Aaron Leeper is a financial advisor at Wells Fargo Advisors in St. Louis, Missouri, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016. 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 and develops tailored recommendations using proprietary research and planning tools.

Andrew Evola is a financial advisor at Cetera with 11 years of industry experience. He holds a Series 66 credential and has worked at Renaissance Financial and Securian Financial Services Inc. Among his outside activities, he serves as a trustee and investment committee member for the nonprofit Our Little Haven and holds board and investment committee roles with the Tracy Family Foundation. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management, financial planning, and consulting services through multiple program platforms and manager options.

Tricia Sjoholm is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. She has been with Stifel since 2013. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary methodology for investment analysis and allocation guidance developed by its Investment Strategy Group, providing clients with planning tools that support but do not guarantee investment decisions.

Lauren Dyer is a Series 66-licensed financial advisor with nine years of industry experience. She is currently with J.P. Morgan Securities and has previously worked at U.S. Bank, U.S. Bancorp Investments, Inc., and Wells Fargo Clearing Services LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to offer customized asset allocation advice, manager searches, and performance reporting while clients retain final decision authority.

Brad Rippelmeyer is a financial advisor at Stifel with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America from 2012 to 2020. Outside of his advisory role, he is involved with St. John United Church of Christ in Valmeyer, IL, serving as chairman of the annual fall picnic committee and as a board member. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and planning tools developed by its Investment Strategy Group.

Evan Geraghty is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and has worked at Stifel since 2021, with prior experience at Ascent LLC and a background that includes roles outside finance. Stifel serves a broad range of clients, including individuals, institutions, and nonprofit organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Bryan Sachan is a financial advisor with Stifel, holding a Series 66 designation and 17 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and was previously with Scottrade from 2014 to 2017. Stifel serves a broad range of clients, 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, which applies forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Lisa Malkin is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing, Wells Fargo Advisors, and A.G. Edwards & Sons, Inc. throughout her career. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment services and comprehensive financial planning. The firm offers a wide range of planning options, including retirement, education, and business-owner transition planning, supported by proprietary research and planning tools.

Adam King is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and six years of industry experience. His background includes roles at Wells Fargo Clearing and several other organizations, including work at a VA hospital and a Catholic school. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, using Wells Fargo research and tools to create tailored recommendations. The firm integrates advisory services with other financial products and referral channels.

William Onder III is a Series 66-licensed financial advisor with six years of industry experience, currently with Edward Jones since 2020. Prior to joining Edward Jones, he worked at LEC LTG and Ward & Burton. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad network of advisors and branch offices. The firm offers a range of investment advisory programs and affiliated products, operating under a fiduciary standard.

Michael Vocker is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2022. Outside of his advisory role, he serves as a successor trustee for his parents' revocable living trust. Merrill, alongside 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, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Marsh is a Certified Financial Planner (CFP®) with 25 years of industry experience, currently serving as an advisor at Edward Jones since 2014. He occasionally serves as an arbitrator on FINRA panels in Chicago. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions, with approximately $1.01 trillion in assets under management across a nationwide network of more than 23,700 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Samantha Trankler is a CFP® and holds a Series 66 license, with two years of experience in financial advising. She is currently with Equitable Advisors and previously worked at Stifel Independent Advisors and KPMG LLP. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Wayne Hamlin is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 63 license and four years of industry experience. His prior work includes roles at Aerotek, Robert Half, and Penny Mac Loan Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for its clients.

Rasheedah Krus is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo for 12 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based analyses and planning across various financial topics, with options to combine planning with managed-account programs while maintaining separation between the two services.

Roberto Rodezno is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and 27 years of industry experience. He previously worked at Charles Schwab from 2003 to 2005 before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, 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 sources.

Lauren Lindhorst is a Series 66-licensed financial advisor at Merrill with seven years of industry experience. She has worked at Merrill since 2018 and has prior experience with Kozeny & McCubbin LC. Outside of her advisory role, Lindhorst leads the Children's Ministry at Kirkwood United Methodist Church, planning lessons and coordinating volunteers. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

David Thornberry is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials and 22 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, including specialized areas such as business-owner transition and special-needs analysis, utilizing proprietary research and planning tools to develop tailored recommendations.

Morgan Blount is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and six years of industry experience. Morgan’s prior experience includes roles at PNC Investments, J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, and Merrill. 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.

Erin Calixte is a financial advisor with LPL Financial based in Saint Louis, MO, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2020, she worked at Borah Teamwear and Westby Area Elementary School. Outside of advising, she operates an Etsy shop called EE Rosaries. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.