Taina Badalamenti is a financial advisor at Stifel with 35 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes eight years at Wells Fargo Clearing and earlier roles within Stifel-affiliated firms. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies from its Investment Strategy Group.

Laura Drummond is a financial advisor with Wells Fargo Clearing in St. Louis, MO. She holds Series 66 and Series 63 licenses and has 12 years of industry experience, including 10 years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets, employs over 14,000 financial advisors, and offers both brokerage and advisory solutions.

Jennifer Lawson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Raymond James & Associates since 2013 and previously held roles at Morgan Keegan & Company, LLC and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by extensive research and a range of portfolio management styles.

James Pingleton is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with 12 years of industry experience. He has been with Stifel Nicolaus since 2010. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide capital market analyses and asset allocation guidance.

Dominique Tedesco 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 Clearing in 2018, Tedesco had brief roles at Disys and Northwestern Mutual in 2017 and 2018. Outside of finance, Tedesco has been involved with Reifschneider's Grill and Grape since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Victoria Wuesthoff is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, she worked at various organizations including Athleta, where she is also employed as a retail sales associate. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Cynthia Plackemeier is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. Her spouse owns a non-investment-related business called Roy’s Garage, LLC. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Christopher Green is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and 15 years of industry experience. He has worked at Prudential Insurance Company of America since 2010 and joined LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm utilizes model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Andre Cantareira is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network LLC and A.G. Edwards & Sons, Inc. He is currently based in St. Louis, MO. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, and supports investment advisers with research tools and multiple asset management options.

Matthew Heaton is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. He has been with Stifel in St. Louis, MO since 2013. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

Brian Varel is a financial advisor at Stifel with 18 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2009. Stifel serves a broad range of clients, including individuals, institutional accounts, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Stephen Martin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes long tenures at Royal Alliance Associates and Martin Financial Services, prior to joining LPL Financial. Outside of advising, he is president of Martin Accounting Services, Inc., a CPA firm, and a minority partner in a restaurant business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary platforms.

Timothy Strazinsky is a financial advisor at LPL Enterprise with over 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Mass Mutual Investors Services. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and various non-securities products and services.

Phoebe Del Castillo is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Edward Jones and E*TRADE in various capacities prior to joining Stifel. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Allison Balch is a financial advisor at Stifel with nine years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at TD Ameritrade, Scottrade, and Dierbergs Market Place. Allison 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 uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and planning analyses.

Jarrod Reynolds is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. He 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, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Charity Wrigley is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing Services since 2018, with prior experience at Stifel Nicolaus & Co Inc from 2014 to 2018. 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, including cash-flow, retirement, education, and niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Timothy Guthrie is a CFP® with 33 years of industry experience, currently affiliated with Stifel Nicolaus since 2006. He holds the Series 63 and Series 65 licenses. Outside of his advisory work, he co-owns Farmer's Garden, managing general upkeep alongside his wife. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary methodology from its Investment Strategy Group.

Erica Bianca Mendiola is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and approximately one year of experience in advisory roles. She has prior work experience with Empower Enterprise Philippines, Inc. and multiple other companies primarily in the Philippines. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors. The firm provides both brokerage and advisory solutions and offers a range of retirement plan services, leveraging research from Wells Fargo Investment Institute and third-party sources.

Ross Woody is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 31 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.