Bryan Lierman is a financial advisor at Cetera with 12 years of industry experience. He holds the Series 66 designation and has worked at Cetera and its affiliated entities since 2023, following nine years at Securian Financial Services Inc. and Minnesota Life. Lierman is also a financial advisor with Renaissance Financial, where he has provided securities, insurance, and advisory services since 2014. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and managerial options.

Joseph Duvall is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. He has worked at Wells Fargo Advisors since 2019, following prior roles at Stifel and Benefits of Missouri Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Matthew Rush is a financial advisor at J.P. Morgan Securities in Clayton, MO, holding a Series 66 designation. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026. His prior experience includes military service in the U.S. Army from 2020 to 2024 and roles in both the public sector and startups. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a focused non-discretionary advisory program. The firm’s process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized reporting, with clients retaining final decision-making authority.

Christopher Bishop is a financial advisor at Thrivent Investment Management in St. Louis, MO, holding Series 66 and Series 63 credentials with five years of industry experience. His prior work includes roles at Edward Jones, Charles Schwab, TD Ameritrade, and &PARTNERS. Outside of finance, he is the CEO and co-founder of Multiverse Comics Cafe, a retail shop specializing in independently published comic books and graphic novels. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based financial planning across various topics without including implementation and allows clients to combine planning with managed-account programs under a consolidated billing system.

Michael Mc Namee is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Commerce Brokerage Services, Inc., and TD Ameritrade. He has been with Stifel since 2018. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, which provide asset allocation and planning analyses used as a basis for client decisions.

Alison Mc Quaid is a financial advisor at Stifel with 17 years of industry experience and holds a Series 66 designation. She has worked at Stifel Nicolaus & Co Inc since 2018, following four years at Scottrade, Inc. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Austin Stout is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and one year of industry experience. Prior to joining Stifel in 2022, he worked at Enterprise Rent-A-Car, Dierbergs, and Schnucks. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Kristen Ledbetter is a CFP® with 13 years of industry experience, currently with Wells Fargo Clearing. She has previously worked at Raymond James & Associates, Fidelity Investments, Hightower Securities, and Scottrade. Outside of her advisory role, she is the owner of Create: The Aura Studio LLC, an art business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering a range of investment advisory, financial planning, and retirement plan consulting services with a focus on research-based investment strategies and diversified portfolio management.

Frank Hui is a financial advisor with Merrill in Clayton, MO, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Merrill since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Mussman is a CFP® and holds a Series 63 license with 26 years of experience in the financial industry. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts.

Dominic Renaud is a financial advisor at Stifel with two years of industry experience. He holds the Series 65 and Series 66 designations and previously worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory role, he coaches hockey group classes and individual players at Saint Peters Rec Plex. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach combines proprietary analysis and probabilistic modeling to provide asset allocation and planning guidance.

Elijah Hall is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He previously worked at NewRez LLC and BBVA Compass/PNC Bank. Outside of finance, he owns H.E. Travels LLC, a travel-related business, and is involved in various delivery services and product distribution activities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research-driven investment strategies with brokerage and advisory solutions.

Rhiannon Steinkamp is a financial advisor at Stifel with four years of industry experience. She has been with Stifel since 2019 and previously worked in the car wash industry. Outside of her advisory role, she assists family and friends with travel planning through a personal travel advisory activity. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, providing brokerage and advisory services supported by proprietary investment analysis and planning methodologies.

Angela Hoover is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent three years at Stifel. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

John Knowles is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 66 and Series 63 credentials and 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. Outside of his advisory role, he is active as a volunteer firefighter and hosts an interview-based podcast, in addition to playing guitar in a music group. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes specialized services such as business-owner transition and special-needs planning. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients able to choose implementation options through brokerage or advisory programs.

Katie Leone is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and six years of industry experience. She has worked with Wells Fargo Clearing and its predecessor, First Clearing, since 2012. Outside of her advisory role, she is employed at Pevely Car Wash. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of brokerage and advisory services, including investment advisory, financial planning, and retirement plan consulting.

Stephen Czaicki is a financial advisor at Stifel with a Series 66 designation and five years of industry experience. He has been with Stifel, Nicholas and Company, Inc. since 2018, including a prior contractor role through Avenica LLC. His work history also includes positions at the University of Missouri St. Louis. 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 that utilizes forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Andrew Kueker is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment implementation is primarily model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

John Sabio Sr. is a financial advisor with OSAIC in St. Louis, MO, holding a Series 63 designation and 43 years of industry experience. His prior work includes sixteen years at SSN Advisory, Inc., and four years with Securities America Advisors, Inc. He serves on the Executive Advisory Board of the Chaifetz School of Business at St. Louis University. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, advisor-managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various risk management tools and access to third-party managers.

Bradley Cook is a financial advisor at Stifel with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a diverse group of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment analysis methodology developed by its Investment Strategy Group to support asset allocation and financial planning.