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 at Wells Fargo Clearing with 22 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2013 to 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

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 with Wells Fargo Advisors in Collinsville, Illinois, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo in various capacities since 2013. Wells Fargo Advisors is a large institutional firm serving a broad client base with a comprehensive range of investment products and services.

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.

Mark Nolan is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Wells Fargo Clearing Services, Us Tech Solutions, Loan Depot, and several other firms. Outside of his advisory work, he serves as a game official for the Missouri State High School Activities Association, officiating baseball, basketball, and football games. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Nicholas Wilhelm is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation. He has experience working at several firms, including Prudential Financial and LPL Enterprise LLC, and has a background that includes roles at Adaptive Solutions Group, Enterprise Holdings, and in education at Southeast Missouri State University and Francis Howell High School. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary methodologies developed by its Investment Strategy Group to provide capital market analyses and asset allocation guidance.

Kevin Pelhank is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following four years at WELLS FARGO Advisors, LLC. Outside of his advisory role, he serves as Treasurer for Restoration Matters, Inc., where he provides values-based financial and organizational guidance. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Michael Dwyer is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 1999 and holds Series 63 and Series 66 designations. Outside of his advisory work, he is involved in life and career coaching through Strawberry.me. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of investment strategies and fiduciary services supported by affiliated capabilities such as a trust company and proprietary mutual funds.

Jeffrey Etter is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63, 65, and 66 licenses and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. In addition to his advisory role, he serves as a FINRA arbitrator in the St. Louis area. 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 such as insurance-related vehicles and bank deposit sweep programs.

John Levendoski is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 utilizes research and analytics from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment evaluations.

Kevin Ortmeyer is a financial advisor at Stifel with 38 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a board member for United Cerebral Palsy, Heartland in St. Louis. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Dzenana Palalija is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo since 2015, including time at Wells Fargo Clearing. Wells Fargo Advisors is a large institutional firm serving a broad client base with a range of investment services.

Clayton Runzo is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and three years of industry experience. His prior work includes roles at TalentBridge and Casey's General Store, as well as time spent at Southern Illinois University Edwardsville. 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 sources.

Jennifer Henderson is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. She holds a Series 66 designation and previously worked at Saxony Capital Management, LLC for eight years before joining her current firm in 2014. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with engagements typically discrete and tailored to client needs.

Alonzo Adams is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Facet Wealth and HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as a registered commodity pool operator and advisor to multiple registered investment companies.