Brandon Shemonia is a financial advisor with Wells Fargo Clearing based in St. Louis, MO, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Fidelity Investments, Citigroup, and The Vanguard Group. 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 from Wells Fargo Investment Institute and third-party sources.

Michael Dunnigan is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He worked at SII Investments, Inc. for eight years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Erica Stewart is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with over 18 years of industry experience. She previously worked at First Community Credit Union from 2005 to 2023 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Victoria Krylov is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2018, following nine years at Scottrade, Inc. Outside of her advisory role, she is involved in promotional sales for 4 Hands Brewing Company in St. Louis, participating in various tasting events. 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 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.

Regan Strinni is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining Wells Fargo Clearing in 2022, Regan worked at TD Ameritrade from 2019 to 2022 and has held roles outside the financial industry, including positions at Rock & Brews and Olive Garden. 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 through over 14,000 financial advisors and offers both brokerage and advisory solutions.

Julie Shumake is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Scottrade and LPL Financial. Since 2019, she has served as a dispute resolution arbitrator for FINRA. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Shannon Weber is a CFP® professional with 15 years of experience in financial advisory services. She is currently with Cetera and has previously worked at Renaissance Financial and Securian Financial Services. Weber serves as vice chair on the board of Child Care Aware of Missouri and volunteers with the Alpha Gamma Rho Popp-McBee Memorial Golf Tournament. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and advisory services through a nationwide network of independent advisors, utilizing a multi-manager platform with both discretionary and non-discretionary program options.

Bret Steffenauer is a financial advisor with Cetera in Columbia, Illinois, holding Series 65 and Series 66 credentials and possessing 26 years of industry experience. He has worked with Cetera and its related entities since 2000 and owns an accounting firm, Steffenauer & Associates CPAs, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary options.

Evan Mcginnis is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. He has worked with Cetera since 2023 and has a longstanding role at Renaissance Financial beginning in 2010. Outside of his advisory duties, Mcginnis serves on the advisory boards of the SSM Foundation and Cardinal Glennon Development Board, both philanthropic organizations in the St. Louis area. Cetera Investment Advisers LLC is a national SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and planning services through a multi-manager platform that includes affiliated and third-party managers, supporting various discretionary and non-discretionary account structures.

Matthew Wilhelm is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Financial Corp. since 2014 in various roles. Stifel serves a broad range of clients, including individuals, institutions, 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 to inform asset allocation and financial planning.

Joey Huynh is a financial advisor with Wells Fargo Advisors in Maryland Heights, MO, holding a Series 66 designation and 11 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors, LLC from 2014 to 2016. Outside of his advisory role, Huynh works as a fitness instructor at F45 Training in Chesterfield. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, serving a broad range of clients with comprehensive investment services.

Cody Patterson is a financial advisor with Merrill based in Belleville, IL, holding a Series 66 designation. His professional background includes roles at Bank of America, Regions Bank, and service in the United States Army National Guard. Outside of finance, he has worked occasionally as a food runner and bartender at Eckerts. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jeffrey Thompson is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors. Outside of his advisory work, he co-owns a small business focused on beauty products with his spouse. 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 approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and including a wider range of financial products than many peers.

Randy Howe is a financial advisor with OSAIC in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial for 18 years and has operated his own tax preparation business since 1992. He is also a Permanent Deacon in the Roman Catholic Church, volunteering 10 to 12 hours weekly. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing various asset-allocation tools and third-party solutions to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

William Burke is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Wells Fargo, he worked in various roles including positions at Us Tech Solutions, Total Access Urgent Care, Hackett Security, and Marquette University. 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, utilizing research and analytics to support its investment approach.

Carson Smith is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at US Tech Solutions and Eddie Bauer LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, acting as an ERISA fiduciary and offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Gary Orf is a CFA® charterholder with 22 years of experience in the financial industry. He is currently with Cetera and has held roles at Renaissance Financial and Securian Financial Services. Outside of his advisory work, he serves on the advisory board of GEM Holdings LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including 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 with access to affiliated and third-party managers across various program structures.

Timothy Mccalla is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC from 2007 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory with other financial product offerings.

Taina Badalamenti is a financial advisor at Stifel with Series 63 and Series 66 licenses and 35 years of industry experience. Her prior experience includes eight years at Wells Fargo Clearing and roles at YOH Services. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary capital market analysis and probabilistic modeling for retirement and estate planning.

Laura Drummond is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 66 and Series 63 designations and having 12 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to guide investment decisions.