Courtenay Yeager is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. Yeager has worked at Wells Fargo Clearing Services since 2017 and previously at TD Ameritrade from 2016 to 2017. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers comprehensive investment and financial planning services to individuals, trusts, and institutional clients through a network of over 4,000 advisors. The firm provides a broad planning menu and integrates advisory services with other financial products and referral channels.

Neil Silverman is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Mercer and Summit Strategies. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

David White Jr. is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. His career includes multiple roles at Wells Fargo from 2012 to 2026 and his current position at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. Outside of his advisory work, he is involved in business consulting through Fusion Capital Consulting, LLC, and manages related entities focused on consulting and e-commerce. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment recommendations.

Christopher Altmiller is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 66 and Series 65 credentials and 20 years of industry experience. He has been with Wells Fargo Advisors LLC since 2011. Outside of his advisory role, he serves as a co-trustee and power of attorney for his mother’s trusts and IRA. 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 manages approximately $671 billion in assets and employs over 14,000 advisors, using research and analytics to support diversified investment approaches.

Michael Seefeldt is a financial advisor with Edward Jones in Glen Carbon, IL, holding Series 63 and Series 66 credentials and having 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he serves on the advisory board for a St. Louis bank. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Austin Hartke is a financial advisor with LPL Enterprise, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he has experience in the food service industry as a pizza business operator. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering a range of advisory and brokerage services supported by integrated platforms and third-party asset management.

Richard Cohen is a CFP® with four years of industry experience, currently affiliated with Stifel in St. Louis, MO. He has worked at Stifel since 2020 and was previously employed at PNC Bank for 13 years. Cohen also serves as a trustee and executor for non-family trusts and estates. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Miranda Pagan is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following a four-year tenure at Wells Fargo Advisors, LLC. She is based in St. Louis, MO. 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. Their 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.

Jeremiah Erickson is a financial advisor with Wells Fargo Clearing in Saint Charles, MO, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at WELLS FARGO Advisors, LLC. Outside of finance, he works as an Uber driver in St. Louis. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and includes both discretionary and non-discretionary services, with a notable offering of insurance-related investment options alongside traditional products.

Craig Avenevoli is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he is an owner and member of JAGs Investment LLC, an LLC engaged in maintaining commercial rental property. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Emily Cuba is a CFP®-certified financial advisor with 14 years of industry experience. She has worked at Stifel since 2023, with prior roles at Bank of America and Merrill Lynch from 2008 to 2023. 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 asset allocation methodologies developed by its Investment Strategy Group.

Michael Dal Pozzo is a financial advisor at Stifel in St. Louis, MO, with 16 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2008. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Yedidah Raskas is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she owns and operates Raskas Creative, a communications consulting business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Sean Rayner is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors 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 solutions grounded in modern portfolio theory. The firm serves institutional clients with an IPS-driven process and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Borresen is a financial advisor with Cetera, holding the ChFC® designation as well as Series 63 and Series 65 licenses. He has 48 years of industry experience, including long tenures at Securian Financial Services and Renaissance Financial Corporation. Borresen is also involved with Renaissance Financial, where he provides securities, insurance, and advisory services, and he works as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors and serves a diverse client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with options for discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Mason Burnham is a financial advisor with Wells Fargo Advisors in St. Louis, Missouri, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop tailored client recommendations.

Robert Makowski is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Wells Fargo in various capacities since 2014. Outside of his advisory work, he acts as power of attorney for his father. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with planning engagements typically conducted on a discrete basis and optional implementation through its brokerage or advisory programs.

Greg Stellhorn is a financial advisor with Thrivent Investment Management in Collinsville, IL, holding a Series 66 credential and possessing 11 years of industry experience. He has been with Thrivent Financial and its investment management arm since 2014. Outside of his advisory role, Stellhorn serves on the board of directors for Camp Wartburg, a Christian retreat and summer camp facility. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based financial planning without discretionary portfolio management, focusing on a wide range of planning topics including retirement, tax, estate, and special needs planning.

Jonah Mahowald is a financial advisor with Fidelity Investments in St. Louis, MO, holding Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and KocoureK Motor Company. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios across mutual funds, ETFs, and ETPs.

Nancy Diak is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of her advisory work, she owns and operates a small business selling Scentsy products. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutions with a wide range of investment and financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, with services covering everything from retirement and education planning to specialized areas such as business-owner transitions and special-needs analysis.