Nathan Foster is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2017, following five years at SagePoint Financial. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Noah Pirtle is a financial advisor at Stifel with a Series 66 designation and less than one year of industry experience. His prior roles include positions in sales and campaign work before joining Stifel. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Daniel Kalvaitis is a financial advisor with LPL Enterprise LLC in Swansea, IL, holding Series 63 and Series 66 licenses. He has four years of industry experience with prior roles at Wells Fargo Advisors, Fidelity Investments, and TD Ameritrade. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm primarily uses model-driven investment implementations and offers financial planning, third-party asset manager access, and participation in Model Wealth Portfolios.

Andrew Guelker is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Randstad, TD Ameritrade, and Consumer Adjustment Company Inc. 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Hernan Cardenas is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized planning areas such as business-owner transition and special-needs analysis. The firm offers tailored recommendations using proprietary research and planning tools, with clients deciding on implementation through various brokerage or advisory programs.

Gerald Yungling is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has worked within Wells Fargo Clearing and Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche areas such as special-needs and business-owner transition planning. The firm combines advisory services with other financial products and referral channels through a large network of advisors.

Kyle Williams is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He has a background in tax compliance and consulting as a Senior Tax Manager at CEC Financial Group PC and serves as treasurer for the North American Die Casting Association, Chapter 17. Additionally, he volunteers as a wrestling coach for youth programs in Missouri and Illinois. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Tim Sellenriek is a financial advisor at Stifel with eight years of industry experience and holds the Series 66 designation. His prior roles include positions at Wells Fargo Clearing Services and DiSys. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group, which applies forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Isaac Taylor is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 credential and has worked previously at Bank of America and Discover. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Dimitri Betta is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and having five years of industry experience. His background includes roles at Kemper Life Insurance and Stifel Financial Corp, as well as involvement with Digital Intelligence Systems 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 roughly $671 billion in assets through a network of more than 14,000 advisors, offering both brokerage and advisory solutions supported by Wells Fargo Investment Institute research and third-party analytics.

William Milnes is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Stifel in St. Louis, MO. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously spent a year with Scottrade, Inc. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers fee-based financial planning and portfolio guidance grounded in proprietary investment analysis developed by its Investment Strategy Group.

Tabitha Yancey is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses with over a decade of experience in the industry. She has been with Wells Fargo and its affiliates since 2013. Outside of her advisory role, she is involved with Love Church. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Teresa Colletti is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. She has worked at Cetera and Renaissance Financial Corp, and prior to her financial services career, she spent nearly two decades with St Gerard Obstetrics and Gynecology LLC. Outside of her advisory role, Colletti is involved in community activities including serving as a board member for the nonprofit West County Outdoors and as a long-time volunteer and STEM committee member with Scouting America. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement a range of portfolio management strategies including model portfolios, third-party managers, and bespoke solutions.

Sarah Caravia is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 18 years of industry experience. Prior to joining Raymond James in 2016, she worked at Edward Jones from 2008 to 2016. Outside of her advisory role, she is a partner in FACT Group II LP, a company that owns investment real estate properties in the St. Louis metropolitan area. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network as well as municipal and public-finance work.

Kristin Thompson is a CFP®-certified financial advisor with 15 years of industry experience. She is currently with Cetera and Cetera Wealth Services, LLC, having joined in 2023, and has also been a financial advisor at Renaissance Financial since 2011. Thompson has experience with Minnesota Life Insurance Company and Securian Financial Services, Inc. Outside of her advisory role, she serves on several nonprofit and advisory boards, including Forest Park Forever and College Bound. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers and strategies.

Hannah Foster is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. She has held roles in healthcare and rehabilitation, including physical therapy positions and serving as a physical therapist expert witness. In addition to her advisory work, she is a financial advisor at Renaissance Financial. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party investment strategies.

Samuel Gallup is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked at Renaissance Financial Corp., Minnesota Life Insurance Co., and Securian Financial Services, Inc. He is a board member of Social Venture Partners Regional Business Council and serves on the advisory board of Saul Mirowitz Jewish Community School, where he will also assume the role of treasurer. Cetera Investment Advisers LLC provides advisory services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services utilizing both affiliated and third-party managers within multiple program structures.

Jennylene Brazal is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation with three years of industry experience. Her work history includes roles at Wells Fargo Clearing Services and Wells Fargo International Clearing Support Services since 2023, as well as prior positions at VXI Global Holdings Solutions and Engoo Teachers. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Stephen Schott is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. His work history includes roles at Cetera Wealth Services, Renaissance Financial Corp, and Securian Financial Services. Schott is also involved as a financial advisor and insurance agent with Renaissance Financial, where he offers securities, insurance, and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

Nathaniel Rolland is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Wells Fargo in various capacities since 2016. Outside of his advisory role, Rolland is involved in church music and manages several independent media and videography ventures. 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, incorporating research and analytics to guide investment decisions.