Kenneth Safran is a CFP®-designated financial advisor with 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm employs an IPS-driven advisory process based on modern portfolio theory and offers both discretionary and non-discretionary services tailored to plan objectives and demographics.

Paula Poisson is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 31 years of industry experience. She has been with Wells Fargo Clearing since 2016 and worked previously at Wells Fargo Advisors LLC from 2009 to 2016. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sarah Vehige is a financial advisor at Edward Jones with seven years of industry experience. She holds the CFP® designation and Series 66 and Series 63 licenses. Vehige serves on the board and finance and executive committees of the Miriam School and Learning Center in St. Louis, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of financial advisors and branch offices.

Pamela Buehne is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors for one year. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets, supported by over 14,000 financial advisors.

Jill Sachs is a financial advisor at LPL Financial with 14 years of industry experience. She holds a Series 66 designation and previously operated Sachs Financial for six years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options.

Rachel Hamor is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a power of attorney for her mother. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Joseph Meyer is a CFP®-designated financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2014. Outside his advisory role, he is involved in identifying real estate opportunities through membership in local property ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of wealth levels. The firm manages approximately $1.01 trillion in assets and provides a variety of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Madison Smith is a financial advisor with Edward Jones in Florissant, MO, holding a Series 66 credential and seven years of industry experience. Prior to joining Edward Jones in 2017, Smith worked at Webster University. Outside of advising, Smith is the founder of Synclarity Associates, a consulting and freelance writing business, and has authored articles on leadership and personal development through Creative Publishing. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Anthony Seaborn is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has been with Stifel Nicolaus since 2005. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing fee-based financial planning and asset allocation guidance intended to support client decision-making.

Chris Growe is a Financial Consultant currently working at Fidelity Investments. In this role, he partners directly with clients and their families to develop customized financial plans aligned with their goals, timelines, and risk tolerance. He emphasizes putting clients' interests first to help them pursue their financial objectives with confidence and peace of mind. Chris has been with Fidelity Investments since 2021, initially serving as a Planning Consultant before transitioning to his current position. Prior to joining Fidelity, he was a Senior Financial Consultant at TD Ameritrade from 2014 to 2021. He holds an Arkansas Insurance License.

Ronald Faintich is a financial advisor with Edward Jones in Florissant, MO, holding Series 66 and Series 63 licenses and with 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1989. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products across a nationwide network of financial advisors and branch offices.

Laura Lueken is a Senior Financial Advisor with Merrill Lynch Wealth Management. She leverages decades of experience to assist successful business owners, wealthy families, large plan sponsors, and their employees in achieving meaningful financial objectives with a minimal level of required risk. Laura provides advice and guidance in retirement planning, wealth building, and asset preservation. She serves a diverse client base including widows and divorcees, applying her "hands-held, ears-open" philosophy of client care. Laura addresses asset management needs and advises on fiduciary issues for private and public entities. Over the years, she has supported professionals, business owners, and plan administrators in developing and implementing group retirement plans. She encourages clients to adopt a rational and realistic approach to investing, emphasizing the meaning of wealth beyond monetary value. Laura holds a Bachelor's degree from the University of Missouri - St. Louis. She holds the Retirement Benefits Consultant designation and is a Certified Plan Fiduciary Advisor (CPFA) awarded by the National Association of Plan Advisors (NAPA). She also holds the Chartered Retirement Planning Counselor designation from the College for Financial Planning Institutes Corp. Laura contributes to financial education through speaking engagements and has served on the board and committees of the Foster and Adoptive Care Coalition. Her community involvement includes work with the Foster and Adoptive Care Coalition, Ronald McDonald House, and St Peter Catholic School.

Almir Salihovic is a financial advisor at Stifel in St. Louis, MO, with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for ten years before joining Stifel in 2026. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Joseph Bordoni is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he co-owns a family LLC engaged in non-investment activities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a wider range of financial products, including insurance-related vehicles and bank deposit sweep options.

Trupti Patel is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Pamela Capps is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2015 to 2019. Since 2019, she has been affiliated with both JPMorgan Securities and JPMorgan Chase Bank, where she can offer a range of banking products in addition to investment services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations, offering services on a non-discretionary basis supported by centralized due diligence and an ESG eligibility process.

Deborah Edwards is a financial advisor with Cetera, holding PFS™ and Series 66 designations and bringing 17 years of industry experience. She has worked at Avantax Advisory Services and 1st Global Advisors, Inc. Prior to her financial advisory career, she has been president of a CPA firm since 1984. Edwards also serves on the finance council and Ministry Formation board of the Diocese of Belleville and is a board member and treasurer for the Waterloo Country Club. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and retirement plan services, managing over $256 billion in assets with more than 10,000 advisors.

Devon Howard is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018, as well as Bank of America since 2019. His prior experience includes positions at FCB Banks, Hibbett Sports, and Lindenwood University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal teams and third-party managers.

Matthew Pitzer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior work includes roles at Citigroup, TIAA-CREF, and involvement with the Missouri History Museum. Wells Fargo Advisors provides 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, utilizing research from Wells Fargo Investment Institute and third-party sources in its investment approach.

Laura Kirkover is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 22 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 incorporates modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.