Brandon Fredman is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 66 and Series 63 designations and with seven years of industry experience. He has worked at Wells Fargo Clearing since 2018 and is the owner of The Manufactured Traveler, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing roughly $671 billion in assets with more than 14,000 financial advisors.

Kyle Goettelmann is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and has four years of industry experience. His work history includes multiple roles at Wells Fargo Clearing Services since 2016 and a position at Trueman's Place in 2016. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, utilizing research and analytics along with diversification principles and modern portfolio theory in its investment approach.

Tyler King is a financial advisor at Stifel with three years of industry experience. He holds the Series 63 and Series 65 licenses. His prior roles include positions at Wells Fargo Clearing Services, Us Tech Solutions, and Grey Eagle Distributors. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Austin Snider is a Series 66-registered advisor with LPL Enterprise, based in Swansea, IL, and has three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has involvement with Wilke Window And Door and Lawn Wranglers. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to diversified investment platforms through both advisory and brokerage channels.

Anthony Segobiano is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in goals-based wealth management, serving affluent families, accomplished professionals, successful business owners, and individual investors. His areas of expertise include education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, socially responsible and values-based investing, tax minimization, and retirement income planning. Anthony has over 22 years of experience in wealth management, preceded by 17 years in the insurance industry, which provided a foundation for expanded estate planning services and a strong customer service model. He holds professional designations as an Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Western Illinois University. In addition to his professional responsibilities, Anthony volunteers with student athletes in the St. Louis area and has served as an assistant and associate head coach for girls and boys soccer teams at Belleville West High School and Columbia High School, respectively. He is also a member of the Elks Club. Outside of work, Anthony enjoys spending time with his wife Gina and their children, traveling, and participating in various sports including basketball, boating, football, golfing, ice hockey, running, and soccer.

Joseph Hudek is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Stifel Nicolaus, UBS Financial Services, and Morgan Stanley Smith Barney. Outside of his advisory work, he serves on the Board of Trustees for the Baxter Village Homeowners Association. 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 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.

Austin Niggli is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Financial Services since 2020, following roles at Wells Fargo Clearing Services and Digital Intelligence Systems. He also has a background in academia from his time at McKendree University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, participant education, and plan benchmarking.

Reece Goddard is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 65 credentials and less than one year of industry experience. His prior work includes roles at Pioneer Wealth Management, CreativeOne Wealth, Corpay, and the United States Military Academy. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software tools to develop collaborative, annual planning relationships.

Kathleen Frank is a financial advisor at Stifel with 26 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel and its affiliated firms since 2004. She is based in St. Louis, MO. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary methodologies developed by its Investment Strategy Group to support client decisions in asset allocation and financial planning.

Benjamin Wright is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he held positions at Alliance Realty Network and Paddio Home Loans, and has experience in diverse roles including manufacturing and hospitality. He is based in St. Louis, Missouri. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies from its Investment Strategy Group, providing forward-looking asset allocation and planning analyses.

Michael Dunnigan Sr. is a financial advisor with LPL Financial in Belleville, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining LPL Financial in 2018, he worked at SII Investments, Inc. from 2011 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from LPL Research and third-party subadvisors.

Kathleen Reasor is a financial advisor at Stifel with 21 years of industry experience. She holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2009. Located in St. Louis, MO, she provides advisory services as part of a large institutional firm. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jacob Emily is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Wells Fargo in 2025, he worked at Charles Schwab and TD Ameritrade. Outside of his advisory roles, he has a background that includes several years in full-time education and experience in the grocery retail 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.

Chad Boyette is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Jennifer Hansell is a financial advisor at Edward Jones in Maplewood, MO, holding the CFP®, ChFC®, and Series 66 credentials with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 advisors and over 15,000 branch offices.

Wallace Carriker Jr. is a Series 66-licensed financial advisor with Cetera, based in St. Louis, MO, and has 17 years of industry experience. He is a partner at Rognan & Associates, a CPA firm providing tax, accounting, and consulting services, and operates his own financial and investment planning business, Carriker Wealth Management. He also works as an insurance agent selling life and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, financial planning services, and access to third-party money managers.

Cody Fischer is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Advisors Financial Network since 2026 and Wells Fargo Clearing Services, LLC since 2021. Prior to his financial career, Fischer was employed at Us Tech Solutions and Randy James Inc. (Jimmy Johns). Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for clients.

Adi Tucakovic is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Wells Fargo, he worked at BC Group International and Bed Bath and Beyond. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and utilizes proprietary research and tools to develop tailored recommendations for its clients.

Scott Zarinelli is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Edward Jones and its predecessor firm since 1997. 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 discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Leland Roider II is a financial advisor at Stifel with 23 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Company Inc since 2016, following seven years at Wells Fargo Advisors LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.