Stephen Bard is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including H.D. Vest Investment Services since 2010 and Wells Fargo Advisors since 2009. He serves as chair of the FINRA Communication Committee, attending meetings to discuss rulemaking topics within the industry. 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 advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ryan Mccauley is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s approach 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 offerings.

Gregory Reinhardt is a financial advisor with Edward Jones in Godfrey, Illinois, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he coaches high school baseball and junior high basketball in Valmeyer, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Shelly Kohrmann is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. She has worked at Cetera Investment Services LLC since 2017 and also has over 20 years of experience with Regions Bank. Kohrmann serves on the boards of the Cystic Fibrosis Foundation and Hospice of Southern Illinois and assists with religious education at St. Boniface Parish. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform with various investment strategies and program structures.

Christina Hannah is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at OSAIC, Charles Schwab, TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Stifel serves a broad client base that includes individuals, institutional clients, charitable organizations, and municipal entities. The firm provides both brokerage and investment advisory services, using proprietary methodologies developed by its Investment Strategy Group to support asset allocation and financial planning.

Christopher Dykstra is a CFP® professional with 22 years of experience in the financial services industry. He has been with Ameriprise since 2005, initially with Ameriprise Financial Services, Inc., and currently serves at Ameriprise in Glen Carbon, IL. He holds ownership interests in Glenpoint, LLC and IGES, LLC, through which he manages his Ameriprise advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Christian Mikkelsen is a financial advisor with Wells Fargo Clearing in St. Charles, MO, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he owns and operates an online product sales business called Summit Luxe. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Christopher Marcus is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and was previously with Scottrade from 2009 to 2017. 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, which employs forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Michael Pope is a financial advisor at Stifel with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2018, following a 19-year tenure at Scottrade, Inc. He is based in St. Louis, MO. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to support investment analysis and allocation guidance.

Kyle Fink is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at LPL Financial since 2017 and previously spent 10 years with National Planning Corporation. Outside of his advisory role, he is involved with a group formed to purchase a building in O’Fallon, IL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Gary Basler is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent over a decade at Wells Fargo Advisors LLC and First Clearing, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

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 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 1987 to 2016. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options, notably insurance-related vehicles and bank deposit sweep programs.

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 at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade from 2017 to 2020. Outside of his advisory role, he is a lead guitarist and audio engineer. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broader range of financial products than typical large institutional advisers, including insurance-related vehicles and bank deposit sweep options.

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 14 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in St. Louis, MO. He has been with Wells Fargo entities since 2015, including nearly a decade at Wells Fargo Clearing. Outside of his advisory role, he is involved in community governance as a member of the Highlands of Chesterfield Highland Valley Homeowners Association. Wells Fargo Advisors Financial Network 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 a focus on tailored client recommendations delivered through both meetings and written summaries.