Aaron Laramore is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 registrations and 23 years of industry experience. He previously worked at Northwestern Mutual in wealth management and investment management roles for 22 years. Outside his advisory work, he is involved in insurance brokerage and real estate through various business entities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring collaborative, annual planning engagements using firm-approved analytical tools.

Charles Schaeffer is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Stifel, Nicolaus & Company since 2025 and was previously with Stifel Independent Advisors, LLC from 2019 to 2025. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses intended to guide client decisions.

Katelyn Sutterer is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. She has worked at Wells Fargo Clearing since 2017 and has been involved with SSM Health Rehabilitation Network since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and other sources.

Margaret Bordoni is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked at Wells Fargo Advisors since 2015 and transitioned to Wells Fargo Clearing in 2017. Outside of her advisory role, she serves as secretary for the Pride Kids Sports Booster Club in Collinsville, IL, where she participates in fundraising and event activities. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with diversification principles to support its investment approach across brokerage and advisory solutions.

Nikki Stueckel is a financial advisor at Stifel with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, following four years at Scottrade. Outside of her advisory role, she serves as a board member and heads the Birdie Bag care program at 3 Little Birds 4 Life, which provides celebration parties and care bags to cancer patients. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Michael Staley is a financial advisor at Edward Jones in Belleville, IL, with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Raphael Macay is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. His prior work includes roles at US Tech Solutions Inc, Northwestern Mutual, and Ferguson Financial Group. He has a background in education, having worked at Saint Louis University and Fox High School. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Daniel Schisler is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors 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 based on modern portfolio theory, incorporating a broader range of financial products than typical large institutional advisers.

Paul Stewart is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 63 designation and has previously worked at US Tech Solutions, First Community Credit Union, Auto Zone, Walmart, and Webster University. 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 range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Ryan Pickerel is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. He has worked at Wells Fargo Advisors, LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. 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.

Salvador Planells is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. His prior roles include positions at Revantage Corporate Services and academic involvement at Indiana University and Clayton High School. Robert Baird & Co.’s DDK Group operates within the Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services with a focus on manager selection, tax management, and model-traded SMA strategies.

Joseph Witzig 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 worked with various Wells Fargo entities since 2015, including a period at Scottrade, Inc. Witzig also serves as a trustee of the Stoff Trust Agreement. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. 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.

Ryan Orr is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. He holds the Series 66 designation and is based in St. Louis, MO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. 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 among its investment offerings.

Armando Simoni is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of financial advising, he has been involved with Trattoria Branica since 2006. 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 and analytics.

Richard Garrett is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, where he worked for a combined 15 years before joining his current firm. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional clients, and municipal entities—and offers services such as financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Charles Geringer is a financial advisor at Edward Jones in Smithton, IL, holding the ChFC® designation and Series 66 license with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Casey Stick is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services and Edward Jones. 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 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.

Kelen Crossland is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors. Outside of her advisory role, Crossland is also a musician, producer, and artist. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Sarah Arendell is a financial advisor with Edward Jones in Columbia, IL, holding the CFP® and ChFC® designations and possessing 37 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she is a member of Young Living Essential Oils. 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 programs and investment strategies supported by a large network of advisors and branch offices.

Tiffany Chiarodo is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2002 and at Bank of America, N.A. since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.