Dzenana Palalija is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following a brief tenure at Edward Jones. 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 using proprietary research and tools, with tailored recommendations delivered through both meetings and written summaries.

Drew Achter is a CFP® professional affiliated with LPL Financial, bringing 11 years of industry experience. His prior roles include positions at Charles Schwab & Co., Schwab Wealth Advisory, TD Ameritrade, Scottrade, and Principal Financial Services. Outside of his advisory work, he is a co-owner of real estate rental ventures. 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, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and oversight of significant discretionary assets.

Clayton Runzo is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and three years of industry experience. His prior work includes roles at TalentBridge and Casey's General Store, as well as time spent at Southern Illinois University Edwardsville. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Jennifer Henderson is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. She holds a Series 66 designation and previously worked at Saxony Capital Management, LLC for eight years before joining her current firm in 2014. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that 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 engagements typically discrete and tailored to client needs.

Alonzo Adams is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Facet Wealth and HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Tameika Thomas is a Financial Advisor affiliated with Merrill Lynch Wealth Management. She supports families, women, small business owners, entrepreneurs, and retirees by providing personalized financial guidance that focuses on education, empowerment, and clarity. Her approach centers on simplifying complex financial concepts to help clients make informed decisions aligned with their unique goals and values. With a background as an entrepreneur and nonprofit founder, Tameika brings a broad perspective to her advisory role. She holds a Personal Investment Advisor (PIA) designation and has earned a Bachelor's Degree from Lamar University, an Associate's Degree from Southwestern Illinois College, an MBA from Texas Southern University, and a High School Diploma from Memorial High School. Tameika is a member of the National Association of African American Insurance Agents (NAAIA). Beyond her professional work, Tameika is involved in community organizations including Avery & Aubrey's Way and The Exhale Collective. Her personal interests include basketball, reading, singing, spending time with her family, traveling, and watching movies.

Christopher Monaco is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and previously worked at The Boeing Company and Tegus. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies executed through its network of investment adviser representatives.

Eric Counts is a financial advisor at Stifel with 24 years of industry experience. He has held positions at Stifel Nicolaus & Co Inc since 2018 and previously worked at Scottrade, Inc. from 2005 to 2018. Counts holds Series 63 and Series 66 licenses. 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 methodologies developed by its Investment Strategy Group, which incorporate forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Ryan Russell is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses. He has 24 years of industry experience, including prior roles at Wells Fargo Advisors, Charles Schwab, and Citigroup Global Markets. Outside of his advisory work, he serves as a power of attorney for family members on investment matters. 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, employing over 14,000 financial advisors, and offers a range of brokerage and advisory solutions supported by research and analytics.

Ronald Bender is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously held roles at TD Ameritrade and Scottrade. 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 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.

Edgar Umana is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 63 and Series 66 designations and 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 services, financial planning, and retirement plan consulting. The firm combines research-driven investment approaches with a broad range of brokerage and advisory solutions.

Glenn Ryan is a financial advisor with Cetera who holds a Series 66 designation and has seven years of industry experience. He has worked at several firms including Securian Financial Services and Minnesota Life Insurance Company. Outside of his advisory roles, he serves as an assistant hockey coach for a high school junior varsity hockey club. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services with access to both affiliated and third-party managers across varied program structures.

Adam Swip is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses with nine years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked at DMR Events and The Bridge at Florissant. 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 a combination of brokerage and advisory solutions supported by extensive research and analytics.

Anthony Goodson is a financial advisor at Stifel with three years of industry experience. He holds a Series 66 designation and previously worked at Hollywood Casino St. Louis for nine years. Stifel serves a broad client base including individual investors, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Melissa Roessler is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds a Series 66 designation and 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 services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics grounded in diversification principles and modern portfolio theory.

Andrew Johnson is a financial advisor at Stifel with 30 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Stifel Nicolaus & Co Inc in 2017, he worked at Saybrus Partners and Saybrus Equity Services, Inc. from 2015 to 2017. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering 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 support asset allocation and planning analyses.

Preston Gann is a CFP® professional with 27 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. His prior experience includes roles at A. G. Edwards & Sons, Inc. and Stifel. He is based in St. Louis, MO. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory services.

Benjamin Kirchoff is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has been associated with Morgan Stanley in various roles since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services utilizing structured discovery processes and firm-approved planning tools.

Chad Burns is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked at LPL Financial since 2012 and previously spent three years with Edward Jones. Burns also operates Scheffel Financial Services, Inc. in Edwardsville, IL. 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 provides financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Erin Orourke is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Wells Fargo in 2016, Erin worked at Cornerstone Wealth Management, Morgan Stanley, and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm employs research and analytics to guide investment decisions and offers a broad range of brokerage and advisory solutions.