Lia Read is a financial advisor at Stifel with nine years of industry experience. She holds a Series 66 designation and has been with Stifel since 2015. The firm serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with an investment approach based on proprietary forward-looking capital market assumptions and probabilistic modeling.

William Lucas is a CFP® professional with 13 years of industry experience. He has worked at Edward Jones since 2017 and previously held a position at Fidelity Brokerage Services LLC from 2013 to 2017. Lucas is also involved with Codasco Venture Partners, an initiative focused on investing in local business opportunities in St. Louis, MO. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Michael Oestereich is a financial advisor with Edward Jones in O’Fallon, Illinois, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory work, he serves as a parish organist at St. Nicholas Catholic Church in O’Fallon. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Steven Hoffman 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 been with Wells Fargo Clearing Services LLC since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisers.

Holly Woosley is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in St. Louis, MO. She has 19 years of industry experience, including seven years at Wells Fargo Advisors LLC prior to joining Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, investment selection, performance reporting, and participant education.

Wendy Penrod is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes seven years at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and municipal entities, delivering advice on a non-discretionary basis supported by extensive research and affiliate capabilities.

Christine Fitzmaurice is a financial advisor at Cetera with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Securian Financial Services, Inc. and Renaissance Financial, where she serves as a principal. Outside of her advisory role, she is a member of an LLC formed with her family to hold a residential real estate property. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and provides access to multiple investment strategies and program platforms.

David Weis is a financial advisor with LPL Financial in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at CUSO Financial Services and First Heartland Capital. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by model portfolios and third-party research.

Brandon Bersett is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Wells Fargo Clearing, Charles Schwab & Co., Inc, and First Clearing. 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 and integrates advisory offerings with other financial products and referral channels.

Angela Jansen is a Series 66 licensed financial advisor at Stifel with 13 years of industry experience. She has been with Stifel since 2002. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and fee-based advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning decisions.

Timothy Meirink is a financial advisor at Stifel with a Series 66 credential and three years of industry experience. He has worked at Stifel since 2018 and previously held positions at United Airlines and Scottrade. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both 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.

Kian Homayoonfar is a CFA® charterholder with 16 years of industry experience currently serving as a financial advisor at Stifel Nicolaus & Co Inc. He joined Stifel in 2021 after six years at Edward Jones. He holds a Series 66 license and is based in St. Louis, MO. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Tyrel Fawson is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds Series 63 and Series 66 credentials. Outside of his advisory role, he has been involved with Us Tech Solutions, Inc. since 2022. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with flexibility in how clients implement recommendations.

Baron Ross Jr. is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2020, following prior experience at TD Ameritrade. His background also includes roles with the YMCA, St. Louis Arc, and the American Red Cross. 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 uses modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Spencer Koetting is a financial advisor at Edward Jones in Shiloh, IL, holding a Series 66 designation and with 10 years of industry experience, all at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Candice Mueller is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked in defense information technology contracting and served at the Air Mobility Command. She also spent six years at Nestle Purina PetCare Company. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm serves a broad client base including individuals, pension plans, corporations, and government entities, offering wealth advisory planning and investment consulting through a non-discretionary model.

Joseph Sardo is a Series 66 licensed financial advisor with 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2014 to 2016. Outside of his advisory role, he has been involved in retail clothing sales at two St. Louis-based stores. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Mark Merlotti is a CFP® with 42 years of experience in the financial services industry. He is currently with Cetera and has held roles at Renaissance Financial and Minnesota Life, among others. Merlotti serves on the advisory boards of the Great Rivers Habitat Alliance and Mercy South and volunteers with the Old Warson Country Club Long Range Planning Committee. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services with multiple program structures and access to affiliated and third-party money managers.

Timothy Lane is a financial advisor with Edward Jones in Webster Groves, MO, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He previously worked at Raymond James & Associates, Inc. for eight years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Emily Bast is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at First Clearing. Outside of her advisory role, she serves as an executor for her parent's estate. 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 advice. 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.