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.

Joseph Chappell is a financial advisor at Edward Jones with 20 years of industry experience. He has held his current position since 2005 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

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.

Melinda Ross is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Merrill, Archford Capital Strategies, and Purshe Kaplan Sterling Investments. Based in St. Louis, MO, she has been with Wells Fargo Clearing since 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s 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.

Jasmine Hutson is a financial advisor at Stifel with seven years of industry experience. She holds a Series 66 designation and has been with Stifel, Nicolaus & Co since 2016. Prior to her current role, she worked briefly at Fast Fitness Boot Camp. 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 incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and planning decisions.

Denise Arendell is a financial advisor with Edward Jones in Glen Carbon, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She previously worked at Merrill Lynch for six years before joining Edward Jones in 2017. Denise is co-owner and CEO of Graceology LLC, a spirits brand that donates a percentage of net profits to local nonprofits. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Jeffrey Westerhold is a financial advisor with LPL Financial in Edwardsville, IL, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with LPL Financial for 25 years. Westerhold is involved with Scheffel Financial Services and DMW Investments, LLC, which is used for accounting purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and research support from LPL Research and third-party subadvisors.

Jacob Dofing is a financial advisor at Wells Fargo Clearing with a Series 66 credential. He has one year of industry experience and has previously worked at MassMutual Investors Services, MassMutual Life Insurance, Edward Jones, and in hospitality roles including The Kitchen Grill & Games and Chick-fil-A. Outside of finance, he has worked as a bartender at Salt and Smoke, a restaurant and bar in Kirkwood, Missouri. 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 IPS-driven advisory process includes both non-discretionary and discretionary options and features a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Amita Chinnadurai is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds a Series 65 designation and has worked at Wells Fargo Clearing and its affiliates since 2011, with a two-year tenure at Edward Jones in between. She serves as Treasurer and Finance Committee Chair for the St. Louis Public Schools Foundation. 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 grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, distinguishing it from many institutional advisers.