Michael Dunnigan is a Series 66-licensed financial advisor at LPL Financial with 15 years of industry experience. He previously worked at SII Investments, Inc. for eight years before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Victoria Krylov is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2018, following nine years at Scottrade, Inc. Outside of her advisory role, she is involved in promotional sales for 4 Hands Brewing Company in St. Louis, participating in various tasting events. 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 modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Regan Strinni is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining Wells Fargo Clearing in 2022, Regan worked at TD Ameritrade from 2019 to 2022 and has held roles outside the financial industry, including positions at Rock & Brews and Olive Garden. 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 through over 14,000 financial advisors and offers both brokerage and advisory solutions.

Julie Shumake is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Scottrade and LPL Financial. Since 2019, she has served as a dispute resolution arbitrator for FINRA. 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 modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Bret Steffenauer is a financial advisor with Cetera, holding Series 65 and Series 66 credentials and bringing 26 years of industry experience. He has worked at Cetera Financial Specialists LLC since 2000 and owns Steffenauer & Associates CPAs, Inc. Outside of financial advising, he is a 50% stockholder in a real estate investment management business focused on non-residential rental properties in Columbia, Illinois. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a nationwide network of advisors, utilizing multiple program structures and investment strategies.

Matthew Wilhelm is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Financial Corp. since 2014 in various roles. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to inform asset allocation and financial planning.

Jacob Brinkman is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. His work history includes multiple periods at Wells Fargo Clearing Services and a year at Stifel Nicolaus & Co Inc. 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 a combination of brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Christopher Rydgig is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has worked 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 manages approximately $1.01 trillion in assets and provides a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joey Huynh is a Series 66-licensed financial advisor with Wells Fargo Advisors in St. Louis, MO, and has 12 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he works as a fitness instructor at F45 Training Chesterfield. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu and integrates advisory services with various financial products and referral channels.

Jeffrey Thompson is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 25 years of industry experience. He previously worked at Fidelity for seven years before joining Wells Fargo in 2016. Outside of financial advising, he co-owns a small business called All Beauty by Amy T with his spouse. 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 utilizes research and analytics to evaluate investment options, offering both brokerage and advisory solutions across a broad client base.

Randy Howe is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Woodbury Financial for 18 years and has owned a tax preparation business, RCH Tax Plus, since 1992. Howe is also a permanent deacon in the Roman Catholic Church, where he volunteers regularly. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through various programs. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supported by discretionary and non-discretionary management options and multiple affiliated platforms.

William Burke is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Wells Fargo, he worked in various roles including positions at Us Tech Solutions, Total Access Urgent Care, Hackett Security, and Marquette University. 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, utilizing research and analytics to support its investment approach.

Carson Smith is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at US Tech Solutions and Eddie Bauer LLC. 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, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, acting as an ERISA fiduciary and offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Matthew Hill is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Stifel Independent Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Matthew is based in Glen Carbon, IL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and consulting services primarily on a non-discretionary basis, supported by varied portfolio management styles and extensive affiliated research.

Timothy Mccalla is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. Based in St. Louis, MO, he provides investment and financial planning services as part of a large institutional firm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of planning services including cash-flow, retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and tools to develop tailored recommendations delivered through meetings and summary reports, with implementation options available through brokerage or advisory programs.

Jason Page is a financial advisor at Stifel with 13 years of industry experience. He previously worked at Edward Jones for 13 years before joining Stifel in 2026. He holds the Series 66 designation and is based in St. Louis, MO. 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 relies on proprietary methodology from its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

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.