Dimitri Betta is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and having five years of industry experience. His background includes roles at Kemper Life Insurance and Stifel Financial Corp, as well as involvement with Digital Intelligence Systems LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets through a network of more than 14,000 advisors, offering both brokerage and advisory solutions supported by Wells Fargo Investment Institute research and third-party analytics.

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.

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.

Mor Wilson is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has been with Cetera and its affiliated entity, Cetera Investment Services LLC, since 2015 and also has experience with Regions Bank since 2014. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to both affiliated and third-party investment managers.

Deven Pauls is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Stifel in 2024, he worked at Charles Schwab. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Christina Wisneski is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and 31 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jason Clark is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 registrations with 28 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research-driven strategies with diversified investment options through its extensive platform.

Timothy Howard is a CFA® charterholder and holds a Series 65 license, with 15 years of industry experience. He has been with Stifel Nicolaus since 2013, based in St. Louis, MO. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

John Zensen is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior work includes a year with A. G. Edwards & Sons, Inc. before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Joshua Griener Hickey is a financial advisor at Stifel with four years of industry experience. He holds a Series 66 credential and has previously worked at Edward Jones, Amazon, and S.A.S Retail Services. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Mary Ferry is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and 25 years of industry experience. Her prior roles include positions at Charles Schwab, TD Ameritrade, and Scottrade. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Michael Kennedy is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and with 24 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he acts as a power of attorney for his mother. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm provides specialized planning in areas such as retirement, education, and wealth transfer, with advisors employing proprietary research and tools to deliver tailored recommendations.

Zachary Myers is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing Services since 2018. Prior to his advisory role, he was involved with RHI General Group and worked at Dewey's Pizza while attending Lindenwood University. 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 financial planning services, including specialized areas such as business-owner transition and sports and entertainment planning, with tailored recommendations supported by proprietary research and tools.