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.

Samuel Bickel is a CFP® and holds a Series 66 license, with 12 years of industry experience. He has worked at Edward Jones since 2014, with a four-year period at Wells Fargo Clearing between 2016 and 2020. Outside of his advisory work, he is a member of Bickel Properties LLC. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Joseph Witzig is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. He has worked with Wells Fargo Clearing Services LLC since 2016, including an eight-year period prior to a brief tenure at Scottrade, Inc. Outside of his advisory role, he serves as a trustee for a trust agreement in St. Louis. 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 manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics.

Ryan Orr is a financial advisor with Wells Fargo Clearing based in St. Louis, MO. He holds a Series 66 designation and has 10 years of industry experience, all with Wells Fargo Clearing 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 supported by research from Wells Fargo Investment Institute and third-party data.

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 been with Wells Fargo Clearing since 2016 and has been involved with Trattoria Branica since 2006. Outside of advisory work, he holds a 25% ownership in SAAF2020, LLC, a non-investment-related business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from the Wells Fargo Investment Institute and third-party databases.

Richard Garrett is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing, BNY Mellon Advisors, Lockwood Financial Services, and LFG Advisors. He is based in Saint Louis, MO. 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 and pension plans, charitable organizations, and municipal entities, offering a range of financial planning, investment consulting, and institutional fiduciary services.

Mark Korte is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has been associated with LPL since 2020. Korte also has a long-standing affiliation with Scheffel Boyle, dating back to 1993. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary research and third-party strategies.

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 licenses and bringing 12 years of industry experience. Prior to Wells Fargo, where Crossland has worked since 2016, there is no additional firm history noted. Outside of finance, Crossland is also a musician and composer, owning and operating a music production and artistry business in St. Louis. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

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 credentials and six years of industry experience. Prior to joining Wells Fargo Clearing Services, he worked with firms including Edward Jones, Charles Schwab, and TD Ameritrade. Outside of advisory work, he owns a car brokerage business, Car Connect, where he sources and negotiates new and used vehicle sales. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including niche services, and integrates advisory capabilities with banking, lending, and trustee services.

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 three years of industry experience. He has worked at Stifel since 2022, following brief tenures at Noble Financial, Plancorp, and FCS Private Wealth Management. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance relies on proprietary methodologies developed by its Investment Strategy Group, combining forward-looking market assumptions and probabilistic modeling to support client decision-making.

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 with Series 66 and Series 63 registrations and four years of industry experience. She has previously worked at Wells Fargo Clearing, Charles Schwab and Co., Inc., TD Ameritrade, American Family Insurance, and State Farm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad menu of investment and financial planning services tailored to clients who meet a net-worth threshold. The firm uses proprietary research and planning tools to develop customized recommendations delivered through meetings and written summaries, with implementation options through brokerage or advisory programs.

Matthew Brandi is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing 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 brokerage solutions. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors.

David Vogan is a financial advisor at Stifel with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co. Inc since 2020. Prior to that, he was employed at TD Ameritrade and Dierbergs Markets. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to offer capital market analyses and asset allocation guidance.