John Ryan is a financial professional with 10 years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at firms including North Star Resource Group and Securian Financial Services. In addition to his advisory role, he is also an insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and various retirement services through a multi-manager platform with both discretionary and non-discretionary program options.

Brian Dale is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 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 investment advisory services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Stephanie Smith is a financial advisor at Stifel with 22 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients retaining discretion over implementation.

Sherrie Lawrence is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Wells Fargo Advisors since 2009. Outside of her advisory role, she acts as power of attorney and executor for her daughter. 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 uses proprietary research and tools to develop tailored recommendations, delivering them through meetings and written summaries.

Michael Landwehr is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 and has been with Wells Fargo Clearing since 2016, based in St. Louis, MO. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages roughly $671 billion in assets with over 14,000 advisors and offers brokerage and advisory solutions supported by research and analytics.

Brian Drochelman is a financial advisor at Stifel with 27 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he serves as a director for the 9/11 Memorial March to the Arch, a commemorative walk honoring victims of the 9/11 attacks. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group to provide asset allocation and planning analyses used as a basis for client decisions.

Robyn Walthall is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2015 to 2016. 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 approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Chris Kuczwara is a financial advisor at Stifel with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors before joining Stifel in 2023. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

James Aloisi is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 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 manages approximately $671 billion in assets and combines brokerage and advisory solutions, utilizing research and analytics to guide investment decisions.

Tarik Trako is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously spent four years at Fidelity Investments. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christopher Penrod is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for a total of 10 years before joining Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm’s services include a broad planning menu covering cash-flow, retirement, education, risk, wealth-transfer, and niche areas such as business-owner transition and special-needs planning.

Kevin Osborn is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Wells Fargo Clearing Services, he served in both active duty and reserve roles with the Department of Defense and has professional experience in education and technology sectors. 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 broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop personalized recommendations.

Audrey Porter is a financial advisor at Stifel with five years of industry experience. She holds a Series 66 designation and has worked with firms including Wells Fargo Clearing Services and Carol Stolze Insurance Agency, COUNTRY Financial. Stifel serves a broad range of clients including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services with a proprietary investment methodology based on forward-looking capital market assumptions and probabilistic modeling.

Omar Latif is a financial advisor at Stifel with eight years of industry experience. He has held positions at Stifel since 2017 and previously worked at Regions Bank from 2014 to 2017. He holds the Series 66 designation. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Ashley Schmidt is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. She has been with Stifel Nicolaus & Company, Inc. since 2022. Prior to her current role, Schmidt held various positions in education and retail. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Judith Nelson is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds the Series 66 designation and has worked with Wells Fargo Clearing since 2016, following a five-year tenure at Wells Fargo Advisors LLC. Beyond her financial career, she is involved in mystery shopping, serving as a contractor for several companies, and is a board member of the Bear Creek Estate Plat IV Homeowners Association. Additionally, she owns and operates Country Moon Keepsakes, an online store selling handmade items. 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 range of planning options and integrates advisory services with other financial products and referral channels.

Eric Tiller is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Fidelity Investments, Citibank, and The Vanguard Group. Outside of his advisory work, he delivers food part-time with DoorDash. 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 provides both brokerage and advisory solutions.

Sloane Egan is a financial advisor at Edward Jones with one year of industry experience. Sloane holds the Series 66 designation and has worked at Edward Jones since 2023. Prior to joining Edward Jones, Sloane has experience in various roles, including at St. Clair Country Club and in educational institutions such as Saint Louis University and Nerinx Hall High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Michael Keller is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 designation and previously worked at Stifel Financial Corp for six years before joining Wells Fargo Clearing Services LLC in 2018. Outside of his advisory role, he is involved in lawncare and landscaping on a limited basis. 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 range of planning, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.

Samantha Koester is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Thrivent Financial and Thrivent Investment Management since 2024. Outside of her advisory role, she is involved in auction assistance, pet care services as a dog walker and sitter, and grocery shopping and delivery through various platforms. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and written recommendations on a broad range of topics. The firm emphasizes planning without discretionary trading authority and integrates planning with managed-account programs under a consolidated billing option.