Curtiss Otten is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Wells Fargo Advisors and Wells Fargo Clearing for over a decade. Outside of finance, he has been employed at Trader Joe's for 18 years. 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 tailored to clients who meet certain net-worth thresholds, utilizing Wells Fargo research and planning tools.

Ciara Latorre is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. She has worked at multiple firms including Edward Jones, MSMF Wealth Management, Cetera, TD Ameritrade, and Scottrade. 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 employs over 14,000 advisors, offering both brokerage and advisory solutions.

Harry Witte is a financial advisor at Cetera with 24 years of industry experience. He holds the PFS™ designation and Series 63 license. Witte has held roles at multiple firms, including Renaissance Financial Corp and Securian Financial Services Inc. He serves on the investment committee of the Roman Catholic Foundation of Eastern Missouri and is a permanent deacon with the Archdiocese of St. Louis, where he participates in various community ministries. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting thousands of advisors and hundreds of thousands of clients nationwide.

Carrie Gross is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 credential with four years of industry experience. Before joining Edward Jones in 2022, she worked at the Produce for Better Health Foundation for five years and Bartech for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Jeff Pratl is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2016. Outside of his advisory role, he is president of Pratl LLC, a commercial rental property business in Millstadt, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

Jared Freese is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Northwestern Mutual in various roles from 2011 to 2021. 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 services including financial planning, model portfolio programs, and access to third-party asset management, supported by extensive operational and research tools.

Jonathan Joelner is a financial advisor with LPL Financial holding a Series 66 license and 21 years of industry experience. He previously worked at Century Securities Associates, Stifel Nicolaus, J.P. Morgan Securities, Chase Investment Services, and Banc One Securities. In addition to his advisory role, he is a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and oversight of significant discretionary assets.

Roger Macon is a financial advisor with Edward Jones in St. Louis, MO, holding the ChFC® designation and Series 63 license. He has 26 years of industry experience, all with Edward D. Jones & Co., L.P. since 1999. 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 solutions, supported by a large nationwide network of financial advisors and branch offices.

Matthew Jenkins is a financial advisor at Stifel with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Stifel Nicolaus & Co Inc and Cetera Investment Services LLC. Outside of his advisory work, he sells produce at a local farmer's market. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and advisory services grounded in proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Erin Zawalski is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 registrations and seven years of industry experience. Prior to joining Edward Jones, she worked at Commerce Bank and L.J. Hart & Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Todd Harrell is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs, managed solutions, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

Wendy Castro Fernandes is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and five years of industry experience. She previously worked at Ameriprise and DiSys, and has experience in higher education at Missouri Baptist University. 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 from Wells Fargo Investment Institute with third-party data to support its investment approach and offers a broad range of brokerage and advisory solutions.

Jeffrey Younger is a Series 66 designated advisor with Wells Fargo Clearing, based in St. Louis, MO, and has 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has also worked with First Clearing, LLC since 2006. Outside of his financial advisory role, he owns and operates a general fitness business, CrossFit Kirkwood Holdings 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. The firm manages approximately $671 billion in assets and combines research and analytics with diversified investment strategies, offering both brokerage and advisory solutions.

Alisha Burnett is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo since 2016. Outside of her advisory work, she serves as a board member for Moon Brothers Lofts, a nonprofit organization in St. Louis focused on maintaining common areas and upholding bylaws. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Scott Gassen is a CFP® with 19 years of experience in financial advisory roles. He is currently with Cetera and has held positions at Renaissance Financial and various insurance firms since 2006. His professional activities include offering securities, insurance, and advisory services, as well as selling fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management, financial planning, and retirement services through a multi-manager platform with over $256 billion in assets under management.

Joseph Samson is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016. Prior to that, he worked at Edward Jones from 2010 to 2011. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services like business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.

Evan Wilson is a Series 66-licensed financial advisor with Stifel in St. Louis, MO, and has five years of industry experience. He has worked at Stifel Financial since 2020 and has held various positions prior to his current role. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodology from its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Matthew Truty is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has four years of industry experience. His prior roles include positions at Wells Fargo Advisors, Fidelity Investments, and The Vanguard Group, among others. Truty also serves as a Compliance Supervision Specialist at Renaissance Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary strategies across various program structures.

Patrick Leichliter is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at First Clearing, LLC since 2012. Outside of his advisory role, he operates an independent sports memorabilia business selling items on eBay. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory 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.

John Schuelke is a financial advisor with Merrill and holds a Series 66 designation. He has 11 years of industry experience and has worked at Merrill since 2014 and Bank of America, N.A. since 2015. Outside of his advisory role, he serves as an advisory board member and vice-chair of an allocations committee for the United Way of Greater St. Louis. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.