Benjamin Maurer is a financial advisor at Stifel in St. Louis, MO, with two years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2023. His prior work experience includes roles at St. Louis University, 1st Team Real Estate, and EXP Realty. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services based on 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.

Christian Guyot is a financial advisor with Morgan Stanley in Edwardsville, Illinois, holding a Series 66 designation and nine years of industry experience. He previously worked at Wells Fargo Clearing and has held roles at Valic Financial Advisors, Minnesota Life Insurance, Renaissance Financial, and Securian Financial Services. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services that emphasize advisory planning while leaving implementation and updates to clients.

John Hoelscher is a CFP® with three years of industry experience, currently serving as a financial advisor at Raymond James Financial. Prior to joining Raymond James, he worked for John Deere for fourteen years. He is also the owner of Confluence Wealth Management, a support business based in Alton, IL. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual investors, pension plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory services and has capabilities in municipal and public finance that complement its institutional fiduciary solutions.

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.

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 eight years of industry experience. She has been with Wells Fargo Clearing Services LLC since 2017 and is also associated 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, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions backed by research from Wells Fargo Investment Institute and third-party analytics.

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.

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.