Alonzo Adams is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Facet Wealth and HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Tameika Thomas is a Financial Advisor with Merrill Lynch Wealth Management. In her role, she provides financial advisory services to clients, assisting them with wealth management and financial planning. Specific details about her experience and areas of expertise have not been provided. Information regarding her educational background, credentials, personal interests, or community involvement is not available.

Christopher Monaco is a financial advisor with LPL Financial in Saint Louis, MO, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at The Boeing Company for two years and held various roles across multiple industries including logistics, food service management, and technology. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services with discretionary and non-discretionary management options, supported by research and model portfolios.

Eric Counts is a financial advisor at Stifel with 24 years of industry experience. He has held positions at Stifel Nicolaus & Co Inc since 2018 and previously worked at Scottrade, Inc. from 2005 to 2018. Counts holds Series 63 and Series 66 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, which incorporate forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Ryan Russell is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing since 2012. Outside of his advisory role, he acts as a power of attorney for family members in investment-related matters. 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 includes a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Ronald Bender is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously held roles at TD Ameritrade and Scottrade. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Edgar Umana is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2013 to 2016. Outside of his advisory role, he manages a rental property in Costa Rica. 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 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.

Glenn Ryan is a financial professional with six years of industry experience, currently associated with Cetera. He holds a Series 66 designation and has worked with firms including Securian Financial Services and Minnesota Life Insurance Company. Outside his advisory role, he serves as an assistant hockey coach for a high school JV hockey club. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party investment options.

Adam Swip is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked with DMR Events and The Bridge at Florissant. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a large network of financial advisors.

Anthony Goodson is a Series 66 licensed financial advisor at Stifel with two years of industry experience. Prior to joining Stifel, he worked for nine years at Hollywood Casino St. Louis. He is based in St. Louis, MO. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses that support client decision-making.

Bryan O'Dell is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Melissa Roessler is a Series 66-licensed financial advisor with Wells Fargo Clearing in Columbia, IL, where she has worked since 2016. She has 14 years of industry experience, including five 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 advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial products than typical large institutional advisers.

Andrew Johnson is a financial advisor at Stifel with 30 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Stifel Nicolaus & Co Inc in 2017, he worked at Saybrus Partners and Saybrus Equity Services, Inc. from 2015 to 2017. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Jacquelyn Pleimann Hern is a financial advisor at Stifel with seven years of industry experience. She holds a Series 66 designation and has been with Stifel since 2016, following a one-year tenure at Wells Fargo Advisors. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Preston Gann is a CFP® with 26 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC for seven years. He holds Series 63 and Series 65 licenses and is based in St. Louis, MO. 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 approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Erin Orourke is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has been with Wells Fargo Clearing since 2016, following two 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 services grounded in modern portfolio theory. The firm’s approach includes an IPS-driven process tailored to client plan objectives and offers a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Christopher Lindenbusch is a financial advisor with Wells Fargo Clearing in Manchester, MO, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at Farmers Financial Solutions and Farmers Insurance. He has been with Wells Fargo Clearing and DiSys since 2019. 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 services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Keven Sheehy is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and having five years of industry experience. His prior work includes roles at Walgreens Boots Alliance, Us Tech Solutions, and Best Buy. Outside of his financial advisory work, he is a content creator on the video streaming platform Twitch. 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 financial planning services utilizing its research and planning tools, with advisory services integrated alongside various financial products and referral channels.

Nathan Mcreynolds is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior experience includes roles at Stifel and the Federal Reserve Bank of St. Louis. Outside of finance, he has worked at the Highlands Golf and Tennis Club and has been affiliated with academic institutions including the University of Missouri and University of Arkansas. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Kelley Hartman is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisers.