Alicia Porter is a financial advisor at Stifel with seven years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Stifel in 2019, she worked at TD Ameritrade and Scottrade. She also spent five years at McKendree University. 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 analysis uses a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and planning guidance.

Karen Sloan is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 credentials and 23 years of industry experience. She previously worked at Stifel Nicolaus & Co Inc from 2014 to 2017. 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 based on an IPS-driven process grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Thomas Spearing III is a financial advisor with Wells Fargo Clearing in St. Louis, MO. He holds Series 66 and Series 63 licenses and has six years of industry experience. Prior to joining Wells Fargo Clearing, he worked at US Tech Solutions and Schnucks Markets, LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets.

Ryan Schaller is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2008 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Timothy Hantak is a CFP® with 12 years of industry experience, currently affiliated with Stifel. He has worked at Stifel since 2017, including time with Stifel Independent Advisors, LLC, and previously spent four years at Scottrade. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group to provide analysis and guidance across various financial planning areas.

Connor Schene is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with Wells Fargo Advisors Financial Network since 2019 and has prior experience at RHI General Group, Carrollton Bank, and the University of Missouri - Columbia. 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 from the Wells Fargo Investment Institute and third-party sources.

Caroline Wilson is a financial advisor at Stifel with 10 years of industry experience. She holds a Series 66 designation and has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers both brokerage and investment advisory services, utilizing a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Daniel Lensing is a financial advisor with Wells Fargo Clearing in St. Louis, MO. He holds a Series 66 designation and has 20 years of industry experience. His prior roles include four years at Wells Fargo Advisors, LLC before joining Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment menus.

Gregory Michel is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials with 16 years of industry experience. He has worked with Wells Fargo in various capacities since 2013, including roles at Wells Fargo Clearing and Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and tools to develop tailored recommendations for its clients.

Peter Auffenberg Jr. is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Stifel Nicolaus & Co Inc and Edward Jones. Auffenberg is based in St. Louis, MO. 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.

Tyler Wood is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and based in St. Louis, MO. He has worked at Wells Fargo Clearing since 2019 and previously spent four years at the Missouri Attorney General's Office. 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 incorporates modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Justin Weber is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and Equifax, as well as positions outside the financial industry. 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 combines research from Wells Fargo Investment Institute and third-party sources, offering brokerage and advisory solutions to a broad client base.

Mary Dorsey is a CFP® professional with 30 years of industry experience, currently serving as the sole advisor at Money Consultants Advisory, Inc. in St. Louis, MO. She has led Money Consultants, Inc., an accounting and tax preparation firm, as its president since 1990. Money Consultants Advisory, Inc. provides fee-for-service investment advice and management to individuals, trusts, estates, and corporations. The firm primarily offers non-discretionary advisory services focused on fundamental research and long-term strategies, with a distinctive integrated relationship with its affiliated accounting and tax services business.

Robert Hillard is a financial advisor with Arlington Securities, Inc. in St. Louis, MO, holding Series 65 and Series 63 credentials and 45 years of industry experience. He has been with Arlington Securities since 1990. Outside of his advisory role, he operates a tax preparation and accounting service as a CPA. Arlington Securities provides financial planning and investment supervisory services to individuals, trusts, estates, and businesses, managing approximately $116.9 million in assets. The firm employs multiple investment strategies, including traditional asset allocation and model-based approaches, serving both retail and high-net-worth clients.