Amarantha Margulis is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. She previously worked at Edward Jones and Wells Fargo Bank. 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 sources.

Justin Frawley is a financial advisor with Stifel Nicolaus & Co Inc in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has been with Stifel since 2009. 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 relies 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 planning.

Matthew Bouapha is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2014 to 2020. 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 services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Gregory Kenney is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and RBC Capital Market, LLC. He also serves as a co-trustee for a family trust. 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 vehicles and bank deposit sweep options in its investment menus.

Camilo Cantor is a financial advisor at Stifel with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at HSBC Bank USA, HSBC Securities, J.P. Morgan Securities, Wamu Investments, and JP Morgan Chase Bank. He 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 with a proprietary investment methodology developed by its Investment Strategy Group.

Sabrina Buckner is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Advisors since 2015. Outside of advising, she owns luxury travel and events business and a real estate investment company focused on buying, repairing, and selling homes. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services, including specialized planning in areas such as business-owner transition and sports and entertainment. Advisors use firm research and tools to develop tailored recommendations delivered through meetings and written summaries, with clients choosing how to implement them.

Robert Kaluza is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. His prior work includes roles at DiSys and Cornerstone Services Inc., as well as a position at Southern Illinois University Edwardsville. 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.

Nathan Spudich is a CFP® and Series 66 licensed financial advisor with Edward Jones, based in Collinsville, IL. He has 18 years of industry experience, all of which have been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Howard III is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation with 10 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a one-year tenure at Wells Fargo Advisors. 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 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.

Vicky Weber is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent ten years with Heartland Corporation. Outside of her advisory role, she has worked part-time as a hostess and bus person at a restaurant in Pocahontas, IL. 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 across more than 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Vincent Borgmann is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds the Series 66 designation and has worked in various roles within Wells Fargo entities since 2009. Outside of finance, he is a managing member of Four Brothers Mead, a honey-winery business in Festus, Missouri. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related products and bank deposit sweep programs.

Benjamin Maurer is a financial advisor at Stifel with three years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2023. Prior to his advisory role, Maurer held various positions including teaching at St. Louis University and other educational institutions. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Benjamin Manga is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. The firm provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. Wells Fargo Clearing’s advisory process includes preparation of investment policy statements, investment selection, performance reporting, and participant education, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Scott Smith is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. He has worked with various Wells Fargo entities since 2014, including Wells Fargo Advisors and Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions tailored to plan objectives and risk tolerances. The firm incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, in its investment offerings.

Andreas Taylor is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity since 2021, following roles at Wells Fargo Clearing Services and other firms. Outside of his advisory work, he operates a sports content YouTube channel as a sole proprietor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it also serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Robert Menard III is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and 10 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc and Scottrade. Wells Fargo Advisors is a large institutional firm serving a broad client base with a range of investment services.

Andrew Pollman is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation with 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously 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 services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Gregory Holcomb is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Constitution Bank and Country Financial. He is based in O'Fallon, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Zachary Litzinger is a financial advisor at Stifel with four years of industry experience. He holds the Series 66 designation and has worked at several firms including Wells Fargo Clearing Services, TD Ameritrade, and Stifel Nicolaus & Co. Inc. Prior to his advisory career, he held roles at Missouri State University and Springfield Parking Company. Stifel serves a broad range of clients including individual investors, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Nicholas Bockstanz is a financial advisor with Wells Fargo Clearing in St. Louis, MO. He holds Series 63 and Series 66 licenses and has five years of industry experience. Outside of his advisory role, he works as a delivery driver for 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 offers both brokerage and advisory solutions.