Matthew Boyer is a Series 66-licensed financial advisor at Stifel with seven years of experience, including roles at Stifel Nicolaus and Johnny Macs Sporting Goods. He is based in St. Louis, MO. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, supporting asset allocation and financial planning decisions.

Tyson Bowman is a Financial Advisor with Merrill Lynch Wealth Management, focused on developing tailored financial strategies for individuals, families, and retirees. He works closely with clients to help them pursue their financial goals, manage life's transitions, and build lasting financial confidence. As a Merrill Solutions Advisor, Tyson emphasizes attentive listening to understand what clients value most. He collaborates directly with clients to create strategies aimed at helping them achieve their dreams. His role offers clients access to Merrill's global investing resources as well as the credit, lending, and banking services provided by Bank of America. Tyson holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Tyson earned a Bachelor's Degree from the University of Missouri System. Outside of his professional work, he has personal interests in basketball, football, and music.

Victoria Renner is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Scottrade, TD Ameritrade Clearing, Charles Schwab, and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to client needs, supported by research, planning tools, and simulation models.

Linda Manley is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves on the Board of Directors for the Girl Scouts of Southern Illinois and plays piano for Sunday mass at St. Paul Catholic Church in Highland, IL. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors.

Brendan Sullivan is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo in 2019, he worked at Edward Jones and held roles in various other companies. 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 combines research and analytics with diversification principles and modern portfolio theory and offers both brokerage and advisory solutions.

Jodi Slinkard is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and 20 years of industry experience. She has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as an adjunct faculty member teaching a course on emerging technologies at Webster University. 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, grounded in modern portfolio theory, and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Lia Read is a financial advisor at Stifel with nine years of industry experience. She holds a Series 66 designation and has been with Stifel since 2015. The firm serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with an investment approach based on proprietary forward-looking capital market assumptions and probabilistic modeling.

William Lucas is a CFP® professional with 13 years of industry experience. He has worked at Edward Jones since 2017 and previously held a position at Fidelity Brokerage Services LLC from 2013 to 2017. Lucas is also involved with Codasco Venture Partners, an initiative focused on investing in local business opportunities in St. Louis, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Michael Oestereich is a financial advisor with Edward Jones in O’Fallon, Illinois, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory work, he serves as a parish organist at St. Nicholas Catholic Church in O’Fallon. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Steven Hoffman 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 2014. 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 broader set of financial product offerings than is typical for large institutional advisers.

Holly Woosley is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in St. Louis, MO. She has 19 years of industry experience, including seven years at Wells Fargo Advisors LLC prior to joining Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, investment selection, performance reporting, and participant education.

Wendy Penrod is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes seven years at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and municipal entities, delivering advice on a non-discretionary basis supported by extensive research and affiliate capabilities.

Brandon Bersett is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Wells Fargo Clearing, Charles Schwab & Co., Inc, and First Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Angela Jansen is a Series 66 licensed financial advisor at Stifel with 13 years of industry experience. She has been with Stifel since 2002. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and fee-based advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning decisions.

Timothy Meirink is a financial advisor at Stifel with a Series 66 credential and three years of industry experience. He has worked at Stifel since 2018 and previously held positions at United Airlines and Scottrade. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Kian Homayoonfar is a CFA® charterholder with 16 years of industry experience currently serving as a financial advisor at Stifel Nicolaus & Co Inc. He joined Stifel in 2021 after six years at Edward Jones. He holds a Series 66 license and is based in St. Louis, MO. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Tyrel Fawson is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds Series 63 and Series 66 credentials. Outside of his advisory role, he has been involved with Us Tech Solutions, Inc. since 2022. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with flexibility in how clients implement recommendations.

Baron Ross Jr. is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2020, following prior experience at TD Ameritrade. His background also includes roles with the YMCA, St. Louis Arc, and the American Red Cross. 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 and uses modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Spencer Koetting is a financial advisor at Edward Jones in Shiloh, IL, holding a Series 66 designation and with 10 years of industry experience, all at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Mary Potthast is a financial advisor at Raymond James Financial with six years of industry experience. She holds a Series 66 designation and has worked at Busey Bank since 2020, Raymond James Financial Services since 2019, and Bank of Edwardsville from 2003 to 2019. In addition to maintaining her own book of business, she assists clients and another financial advisor at Busey Investment Services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans and advisory support rather than discretionary management.