James Wright is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Securian Financial Services Inc. and Renaissance Financial, where he has been active since 2014. Wright serves in the U.S. Navy Reserve and holds the position of Post Commander for Veterans of Foreign Wars Post 3500. Cetera Investment Advisers LLC operates as a multi-manager platform providing investment advisory services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning solutions through a nationwide network of independent advisors.

Daniel Schroeder is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. He has been affiliated with various branches of Wells Fargo since 2014. Outside of his advisory role, he is a Certified Public Accountant based in Jefferson City, MO. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources.

Lisa Guthrie is a financial advisor at Cetera with 10 years of industry experience and holds a Series 66 license. She has worked at Cetera and Cetera Wealth Services since 2023 and previously spent eight years with Securian Financial Services. Outside of her advisory work, she owns and operates Cozy Crochet by Lisa, creating handmade crochet items. Cetera Investment Advisers LLC is an SEC-registered firm serving both individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, retirement plan services, and access to third-party managers across various program structures.

Ryan Mc Ghee is a CFP® certificant with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He is based in St. Louis, MO, and holds a Series 63 license. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Ryan Dunn is a financial advisor with Fidelity Investments, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for six years before joining Fidelity in 2023. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, providing services such as discretionary portfolio management and fund advisory.

Jonathan Graf is a financial advisor with Thrivent Investment Management in Saint Louis, MO. He holds a Series 66 designation and has 15 years of industry experience. Graf has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside his advisory role, he serves on the boards of the Lutheran Development Group and Urban Golf of Greater St. Louis and owns Lonely Chapel LLC, a consultancy supporting musicians in production and marketing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm focuses on holistic, goal-based planning across a range of financial topics while keeping planning and managed-account services distinct.

Robert Smith is a financial advisor at Stifel with seven years of industry experience. He has held positions at Stifel Nicolaus & Co Inc since 2022 and previously worked at Wells Fargo Clearing Services from 2021 to 2022. His credentials include Series 63 and Series 65 licenses. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

Alex Morris is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 24 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for seven years before joining Wells Fargo Clearing Services LLC in 2016. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning, using proprietary research and tools to develop tailored client recommendations.

Kara Keys is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and eight years of industry experience. Her prior roles include positions at MassMutual Investors Services, MassMutual Life Insurance, and TD Ameritrade/Scottrade. She is also associated with DiSys. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services from investment policy statement preparation to participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

John Ryan is a financial professional with 10 years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at firms including North Star Resource Group and Securian Financial Services. In addition to his advisory role, he is also an insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and various retirement services through a multi-manager platform with both discretionary and non-discretionary program options.

Edward Inchiostro is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2019, following prior roles at Regions Bank, Cetera Investment Services, and Edward Jones. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Paul Himmelsbach is a financial advisor with Thrivent Investment Management based in Saint Louis, MO. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and planning without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Matthew Gross is a financial advisor with Cetera and holds the ChFC® designation, along with Series 63 and 65 licenses. He has 24 years of industry experience and has worked at multiple firms including Securian Financial Services, Minnesota Life, and Renaissance Financial Corp. In addition to his advisory role, Gross is involved in fixed insurance sales and is a partner in a family-owned LLC managing recreational property. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a multi-manager platform, providing access to affiliated and third-party managers across various program structures and custodial relationships.

David Walther is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera since 2020. In addition to his advisory role, he serves as president of the Beta Theta St. Louis Alumni Club. Cetera Investment Advisers LLC is a large nationwide independent advisory network serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, incorporating both discretionary and non-discretionary account management across multiple program structures.

Brian Dale is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. He 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 a range of brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Stephanie Smith is a financial advisor at Stifel with 22 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, 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, with clients retaining discretion over implementation.

Jesse Suhre is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked with Renaissance Financial Corporation since 2022, offering securities, insurance, and advisory services. Prior to his advisory career, he was involved with Lindenwood University and operated a lawn care business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a nationwide network of more than 10,000 advisors.

Sherrie Lawrence is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Wells Fargo Advisors since 2009. Outside of her advisory role, she acts as power of attorney and executor for her daughter. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations, delivering them through meetings and written summaries.

Michael Landwehr is a Series 66-licensed financial advisor with Wells Fargo Clearing in St. Louis, Missouri. He has 20 years of industry experience, including 10 years with Wells Fargo Clearing. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Brian Drochelman is a financial advisor at Stifel with 27 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2017 and previously worked at Wells Fargo Clearing. Outside of his advisory role, he serves as a director for the 9/11 Memorial March to the Arch, a commemorative walk honoring victims of the 9/11 attacks. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.