Kimberly Robinson is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 65 designation and 10 years of industry experience. Her work history includes roles at Buckingham Asset Management, Stifel, and Fiduciary Advisors, Inc. prior to joining Wells Fargo. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, 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.

Ryan Miller is a financial advisor with LPL Financial in Belleville, IL, holding a Series 66 designation and 15 years of industry experience. He previously worked at SII Investments, Inc. for seven years before joining LPL Financial in 2018. Outside of his advisory role, Miller provides administrative support for a metal recycling business. 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 financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

L Walker is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. They hold Series 63 and Series 66 licenses and have been with Wells Fargo Clearing since 2017. Wells Fargo Advisors is an institutional firm with a large network of over 2,200 advisors, serving a broad client base with a wide range of investment services.

Victoria Foster is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. She has worked at Cetera since 2023 and previously served at Minnesota Life and Securian Financial Services for ten years. Outside of her advisory role, Foster serves as a board member of Caring for Kids and is a partner and primary instructor at Foster Barre STL, an online fitness studio. 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, utilizing a multi-manager platform with various program structures and custody arrangements.

Laura Boedges is a financial advisor with Merrill and holds the Series 66 designation, bringing 17 years of industry experience. She has worked at firms including Bank of America, HighTower Securities, Rogers and Company Wealth Advisors, and LPL Financial. Outside of her advisory work, she is an author of an investment-related book titled *The Uncommon Divorce* and serves as Treasurer and Chair of the Finance Committee for the Washington University Women's Society. 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 tailored for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Damon Wiemar is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and two years of industry experience. His prior work includes roles at Lumeris and Spectrum Communications. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a broad range of brokerage and advisory solutions.

Aaron Martin is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked at multiple firms including Securian Financial Services and Minnesota Life Insurance Company since 1996. Outside of advisory work, Martin is an author contributing interviews and articles to the Bass Edge podcast and website and serves on a charitable giving advisory committee. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management options through a multi-manager platform, combining affiliated and third-party strategies across various program structures and custodians.

Katherine Kovach is a Financial Advisor at Merrill Lynch Wealth Management, where she supports the Slocomb Livingston service model and Wealth Management platform. She joined Merrill in 2019 following eight years of experience in consulting at Navigant Capital Advisors (now Ankura) and corporate finance at Exelon Corporation in Chicago. Katherine focuses on areas including education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, women and wealth, and tax minimization. Katherine holds a Bachelor of Science degree in Finance from the University of Illinois at Urbana-Champaign. She is a CERTIFIED FINANCIAL PLANNER™ (CFP) and a Personal Investment Advisor (PIA). Her professional affiliations include Delta Zeta Sorority, Junior Service Club, and Phi Gamma Nu Professional Fraternity. Katherine emphasizes a collaborative approach to wealth management, working closely with clients to define their financial goals and providing comprehensive strategies tailored to a variety of financial situations. Outside of her professional responsibilities, Katherine enjoys cooking, skiing, spending time with her family, and watching movies.

Matthew Hoffman is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He previously worked at Edward Jones for eight years before joining Wells Fargo in 2016. Hoffman is also a licensed attorney in Missouri, Kansas, and Illinois. Wells Fargo Advisors serves individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with a nationwide network of over 14,000 financial advisors. The firm offers both brokerage and advisory solutions and integrates research and analytics to support investment decisions.

Michael Lindsay is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Citigroup, TD Ameritrade, and in self-employed roles. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies.

Cathy Beffa is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent a year at A. G. Edwards & Sons, Inc. She serves as an executor for her late mother’s estate. 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 from Wells Fargo Investment Institute and third-party sources.

Peter Talluto is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as power of attorney for his parents in matters related to investments. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser 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 retirement, education, and specialized areas such as business-owner transition planning and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Ashley Laws is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 credential and has worked at Bank of America and Merrill since 2015. Ashley serves as a board member for Operation Food Search Friends, where she contributes to event planning and community outreach efforts focused on addressing food insecurity. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.

Ashley Warren Deleiko is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. She has been with Wells Fargo Clearing in various roles since 2009. 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 services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

James Wright is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Securian Financial Services Inc. and Renaissance Financial, where he has been active since 2014. Wright serves in the U.S. Navy Reserve and holds the position of Post Commander for Veterans of Foreign Wars Post 3500. Cetera Investment Advisers LLC operates as a multi-manager platform providing investment advisory services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning solutions through a nationwide network of independent advisors.

Daniel Schroeder is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. He has been affiliated with various branches of Wells Fargo since 2014. Outside of his advisory role, he is a Certified Public Accountant based in Jefferson City, MO. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources.

Lisa Guthrie is a financial advisor at Cetera with 10 years of industry experience and holds a Series 66 license. She has worked at Cetera and Cetera Wealth Services since 2023 and previously spent eight years with Securian Financial Services. Outside of her advisory work, she owns and operates Cozy Crochet by Lisa, creating handmade crochet items. Cetera Investment Advisers LLC is an SEC-registered firm serving both individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, retirement plan services, and access to third-party managers across various program structures.

Ryan Dunn is a financial advisor with Fidelity Investments, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for six years before joining Fidelity in 2023. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, providing services such as discretionary portfolio management and fund advisory.

Robert Smith is a financial advisor at Stifel with seven years of industry experience. He has held positions at Stifel Nicolaus & Co Inc since 2022 and previously worked at Wells Fargo Clearing Services from 2021 to 2022. His credentials include Series 63 and Series 65 licenses. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

Alex Morris is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 24 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for seven years before joining Wells Fargo Clearing Services LLC in 2016. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning, using proprietary research and tools to develop tailored client recommendations.