Ryan Finke is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Cetera since 2023. He has prior experience with Minnesota Life and Securian Financial Services and has been involved with Renaissance Financial since 2013. Outside of his advisory work, Finke serves as president of a local Business Networking International chapter and is a member of an advisory board. Cetera Investment Advisers LLC is a large SEC-registered advisory firm supporting over 10,000 advisors and 800,000 clients nationwide. The firm offers a range of portfolio management and financial planning services across individual, retirement plan, corporate, charitable, and institutional clients through various discretionary and non-discretionary program options.

Grant Ahlheim is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and operated Ahlheim and Dorsey. Outside of his advisory role, he works as a delivery driver for Uber. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation models developed by its Investment Strategy Group.

Trevor Huston is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and one year of industry experience. His prior work includes roles at US Tech Solutions Inc, Republic Finance, LLC, Illinois College, and Jacksonville High School. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including unique investment options such as insurance-related vehicles and bank deposit sweep programs.

Zachary Sampl is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and six years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2019, following prior roles at SignalPoint Asset Management and Missouri State University. Outside of his advisory work, he serves as a member of the Parish Council at St. Francis of Assisi Catholic Church, providing advisory support to church leadership. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits. The firm provides holistic, goal-based financial analyses and planning across multiple areas while keeping planning services separate from managed-account programs.

Deanna Loesche is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at Private Client Services, Purshe Kaplan Sterling Investments, Archford Capital Strategies, Infinext Investments, and First Brokerage America. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven, incorporates modern portfolio theory, and includes a broader range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Daniel Catanzaro is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 66 and Series 63 licenses with seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and previously worked at RHI General Group. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Feliz Tovar is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles at Wells Fargo Clearing Services, Randstad, W&S Brokerage Services, Western & Southern Life, Waddell & Reed, MML Investor Services, and MassMutual Life Insurance Company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Julie Hercules is a financial advisor with Cetera who holds the ChFC® designation and Series 63 and 65 licenses. She has 32 years of industry experience, including over two decades with Securian Financial Services and operating Renaissance Financial Corp since 1994. Outside of her advisory work, she is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a nationwide firm serving individual, retirement plan, corporate, charitable, and institutional clients. It offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Joshua Schempp is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations with two years of industry experience. His work history includes roles at Wells Fargo Clearing Services and a contract position with DISYS. 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 employs a research-driven approach grounded in diversification and modern portfolio theory, supporting a broad range of financial products and services.

Daniel Hefley is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Hefley owns a competition BBQ team called Double D's Smoke Show LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

James Kemp is a financial advisor with Merrill in Clayton, Missouri, holding a Series 66 designation and possessing 10 years of industry experience. He has been affiliated with Merrill and Bank of America since 2015. Kemp serves as a committee member for multiple nonprofit organizations in the St. Louis area, including Doorways, an interfaith housing organization for individuals living with HIV/AIDS, and participates in fundraising and community initiatives related to the arts and local charities. 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 for individuals, high-net-worth clients, and institutional investors, combining internal expertise with third-party managers to implement customized portfolio solutions.

Andrew Hunn is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors since 2018, following prior roles at Wells Fargo Clearing and Stifel Independent Advisors, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized options such as business-owner transition and special-needs analysis, supported by proprietary research and planning tools.

Katherine Humphreys is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and having 13 years of industry experience. She has worked with Wells Fargo Clearing and Wells Fargo Advisors Financial Network since 2016. Outside of her advisory role, she is an associate at Needlepoint Clubhouse, a retail sales business in St. Louis. 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 solutions, utilizing proprietary research and planning tools tailored to clients meeting a net-worth threshold.

Joshua Walck is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously held positions at TD Ameritrade, Scottrade, and Edward Jones. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process 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 menu.

Andrew Serkes is a financial advisor with J.P. Morgan Securities in Clayton, MO, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018 and was previously with SC Distributors, LLC from 2016 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research supported by a centralized manager solutions team and may include ESG eligibility considerations.

Sara Sutherland is a Series 66 licensed financial advisor with Edward Jones in Belleville, IL, with two years of industry experience. She has been with Edward Jones since 2008, including a recent role starting in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Samuel Mock is a financial advisor with Cetera based in St. Louis, MO, holding a Series 66 designation and six years of industry experience. He has worked at firms including Renaissance Financial Corp, Minnesota Life Insurance Company, and Northwestern Mutual. Outside of his advisory role, he has been involved in fixed insurance sales and managed a lawn care business. Cetera Investment Advisers LLC operates a multi-manager platform serving a broad client base, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and advisory services with access to affiliated and third-party money managers across various program structures.

Brian Howdeshell is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He previously worked at TD Ameritrade and Lou Fusz Chevrolet. He holds a Series 63 designation. 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 both brokerage and advisory solutions.

Matthew Hickey is a CFP® professional with 20 years of industry experience. He is currently affiliated with Stifel in St. Louis, MO, where he has worked since 2016. His prior experience includes roles at BMO Harris Financial Advisors, PNC Wealth Management, Natcity Investments, and Morgan Stanley. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Richard Yust is a financial advisor with Equitable Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials and 47 years of industry experience. His career includes multiple tenures with Equitable Advisors as well as positions at Mass Mutual and AXA Advisors. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, combining proprietary and third-party advisory solutions delivered primarily through a network of Investment Adviser Representatives.