Keenan Perdrizet is a financial advisor at Cetera with eight years of industry experience. He holds a Series 66 designation and has worked with firms including Renaissance Financial and Securian Financial Services. Outside of his advisory role, he is also involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party investment options.

Audrey Porter is a financial advisor at Stifel with five years of industry experience. She holds a Series 66 designation and has worked with firms including Wells Fargo Clearing Services and Carol Stolze Insurance Agency, COUNTRY Financial. Stifel serves a broad range of clients including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services with a proprietary investment methodology based on forward-looking capital market assumptions and probabilistic modeling.

Omar Latif is a financial advisor at Stifel with eight years of industry experience. He has held positions at Stifel since 2017 and previously worked at Regions Bank from 2014 to 2017. He holds the Series 66 designation. Stifel serves a diverse client base, 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.

Ashley Schmidt is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Company, Inc. since 2022. Prior to her current role, her background includes positions in education and retail. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and public entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide forward-looking asset allocation and planning analyses.

Judith Nelson is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds the Series 66 designation and has worked with Wells Fargo Clearing since 2016, following a five-year tenure at Wells Fargo Advisors LLC. Beyond her financial career, she is involved in mystery shopping, serving as a contractor for several companies, and is a board member of the Bear Creek Estate Plat IV Homeowners Association. Additionally, she owns and operates Country Moon Keepsakes, an online store selling handmade items. 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 options and integrates advisory services with other financial products and referral channels.

Eric Tiller is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Fidelity Investments, Citibank, and The Vanguard Group. Outside of his advisory work, he delivers food part-time with DoorDash. 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 provides both brokerage and advisory solutions.

Sloane Egan is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, Egan worked at St. Clair Country Club and has been involved in various educational roles, including positions at Saint Louis University, Nerinx Hall High School, and Queen of Peace. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael Keller is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 designation and previously worked at Stifel Financial Corp for six years before joining Wells Fargo Clearing Services LLC in 2018. Outside of his advisory role, he is involved in lawncare and landscaping on a limited basis. 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, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.

Samantha Koester is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and one year of industry experience. She has been with Thrivent and its affiliates since 2024. Outside of her advisory role, she is involved in several activities including working as a dog walker, a grocery shopper, and assisting with consignment auctions. 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 financial planning without discretionary trading authority, allowing clients to access planning alongside managed-account services under a consolidated billing option called WealthPlan.

Brittany Thompson is a financial advisor at LPL Financial with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Commerce Brokerage Services prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by research and model portfolios.

Jason Zack is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Fontbonne University, and Mortgage Research Center, LLC. 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 advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Kelly Murphy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Wells Fargo in 2019, Murphy worked at TD Ameritrade and held positions at DexYP and YP Holdings LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Elizabeth Walz is a financial advisor at Stifel with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Morgan Stanley and Keefe, Bruyette & Woods, Inc. Since 2007, she has served as a worship coordinator at Union United Methodist Church, where she prepares worship services and directs the praise band. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services backed by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Steven Jodlowski is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and previously worked at Scottrade, Inc. from 2015 to 2017. Outside of finance, he is involved with Fortel's Pizza Den. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Peggy Knobbe is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. She has worked at multiple firms, including FYRA Capital Management and Calton & Associates. Outside of her advisory work, she manages a rental property in Lake 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 combines extensive research and analytics with a broad range of financial products offered through affiliated banks and insurance companies.

Katrina Browne is a financial advisor at Stifel with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2005. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach includes proprietary analysis and allocation guidance developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling.

Steven Light is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following a tenure at Wells Fargo Advisors, LLC from 2013 to 2016. 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 advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

Robert Liebherr is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with 11 years of industry experience. He previously worked at Edward Jones for 10 years before joining Stifel in 2024. 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 to guide asset allocation and financial planning.

Thomas Mulherin is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006 and also has a longstanding role at Magna Bank. Outside of his advisory work, he serves on the Endowment Committee for St. John's Lutheran Church and is a board member of the Southwestern Illinois College Foundation. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment process is based on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to inform client decisions.

Angela Osborne is a CFP®-certified financial advisor with 17 years of industry experience, currently with Fidelity Investments in Saint Louis, MO. Her career includes roles at Edward Jones and various positions within Fidelity since 2017. She serves on the board of directors for Aging Ahead, a nonprofit focused on the needs of older adults. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.