Tyler Francis is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. Before joining Wells Fargo, he held various roles in education and retail, including positions at Mehlville School District, Target, and Saint Louis Community College. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Brooke Cash is a financial advisor at Stifel with two years of industry experience. She holds the Series 66 designation and previously worked at Merrill and the Healthcare Solutions Team. Brooke has additional work experience in dental lab operations and retail. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services guided by a proprietary investment methodology developed by its Investment Strategy Group.

Eugene Carter is a financial advisor at Stifel with 46 years of industry experience. He holds Series 63 and Series 65 designations and has worked at prominent firms including Merrill Lynch and Bank of America prior to joining Stifel in 2019. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm’s approach emphasizes client discretion in implementation and provides a range of financial planning and asset allocation solutions.

Dmytro Golovko is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. Prior to joining Stifel in 2022, he worked at Mckendree Metro Rec Plex for five years and Mckendree University for one year. Outside of finance, Golovko serves as a hockey instructor and referee, involved in teaching ice skating and hockey as well as officiating games. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services with an investment approach supported by proprietary capital market analysis and probabilistic modeling.

John Murphy is a financial professional at Merrill with a Series 66 designation and one year of industry experience. He has held positions at Bank of America, Cetera, and Renaissance Financial. Prior to his financial services career, he was involved with Saint Paul's Outreach and the Florida State University Athletic Department. 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 for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Burke is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Renaissance Financial and community involvement with St. Jude Children's Research Hospital - ALSAC. He also has entrepreneurial experience from operating Exo Nail Bar. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary investment methodology developed by its Investment Strategy Group.

Brian Parker is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2016 to 2022, as well as First Clearing from 2015 to 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Manuel Palan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent 15 years at Stifel Nicolaus & Co., Inc. Outside of his advisory role, he owns a rental property in Chesterfield, Missouri. 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. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Zachary Yanker is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has previously worked for U.S. Bancorp Investments, Inc. and Edward Jones. Outside of his advisory role, he is the sole member of Workhorse Industries, LLC, a business with no active duties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

David Herber is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jacob Kerwin 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 Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products and referral channels.

Madeline Fauss is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Enterprise and JPMorgan Chase. 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 advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Lenox is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill in 2026, he worked at Edward Jones from 2024 to 2026. Outside of financial advising, Lenox has held various roles across multiple sectors including delivery services and restaurant groups. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Saettele is a financial advisor with Wells Fargo Clearing in St. Louis, Missouri, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors 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 services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Stephen Steele is a financial advisor with Edward Jones in Clayton, MO, holding a Series 66 credential and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he owns and manages an LLC that operates rental properties in the St. Louis area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and affiliated investment products through a large nationwide network of advisors and branch offices.

Riley Zack is a financial advisor at Edward Jones in St. Louis, MO, with six years of industry experience. Prior to joining Edward Jones in 2026, he worked at American General Life Insurance/Corebridge Capital Services Inc for six years and Wells Fargo Advisors for one year. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

John Caruso Jr. is a CFP®-designated financial advisor with 34 years of industry experience. He has been with Edward Jones since 1991. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

John Coughlin is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and seven years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is associated with IGS Financial, a business entity for tax purposes. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers services such as financial planning, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products.

George Peters is a financial advisor at Morgan Stanley with 55 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, currently serving within Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients. The firm offers tailored financial planning that incorporates structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

James Monken is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked within Morgan Stanley’s various divisions since 2012. His roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling to support financial plans.