Matthew Hickey is a CFP® professional with 20 years of industry experience. He is currently affiliated with Stifel in St. Louis, MO, where he has worked since 2016. His prior experience includes roles at BMO Harris Financial Advisors, PNC Wealth Management, Natcity Investments, and Morgan Stanley. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Richard Yust is a financial advisor with Equitable Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials and 47 years of industry experience. His career includes multiple tenures with Equitable Advisors as well as positions at Mass Mutual and AXA Advisors. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, combining proprietary and third-party advisory solutions delivered primarily through a network of Investment Adviser Representatives.

Jason Wilson is a financial advisor at Stifel with five years of industry experience. He holds a Series 66 designation and previously worked at First Heartland Capital Inc, Toscano & Wilson Law, and Callahan Law Firm. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering 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.

Katherine Foley is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 25 years of industry experience. Her prior work includes two years at Morgan Keegan & Company, LLC before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various specialized areas and integrates advisory services with other financial products and referral channels.

Brian Suthers is a financial advisor at Stifel with a Series 66 designation and eight years of experience at the firm. Prior to joining Stifel, he worked at Walgreens for 17 years. Outside of his advisory role, he umpires youth baseball games for several local baseball organizations. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies using forward-looking market assumptions and probabilistic modeling to support client decision-making.

Nicholas Ash is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 credential and three years of industry experience. His work history is primarily with Wells Fargo Clearing Services and Wells Fargo Advisors. Wells Fargo Advisors is a national securities firm that 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 supported by research and analytics from Wells Fargo Investment Institute.

De Aunna Thomas is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and six years of industry experience. Prior to joining Wells Fargo in 2026, Thomas worked at Edward Jones for seven years, Commerce Bank for one year, and Scott Credit Union for two years. Outside of finance, Thomas works part-time as a customer service representative at a furniture store. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research and analytics.

Tracy Leader is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining Wells Fargo, Tracy worked at Charles Schwab and Co., Inc., TD Ameritrade, and Scottrade. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research and analytics to support its investment approach.

Timothy Burgess is a financial advisor at LPL Enterprise with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and TD Ameritrade. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, high-net-worth individuals, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various affiliated financial services.

Brandon Voss is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of The Gray Group team. He works with select relationships to support their financial goals through a comprehensive wealth planning process. Brandon and his team serve as a resource across all aspects of clients’ financial lives, providing investment advice, guidance, and wealth planning tailored to individuals such as corporate executives, small business owners, medical and legal practitioners, and families preparing for their next stage of financial life. Brandon specializes in a wide range of advisory areas, including college education planning, retirement and income strategies, family wealth management, business transition planning, socially responsible investing, and defined contribution plan consulting. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Brandon earned his bachelor’s degree from McKendree University and maintains active involvement in professional and community organizations such as the Freeburg and Mascoutah Chambers of Commerce and the McKendree University Alumni Board. Outside of his professional commitments, Brandon enjoys biking, camping, golfing, playing piano, coaching youth baseball, and spending time with family. He contributes to community causes including the Boy Scouts of America, Children’s Hospital, the National Foundation for Syndactyly, and youth baseball programs.

Matthew Paulsell is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 credentials and 18 years of industry experience. He worked at Evertrade Direct Brokerage for 10 years before joining Wells Fargo Clearing in 2018. 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 IPS-driven process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Amarantha Margulis is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. She previously worked at Edward Jones and Wells Fargo Bank. 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 research from Wells Fargo Investment Institute and third-party sources.

Tanner Werner is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has worked at Cetera and its affiliated firms since 2023 and has prior experience with Minnesota Life and Securian Financial Services Inc. from 2015 to 2023. Werner is also active as an insurance agent, focusing on the sale of fixed insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Justin Frawley is a financial advisor with Stifel Nicolaus & Co Inc in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has been with Stifel since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies 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 planning.

Matthew Bouapha is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2014 to 2020. 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 services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Gregory Kenney is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at RBC Capital Market, LLC and Banc of America Investment Services, Inc. He also serves as co-trustee for his brother’s trust. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Nicholas Carron is a financial advisor with Cetera and holds a Series 66 designation. He has eight years of industry experience and also serves as a member of Birsinger and Associates CPAs LLC, providing tax preparation and accounting services. Carron's career includes over two decades at Voya Financial Advisors, Inc. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large 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 multiple program platforms and a multi-manager model approach.

Camilo Cantor is a financial advisor at Stifel with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at HSBC Bank USA, HSBC Securities, J.P. Morgan Securities, Wamu Investments, and JP Morgan Chase Bank. 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 with a proprietary investment methodology developed by its Investment Strategy Group.

Sabrina Buckner is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Advisors since 2015. Outside of advising, she owns luxury travel and events business and a real estate investment company focused on buying, repairing, and selling homes. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services, including specialized planning in areas such as business-owner transition and sports and entertainment. Advisors use firm research and tools to develop tailored recommendations delivered through meetings and written summaries, with clients choosing how to implement them.

Robert Kaluza is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. His prior work includes roles at DiSys and Cornerstone Services Inc., as well as a position at Southern Illinois University Edwardsville. 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 research from Wells Fargo Investment Institute.