Craig Motsinger is a financial advisor at Stifel with 13 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018, with prior experience at TD Ameritrade and Scottrade. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Amy Robert is a Series 66-licensed financial advisor at Stifel with 14 years of industry experience. She has worked at Stifel Nicolaus & Co. Inc. since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services such as fee-based financial planning and recommendations of third-party advisers. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing analyses to support client decision-making.

Amanda Barcliff is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked with LPL Financial since 2009 and has also been involved with Vantage Credit Union, 1st Financial Federal Credit Union, and Alltru Credit Union in investment-related roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of offerings including financial planning, third-party asset management, and institutional platforms.

Marilee Wieland is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation with 27 years of industry experience. She 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 uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions across a broad range of financial products.

Grant Ahlheim is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and operated Ahlheim and Dorsey. Outside of his advisory role, he works as a delivery driver for Uber. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation models developed by its Investment Strategy Group.

Trevor Huston is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and one year of industry experience. His prior work includes roles at US Tech Solutions Inc, Republic Finance, LLC, Illinois College, and Jacksonville High School. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including unique investment options such as insurance-related vehicles and bank deposit sweep programs.

Zachary Sampl is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and six years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2019, following prior roles at SignalPoint Asset Management and Missouri State University. Outside of his advisory work, he serves as a member of the Parish Council at St. Francis of Assisi Catholic Church, providing advisory support to church leadership. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits. The firm provides holistic, goal-based financial analyses and planning across multiple areas while keeping planning services separate from managed-account programs.

Deanna Loesche is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at Private Client Services, Purshe Kaplan Sterling Investments, Archford Capital Strategies, Infinext Investments, and First Brokerage America. 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 approach is IPS-driven, incorporates modern portfolio theory, and includes a broader range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Daniel Catanzaro is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 66 and Series 63 licenses with seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and previously worked at RHI General Group. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Feliz Tovar is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles at Wells Fargo Clearing Services, Randstad, W&S Brokerage Services, Western & Southern Life, Waddell & Reed, MML Investor Services, and MassMutual Life Insurance Company. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joshua Schempp is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations with two years of industry experience. His work history includes roles at Wells Fargo Clearing Services and a contract position with DISYS. 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 employs a research-driven approach grounded in diversification and modern portfolio theory, supporting a broad range of financial products and services.

Andrew Hunn is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors since 2018, following prior roles at Wells Fargo Clearing and Stifel Independent Advisors, LLC. 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 institutional clients. The firm provides a broad range of planning services, including specialized options such as business-owner transition and special-needs analysis, supported by proprietary research and planning tools.

Katherine Humphreys is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and having 13 years of industry experience. She has worked with Wells Fargo Clearing and Wells Fargo Advisors Financial Network since 2016. Outside of her advisory role, she is an associate at Needlepoint Clubhouse, a retail sales business in St. Louis. 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 solutions, utilizing proprietary research and planning tools tailored to clients meeting a net-worth threshold.

Joshua Walck is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously held positions at TD Ameritrade, Scottrade, and Edward Jones. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Sara Sutherland is a Series 66 licensed financial advisor with Edward Jones in Belleville, IL, with two years of industry experience. She has been with Edward Jones since 2008, including a recent role starting in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Howdeshell is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He previously worked at TD Ameritrade and Lou Fusz Chevrolet. He holds a Series 63 designation. 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 both brokerage and advisory solutions.

Matthew Hickey is a CFP® professional with 20 years of industry experience. He is currently affiliated with Stifel in St. Louis, MO, where he has worked since 2016. His prior experience includes roles at BMO Harris Financial Advisors, PNC Wealth Management, Natcity Investments, and Morgan Stanley. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Richard Yust is a financial advisor with Equitable Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials and 47 years of industry experience. His career includes multiple tenures with Equitable Advisors as well as positions at Mass Mutual and AXA Advisors. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, combining proprietary and third-party advisory solutions delivered primarily through a network of Investment Adviser Representatives.

Jason Wilson is a financial advisor at Stifel with five years of industry experience. He holds a Series 66 designation and previously worked at First Heartland Capital Inc, Toscano & Wilson Law, and Callahan Law Firm. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering 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 guide asset allocation and financial planning.

Katherine Foley is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 25 years of industry experience. Her prior work includes two years at Morgan Keegan & Company, LLC before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various specialized areas and integrates advisory services with other financial products and referral channels.