Samuel Bickel is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to that, he worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2016 to 2020. Outside of his advisory work, he is a member of Bickel Properties LLC, a limited liability company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Kenneth Harmon is a financial advisor with Edward Jones in Bethalto, IL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Edward Jones for 28 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices nationwide.

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 at Wells Fargo Clearing with 17 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. Outside of his advisory role, he has been involved with Trattoria Branica since 2006. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s investment 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.

Richard Garrett is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both non-discretionary and discretionary advisory relationships, and maintains capabilities in public finance and municipal services.

Stephen Strinni is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked with Cetera since 2019 and has prior experience at PNC Investments and Regions Bank. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with portfolio management, financial planning, and access to third-party managers, overseeing more than $256 billion in assets through a network of over 10,000 advisors.

Mark Korte is a financial advisor at LPL Financial with a Series 66 designation and five years of industry experience. He has been with LPL since 2020 and has a long-standing affiliation with Scheffel Boyle dating back to 1993. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

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 at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses with 11 years of industry experience. Prior to joining Wells Fargo Clearing in 2016, Crossland worked at Wells Fargo Advisors from 2014 to 2016. Outside of finance, Crossland is a musician, producer, and artist, composing music in a personal business. 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. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related and bank deposit sweep options in its investment menus.

Mary Contreras is a financial advisor at Stifel with 24 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Stifel, Nicolaus & Co., Inc. since 1999. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Steve Schneider is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing Services since 2018, with a brief period at Stifel Nicolaus & Co Inc, and previously spent 16 years at Edward Jones. Outside of his advisory role, Schneider owns and operates a business selling dehydrated spices. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm combines advisory services with various financial products and planning specialties to address diverse client needs.

Gaston Nieto is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Schwab Wealth Advisory, TD Ameritrade, and Edward Jones. Outside of finance, he owns and operates Car Connect, a car brokerage business focused on sourcing and negotiating vehicle purchases. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, providing a range of financial services to individual and institutional clients.

John Williamson Jr. is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials. He has 28 years of industry experience, including 17 years with Wells Fargo Advisors since 2009. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs analysis, and divorce planning.

John Wichlenski is a financial advisor at Stifel with a Series 66 credential and two years of industry experience. He has worked at multiple firms, including Stifel, Nicolaus & Co. and Noble Financial. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Katherine Tripp is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 66 designations and seven years of industry experience. Her career includes roles at Wells Fargo Clearing Services, Citigroup, and TD Ameritrade prior to joining Stifel in 2023. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Michael Rimmey is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, DiSys, TD Ameritrade, JCPenney, and Washington University in St. Louis. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and uses its research and tools to develop tailored recommendations delivered through meetings and written summaries.

Alissa Swip is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 66 and Series 63 licenses with four years of industry experience. Her previous roles include positions at Charles Schwab, TD Ameritrade, and American Family Insurance. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu including retirement, education, risk, and niche services. Advisors develop tailored recommendations using firm research and tools, with clients choosing how to implement them through brokerage or advisory programs.

David Hermann is a financial advisor with Fidelity in St. Louis, MO, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Cetera, Regions Bank, NYLIFE Securities, and New York Life Insurance Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves as an adviser to multiple registered investment companies and fund-of-funds.

Matthew Brandi is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 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 services. The firm’s advisory approach 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.