Tiffany Chiarodo is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2002 and at Bank of America, N.A. since 2018. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mary Contreras is a financial advisor at Stifel with 24 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Stifel, Nicolaus & Co., Inc. since 1999. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Kerry Berger is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Renaissance Financial and Securian Financial Services, among others. Outside of his advisory role, he is a certified barre instructor and teaches fitness classes. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party money managers.

Nicholas Jones is a financial advisor at Cetera with 14 years of industry experience. He holds the Series 66 designation and has worked at Renaissance Financial since 2012, as well as with Minnesota Life and Securian Financial Services Inc. He is also actively involved in the sale of fixed insurance products as an insurance agent. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Steve Schneider is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing Services since 2018, with a brief period at Stifel Nicolaus & Co Inc, and previously spent 16 years at Edward Jones. Outside of his advisory role, Schneider owns and operates a business selling dehydrated spices. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm combines advisory services with various financial products and planning specialties to address diverse client needs.

Gaston Nieto is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Wells Fargo Clearing Services, he worked with firms including Edward Jones, Charles Schwab, and TD Ameritrade. Outside of advisory work, he owns a car brokerage business, Car Connect, where he sources and negotiates new and used vehicle sales. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including niche services, and integrates advisory capabilities with banking, lending, and trustee services.

John Williamson Jr. is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials. He has 28 years of industry experience, including 17 years with Wells Fargo Advisors since 2009. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser 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, special-needs analysis, and divorce planning.

John Remelius III is a financial advisor with Cetera holding a Series 66 designation and has been in the industry since 2025. He has held positions at Cetera Wealth Services, Renaissance Financial Corporation, and Cetera in St. Louis, MO. Prior to his advisory career, he was affiliated with the Saint Louis Art Museum from 2016 to 2022. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large nationwide network of independent advisors and employs a multi-manager platform with discretionary and non-discretionary management options.

Daniel Soshnik is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He previously worked at Stifel Nicolaus & Co., Inc. for 13 years before joining Wells Fargo Clearing in 2019. Outside of his advisory role, he serves as assistant treasurer on the board of the Jewish Community Center in St. Louis and acts as trustee for his children’s trusts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s investment 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 offerings.

John Wichlenski is a financial advisor at Stifel with a Series 66 credential and three years of industry experience. He has worked at Stifel since 2022, following brief tenures at Noble Financial, Plancorp, and FCS Private Wealth Management. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance relies on proprietary methodologies developed by its Investment Strategy Group, combining forward-looking market assumptions and probabilistic modeling to support client decision-making.

Katherine Tripp is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 66 designations and seven years of industry experience. Her career includes roles at Wells Fargo Clearing Services, Citigroup, and TD Ameritrade prior to joining Stifel in 2023. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Harry Ratliff is a Vice-President and Wealth Management Advisor at Merrill Lynch Wealth Management in Clayton, Missouri. He has over 30 years of experience in the financial services industry, providing wealth management services to institutions, families, and businesses. In his role, he works with clients to develop and implement customized financial strategies that consider diversification, risk tolerance, liquidity needs, time horizon, investment goals, and cash flow. As a specially qualified Senior Portfolio Advisor, Harry builds and manages custom investment strategies using Merrill Lynch model portfolios and third-party options, and he may manage these strategies on a discretionary basis through the firm's Investment Advisory Program. Harry holds a Bachelor of Science in Business Administration from the University of Missouri–St. Louis. He maintains Series 7 and 66 FINRA registrations and holds licenses to sell insurance in Missouri, Illinois, Maryland, and Florida. His professional designations include Certified Investment Management Analyst (CIMA), Chartered Advisor in Philanthropy (CAP), and Retirement Income Certified Professional (RICP). In addition to his professional work, Harry is actively involved in the St. Louis community. He serves as a Director for Mid-America Transplant and is a Trustee of The Missouri Historical Society. Previously, he has also served on the board of Christian Hospital. Harry is married to Gloria Ratliff.

Michael Rimmey is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, DiSys, TD Ameritrade, JCPenney, and Washington University in St. Louis. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and uses its research and tools to develop tailored recommendations delivered through meetings and written summaries.

Nicholas Cortese is a financial advisor at Edward Jones with the Series 66 designation. He has been with Edward Jones since 2023 and has prior work experience in various roles outside the financial industry, including positions at The Southerner, Golden Oak Pancake House, and Green Mount Harley-Davidson. 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 large nationwide network of advisors and branch offices.

Alissa Swip is a financial advisor at Wells Fargo Advisors with Series 66 and Series 63 registrations and four years of industry experience. She has previously worked at Wells Fargo Clearing, Charles Schwab and Co., Inc., TD Ameritrade, American Family Insurance, and State Farm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad menu of investment and financial planning services tailored to clients who meet a net-worth threshold. The firm uses proprietary research and planning tools to develop customized recommendations delivered through meetings and written summaries, with implementation options through brokerage or advisory programs.

Matthew Brandi is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds the Series 66 designation and 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, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors.

David Vogan is a financial advisor at Stifel with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co. Inc since 2020. Prior to that, he was employed at TD Ameritrade and Dierbergs Markets. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to offer capital market analyses and asset allocation guidance.

Matthew Mikel is a Financial Advisor with Merrill Lynch Wealth Management. He works with clients to develop personalized wealth management strategies that align with their unique life priorities and financial goals. His approach emphasizes understanding the full financial picture and creating flexible strategies suited for changing market conditions. Matthew brings years of hands-on experience to his practice, focusing on areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, women and wealth, and retirement income. He assists business owners, corporate executives, and multigenerational families in simplifying complex financial needs and creating actionable plans for their long-term aspirations. He holds a Bachelor's Degree from the University of Central Missouri and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Matthew enjoys antiquing, baseball, camping, fishing, football, interior decorating, music, singing, spending time with his family, and traveling.

Jason Stone is a financial advisor at Edward Jones in O’Fallon, Illinois, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Georin La Grant is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. His prior roles include positions at Citi, Stifel Nicolaus & Co Inc, and Bank of America. Outside of his advisory work, he owns a freelance photography business and co-owns a retail company selling cigar-themed clothing and accessories. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and a multi-manager platform with various program options and affiliations.