Kirby Bock is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked within the Wells Fargo organization since 2009 in various capacities. Outside of his advisory role, he has involvement in a rental property business. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with optional implementation through multiple brokerage and advisory programs.

Tyler Francis is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. Before joining Wells Fargo, he held various roles in education and retail, including positions at Mehlville School District, Target, and Saint Louis Community College. 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 approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Brooke Cash is a financial advisor with Stifel, holding a Series 66 designation and two years of industry experience. Prior to joining Stifel, Brooke worked at Merrill for three years and has experience in healthcare solutions and dental laboratory sectors. 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 allocation methodologies.

Eugene Carter is a financial advisor at Stifel with 46 years of industry experience. He holds Series 63 and Series 65 designations and has worked at prominent firms including Merrill Lynch and Bank of America prior to joining Stifel in 2019. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm’s approach emphasizes client discretion in implementation and provides a range of financial planning and asset allocation solutions.

Jay Hanagan is Vice President and Wealth Planner at Fidelity Investments, where he focuses on creating personalized financial plans tailored to the unique needs and goals of individual investors. He prioritizes building strong relationships with clients and their families to foster trust and reliability. Jay's career spans multiple roles within the financial services industry since 1999, including positions such as Financial Consultant and Wealth Planner at Fidelity Investments, Senior Vice President and Sales Manager at Commerce Brokerage, as well as Regional and Branch Manager at Scottrade Financial Services. His background also includes experience as a Stock Plan Services Representative and Registered Representative. Before entering financial services, Jay served in the US Air Force. Outside of his professional life, he has interests in biking, cars, food, military service, parenthood, and traveling.

Elliott Hegger is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Charles Schwab, Elliott worked in various roles at companies including T-Mobile, FedEx, DoorDash, and UPS. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Dmytro Golovko is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. Prior to joining Stifel in 2022, he worked at Mckendree Metro Rec Plex for five years and Mckendree University for one year. Outside of finance, Golovko serves as a hockey instructor and referee, involved in teaching ice skating and hockey as well as officiating games. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services with an investment approach supported by proprietary capital market analysis and probabilistic modeling.

John Murphy is a financial professional at Merrill with a Series 66 designation and one year of industry experience. He has held positions at Bank of America, Cetera, and Renaissance Financial. Prior to his financial services career, he was involved with Saint Paul's Outreach and the Florida State University Athletic Department. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Burke is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Renaissance Financial and community involvement with St. Jude Children's Research Hospital - ALSAC. He also has entrepreneurial experience from operating Exo Nail Bar. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary investment methodology developed by its Investment Strategy Group.

Brian Parker is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2016 to 2022, as well as First Clearing from 2015 to 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Manuel Palan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent 15 years at Stifel Nicolaus & Co., Inc. Outside of his advisory role, he owns a rental property in Chesterfield, Missouri. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Zachary Yanker is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has previously worked for U.S. Bancorp Investments, Inc. and Edward Jones. Outside of his advisory role, he is the sole member of Workhorse Industries, LLC, a business with no active duties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Tom Reynolds Jr. is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Ameriprise in Saint Louis, MO. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in a consulting and expense management business, Infinity Co-Op Enterprises. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, offering tailored Recommendation Reports that integrate research, modeling, and tax-efficient withdrawal strategies. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Jacob Kerwin is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products and referral channels.

Madeline Fauss is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Enterprise and JPMorgan Chase. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Lenox is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill in 2026, he worked at Edward Jones from 2024 to 2026. Outside of financial advising, Lenox has held various roles across multiple sectors including delivery services and restaurant groups. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Saettele is a financial advisor with Wells Fargo Clearing in St. Louis, Missouri, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans 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 broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Stephen Steele is a financial advisor with Edward Jones in Clayton, MO, holding a Series 66 credential and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he owns and manages an LLC that operates rental properties in the St. Louis area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and affiliated investment products through a large nationwide network of advisors and branch offices.

Amy Avanzado is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 licenses and having 26 years of industry experience. She has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Ghillean Graber Barron is a Series 66-credentialed financial advisor with Edward Jones, based in Maryland Heights, MO. He has 11 years of industry experience, all of which has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.