Noah Pirtle is a financial advisor at Stifel with a Series 66 designation and less than one year of industry experience. His prior roles include positions in sales and campaign work before joining Stifel. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Daniel Kalvaitis is a financial advisor with LPL Enterprise LLC in Swansea, IL, holding Series 63 and Series 66 licenses. He has four years of industry experience with prior roles at Wells Fargo Advisors, Fidelity Investments, and TD Ameritrade. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm primarily uses model-driven investment implementations and offers financial planning, third-party asset manager access, and participation in Model Wealth Portfolios.

Andrew Guelker is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Randstad, TD Ameritrade, and Consumer Adjustment Company Inc. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Hernan Cardenas is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized planning areas such as business-owner transition and special-needs analysis. The firm offers tailored recommendations using proprietary research and planning tools, with clients deciding on implementation through various brokerage or advisory programs.

Gerald Yungling is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has worked within Wells Fargo Clearing and Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche areas such as special-needs and business-owner transition planning. The firm combines advisory services with other financial products and referral channels through a large network of advisors.

Kyle Williams is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He has a background in tax compliance and consulting as a Senior Tax Manager at CEC Financial Group PC and serves as treasurer for the North American Die Casting Association, Chapter 17. Additionally, he volunteers as a wrestling coach for youth programs in Missouri and Illinois. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Tim Sellenriek is a financial advisor at Stifel with eight years of industry experience and holds the Series 66 designation. His prior roles include positions at Wells Fargo Clearing Services and DiSys. 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 uses a proprietary methodology developed by its Investment Strategy Group, which applies forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Isaac Taylor is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 credential and has worked previously at Bank of America and Discover. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Dimitri Betta is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and five years of industry experience. His career includes roles at Wells Fargo Clearing Services LLC and Digital Intelligence Systems LLC since 2021, as well as prior experience with Kemper Life Insurance and Stifel Financial Corp. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a mix of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

William Milnes is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Stifel in St. Louis, MO. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously spent a year with Scottrade, Inc. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers fee-based financial planning and portfolio guidance grounded in proprietary investment analysis developed by its Investment Strategy Group.

Tabitha Yancey is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses with over a decade of experience in the industry. She has been with Wells Fargo and its affiliates since 2013. Outside of her advisory role, she is involved with Love Church. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Sarah Caravia is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 18 years of industry experience. Prior to joining Raymond James in 2016, she worked at Edward Jones from 2008 to 2016. Outside of her advisory role, she is a partner in FACT Group II LP, a company that owns investment real estate properties in the St. Louis metropolitan area. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network as well as municipal and public-finance work.

Jennylene Brazal is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation with three years of industry experience. Her work history includes roles at Wells Fargo Clearing Services and Wells Fargo International Clearing Support Services since 2023, as well as prior positions at VXI Global Holdings Solutions and Engoo Teachers. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Monica Nguyen Miller is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with high-net-worth individuals and multigenerational families to plan for the future by addressing their entire financial picture. Monica adopts a holistic approach to wealth management, starting with individualized financial plans tailored to align with clients' goals, needs, and personal objectives, particularly focusing on those experiencing life transitions such as divorce, widowhood, career changes, or inheritance. Monica holds a Bachelor's Degree in International Business and International Studies from Saint Louis University, where she graduated cum laude. She possesses professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of her professional work, Monica is actively involved in community service, contributing her time and resources to organizations such as St. Jude, Susan G. Komen Breast Cancer Foundation, and the United Way of Greater St. Louis Inc. She resides in St. Louis City with her husband and their dog.

Nathaniel Rolland is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Wells Fargo in various capacities since 2016. Outside of his advisory role, Rolland is involved in church music and manages several independent media and videography ventures. 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, incorporating research and analytics to guide investment decisions.

Jason Stone is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes positions at Commerce Bank and Northwestern Mutual across various roles from 2022 to 2024. 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 financial planning, model portfolios, and institutional platforms, utilizing a broad range of investment strategies supported by research and technology tools.

Beth Ross is a financial advisor at Stifel with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at First Clearing, LLC and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional investors, 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 planning analyses.

Greg Kluesner is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and planning tools to develop tailored recommendations.

Kimberly Wunderlich is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 credential and nine years of industry experience. She has worked at various Wells Fargo entities since 2016. Outside of her advisory role, she serves as a local community counselor for Au Pair in America, assisting host families and au pairs in acclimating. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Alicia Oglesby is a financial advisor with Edward Jones in Columbia, IL, holding Series 63 and Series 66 licenses and having 10 years of industry experience, all with Edward Jones since 2016. She serves as a board member of the Kiwanis Club of Columbia, where she participates in decision-making regarding the club’s activities and asset distribution. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and 15,000 branch offices.