Richard Kincheloe is a financial advisor with Wells Fargo Clearing in O Fallon, Illinois, holding a Series 66 designation and 15 years of industry experience. He has been with Fargo Advisors, LLC 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 manages approximately $671 billion in assets and combines proprietary research with third-party analytics to provide both brokerage and advisory solutions.

Travis Lloyd is a financial advisor with Charles Schwab in Clayton, MO, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Fidelity Investments, Bank of America, Merrill, and Citibank. Outside of finance, he was involved with Goodfellas Moving and Dad & Lad LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational structure.

Ralph Flowers is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 designations and having 27 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he owns Golden Mind Group, LLC, where he is involved in life coaching, public speaking, retail sales, and authorship. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and specialized planning services. The firm combines advisory services with other financial products through multiple compensation streams and delivers tailored recommendations using proprietary research and planning tools.

Richard Miller is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with two years of industry experience. He previously worked at Keefe Bruyette & Woods Inc. and spent 14 years at Hollywood Casino St. Louis. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Donald Frank is a financial advisor at Edelman Financial Engines with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, Kennedy Capital Management, Fs2 Capital Partners, and Zacks Investment Management. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online offerings.

Adam Pupillo is a financial advisor with Wells Fargo Advisors in St. Louis, Missouri, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and utilizes proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Oluwatoyin Orebiyi is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. She has been with Wells Fargo Advisors since 2015. Outside of her advisory role, she is involved in consulting for small business owners and operates a travel agency, in addition to co-authoring a book and managing a home services business. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through more than 14,000 financial advisors.

Thomas Crabtree is a financial advisor at Stifel in St. Louis, MO, holding the Series 66 designation with 22 years of industry experience. He has been with Stifel Nicolaus since 2008. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Andrea Contini is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 26 years of industry experience. He has been with Stifel, Nicolaus & Co., Inc. since 1999. Contini serves on the Ethics Board of the Investments and Wealth Institute, where he reviews applications and disciplinary matters. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodologies that use forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Mitchell Greenblatt is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. He previously worked at Wells Fargo Clearing for six years before joining Stifel in 2022. Greenblatt serves on multiple community boards, including as President of The BackStoppers Development Board and Chairman of the Young Professionals Board at The Magic House, St. Louis Children's Museum. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment approach relies on proprietary methodologies developed by the Investment Strategy Group to provide asset allocation and financial planning analyses.

Matthew Panke is a financial advisor with Charles Schwab in Clayton, MO, holding Series 63 and Series 66 licenses and 32 years of industry experience. He has worked at Charles Schwab and its bank affiliates since 2007 and previously worked at Merrill from 2004 to 2007. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advice and access to discretionary separately managed accounts. The firm is notable for its scale, integrated structure, and multi-asset investment approach supported by in-house research and alternative investment programs.

Stephen Lestmann is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Company, Incorporated since 2013. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses intended to inform client decisions.

Tyler Dunaway is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America, N.A. since 2014. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Sutter is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. His background includes service in the United States Army from 2015 to 2019 before joining Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Ethan Albers is a financial advisor at LPL Financial with four years of industry experience. He has previously worked at Wintrust Investments LLC and First County Bank. Outside of his advisory role, he is a business owner of We Bussin, a non-investment related venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services through a large network of advisors, utilizing both proprietary and third-party investment strategies.

Melissa Kenney is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and with 25 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 through investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and employs over 14,000 advisors, offering both brokerage and advisory solutions.

Lori Mackaben is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She worked for Commerce Brokerage Services, Inc. for 24 years prior to joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing various investment strategies and technology tools to support its network of more than 22,800 advisors.

Ryan Wehking is a financial advisor at Stifel with 10 years of industry experience. He holds the Series 66 designation and previously worked at CBiz for seven years and Edward Jones for four years before joining Stifel. He is based in St. Louis, MO. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide capital market analyses and asset allocation guidance.

Joseph Costello is a financial advisor with LPL Financial based in St. Louis, MO, holding a Series 66 designation and over 21 years of industry experience. His career includes roles at Commerce Bank and Commerce Brokerage Services, as well as earlier positions at Raymond James & Associates, Wells Fargo Clearing, and Oppenheimer. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.

Alexander Ploch is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and nine years of industry experience. He is also the owner of Ploch Financial Services, Inc., a tax and accounting business, and Ploch Photography, a separate venture focused on photography and sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by more than 10,000 advisors nationwide.