William Marshall is a Series 66-licensed financial advisor with 15 years of industry experience, currently with Charles Schwab in Clayton, MO. His prior experience includes roles at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody, due diligence on alternative investments, and a multi-asset investment approach.

Joseph Hudek is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Stifel Nicolaus, UBS Financial Services, and Morgan Stanley Smith Barney. Outside of his advisory work, he serves on the Board of Trustees for the Baxter Village Homeowners Association. 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Austin Niggli is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Financial Services since 2020, following roles at Wells Fargo Clearing Services and Digital Intelligence Systems. He also has a background in academia from his time at McKendree University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, participant education, and plan benchmarking.

Arthur Kramer is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Avantax Insurance Agency and Avantax Investment Services. In addition to his advisory work, he operates a CPA firm focused on tax preparation and accounting and manages several rental properties. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kathleen Frank is a financial advisor at Stifel with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Stifel and its affiliated entities since 2001, including 17 years at Stifel Independent Advisors, LLC. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Benjamin Wright is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he held positions at Alliance Realty Network and Paddio Home Loans, and has experience in diverse roles including manufacturing and hospitality. He is based in St. Louis, Missouri. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies from its Investment Strategy Group, providing forward-looking asset allocation and planning analyses.

Kathleen Reasor is a financial advisor at Stifel with a Series 66 designation and 22 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2009 and previously spent one year at LPL Financial. Stifel serves a broad range of clients, 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, which supports asset allocation and financial planning analyses used to guide client decisions.

Jacob Emily is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Charles Schwab and TD Ameritrade and has a background that includes multiple periods of full-time education. 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.

Camille Marolf is a Series 66-credentialed financial advisor with 17 years of industry experience. She has worked at LPL Financial since 2023, following ten years at Commerce Brokerage Services and four years at Thrivent Investment Management. Outside of her advisory work, Camille is involved in music as a part-time musician and has experience as an actress and model. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mark Grawe is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing for seven years. He holds ownership interests in Portico Wealth Management, LLC and Grawe, LLC, both investment-related firms based in Clayton, MO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Jennifer Hansell is a financial advisor at Edward Jones in Maplewood, MO, holding the CFP®, ChFC®, and Series 66 credentials with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 advisors and over 15,000 branch offices.

Wallace Carriker Jr. is a Series 66-licensed financial advisor with Cetera, based in St. Louis, MO, and has 17 years of industry experience. He is a partner at Rognan & Associates, a CPA firm providing tax, accounting, and consulting services, and operates his own financial and investment planning business, Carriker Wealth Management. He also works as an insurance agent selling life and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, financial planning services, and access to third-party money managers.

Cody Fischer is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Advisors Financial Network since 2026 and Wells Fargo Clearing Services, LLC since 2021. Prior to his financial career, Fischer was employed at Us Tech Solutions and Randy James Inc. (Jimmy Johns). Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for clients.

Adi Tucakovic is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Wells Fargo, he worked at BC Group International and Bed Bath and Beyond. 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 utilizes proprietary research and tools to develop tailored recommendations for its clients.

Scott Zarinelli is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Edward Jones and its predecessor firm since 1997. 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 discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Leland Roider II is a financial advisor at Stifel with 23 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Company Inc since 2016. His prior experience includes positions at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Ameriprise. 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 uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Jack Nicholl is a financial advisor at Stifel with 14 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2015. Outside of his advisory role, Nicholl serves as a FINRA arbitrator in dispute resolution. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and advisory services. The firm’s investment approach is based on proprietary methodology utilizing forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Alan Taxman is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1996. He holds the Chartered Retirement Planning Counselor™ (CRPC™) and Certified Plan Fiduciary Advisor® (CPFA) designations and focuses on consulting and advising affluent families in personal wealth management. His expertise includes retirement planning strategies for individuals and businesses, estate planning, corporate benefit programs, and integrating corporate benefits into long-term financial approaches. Alan also provides banking and lending solutions through Bank of America. His client focus areas cover college education planning, family wealth management, services for endowments and non-profits, legacy planning, liquidity management, retirement income, portfolio management, small business strategies, and investment strategy for both individuals and corporations. Alan earned a bachelor's degree from the University of Missouri System and holds professional designations including Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). He has been recognized by Forbes Magazine as one of the "Best-In-State Wealth Advisors" for 2019 through 2026 and as part of the Taxman Specter Wealth Management Group honored as a "Best-In-State Wealth Management Team" from 2023 to 2026. Residing in Creve Coeur with his wife and two children, Alan volunteers for charitable organizations in the St. Louis area, including Habitat for Humanity, the Fathers and Family Support Center, and the FoodBank. In his free time, he enjoys working on home projects and has interests in biking, fishing, hiking, ice hockey, skiing, softball, volleyball, and woodworking.

Jeffrey Lasater is a financial advisor with Wells Fargo Advisors, holding Series 66 and Series 63 licenses and five years of industry experience. His career includes roles at Wells Fargo Clearing Services, Charles Schwab & Co., Inc., and TD Ameritrade. Prior to entering the financial industry, he worked at BEST Transportation for four years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment recommendations supported by proprietary research and planning tools.

Brian Strand is a financial advisor at Stifel with six years at the firm and a total of four years in the industry. He holds a Series 66 designation and is based in St. Louis, MO. Stifel serves a diverse client base, including individual investors, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.