David Khang is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has been with Wells Fargo since 2016. Outside of his advisory role, he serves as treasurer for HOPE Apache Missions Inc., where he manages budgeting, accounting, and donation tracking. 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 combines research and analytics with diversified investment strategies and provides a range of brokerage and advisory solutions.

Wendy Simpson is a financial advisor with Merrill in Clayton, MO, holding a Series 66 designation and 4 years of industry experience. She has been with Merrill since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jessica Bailey is a financial advisor with Stifel in St. Louis, MO. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Stifel, she worked at FCB Banks and Fresh Thyme Farmer's Market. Outside of her advisory role, she is involved with the YMCA. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Stephen Bard is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including H.D. Vest Investment Services since 2010 and Wells Fargo Advisors since 2009. He serves as chair of the FINRA Communication Committee, attending meetings to discuss rulemaking topics within the industry. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Rosharette Major is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation. She has been with Edward Jones since 2008. Outside of her advisory role, she is a co-owner of Major Reconstruction, a real estate business. 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 under management through a nationwide network of over 23,000 financial advisors and offers a range of advisory programs and fiduciary services.

Ryan Mccauley is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following a brief period at Edward Jones in 2014. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research-driven investment strategies with a broad range of financial products and services through its bank and insurance affiliates.

Shelly Kohrmann is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. She has worked at Cetera Investment Services LLC since 2017 and also has over 20 years of experience with Regions Bank. Kohrmann serves on the boards of the Cystic Fibrosis Foundation and Hospice of Southern Illinois and assists with religious education at St. Boniface Parish. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform with various investment strategies and program structures.

Evan Lucas is a financial advisor with Cetera, holding a Series 66 designation and based in St. Louis, MO. He has been working in the financial services industry since 2023, with prior experience that includes roles at Renaissance Financial and Cetera Wealth Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Christina Hannah is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at OSAIC, Charles Schwab, TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Stifel serves a broad client base that includes individuals, institutional clients, charitable organizations, and municipal entities. The firm provides both brokerage and investment advisory services, using proprietary methodologies developed by its Investment Strategy Group to support asset allocation and financial planning.

Christian Mikkelsen is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he owns and operates Summit Luxe, an online product business. 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.

Christopher Marcus is a CFP® certificant with 17 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously spent eight years at Scottrade. Marcus is based in St. Louis, MO. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach leverages proprietary analysis by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling for planning and allocation guidance.

Michael Pope is a financial advisor at Stifel with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2018, following a 19-year tenure at Scottrade, Inc. He is based in St. Louis, MO. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to support investment analysis and allocation guidance.

Kyle Fink is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at LPL Financial since 2017, following ten years at National Planning Corporation and four years at American General Securities Incorporated. He is involved in a building purchase group called Wall Street Advisors in O’Fallon, Illinois. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser offering financial planning, model portfolio programs, and institutional platforms to individuals, retirement plan participants, and institutions. The firm supports advisors with a broad range of services and tools, managing over $819 billion in discretionary assets across a large advisor network.

Gary Basler is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2010 and concurrently at First Clearing, LLC since 2013. Basler is based in St. Louis, MO. 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 utilizes research from Wells Fargo Investment Institute along with diversification principles and modern portfolio theory in their investment approach.

Sarah Dayton is a financial advisor with Edward Jones in Saint Louis, MO, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies, with additional services such as tax-efficient solutions and securities-based lending.

Toni Mangum is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 14 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, relying on research and analytics along with diversification principles and modern portfolio theory.

Harrison Barnard is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked primarily with Wells Fargo Clearing and its related entities since 2017, with brief periods at Crafted and Preferred Family Healthcare. 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 employs more than 14,000 financial advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Alex Kuczka is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 registrations and nine years of industry experience. He previously worked at TD Ameritrade for three years and is also a lead guitarist and audio engineer. Wells Fargo Advisors 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 both brokerage and advisory solutions.

David Renken is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at firms including Scottrade/TD Ameritrade and Hightower Securities. Outside of his advisory role, he works as a merchandise associate at Marshalls Department Store in St. Louis. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, offering tailored recommendations supported by Wells Fargo research and planning tools. The firm integrates advisory services with other financial products and referral channels to provide comprehensive financial solutions.

Ashley Dutta is a financial advisor at Stifel with eight years of industry experience. She has worked at Stifel Nicolaus since 2017, following prior roles at KForce Professional Staffing and Bank of America. She holds the Series 66 designation and is based in St. Louis, MO. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic fee-based financial planning and maintains a focus on municipal market activity and affiliated trust and banking services.