Wallace Carriker Jr. is a Series 66-licensed financial advisor with Cetera, based in St. Louis, MO, and has 17 years of industry experience. He is a partner at Rognan & Associates, a CPA firm providing tax, accounting, and consulting services, and operates his own financial and investment planning business, Carriker Wealth Management. He also works as an insurance agent selling life and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, financial planning services, and access to third-party money managers.

Cody Fischer is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Advisors Financial Network since 2026 and Wells Fargo Clearing Services, LLC since 2021. Prior to his financial career, Fischer was employed at Us Tech Solutions and Randy James Inc. (Jimmy Johns). Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for clients.

Adi Tucakovic is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Wells Fargo, he worked at BC Group International and Bed Bath and Beyond. 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 and utilizes proprietary research and tools to develop tailored recommendations for its clients.

Scott Zarinelli is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Edward Jones and its predecessor firm since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Leland Roider II is a financial advisor at Stifel with 23 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Company Inc since 2016. His prior experience includes positions at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Ameriprise. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Jack Nicholl is a financial advisor at Stifel with 14 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2015. Outside of his advisory role, Nicholl serves as a FINRA arbitrator in dispute resolution. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and advisory services. The firm’s investment approach is based on proprietary methodology utilizing forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Alan Taxman is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1996. He holds the Chartered Retirement Planning Counselor™ (CRPC™) and Certified Plan Fiduciary Advisor® (CPFA) designations and focuses on consulting and advising affluent families in personal wealth management. His expertise includes retirement planning strategies for individuals and businesses, estate planning, corporate benefit programs, and integrating corporate benefits into long-term financial approaches. Alan also provides banking and lending solutions through Bank of America. His client focus areas cover college education planning, family wealth management, services for endowments and non-profits, legacy planning, liquidity management, retirement income, portfolio management, small business strategies, and investment strategy for both individuals and corporations. Alan earned a bachelor's degree from the University of Missouri System and holds professional designations including Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). He has been recognized by Forbes Magazine as one of the "Best-In-State Wealth Advisors" for 2019 through 2026 and as part of the Taxman Specter Wealth Management Group honored as a "Best-In-State Wealth Management Team" from 2023 to 2026. Residing in Creve Coeur with his wife and two children, Alan volunteers for charitable organizations in the St. Louis area, including Habitat for Humanity, the Fathers and Family Support Center, and the FoodBank. In his free time, he enjoys working on home projects and has interests in biking, fishing, hiking, ice hockey, skiing, softball, volleyball, and woodworking.

Jeffrey Lasater is a financial advisor with Wells Fargo Advisors, holding Series 66 and Series 63 licenses and five years of industry experience. His career includes roles at Wells Fargo Clearing Services, Charles Schwab & Co., Inc., and TD Ameritrade. Prior to entering the financial industry, he worked at BEST Transportation for four years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment recommendations supported by proprietary research and planning tools.

Brian Strand is a financial advisor at Stifel with six years at the firm and a total of four years in the industry. He holds a Series 66 designation and is based in St. Louis, MO. Stifel serves a diverse client base, including individual investors, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Lawrence Beville is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James & Associates, Ameriprise Financial Services, Inc., Wells Fargo Clearing, and UBS Financial Services. He is based in St. Louis, MO. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, covering areas such as retirement, education, risk, and specialized planning for business owners and other niche clients.

Eryn Holder is a financial advisor with Thrivent Investment Management in St. Louis, MO, holding Series 63 and Series 66 licenses and 14 years of industry experience. Her prior work includes roles at Wells Fargo Clearing Services, Edward Jones, and Scottrade. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, delivering written recommendations on a variety of financial planning topics without implementing them directly. The firm combines holistic, goal-based analyses with managed-account options while maintaining separate planning and portfolio management services.

Benjamin Ellis III is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and six years of industry experience. Prior to joining Wells Fargo Clearing in 2019, he worked at Aerotek and was self-employed with Risen Savior Ministries. He is also an ordained minister at Evangel Temple, where he assists in preaching and teaching. Wells Fargo Clearing provides retirement plan consulting services 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 broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Matthew Fiss is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at TD Ameritrade and Scottrade. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s 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.

Madison Helphinstine is a financial advisor at Stifel with three years of industry experience. She holds a Series 66 designation and has worked at several firms, including Miller Buckfire and Keefe, Bruyette & Woods, Inc. prior to her current role. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Nathan Nichols is a financial advisor at Stifel with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services and Aerotek, Inc. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis developed by its Investment Strategy Group.

Lauren Tuhro is a financial advisor with Fidelity Investments in St. Louis, MO, holding Series 63 and Series 66 credentials and with one year of industry experience. Prior to joining Fidelity, she worked at World Wide Technology and attended Miami University. She is also associated with the Missouri Athletic Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing a variety of fund structures and model portfolios.

Michael Beck is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. He has been with Stifel Nicolaus since 2012. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and governmental entities, providing 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 financial planning analyses.

Carrie Genovese is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial industry. She specializes in personalized wealth management strategies, focusing on personal retirement planning, women and wealth, and retirement income. Carrie works closely with clients to develop tailored financial strategies that align with their individual goals, emphasizing a comprehensive understanding of each client's full financial picture. Carrie holds a Bachelor of Business Administration from Saint Mary's College, Notre Dame, and an M.B.A. from Saint Louis University. She also holds the Personal Investment Advisor (PIA) designation. Committed to community involvement, she follows the Merrill tradition of engagement by volunteering with local organizations. Outside of her professional role, Carrie enjoys spending time with her husband, son, and dog, traveling, boating, cooking, and planning parish blood drives.

William Strubberg is a financial advisor with Cetera in St. Louis, MO, holding a Series 66 license and four years of industry experience. He has worked at Renaissance Financial Corp since 2021 and has held roles in insurance sales and financial advisory services. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

John Bayer is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Cetera since 2023 and has prior experience with Securian Financial Services and Minnesota Life from 1997 to 2023. Outside of his advisory role, he is also active as an insurance agent selling fixed insurance products and serves as a financial advisor at Renaissance Financial, offering securities, insurance, and advisory services. Cetera Investment Advisers LLC serves a wide range of clients including individual investors, employer-sponsored retirement plans, corporate and charitable clients, as well as institutional accounts. The firm operates a multi-manager platform providing access to various portfolio management strategies, financial planning, and consulting services through a nationwide network of over 10,000 independent advisors.