Douglas Noll is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel since 1986, including a recent role at Stifel Independent Advisors, LLC. Outside of his advisory work, he serves as Treasurer for a local road maintenance association in Wildwood, Missouri. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering brokerage and 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.

Stephen Scherer is a financial advisor at Stifel with Series 63 and Series 65 licenses and eight years of industry experience. He has been with Stifel Nicolaus & Co. Inc since 2020 and previously worked at Wells Fargo and TD Ameritrade. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Victoria Sommerville is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. Her background includes roles at Wells Fargo Clearing Services LLC, associate staffing, and community service with the Salvation Army and the Society of St. Vincent de Paul. 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, and special-needs analysis.

Derek Lindsey is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of advising, he serves on the Board of Trustees for Steeple Hill Homeowners Association in Eureka, MO. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Nicholas Witte is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and has worked at firms including Renaissance Financial Corp and Securian Financial Services Inc. Outside of his advisory role, Witte serves as treasurer for the St. Louis chapter of Ducks Unlimited and volunteers with Missouri Veterans Outdoors. Cetera Investment Advisers LLC is an SEC-registered advisor serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management options, financial planning, and consulting services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Alicia Porter is a financial advisor at Stifel with seven years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Stifel in 2019, she worked at TD Ameritrade and Scottrade. She also spent five years at McKendree University. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment analysis uses a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and planning guidance.

Brendan Sawyer is a financial advisor with Raymond James & Associates holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, he worked at Wells Fargo Clearing Services LLC for eight years. Outside of his advisory role, he is involved with Amazon Flex, delivering packages on weekends. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships and a range of portfolio management strategies.

Karen Sloan is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 credentials and 23 years of industry experience. She previously worked at Stifel Nicolaus & Co Inc from 2014 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions based on an IPS-driven process grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Thomas Spearing III is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 66 and Series 63 registrations and six years of industry experience. His work history includes roles at Wells Fargo Clearing Services LLC, US Tech Solutions, and Schnucks Markets, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations, offering investment advisory, financial planning, and retirement plan consulting services. The firm combines research from Wells Fargo Investment Institute with third-party analytics and provides both brokerage and advisory solutions.

Ryan Schaller is a Series 66-registered financial advisor with Wells Fargo Clearing in St. Louis, Missouri. He has 14 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, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Timothy Hantak is a CFP® with 12 years of industry experience, currently affiliated with Stifel. He has worked at Stifel since 2017, including time with Stifel Independent Advisors, LLC, and previously spent four years at Scottrade. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group to provide analysis and guidance across various financial planning areas.

Connor Schene is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with Wells Fargo Advisors Financial Network since 2019 and has prior experience at RHI General Group, Carrollton Bank, and the University of Missouri - Columbia. 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, utilizing research from the Wells Fargo Investment Institute and third-party sources.

Caroline Wilson is a financial advisor at Stifel with 10 years of industry experience. She holds a Series 66 designation and has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers both brokerage and investment advisory services, utilizing a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Daniel Lensing is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at TD Ameritrade and Ameriprise. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets.

Gregory Michel is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Wells Fargo Advisors since 2019 and previously worked at Wells Fargo Clearing from 2014 to 2019. 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, including niche areas such as business-owner transition planning and special-needs analysis, supported by proprietary research and planning tools.

Peter Auffenberg Jr. is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, KForce, and Walmart. 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 the Wells Fargo Investment Institute.

Tyler Wood is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and based in St. Louis, MO. He has worked at Wells Fargo Clearing since 2019 and previously spent four years at the Missouri Attorney General's Office. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Justin Weber is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and Equifax, as well as positions outside the financial industry. 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 from Wells Fargo Investment Institute and third-party sources, offering brokerage and advisory solutions to a broad client base.

Mary Dorsey is a CFP® professional with 30 years of industry experience, currently serving as the sole advisor at Money Consultants Advisory, Inc. in St. Louis, MO. She has led Money Consultants, Inc., an accounting and tax preparation firm, as its president since 1990. Money Consultants Advisory, Inc. provides fee-for-service investment advice and management to individuals, trusts, estates, and corporations. The firm primarily offers non-discretionary advisory services focused on fundamental research and long-term strategies, with a distinctive integrated relationship with its affiliated accounting and tax services business.

Ruth Chady is a CFP® certificant with 42 years of industry experience. She is affiliated with Financial & Business Consultants, an independent firm based in Swansea, IL, where she has worked since 1989. She also has a long tenure with Arlington Securities, Inc., beginning in 1990. In addition to her advisory role, she works as an insurance sales agent focusing on life and health products. Financial & Business Consultants is an independent advisory firm providing financial guidance to individual clients.