Kyle Kaimann is a financial advisor at Stifel based in St. Louis, MO, holding a Series 66 designation with three years of experience at the firm. His prior experience includes roles at Hickory Hills Country Club, Missouri State University, and Pickleman's. 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.

Amy Thien is a financial advisor at Stifel with 15 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including IFG Advisory, LPL Financial, and Morris Shank Wealth Management. She has been with Stifel since 2020. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies for asset allocation and planning, with services spanning fee-based financial planning, wrap programs, and third-party adviser recommendations.

Evan Schulte is a financial advisor at Wells Fargo Clearing with six years of industry experience and holds the Series 66 designation. He has been with Wells Fargo Clearing Services since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Christopher Lawson is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017. Prior to this, he was employed at Bank of America, N.A., and Capital One Investing, LLC, and also spent time at Nicholls State University. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Claire Rone is a financial professional with one year of industry experience, currently affiliated with Cetera. She holds the Series 66 designation and manages financial services through Renaissance Financial. Outside of her advisory work, Rone has served as a program manager for College Bound STL, a nonprofit focused on college access. Cetera Investment Advisers LLC provides a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of investment management programs and financial planning services through a nationwide network of over 10,000 advisors.

David Walsh is a CFP® professional with 22 years of experience in the financial industry. He is currently with Wells Fargo Advisors in St. Louis, MO, where he has worked since 2016, including time with Wells Fargo Clearing and previously A. G. Edwards & Sons, Inc. 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, using proprietary research and planning tools to develop tailored recommendations across various planning needs.

Robert Wacker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at Morgan Stanley and Citigroup Global Markets. He serves on the investment committee for Variety The Children's Charity, advising on investment allocation and manager selection. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates on a large scale with over 14,000 advisors and manages approximately $671 billion in assets.

Joseph Rich is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors in 2026. 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 offers both brokerage and advisory solutions.

Sean Sanders is a financial advisor with Wells Fargo Clearing in St. Louis, MO. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at Digital Intelligence Systems LLC and Missouri State University. 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.

James Taylor is a CFP® and holds a Series 66 license, serving as a financial advisor at Stifel in St. Louis, MO with seven years of industry experience. He spent over three decades at US Bank before joining Stifel in 2019. Outside of his advisory role, Taylor serves as Vice President of the Dunlap Lake Homeowners Association in Edwardsville, IL. Stifel provides a range of brokerage and investment advisory services to individuals, institutional clients, and charitable organizations, utilizing a proprietary investment methodology developed by its Investment Strategy Group. The firm offers episodic fee-based financial planning, including asset allocation and retirement analyses, with clients generally retaining discretion over implementation.

Michael Streeto is a CFP®-credentialed financial advisor with 24 years of industry experience. He is currently with Edelman Financial Engines, having joined in 2024, and previously worked at Charles Schwab & Co., Inc and TD Ameritrade. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term strategies.

Joseph Moore is a financial advisor at Wells Fargo Clearing with a Series 66 designation and approximately three years of industry experience. His prior work includes contract roles supporting Wells Fargo Advisors and positions in the education sector. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and combines brokerage and advisory solutions with research-based investment approaches.

Molly Kim is a Series 66 licensed advisor at LPL Enterprise with one year of industry experience. She has held roles at Mass General Brigham since 2022 and has previous work experience at College Church, Wheaton College, and Quincy Senior High School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm emphasizes model-driven investment implementation using portfolios developed by internal and third-party strategists and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Stephanie Dobson is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Merrill in 2024, she worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2018 to 2024. Dobson is also a board member of Books for Newborns, a charitable organization in St. Louis that provides books to newborns. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Connell is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in a broad range of client focus areas including college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Christopher holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the United States Air Force Academy and a Master's Degree from the University of West Florida. He completed his high school education at St Louis Country Day School. Outside of his professional work, Christopher enjoys football, golfing, ice hockey, and spending time with his family.

Amy Aichholz Pachan is a financial advisor at Stifel with 16 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2015 and holds Series 63 and Series 66 licenses. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies.

Craig Motsinger is a financial advisor at Stifel with 13 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018, with prior experience at TD Ameritrade and Scottrade. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Amy Robert is a Series 66-licensed financial advisor at Stifel with 14 years of industry experience. She has worked at Stifel Nicolaus & Co. Inc. since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services such as fee-based financial planning and recommendations of third-party advisers. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing analyses to support client decision-making.

Amanda Barcliff is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked with LPL Financial since 2009 and has also been involved with Vantage Credit Union, 1st Financial Federal Credit Union, and Alltru Credit Union in investment-related roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of offerings including financial planning, third-party asset management, and institutional platforms.

Marilee Wieland is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation with 27 years of industry experience. She 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 uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions across a broad range of financial products.