Audrey Porter is a financial advisor at Stifel with five years of industry experience. She holds a Series 66 designation and has worked with firms including Wells Fargo Clearing Services and Carol Stolze Insurance Agency, COUNTRY Financial. Stifel serves a broad range of clients including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services with a proprietary investment methodology based on forward-looking capital market assumptions and probabilistic modeling.

Omar Latif is a financial advisor at Stifel with eight years of industry experience. He has held positions at Stifel since 2017 and previously worked at Regions Bank from 2014 to 2017. He holds the Series 66 designation. Stifel serves a diverse client base, 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.

Ashley Schmidt is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. She has been with Stifel Nicolaus & Company, Inc. since 2022. Prior to her current role, Schmidt held various positions in education and retail. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Rick Morrison is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2015. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Judith Nelson is a financial advisor with Wells Fargo Advisors in St. Louis, Missouri, holding a Series 66 designation and 15 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is a board member of a local homeowners association, participates in mystery shopping assignments, and owns a small business selling handmade items online. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations supported by proprietary research and a broad menu of planning options.

Eric Tiller is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Fidelity Investments, Citibank, and The Vanguard Group. Outside of his advisory work, he delivers food part-time with DoorDash. 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 provides both brokerage and advisory solutions.

Sloane Egan is a financial advisor at Edward Jones with one year of industry experience. Sloane holds the Series 66 designation and has worked at Edward Jones since 2023. Prior to joining Edward Jones, Sloane has experience in various roles, including at St. Clair Country Club and in educational institutions such as Saint Louis University and Nerinx Hall High School. 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, managing approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Michael Keller is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 designation and previously worked at Stifel Financial Corp for six years before joining Wells Fargo Clearing Services LLC in 2018. Outside of his advisory role, he is involved in lawncare and landscaping on a limited basis. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.

Samantha Koester is a financial advisor with Thrivent Investment Management in Bellville, IL, holding Series 63 and Series 66 licenses and having two years of industry experience. Her prior work includes roles at Thrivent Financial and various service sector positions. Outside of advising, she is involved in community activities such as working with VOSS Auctions, providing pet care through Rover, and delivering groceries via Instacart. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm enables clients to integrate planning with managed accounts through a consolidated billing option while maintaining separate service arrangements.

Jason Zack is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and the Mortgage Research Center, LLC. His background also includes two years at Fontbonne University. 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 investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Kelly Murphy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Wells Fargo in 2019, Murphy worked at TD Ameritrade and held positions at DexYP and YP Holdings 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 services. The firm’s 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.

Elizabeth Walz is a financial advisor at Stifel with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Morgan Stanley and Keefe, Bruyette & Woods, Inc. Since 2007, she has served as a worship coordinator at Union United Methodist Church, where she prepares worship services and directs the praise band. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services backed by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Steven Jodlowski is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and previously worked at Scottrade, Inc. from 2015 to 2017. Outside of finance, he is involved with Fortel's Pizza Den. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their 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 their investment offerings.

Peggy Knobbe is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. She has worked at multiple firms, including FYRA Capital Management and Calton & Associates. Outside of her advisory work, she manages a rental property in Lake 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 extensive research and analytics with a broad range of financial products offered through affiliated banks and insurance companies.

Katrina Browne is a financial advisor at Stifel with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2005. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach includes proprietary analysis and allocation guidance developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling.

Steven Light is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Robert Liebherr is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with 11 years of industry experience. He previously worked at Edward Jones for 10 years before joining Stifel in 2024. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Kyle Griege is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2016, he has worked with families and businesses to accumulate, preserve, and distribute wealth. Kyle combines the resources of a global investment firm with a high-touch service approach to serve as a trusted advisor for his clients. He assists them in identifying and prioritizing financial goals such as estate planning, investments, tax minimization strategies, wealth transfer, and retirement income, then develops strategies aimed at pursuing these outcomes while managing wealth for current and future generations. Kyle holds a Bachelor's Degree from Southern Methodist University and maintains several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas cover education planning, family wealth management, legacy planning, retirement planning, portfolio management, and specialized services for women, sports, and entertainment clients. He is also involved in the community as a board member of Pedal the Cause. Outside of his professional role, Kyle’s personal interests include football, golfing, music, skiing, swimming, traveling, and spending time with his family. He follows a personal philosophy of working one-on-one with clients to create personalized financial strategies designed to help pursue their long-term goals.

Thomas Mulherin is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006 and also has a longstanding role at Magna Bank. Outside of his advisory work, he serves on the Endowment Committee for St. John's Lutheran Church and is a board member of the Southwestern Illinois College Foundation. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment process is based on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to inform client decisions.

Angela Osborne is a CFP®-certified financial advisor with 17 years of industry experience, currently with Fidelity Investments in Saint Louis, MO. Her career includes roles at Edward Jones and various positions within Fidelity since 2017. She serves on the board of directors for Aging Ahead, a nonprofit focused on the needs of older adults. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.