Kara Keys is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and eight years of industry experience. Her prior roles include positions at MassMutual Investors Services, MassMutual Life Insurance, and TD Ameritrade/Scottrade. She is also associated with DiSys. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services from investment policy statement preparation to participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Nicole La Peire is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015, aside from a brief period of unemployment in 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Ryan is a financial professional with 10 years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at firms including North Star Resource Group and Securian Financial Services. In addition to his advisory role, he is also an insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and various retirement services through a multi-manager platform with both discretionary and non-discretionary program options.

Edward Inchiostro is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2019, following prior roles at Regions Bank, Cetera Investment Services, and Edward Jones. 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.

Victoria Vogel Iturri is a Wealth Management Advisor at Merrill Lynch Wealth Management and a CERTIFIED FINANCIAL PLANNER® professional. She leads a second-generation wealth management practice originally established by her father, providing goals-based wealth management services to approximately 100 families, including over 50 multigenerational households. With over 23 years of experience, she specializes in assisting clients through the transition from wealth accumulation during their working years to retirement income planning, with a focus on serving time-constrained female executives and divorcées. Victoria’s expertise encompasses financial strategies, retirement planning, and collaboration with clients' other advisors to support tax and estate planning. She is committed to educating and empowering women on investments and wealth management, founding the Wine & Wisdom Workshops for Women seminar series in 2011 to foster an inclusive learning environment. Fluent in English and Spanish, Victoria holds a Bachelor’s degree from the University of Missouri System and carries the Personal Investment Advisor (PIA) designation. She is involved with the National Association of Women Business Owners (NAWBO) and serves as a troop leader for the Girl Scouts of Eastern Missouri.

Matthew Gross is a financial advisor with Cetera and holds the ChFC® designation, along with Series 63 and 65 licenses. He has 24 years of industry experience and has worked at multiple firms including Securian Financial Services, Minnesota Life, and Renaissance Financial Corp. In addition to his advisory role, Gross is involved in fixed insurance sales and is a partner in a family-owned LLC managing recreational property. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a multi-manager platform, providing access to affiliated and third-party managers across various program structures and custodial relationships.

Brian Dale is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 17 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 a range of brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Stephanie Smith is a financial advisor at Stifel with 22 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients retaining discretion over implementation.

Jesse Suhre is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked with Renaissance Financial Corporation since 2022, offering securities, insurance, and advisory services. Prior to his advisory career, he was involved with Lindenwood University and operated a lawn care business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a nationwide network of more than 10,000 advisors.

Sherrie Lawrence is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Wells Fargo Advisors since 2009. Outside of her advisory role, she acts as power of attorney and executor for her daughter. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations, delivering them through meetings and written summaries.

Michael Landwehr is a Series 66-licensed financial advisor with Wells Fargo Clearing in St. Louis, Missouri. He has 20 years of industry experience, including 10 years with Wells Fargo Clearing. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Brian Drochelman is a financial advisor at Stifel with 27 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2017 and previously worked at Wells Fargo Clearing. Outside of his advisory role, he serves as a director for the 9/11 Memorial March to the Arch, a commemorative walk honoring victims of the 9/11 attacks. 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.

Robyn Walthall is a financial advisor with Wells Fargo Advisors in Granite City, IL, holding a Series 66 designation and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referrals.

Chris Kuczwara is a financial advisor at Stifel with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors before joining Stifel in 2023. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

James Aloisi is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and possessing 21 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients, supported by research from Wells Fargo Investment Institute and third-party databases.

Susan Hamilton is a financial advisor at Merrill with 32 years of industry experience. She has been with Merrill since 2003 and holds a Series 63 designation. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Tarik Trako is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Edward Jones. Tarik is based in St. Louis, MO. 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 combines research and analytics with diversification principles to offer both brokerage and advisory solutions.

Christopher Penrod is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for a total of 10 years before joining Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm’s services include a broad planning menu covering cash-flow, retirement, education, risk, wealth-transfer, and niche areas such as business-owner transition and special-needs planning.

Kevin Osborn is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Wells Fargo Clearing Services, he served in both active duty and reserve roles with the Department of Defense and has professional experience in education and technology sectors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop personalized recommendations.

Keenan Perdrizet is a financial advisor at Cetera with eight years of industry experience. He holds a Series 66 designation and has worked with firms including Renaissance Financial and Securian Financial Services. Outside of his advisory role, he is also involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is a nationwide 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 a multi-manager platform featuring both affiliated and third-party investment options.