George Porges is a financial advisor at Merrill with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1983. Porges also has a longstanding association with Bank of America dating back to 2009. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Donald Michael is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has worked previously at U.S. Bancorp Investments, Cetera, Regions Bank, and Pinnacle Entertainment. Outside of his advisory role, he owns and co-owns several business ventures, including DonMike's Klean Kicks LLC and All-In Poker Vending, LLC. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Zachary Giese is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a hospitality host and ambassador for local private bourbon clubs in the St. Louis area. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Kombiz Momtaz is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked at Scottrade for 19 years and TD Ameritrade for one year before joining Wells Fargo Clearing in 2018. Outside of his advisory role, he owns and operates Farsi Pro Translations LLC, providing translation services. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, with an IPS-driven investment process grounded in modern portfolio theory. The firm provides both discretionary and non-discretionary services, including investment policy development, plan benchmarking, and a Plan Level Investment Selection 3(38) discretionary option.

Amos Madison is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo, Edward Jones, and J.P. Morgan Securities. Outside of advising, he owns Divination Arts, LLC, offering tarot reading and car audio services, and participates in financial literacy seminars through the American Financial Education Alliance. 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 combines research-driven investment strategies with a broad range of brokerage and advisory solutions.

Jennifer Smith is a Series 66-licensed financial advisor with Wells Fargo Clearing in St. Louis, MO, where she has worked since 2018. She has 21 years of industry experience. 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 combines brokerage and advisory solutions supported by research and analytics.

Daniel Whitney Jr is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following previous roles at A. G. Edwards & Sons, Inc. and U.S. Bancorp Investments, Inc. Outside of his advisory work, he performs as a musician in a band. 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 provides both brokerage and advisory solutions, relying on research and analytics to support its investment approach.

Emmet Smith is a Series 66-licensed advisor with J.P. Morgan Securities, based in Clayton, MO, with one year of industry experience. Prior to joining J.P. Morgan, he worked at Butcher Joseph & Co for 12 years. Outside of his advisory role, he is the sole member of AFC - Vigilant Gear, LLC, a position he has held since 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Danielle Narike is a financial advisor at Stifel with two years of industry experience. She holds a Series 66 designation and has been with Stifel Financial Corp since 2016. Prior to her current role, she was associated with Sign of the Arrow for eight years. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment analysis is based on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning tools intended to support client decision-making.

David Corley is a Series 66-credentialed financial advisor with one year of industry experience, currently affiliated with Cetera. His previous roles include positions at Cetera Wealth Services, LLC and Renaissance Financial, where he also serves as an investment advisory operations assistant. Outside of his advisory work, Corley is head coach for a youth volleyball team in Fenton, Missouri. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.

Timothy Noa is a Series 66-licensed financial advisor at Stifel with two years of industry experience. Before joining Stifel in 2024, he held roles at Patrick Accounting and Whirks and The Collective Blueprint. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Kevin Kraft is a CFP® with eight years of industry experience, currently serving with Edward Jones in St. Louis, MO since 2017. Prior to joining Edward Jones, he worked for ten years at Stutte Tile Inc. Outside of his advisory role, he manages a rental property in Springfield, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory services, including discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Christopher Hoover is a financial advisor with Wells Fargo Advisors in St. Louis, Missouri, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as an industry arbitrator for FINRA. 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, risk management, and specialized services that require specific credentials.

Julie Johnson is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds the Series 66 designation and has worked previously at First Allied Securities, INC. before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.

Abbey Inlow is a financial advisor at Stifel with 21 years of industry experience. She has been with Stifel Nicolaus & Co since 2008 and holds Series 63 and Series 65 licenses. Stifel serves a wide range of clients, 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 provide asset allocation and planning analyses, with clients retaining discretion over implementation.

Matthew Ney is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 license with five years of industry experience. His prior roles include positions at Edward Jones and Morrinson Wealth Management, as well as community involvement with Hollywood Casino and Santa Clara University. 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 with more than 14,000 advisors, providing both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jack Lammert is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has been associated with Cetera and Renaissance Financial in various capacities since 2022. Outside of his advisory role, he has experience working in retail and service industries. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers portfolio management, financial planning, retirement services, and access to third-party managers, operating a multi-manager platform with diverse program options and custodial arrangements.

Prem Vareedayah 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 career includes roles at Wells Fargo Clearing Services since 2018, as well as positions at RHI General Group, Connect DFW, State Farm, and the University of Missouri - Columbia. 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 approximately $671 billion in assets and employing over 14,000 financial advisors.

Darin Basler is a CFP® professional with 39 years of experience in the financial services industry, currently with Raymond James Financial Services Advisors, Inc. since 2009. He previously worked at R.W. Basler & Co. Inc. for four years. Outside of his advisory role, Basler serves as president of the board for Joachim Golf Club, a nine-hole golf course. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through its affiliation with a municipal advisor.

David Furst is a CFP® and CFA® credentialed advisor with 12 years of industry experience, currently with Wells Fargo Advisors in St. Louis, MO. He has been with Wells Fargo Clearing since 2016 and has operated Woodcraft of St. Louis since 2007. Outside of financial advising, he owns and manages an online goods store, Epsilon Goods, which he operates part-time. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory with other financial products, utilizing Wells Fargo’s research and planning tools.