John Knowles is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009, with prior experience at Wachovia Bank, N.A. Outside of finance, he is a guitar player, hosts an interview-based podcast, and serves as a volunteer firefighter in Mount Olive, Illinois. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu including specialized services such as business-owner transition and special-needs planning. The firm uses proprietary research and tools to develop tailored recommendations and integrates advisory services with a range of financial products and referral channels.

Katie Leone is a Series 66-licensed financial advisor with Wells Fargo Clearing in St. Louis, MO, and has six years of industry experience. She has been with Wells Fargo Clearing Services since 2018 and previously worked at First Clearing. Outside of her advisory work, she is employed at Pevely Car Wash on a part-time basis. 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 supported by research from Wells Fargo Investment Institute and third-party data.

Stephen Czaicki is a financial advisor at Stifel with a Series 66 designation and five years of industry experience. He has been with Stifel, Nicholas and Company, Inc. since 2018, including a prior contractor role through Avenica LLC. His work history also includes positions at the University of Missouri St. Louis. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that utilizes forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

John Sabio Sr. is a financial advisor at OSAIC with 42 years of industry experience and holds a Series 63 designation. His prior experience includes roles at Securities America Advisors, Inc. and SSN Advisory, Inc. He serves on the Executive Advisory Board of the Chaefitz School of Business at St. Louis University. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services along with access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that may include a range of investment products managed on discretionary or non-discretionary bases.

Bradley Cook is a financial advisor at Stifel with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a diverse group of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment analysis methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Kyle Kaimann is a financial advisor at Stifel based in St. Louis, MO, holding a Series 66 designation with three years of experience at the firm. His prior experience includes roles at Hickory Hills Country Club, Missouri State University, and Pickleman's. 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.

Amy Thien is a financial advisor at Stifel with 15 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at several firms, including IFG Advisory, LPL Financial, and Morris Shank Wealth Management. She has been with Stifel Nicolaus & Co Inc since 2020. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Evan Schulte is a financial advisor at Wells Fargo Clearing with six years of industry experience and holds the Series 66 designation. He has been with Wells Fargo Clearing Services since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

David Walsh is a Certified Financial Planner (CFP®) with 21 years of industry experience. He is currently affiliated with Wells Fargo Advisors Financial Network and has held various roles within Wells Fargo firms since 2009. Based in St. Louis, MO, he holds Series 63 and Series 66 licenses. 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 planning menu, including specialized services such as business-owner transition planning and special-needs analysis, using Wells Fargo research and planning tools to develop tailored client recommendations.

James Zemlyak is a financial advisor at Stifel with 38 years of industry experience and holds a Series 63 designation. He has been with Stifel and its affiliated entities since 1999 and serves on the board of the Stifel Charitable Foundation. Stifel provides a broad range of brokerage and investment advisory services to individuals, institutional clients, and nonprofit organizations, utilizing proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Timothy Brueggeman is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he is a 50% owner of The Temple, an entertainment and reception hall in Alton, Illinois, where he contributes to management and event planning. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Joseph Rich is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo since 2016, including time at WELLS FARGO Advisors, LLC. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets across more than 14,000 financial advisors.

Sean Sanders is a financial advisor with Wells Fargo Clearing in Ofallon, MO, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo, he worked at Digital Intelligence Systems LLC and has experience in other roles including at Missouri State University and Chipotle Mexican Grill. Outside of his advisory role, he has a minority ownership interest in a family recreational property. 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 modern portfolio theory, serving a broad range of plan objectives with investment options that include insurance-related vehicles and bank deposit sweep programs.

James Taylor is a CFP® and holds a Series 66 license, serving as a financial advisor at Stifel in St. Louis, MO with seven years of industry experience. He spent over three decades at US Bank before joining Stifel in 2019. Outside of his advisory role, Taylor serves as Vice President of the Dunlap Lake Homeowners Association in Edwardsville, IL. Stifel provides a range of brokerage and investment advisory services to individuals, institutional clients, and charitable organizations, utilizing a proprietary investment methodology developed by its Investment Strategy Group. The firm offers episodic fee-based financial planning, including asset allocation and retirement analyses, with clients generally retaining discretion over implementation.

Michael Streeto is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. His prior roles include positions at Charles Schwab & Co., Inc and TD Ameritrade. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary services across a wide range of account types.

Patrick Taylor is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at Wells Trade Clearing Service and TDAmeritrade. Outside of his advisory work, he has been involved in youth soccer officiating in the St. Louis area and manages the liquidation of a family-owned industrial tools business. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Joseph Moore is a financial advisor at Wells Fargo Clearing with a Series 66 designation and approximately three years of industry experience. His prior work includes contract roles supporting Wells Fargo Advisors and positions in the education sector. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and combines brokerage and advisory solutions with research-based investment approaches.

Amy Aichholz Pachan is a financial advisor at Stifel with 16 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2015 and holds Series 63 and Series 66 licenses. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies.

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.