Daniel Mestres is a financial advisor at Stifel based in St. Louis, MO, with three years of industry experience. He holds a Series 66 designation and has previously worked at Cortland, part of the Alter Domus Group, and Hertz. Stifel serves a broad range of clients 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 that guides asset allocation and financial planning analyses.

Tyler Poe is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation with 12 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors, LLC from 2013 to 2016. Outside of his advisory role, Tyler is also a music artist with his own business, MUSIC BY TYLER, based in New York. 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 incorporates a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Zachary Ballard is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at LPL Financial for 13 years before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes both non-discretionary and discretionary options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Matthew Iroku is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work history includes roles at Americare Inc., Sauti Yetu, and the New York Department of Education. Outside of finance, he also works as a Lyft driver in San Francisco. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, integrating advisory services with other financial products and referral channels.

Richard Jarman is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in St. Louis, MO. He has spent over 18 years with Wells Fargo entities in various advisory roles. Outside of his advisory work, he is involved in managing commercial rental properties and farmland through several investment-related business ventures. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a wide range of planning services tailored to clients meeting certain net-worth thresholds, using proprietary research and tools to develop personalized recommendations.

Elijah James is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His background includes roles at Ameriprise and work at Missouri State University and the Columbia School District. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendations on income, Social Security, and tax-smart withdrawal strategies. The firm combines algorithmic automation and research-driven analysis to deliver personalized retirement advice through a centralized consulting team.

Heidi Gebauer is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with 18 years of industry experience. She has been with Stifel Nicolaus since 2006. Outside of her advisory role, she is involved in dog sitting. Stifel serves a broad range of clients—including individuals, institutional clients, and charitable organizations—offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Joseph Chappell is a financial advisor at Edward Jones with 20 years of industry experience. He has held his current position since 2005 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Julie Lankford is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2018 and previously at U.S. Bancorp Investments, Inc. for five years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of 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 resources.

Jeffery Mc Kay is a CFP® with over 35 years of industry experience, currently serving at Edward Jones since 2013. He holds Series 63, 65, and 66 licenses. Edward Jones is a full-service wealth management firm with over $1 trillion in assets under management, serving individual and institutional clients nationwide through a large network of advisors and branch offices. The firm offers a range of advisory programs including discretionary and non-discretionary strategies, with affiliated mutual funds and various tax-efficient services under a fiduciary standard.

Glenn Dodge is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 credentials and 30 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. Outside of his advisory role, he works as a food delivery driver for DoorDash and Uber Eats. 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 solutions. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Taylor Looney is a financial advisor at Cetera with a Series 66 credential and four years of industry experience. Prior to joining Cetera in 2023, Looney held positions at Renaissance Financial Corp and Securian Financial Services. Outside of advisory work, Looney is involved with Renaissance Financial, offering securities, insurance, and advisory services. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate, charitable, and institutional clients. The firm provides various portfolio management and financial planning services through a nationwide network of independent advisors and offers diverse investment program options across multiple custodial relationships.

Colleen Mueller 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 worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2008 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daniel Smith is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he owns and operates Smith Vintage Sports Cards and Memorabilia, a business focused on buying and selling sports cards and memorabilia. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a range of financial products such as group annuity contracts and bank deposit sweep options.

David Gebhardt is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 credential and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at First Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. 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 offerings.

Melinda Freshour is a Series 66 licensed financial advisor with 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. She is based in St. Louis, MO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes a broad range of investment products such as insurance-related vehicles and bank deposit sweep options.

Paul Neeman is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward D. Jones & Co., L.P. since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Todd Blount is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors, LLC. Outside of finance, he is involved with Conscious Image Productions, LLC, assisting musicians with production, distribution, and management of their music. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, providing a range of financial services to individual and institutional clients.

Lindsey Kerber is a CFP®-designated financial advisor with 22 years of industry experience, currently with Cetera. Her background includes lengthy tenures at R.F. Brokerage and Minnesota Life Insurance Company. She serves as a board member of St. Joseph's Academy in St. Louis, MO. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Timothy Feeney is a financial advisor at Edward Jones in O'Fallon, IL, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at the Federal Bureau of Investigation from 2014 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.