James Campbell is a financial advisor at Stifel with 17 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co Inc. since 2003. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services built on a proprietary investment methodology developed by its Investment Strategy Group.

Christina Torrez is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and having 12 years of industry experience. She has been with Wells Fargo Clearing and its affiliated firm since 2016. Outside of her advisory role, she works as a Pampered Chef consultant and is involved in local delivery services including Instacart and DoorDash. 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.

Paul Kampwerth is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and one year of industry experience. His prior work experience includes roles at PepsiCo, Northern Trust, Young America Realty, and ongoing service in the Air National Guard since 2019. Outside of his advisory role, he is involved with Innovate Event Co and continues his military duties. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to various investment products through an integrated platform combining advisory and brokerage channels.

Ziauddin Mahmood is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at OSAIC since 2023. Previously, he was affiliated with Royal Alliance Associates, Inc. for 26 years and has been involved with Webster University since 1997. Outside of his advisory role, Mahmood serves as president of the Islamic Cooperative Housing Corporation, a religious community–based housing cooperative, and is involved in family-owned real estate construction and management. OSAIC serves a broad client base including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services with access to various investment platforms and third-party managers. The firm uses a range of asset-allocation tools and provides both discretionary and non-discretionary portfolio management.

Anthony Garrett is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and four years of industry experience. He has spent the majority of his career at Wells Fargo Clearing Services and Wells Fargo Advisors, with prior experience managing Sky Park Airport Parking for 15 years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a wide range of planning options, including retirement, education, and business-owner transition planning, utilizing Wells Fargo research and tools to create tailored recommendations.

Nicole Clayton is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Edward Jones, TD Ameritrade, and Scottrade. Outside of her advisory role, she serves as an executor for an estate. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, providing investment services to a broad client base.

Patrick Murphy is a financial advisor at Wells Fargo Clearing with a Series 66 designation and 10 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and was previously with Scottrade, Inc. from 2016 to 2018. 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.

Durham Brandt is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he worked at Stifel Financial Corp. Brandt also participates as a running back and slot player for the Missouri Cyclones, a semi-pro football team. 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 extensive research and analytics with both brokerage and advisory solutions across a broad range of financial products.

Alyssa Martin is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. She has been with Wells Fargo Clearing Services LLC since 2018 and previously worked in associate staffing and at Bandana's Bar-B-Q. Outside of her advisory work, she operates an online shop on Etsy. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from the Wells Fargo Investment Institute and third-party sources to support its investment solutions.

Kyle Koprowitz is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2017 and previously held roles at Axa Advisors, Gill Industries, KML Architectural Concrete, and Davenport University. He is also involved with Trailhead Capital Management Group LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Dalton Stockton is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Principal Securities, Principal Life Insurance Company, and Ameriprise Financial Services. Prior to his financial services career, he spent six years at Uber. 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 research-based portfolio evaluation with a wide range of brokerage and advisory solutions.

Geoffrey Miller is a Series 66 licensed financial advisor with Stifel in St. Louis, MO, where he has worked since 2013, bringing nine years of industry experience. He has been with Stifel for his entire advisory career. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group to provide forward-looking asset allocation and planning analyses.

Jeff Daugherty is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors since 2009. 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 provides both brokerage and advisory solutions supported by research and analytics.

William Littrell is a Series 66-licensed financial advisor at Stifel with eight years of industry experience. His work history includes roles at Stifel Financial, Convergence Financial, Plancorp Wealth Management, and the State of Missouri Securities Division. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Michael Mayer is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. He previously worked at Wells Fargo Clearing and RBC Capital Markets. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with engagements that are generally discrete and optional for clients.

Kathryn Black is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles including positions at Wells Fargo Clearing Services and Washington University in Saint Louis. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Christopher Neff is a financial advisor at Wells Fargo Clearing in St. Louis, Missouri, holding Series 66 and Series 63 licenses with 13 years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017 and previously worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Fred Harre. 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.

Richard Murphy II is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Principal Securities Inc, Kuhlmann Financial Services, and American Burglary and Fire, as well as service in the United States Marine Corps. He is also associated with The Pennsylvania State University. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group, designed to support client decision-making.

Nathan Book is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a power of attorney for his parents in investment-related matters. 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 approach is IPS-driven and based on modern portfolio theory, including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Robert Schmitt is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior work includes roles at Charles Schwab & Co., TD Ameritrade, Scottrade, and Edward Jones. Outside of advising, he works as an independent contractor shopper for Instacart. 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.