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.

Molly Kim is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining LPL Enterprise, she has experience working in healthcare at Mass General Brigham since 2022, and previously held roles in education at Wheaton College and Quincy Senior High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs within an integrated platform that includes brokerage and insurance products.

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.

Morgan Langendorf is a financial advisor with LPL Financial, holding a Series 66 designation and currently based in Edwardsville, IL. Langendorf joined LPL Financial in 2026 and has prior experience working at Northwestern Mutual as well as roles outside the financial sector, including positions at Apple Creek Golf Club and Walker's Bluff Casino and Resort. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Amanda Barcliff is a financial advisor with LPL Financial in Saint Louis, MO, holding Series 63 and Series 66 credentials and over 22 years of industry experience. She has worked with Vantage Credit Union, Alltru Credit Union, and 1st Financial Federal Credit Union since 2009, supporting their financial services alongside her role at LPL Financial. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through its national network of investment adviser representatives. The firm offers financial planning, advisory programs, and retirement plan consulting supported by research and model portfolios, with services tailored to both discretionary and non-discretionary management.

Marilee Wieland is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and 26 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 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 options. 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 among its investment offerings.

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.

William Ziebold is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been associated with Cambridge since 2025 and has longstanding roles with several related entities including Nicol Advisors Corporation and Kevin G. Nicol & Associates, Inc. Outside of his advisory work, he is involved as a musician in the rock band ZB'S. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing a range of portfolio management options and access to both proprietary and third-party strategies.

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 with Wells Fargo Clearing in St. Louis, MO, holding Series 66 and Series 63 credentials and seven years of industry experience. His prior work includes roles at RHI General Group and the Missouri Athletic Club. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

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 with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and one year of industry experience. His prior work includes contracted roles with DISYS supporting Wells Fargo and a period of employment at Missouri State University. 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 includes discretionary investment management options, with a broader range of investment vehicles than typical institutional advisers.

Andrew Hunn is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds a Series 66 designation and has worked with Wells Fargo in various capacities since 2014. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser 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 niche areas like business-owner transition planning and special-needs analysis, using proprietary research and planning tools.