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 the Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors from 2015 to 2023 before joining Stifel. 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 proprietary methodologies from its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

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 with Series 63 and Series 66 credentials and three years of industry experience. His background includes roles at Wells Fargo Clearing Services and US Tech Solutions, along with service in the Department of Defense both on active duty and in the military reserves. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, offering a broad range of financial services.

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.

Benjamin Kirchoff is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and is also associated with Morgan Stanley Private Bank, National Association. Kirchoff is a partner in the Kirchoff Family LTD Partnership, an investment-related business based in Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients. The firm offers tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

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.

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.

Jason Zack is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Fontbonne University, and Mortgage Research Center, LLC. 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 solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Kelly Murphy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Wells Fargo in 2019, Murphy worked at TD Ameritrade and held positions at DexYP and YP Holdings LLC. 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 approach 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.

Elizabeth Walz is a financial advisor at Stifel with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Morgan Stanley and Keefe, Bruyette & Woods, Inc. Since 2007, she has served as a worship coordinator at Union United Methodist Church, where she prepares worship services and directs the praise band. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services backed by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Steven Jodlowski is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and previously worked at Scottrade, Inc. from 2015 to 2017. Outside of finance, he is involved with Fortel's Pizza Den. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Peggy Knobbe is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. She has worked at multiple firms, including FYRA Capital Management and Calton & Associates. Outside of her advisory work, she manages a rental property in Lake St. Louis, MO. 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 extensive research and analytics with a broad range of financial products offered through affiliated banks and insurance companies.

Katrina Browne is a financial advisor at Stifel with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2005. 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’s investment approach includes proprietary analysis and allocation guidance developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling.

Steven Light is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following a tenure at Wells Fargo Advisors, LLC from 2013 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 solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.