Raphael Macay is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. His prior work includes roles at US Tech Solutions Inc, Northwestern Mutual, and Ferguson Financial Group. He has a background in education, having worked at Saint Louis University and Fox High School. 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 grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Daniel Schisler is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo since 2016 and previously worked at Stifel and Walnut Street Securities. 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.

Paul Stewart is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 63 designation and has previously worked at US Tech Solutions, First Community Credit Union, Auto Zone, Walmart, and Webster University. 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 IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Daniel Wombles is a financial advisor with Equitable Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He worked at Stifel Independent Advisors, LLC for 26 years prior to joining Equitable Advisors in 2026. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a combination of third-party asset managers, endorsed advisory programs, and firm-offered solutions to deliver tailored investment approaches.

Ryan Pickerel is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 14 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 both brokerage and advisory solutions.

Salvador Planells is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. His prior roles include positions at Revantage Corporate Services and academic involvement at Indiana University and Clayton High School. Robert Baird & Co.’s DDK Group operates within the Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services with a focus on manager selection, tax management, and model-traded SMA strategies.

Stacy Butler is a Series 66 credentialed financial advisor with Edward Jones in Waterloo, IL, where she has worked since 2013. She has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Joseph Witzig is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. He has worked with Wells Fargo Clearing Services LLC since 2016, including an eight-year period prior to a brief tenure at Scottrade, Inc. Outside of his advisory role, he serves as a trustee for a trust agreement in St. Louis. 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 provides a range of brokerage and advisory solutions supported by research and analytics.

Ryan Orr is a financial advisor with Wells Fargo Clearing based in St. Louis, MO. He holds a Series 66 designation and has 10 years of industry experience, all 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, retirement plan consulting, and wrap-fee programs. 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 data.

Ryan Brinker is a financial advisor at Edward Jones in St. Louis, MO, with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a nationwide network of more than 23,000 financial advisors and over $1 trillion in assets under management.

Armando Simoni is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has been involved with Trattoria Branica since 2006. Outside of advisory work, he holds a 25% ownership in SAAF2020, LLC, a non-investment-related business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from the Wells Fargo Investment Institute and third-party databases.

Richard Garrett is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing, BNY Mellon Advisors, Lockwood Financial Services, and LFG Advisors. He is based in Saint Louis, MO. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering a range of financial planning, investment consulting, and institutional fiduciary services.

Caden Farr is a financial advisor with Cetera based in St. Louis, MO, holding a Series 66 credential. He has been with Cetera and affiliated entities since 2026 and has prior work experience in various roles including at QuikTrip Corporation and Veterans United Home Loans. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party managers and investment strategies.

Ethan Mayberry is a financial advisor at Stifel with three years of industry experience and holds a Series 66 designation. Prior to joining Stifel, he worked in retail and operated a pressure washing business. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Charles Geringer is a financial advisor at Edward Jones in Smithton, IL, holding the ChFC® designation and Series 66 license with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Casey Stick is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services and Edward Jones. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s 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 its investment offerings.

Kelen Crossland is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Prior to Wells Fargo, where Crossland has worked since 2016, there is no additional firm history noted. Outside of finance, Crossland is also a musician and composer, owning and operating a music production and artistry business in St. Louis. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sarah Arendell is a financial advisor with Edward Jones in Columbia, IL, holding the CFP® and ChFC® designations and possessing 37 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she is a member of Young Living Essential Oils. 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 supported by a large network of advisors and branch offices.

Tiffany Chiarodo is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2002 and at Bank of America, N.A. since 2018. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mary Contreras is a financial advisor at Stifel with 24 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Stifel, Nicolaus & Co., Inc. since 1999. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.