Jody Gudac is a financial advisor at Stifel with eight years of experience in the industry. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for ten years before joining Stifel in 2018. 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 methods developed by its Investment Strategy Group.

John Yelverton is a Series 66 credentialed financial advisor with 20 years of industry experience. He has been with Wells Fargo Clearing since 2016, previously working at Wintrust Investments LLC from 2007 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Steven Johnson is a financial advisor with LPL Financial based in St. Louis, Missouri. He holds the Series 66 designation and has 12 years of industry experience. Johnson has worked at Vantage Credit Union and LPL Financial since 2015 and is also affiliated with Forest Hills Country Club since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing over $819 billion in discretionary assets.

Carlie Hausmann is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 registrations and 10 years of industry experience. Her prior roles include positions at Genex Consulting, LPL Financial, and Arch City Executives. Outside of her financial career, she is involved in direct sales with Pampered Chef, serves as a proctor for the SAT, and operates a small baking business called Haus of Cakes. 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 and analytics from Wells Fargo Investment Institute and third-party sources.

Garrett Walker is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and has worked at firms including Renaissance Financial Corp and Securian Financial Services Inc. Outside of his advisory role, he is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities across multiple program structures and custodial relationships.

Daniel Caputa is a financial advisor at Stifel with eight years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2017, following two years at Wells Fargo Advisors. He is based in St. Louis, MO. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which incorporates forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

Jeffrey Rettman is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Randstad, and Edward Jones. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

James Schier is a CFP®-designated financial advisor with 11 years of industry experience, currently with Cetera in St. Louis, MO. He has worked at Cetera Wealth Services since 2023 and previously served at Minnesota Life and Securian Financial Services. Schier is a board member of the Sigma Tau Gamma Alumni Association and participates in community and networking groups, including serving as president of a BNI networking group and volunteering on the finance committee of City Garden Montessori School. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with various program options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets.

Jennifer Kollias is a financial advisor with Edward Jones in Florissant, MO, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones from 2012 to 2025. Outside of her advisory role, Kollias serves as Vice President of Fundraising for the Timberland High School Band Booster, coordinating fundraising efforts for the band’s activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages a variety of investment strategies, including wrap fee programs and separately managed accounts, and operates under a fiduciary standard while offering services such as tax-efficient overlay and securities-based lending.

James Gaither is a financial advisor with Wells Fargo Clearing in St. Louis, Missouri, holding a Series 66 credential and 16 years of industry experience. His career includes multiple roles at Wells Fargo Clearing and Wells Fargo Advisors, as well as a position at Edward Jones. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Kirby Bock is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses with 27 years of industry experience. His career includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, UBS Financial Services, and Piper Sandler & Co. Outside of his advisory work, he manages a rental property business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering comprehensive investment and financial planning services, utilizing proprietary research and tools to create tailored recommendations.

Tyler Francis is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. Before joining Wells Fargo, he held various roles in education and retail, including positions at Mehlville School District, Target, and Saint Louis Community College. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Brooke Cash is a financial advisor at Stifel with two years of industry experience. She holds the Series 66 designation and has worked previously at Merrill and the Healthcare Solutions Team. Prior to her advisory career, she spent six years with Keller Dental Lab. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering both 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, which clients use as a basis for their financial decisions.

Dmytro Golovko is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. Prior to joining Stifel in 2022, he worked at Mckendree Metro Rec Plex for five years and Mckendree University for one year. Outside of finance, Golovko serves as a hockey instructor and referee, involved in teaching ice skating and hockey as well as officiating games. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services with an investment approach supported by proprietary capital market analysis and probabilistic modeling.

John Murphy is a financial professional at Merrill with a Series 66 designation and one year of industry experience. He has held positions at Bank of America, Cetera, and Renaissance Financial. Prior to his financial services career, he was involved with Saint Paul's Outreach and the Florida State University Athletic Department. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Burke is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Renaissance Financial and community involvement with St. Jude Children's Research Hospital - ALSAC. He also has entrepreneurial experience from operating Exo Nail Bar. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary investment methodology developed by its Investment Strategy Group.

Brian Parker is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing over a 12-year period before joining LPL Financial in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies supported by advisor-facing tools and a large network of over 22,800 advisors.

Manuel Palan is a financial advisor with Wells Fargo Clearing in Clayton, MO, holding Series 63 and Series 65 credentials and 42 years of industry experience. His prior firms include Stifel Nicolaus & Co., Inc. and Morgan Stanley DW Inc. He also has ownership in a rental property business. 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 both brokerage and advisory solutions.

Jacob Kerwin is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and with 17 years of industry experience. He previously worked at Wells Fargo Clearing for one year. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment, special needs, and divorce. The firm employs proprietary research and planning tools to develop tailored recommendations and offers both brokerage and advisory implementation options.

Madeline Fauss is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Wells Fargo, she worked at LPL Enterprise and JPMorgan Chase Bank, with earlier roles outside finance including positions at Starbucks Coffee Company and Taco Bell. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through 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.