Matthew Boyer is a Series 66-licensed financial advisor at Stifel with seven years of experience, including roles at Stifel Nicolaus and Johnny Macs Sporting Goods. He is based in St. Louis, MO. 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, supporting asset allocation and financial planning decisions.

Tyson Bowman is a Financial Advisor with Merrill Lynch Wealth Management, focused on developing tailored financial strategies for individuals, families, and retirees. He works closely with clients to help them pursue their financial goals, manage life's transitions, and build lasting financial confidence. As a Merrill Solutions Advisor, Tyson emphasizes attentive listening to understand what clients value most. He collaborates directly with clients to create strategies aimed at helping them achieve their dreams. His role offers clients access to Merrill's global investing resources as well as the credit, lending, and banking services provided by Bank of America. Tyson holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Tyson earned a Bachelor's Degree from the University of Missouri System. Outside of his professional work, he has personal interests in basketball, football, and music.

Linda Manley is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. She participates on the Board of Directors for the Girl Scouts of Southern Illinois and plays piano for Sunday mass at St. Paul Catholic Church in Highland, IL. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of investment strategies and affiliated services with approximately $1.01 trillion in assets under management.

Jeffrey Hanna is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked with Midtown Home Improvement from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Michelle Hill is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Before joining Merrill in 2024, she held various roles including positions at Dierbergs Markets and Nathaniel Reid Bakery. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Gilbert Velez Ramirez is a financial advisor with Cetera, holding a Series 66 credential and beginning his industry career in 2025. His prior roles include positions at Nationwide Financial, Oklahoma Financial Center, and Renaissance Financial. Ramirez also has experience affiliated with the Fitzgerald Institute for Real Estate and teaching positions at the University of Notre Dame and Deer Creek schools. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supporting both discretionary and non-discretionary authorities.

Brendan Sullivan is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo in 2019, he worked at Edward Jones and held roles in various other companies. 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 combines research and analytics with diversification principles and modern portfolio theory and offers both brokerage and advisory solutions.

Jodi Slinkard is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and with 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as adjunct faculty at Webster University, teaching a course on emerging technologies. 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 brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Lia Read is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. She has been with Stifel since 2015. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and allocation methods developed by its Investment Strategy Group, providing planning and guidance based on forward-looking capital market assumptions.

William Lucas is a CFP® professional with 13 years of industry experience. He has worked at Edward Jones since 2017 and previously held a position at Fidelity Brokerage Services LLC from 2013 to 2017. Lucas is also involved with Codasco Venture Partners, an initiative focused on investing in local business opportunities in St. Louis, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Michael Oestereich is a financial advisor with Edward Jones in O’Fallon, Illinois, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory work, he serves as a parish organist at St. Nicholas Catholic Church in O’Fallon. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Steven Hoffman is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2014. 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 process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisers.

Holly Woosley is a Series 66-licensed financial advisor with 20 years of industry experience. She 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, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by Wells Fargo Investment Institute research and analytics.

Wendy Penrod is a financial advisor with Raymond James & Associates in Ofallon, IL, holding Series 63 and 66 licenses and bringing 23 years of industry experience. Her work history includes roles at Wells Fargo Clearing and Morgan Keegan & Company, LLC. At Raymond James, she has been with the firm since 2023. 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, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christine Fitzmaurice is a financial advisor at Cetera with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Securian Financial Services, Inc. and Renaissance Financial, where she serves as a principal. Outside of her advisory role, she is a member of an LLC formed with her family to hold a residential real estate property. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and provides access to multiple investment strategies and program platforms.

Brandon Bersett is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Wells Fargo Clearing, Charles Schwab & Co., Inc, and First Clearing. 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.

Angela Jansen is a Series 66 licensed financial advisor at Stifel with 13 years of industry experience. She has been with Stifel since 2002. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and fee-based advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning decisions.

Timothy Meirink is a financial advisor at Stifel with a Series 66 credential and three years of industry experience. He has worked at Stifel since 2018 and previously held positions at United Airlines and Scottrade. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Kian Homayoonfar is a CFA® charterholder with 16 years of industry experience currently serving as a financial advisor at Stifel Nicolaus & Co Inc. He joined Stifel in 2021 after six years at Edward Jones. He holds a Series 66 license and is based in St. Louis, MO. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Baron Ross Jr. is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Wells Fargo Clearing Services since 2020, joining Wells Fargo Advisors Financial Network in 2026. Prior to that, he was employed at TD Ameritrade and has volunteer experience with the YMCA, St. Louis Arc, and the American Red Cross. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad planning menu that includes cash-flow, retirement, and specialized planning services, utilizing Wells Fargo’s research and tools to develop tailored client recommendations.