Amberlea Johnson is a Series 66 licensed financial advisor with five years of industry experience. She has worked with Thrivent Investment Management and Thrivent Financial since 2021. Outside of her advisory role, she serves as a personal assistant at a luxury clothing store and participates as a surveyor for a food testing company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning covering a broad range of topics, with options to combine planning and managed-account services under a consolidated billing program called WealthPlan.

Wesley Mantle is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Advisors LLC since 2012. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Matthew Meyer is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at Ramsey Solutions and Dexterity, as well as various positions in education and community organizations. 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 allocation methodologies developed by its Investment Strategy Group.

Bryan Hoffman is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His prior work includes roles at Synergy Wealth Solutions and teaching positions at the University of Missouri Saint Louis and Saint Charles Community College. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a range of investment options, notably incorporating insurance-related vehicles and bank deposit sweep programs.

Grace Ruddy is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and one year of industry experience. Her background includes roles at Wells Fargo Advisors, ComEd, and Loyola University Chicago. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Kristina Gretzschel is a CFP® professional with 22 years of industry experience. She is currently with Stifel Nicolaus & Co Inc, where she has worked since 2021. Her prior experience includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology from its Investment Strategy Group, emphasizing forward-looking market assumptions and probabilistic modeling.

Timothy Hodits is a financial advisor at Stifel with 11 years of industry experience. He holds a Series 66 credential and has worked previously at Wells Fargo Clearing and Edward Jones. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

David Salus is a Series 66 credentialed financial advisor with nine years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017, following a year at Wells Fargo. Based in St. Louis, MO, he provides investment and advisory services through Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, 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.

Matthew Roggen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Chase Randle is a financial advisor at Charles Schwab with six years of industry experience. He previously worked at TD Ameritrade, Inc. and was involved with Tyler/Longview Valet Services. He holds Series 63 and Series 66 designations. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational structures.

Patricia Edwards is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to joining Edward Jones, she worked at Compass Rose Events for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a variety of advisory strategies and affiliated investment products.

Richard Permenter is a financial advisor at Edward Jones with 14 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2009. Outside of his advisory role, he serves as an interim minister to students at South County Baptist Church in St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and corporate entities. The firm manages over $1 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Joseph Kritchell is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation. Prior to joining LPL Financial, he worked in various roles including at The Meador Law Firm and University of Missouri - Columbia. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and extensive non-advisory financial activities.

Elizabeth Flynn is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Merrill since 2016. 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 plans, corporations, and charitable organizations.

Christian Thomas is a CFP® and holds a Series 66 license, with six years of industry experience. He has worked at Stifel, Nicolaus & Company, Incorporated since 2020 and previously was employed at Nestle Purina Petcare Company from 2016 to 2020. Stifel serves a wide range of clients 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 support financial planning and asset allocation decisions.

William Ferry is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 65 credentials and 43 years of industry experience. His prior work includes roles at Benjamin F Edwards & Co and Oppenheimer. 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 portfolios, third-party asset management, and institutional platforms.

Kyle Williams is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation. He joined Edward Jones in 2021 and has experience working at Epic Systems and Boeing. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor and branch network as well as its affiliated trust company and securities-based lending options.

Dane McDonald is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Natcity Investments, Inc. and Ameriprise. Outside of his advisory role, he is involved with Urban Canvas, a service that supports catering company events. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions tailored to clients who meet a net-worth threshold and uses proprietary research and tools to develop individualized recommendations.

George Porges is a financial advisor at Merrill with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1983. Porges also has a longstanding association with Bank of America dating back to 2009. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Robert Funke is a financial advisor with RBC Capital Markets in St. Louis, MO, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he serves on the finance committee of St. Margaret Mary Alacoque Catholic Parish and participates in fundraising efforts for the Catholic Disability Foundation and the White House Retreat Center. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm offers customized investment strategies implemented through a combination of in-house and third-party managers, with options for tax management and responsible investing.