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Company, Incorporated since 2008. The firm serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Dylan Molek is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo, he has held roles at Digital Intelligence Systems LLC and other firms. He studied at Saint Louis University from 2016 to 2020. 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.

James Odman is a financial advisor at Edward Jones in Webster Groves, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Clayco for five years and JE Dunn Construction for fifteen years. 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 and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Findeiss is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. He has worked with Renaissance Financial since 2013 and previously with Minnesota Life and Securian Financial Services. He serves as a board member and partial owner of Oak Meadow Country Club in Rolla, Missouri. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse investment management and advisory services through a multi-manager platform that supports a broad array of program structures and custodial relationships.

Nick French is a financial advisor with Cetera, holding the Series 66 designation and beginning his advisory career in 2025. Prior to this role, he has experience in various service and operational positions, including roles at Busch Stadium and Chaifetz Arena in St. Louis. Outside of financial advising, he works as a server at local entertainment venues and is involved with SLU Sport Service, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers. The firm manages over $256 billion in assets with a nationwide network of more than 10,000 advisors.

Anthony Mc Kinzie is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2026, he worked at various Wells Fargo entities from 2013 to 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large nationwide network of advisors and branch offices.

Jack Gewinner is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and two years of industry experience. His prior work history includes positions outside the financial sector. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Kellie Anderson is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors LLC from 2010 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 IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Savannah Hagy is a financial advisor with Wells Fargo Clearing in St. Louis, MO. She holds Series 66 and Series 63 licenses and has four years of industry experience. Her prior work includes positions at Charles Schwab & Co., TD Ameritrade, and Wells Fargo Clearing Services. Before entering the financial industry, she worked in the food service sector. 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 and third-party sources.

Meaghan Schulte is a financial advisor at Stifel with 10 years of industry experience. She has been with Stifel since 2015 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she is a commissioned Illinois Notary Public. 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 based on proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Jeffrey Johns is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at Everise, Mass Mutual, and TD Ameritrade. He is also involved with DiSys alongside his advisory work. Wells Fargo Clearing provides retirement plan consulting services primarily to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Madelyn Cullen is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, she worked in healthcare-related roles including Advanced Endodontics and Pediatric Dentistry of Sunset Hills. 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 process is IPS-driven and grounded in modern portfolio theory, with options for both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Christopher Lauriello is a financial advisor with Charles Schwab in Maplewood, MO, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He previously worked at TD Ameritrade, Scottrade, and Lowe's before joining Schwab in 2020. Charles Schwab serves a large client base, 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from its Schwab Center for Financial Research.

Danny Mcneely is a financial advisor at Stifel in St. Louis, MO, holding the Series 66 designation with nine years of industry experience. He has been with Stifel Nicholas since 2010. Stifel serves a broad range of clients, including individuals across wealth levels and institutional entities, providing brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.