Louise Sheffield is a financial advisor with Wells Fargo Clearing based in St. Louis, MO. She holds Series 63 and Series 66 licenses and has 25 years of industry experience. Prior to joining Wells Fargo Bank in 2025, she worked at Edward Jones from 1997 to 2024. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

William Orrill is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Banterra Bank and Southern New Hampshire 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 manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ryan Dannan is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He has been with Wells Fargo Clearing since 2016. He holds Series 63 and Series 66 licenses. 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 through a large network of financial advisors.

Ian Northcott is a financial advisor with Wells Fargo Clearing in Chesterfield, MO, holding a Series 66 designation and nine years of industry experience. He previously worked at Larson Financial Securities, LLC. Outside of his advisory role, Ian serves as an accounting specialist for Periodontics of O'Fallon. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options, notably insurance-related vehicles and bank deposit sweep programs.

William Carmody is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been part of the financial services industry since 1989 and has worked his entire career at Merrill. In 2015, he formed the Carmody-Turner Group alongside his partner Brian Turner and assistant Rick Morrison. The group's clients include physicians, college coaches, entrepreneurs, small business owners, executives, and other high net-worth individuals and their families. They focus on comprehensive wealth planning strategies, collaborating with clients’ legal and tax advisors to help achieve customized financial goals. Bill earned his bachelor's degree from Southwest Missouri State University and obtained his CERTIFIED FINANCIAL PLANNER® certification in 2007. He is also recognized as a Personal Investment Advisor (PIA) and is a member of the Certified Financial Planning Institute. His client focus areas include college education planning, divorce transition planning, executive compensation, family wealth management strategies, retirement planning, and portfolio management services. Originally from Kirkwood, Missouri, where he currently resides with his wife Kathleen and their three children, Bill is deeply involved in his community. He volunteers with several nonprofit organizations such as Operation Food Search, Our Lady of Perpetual Help Food Pantry, St. Patrick Center for the Homeless, St. Peter and Paul Food Kitchen, and The Marin Fund. Outside of work, Bill enjoys antiquing, biking, gardening, hiking, soccer, tennis, and spending time with his family.

Mitchell Schaedler is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with three years of industry experience. His prior work experience includes roles at Regions Bank and The Charity CFO. He is also commissioned as a notary public in St. Louis County. 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 relies on proprietary methodologies developed by its Investment Strategy Group, providing analysis and allocation guidance to support client decision-making.

Jessica Laub is a financial advisor with Stifel in St. Louis, Missouri, holding a Series 66 designation and having two years of industry experience. She has worked at Stifel since 2020 and previously spent six years at Diversified Financial Advisors / LPL Financial. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based 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.

Paula Poisson is a financial advisor with Wells Fargo Clearing, 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 that provides investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Pamela Buehne is a Series 66 licensed financial advisor with Wells Fargo Clearing in St. Louis, MO, where she has worked for 10 years. She has 14 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Rachel Hamor is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2013. She also serves as power of attorney for her mother in St. Louis, MO. 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, leveraging research from Wells Fargo Investment Institute and third-party databases.

Anthony Seaborn is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has been with Stifel Nicolaus since 2005. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing fee-based financial planning and asset allocation guidance intended to support client decision-making.

Almir Salihovic is a financial advisor at Stifel in St. Louis, MO, with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for ten years before joining Stifel in 2026. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Joseph Bordoni is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent a year at A.G. Edwards & Sons, Inc. Outside of his advisory role, Bordoni co-owns a family 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 brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and other sources.

Trupti Patel is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2007 to 2008. Based in St. Louis, MO, Patel provides advisory services within a large institutional environment. Wells Fargo Advisors serves individual, corporate, and institutional clients by offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 advisors and provides a range of brokerage and advisory solutions.

Deborah Edwards is a financial advisor with Cetera, holding PFS™ and Series 66 designations and bringing 17 years of industry experience. She has worked at Avantax Advisory Services and 1st Global Advisors, Inc. Prior to her financial advisory career, she has been president of a CPA firm since 1984. Edwards also serves on the finance council and Ministry Formation board of the Diocese of Belleville and is a board member and treasurer for the Waterloo Country Club. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and retirement plan services, managing over $256 billion in assets with more than 10,000 advisors.

Devon Howard is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018, as well as Bank of America since 2019. His prior experience includes positions at FCB Banks, Hibbett Sports, and Lindenwood University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal teams and third-party managers.

Matthew Pitzer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior work includes roles at Citigroup, TIAA-CREF, and involvement with the Missouri History Museum. 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, utilizing research from Wells Fargo Investment Institute and third-party sources in its investment approach.

Laura Kirkover is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 23 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 brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Paul Pettus is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2014. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group, relying on forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Brian Turner is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Carmody-Turner Group. He has been in the financial services industry since 2012 and joined Merrill Lynch in 2015. Brian works with high-net-worth clients, including physicians, serial entrepreneurs, college coaches, small business owners, and executives, providing individualized wealth management and planning strategies. He focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue their financial goals, combining personalized service with the investment insights of Merrill and the banking convenience of Bank of America. Brian holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA) accreditation. He earned both his bachelor's degree and Master of Business Administration from Western Illinois University, where he also played and lettered on the NCAA Division I men's basketball team. Originally from southeast Iowa, Brian and his wife, Dr. Ashlyn Turner, have three children. They lived in St. Louis before relocating to Ballwin. Brian supports the community through his involvement with organizations such as the Western Illinois University Foundation Board, Fathers & Families Support Center, and the United Way's Charmaine Chapman Society. He also dedicates time to coaching youth sports.