Kyle Fink is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at LPL Financial since 2017, following ten years at National Planning Corporation and four years at American General Securities Incorporated. He is involved in a building purchase group called Wall Street Advisors in O’Fallon, Illinois. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser offering financial planning, model portfolio programs, and institutional platforms to individuals, retirement plan participants, and institutions. The firm supports advisors with a broad range of services and tools, managing over $819 billion in discretionary assets across a large advisor network.

Gary Basler is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2010 and concurrently at First Clearing, LLC since 2013. Basler is based in St. Louis, MO. 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 utilizes research from Wells Fargo Investment Institute along with diversification principles and modern portfolio theory in their investment approach.

Sarah Dayton is a financial advisor with Edward Jones in Saint Louis, MO, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies, with additional services such as tax-efficient solutions and securities-based lending.

Toni Mangum is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 14 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, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics along with diversification principles and modern portfolio theory.

Harrison Barnard 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. He has worked primarily with Wells Fargo Clearing and its related entities since 2017, with brief periods at Crafted and Preferred Family Healthcare. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Alex Kuczka is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 registrations and nine years of industry experience. He previously worked at TD Ameritrade for three years and is also a lead guitarist and audio engineer. Wells Fargo Advisors provides 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 both brokerage and advisory solutions.

David Renken is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at firms including Scottrade/TD Ameritrade and Hightower Securities. Outside of his advisory role, he works as a merchandise associate at Marshalls Department Store in St. Louis. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, offering tailored recommendations supported by Wells Fargo research and planning tools. The firm integrates advisory services with other financial products and referral channels to provide comprehensive financial solutions.

Ashley Dutta is a financial advisor at Stifel with eight years of industry experience. She has worked at Stifel Nicolaus since 2017, following prior roles at KForce Professional Staffing and Bank of America. She holds the Series 66 designation and is based in St. Louis, MO. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic fee-based financial planning and maintains a focus on municipal market activity and affiliated trust and banking services.

Zachary Rankin is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked primarily at Wells Fargo Clearing Services, with a brief tenure at Robert Half International. 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 brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party data.

John Hall is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation. Prior to joining Stifel, he held various roles in the food and service industries, including positions at Randy James Inc. and Goodcents Inc. Stifel serves a broad range of clients—including individuals, institutional clients, and charitable organizations—offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and forward-looking market assumptions developed by its Investment Strategy Group.

Matthew Feldhaus is a CFP® professional with 15 years of industry experience, currently with Wells Fargo Advisors since 2025. He previously worked at Wells Fargo Clearing from 2016 to 2025. Outside of his advisory role, Feldhaus serves on the homeowners association board for The Highlands of Chesterfield in Wildwood, MO. 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 planning menu tailored to clients meeting certain net-worth thresholds, using proprietary research and tools to develop financial recommendations.

James Duncan is a financial advisor at Stifel with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including BMO Harris Financial Advisors and M&I Investment Management Corp. He is based in St. Louis, MO. 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 relies on proprietary methodologies developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Nicole Roesch Rundle is a financial advisor at Stifel with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2018, following prior roles at TD Ameritrade and Scottrade. Based in St. Louis, MO, she has been with Stifel for six years. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and planning decisions.

Tommy Silveus Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Charles Schwab, TD Ameritrade, and Scottrade. Outside of his advisory work, he owns and manages rental properties. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm utilizes a model-driven investment approach and offers access to third-party asset managers, financial planning, and various non-securities products.

Christine Stevens is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as a power of attorney for a family member. 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 both brokerage and advisory solutions.

Maurice Young is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2016. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Ryan Meyler is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding a Series 66 credential with 13 years of industry experience. He has been with Wells Fargo Advisors since 2018, following two years at Wells Fargo Clearing. 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.

Shane Karr is a financial advisor with Wells Fargo Clearing Services LLC, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Wells Fargo since 2015, with prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, Karr serves as a co-captain for Team Zoot Sports, where he assists in annual team member selection and communication. Wells Fargo Advisors is a national securities firm managing approximately $671 billion in assets with over 14,000 financial advisors. The firm provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, using research and analytics from the Wells Fargo Investment Institute alongside diversification and modern portfolio theory principles.

Kevin Dielschneider is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Kennedy Capital Management, SCOTTRADE, and Robert Half Management Resources. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets across more than 14,000 advisors and offers both brokerage and advisory solutions.

Kathleen Campbell is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2013. Merrill, along 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 tailored to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.