Joshua Wheeler is the principal of Wheeler Financial Planning LLC in St. Charles, MO, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Vp Pro and Futaba. Outside of financial advising, Wheeler owns a Smoothie King franchise where he assists with payroll and management. Wheeler Financial Planning serves individual clients by providing portfolio analysis and advisory services, primarily directing clients to a third-party manager rather than trading accounts directly. The firm employs a passive, buy-and-hold investment approach based on modern portfolio theory and focuses on mutual funds and fixed income instruments.

Alfred Hicks is a CFP® professional with 27 years of experience in financial advising. He has been the president of Financial Planning Advisors, Inc. since 1994. In addition to his advisory role, Hicks is involved in insurance and fixed annuity sales through a separate business. Financial Planning Advisors, Inc. provides financial planning and investment services to a diverse client base that includes individuals, trusts, charitable organizations, and small businesses. The firm employs targeted asset allocation, discretionary management, and a combination of fundamental and technical analysis to manage portfolios and offers educational seminars and project-based planning services.

Corey Myers is a financial advisor at Universal Financial Advisors, LLC with 27 years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network for 23 years. Outside of his advisory role, Myers operates a tax preparation and accounting service through Tomerlin Bookkeeping Service, Inc. Universal Financial Advisors, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm manages client portfolios using asset allocation and diversification strategies based on Modern and Post-Modern Portfolio Theory and conducts regular portfolio reviews tailored to client risk tolerance and time horizon.

Matt Maberry is a financial advisor at B.B. Graham & Company, Inc. with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been with B.B. Graham since 2015. Maberry is also a 50% owner of Alton Securities & Asset Advisors, LLC, an investment and financial business affiliated with the firm. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to pension plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with a majority of assets managed on a non-discretionary basis.

Mark Young is a financial advisor at Prosperity Wealth Management, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Secure Investment Management, JD Mellberg Financial, Severin Investments, and The Financial Mgmt Center. Outside of advisory work, he is a licensed insurance agent with JD Mellberg Financial, an insurance agency. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million in discretionary assets and employs a multi-method investment approach with continuous portfolio supervision and oversight of third-party managers.

Paul Hardin is a financial advisor with BFC Planning, Inc. in Jerseyville, IL, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with BFC Planning and Berthel Fisher & Company Financial Services, Inc. since 2012. Outside of his advisory role, Hardin serves as vice president of the City of Jerseyville Police Pension Fund and is a board member and secretary for St. Francis Xavier Cemetery. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory and institutional platforms, employing a range of investment strategies while excluding futures, hedge funds, and digital assets.

Matthew Steffensmeier is a financial advisor at Coppell Advisory Solutions LLC with a Series 65 credential and one year of industry experience. Prior to joining Coppell Advisory Solutions in 2026, he worked at Stephens Planning and Vantage Point Financial. Coppell Advisory Solutions, operating under Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, retirement plan participants, trusts, estates, charitable organizations, and businesses. The firm uses an open-architecture investment platform with a broad range of strategies and continuous portfolio monitoring.

Jessica Durand is a financial advisor at First Heartland Consultants, Inc. with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at First Heartland Capital Inc. since 2019 and BPS Financial Advisors since 2018. Prior to her advisory roles, she was affiliated with Blackburn College from 2014 to 2018. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm delivers financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Brian Todd is a financial advisor at Benjamin F. Edwards & Company, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 registrations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he serves as power of attorney for his mother. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management, utilizing a range of strategies monitored by an Investment Strategy Committee.

Angela Waits is a financial advisor at Benjamin F. Edwards & Company, Inc. with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Raymond James and Associates for seven years before joining Benjamin F. Edwards in 2020. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of strategies monitored by an Investment Strategy Committee.

Donovan Ehrman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2020, he worked at CUNA Brokerage Services, Inc. and 1st Midamerica Credit Union. Outside of his advisory role, Ehrman serves as an assistant baseball coach and JV basketball coach at Father McGivney Catholic High School. LPL Financial is a nationally registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Sara Norman is a financial advisor with Edward Jones in Jerseyville, IL, holding a Series 66 designation and five years of industry experience. She has been with Edward Jones since 1989. Outside of her advisory role, she serves as a substitute aerobics instructor at the JCH Wellness Center in Jerseyville. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Gerald Wunderlich is a financial advisor with Stifel in Alton, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Stifel since 1988 and concurrently serves the City of Alton in a public capacity since 1983. Outside of his advisory role, he is the treasurer of the Laura Lofts Home Owners Association. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Daniel Beiser Jr. is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. Prior to joining Thrivent, he worked in various roles at companies including Iron Mountain and several laboratories. He serves as a board member for a parent-teacher organization, where he helps run meetings and guide the board’s activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Julie Brangenberg is a financial advisor with LPL Financial in Jerseyville, IL, holding a Series 66 credential and bringing 24 years of industry experience. She has been with LPL Financial since 2003. Outside of advisory services, she is involved in business entities used for tax and investment purposes and has interests in real estate and farm ownership. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management options supported by LPL Research and third-party subadvisors.

Karen Weible is a financial advisor with OSAIC in Jerseyville, IL, holding a Series 66 designation and 19 years of industry experience. She has previously worked at SagePoint Financial since 2010 and has been with OSAIC since 2023. Outside of advisory work, she operates two sole proprietorships focused on financial analysis, including one that provides divorce financial solutions. OSAIC serves a wide range of clients, from individual investors to institutions, offering brokerage, advisory, retirement plan consulting, and managed account services. The firm utilizes various asset-allocation tools and third-party platforms to construct and manage diversified portfolios.

Robert Stegemeier is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC, along with over 40 years at Central Bank. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is based on investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andrea Yoder is a CFP® and holds a Series 66 license, currently affiliated with Edward Jones in Jerseyville, IL. She has 14 years of industry experience, including 15 years with Edward Jones. Outside of her advisory role, she serves as Vice President and Chair of the Scholarship Committee for the JCH Foundation in Jerseyville. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets with a broad network of advisors and branch offices. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

Marcus Renken is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at US Bank, Family Finance Mortgage, and Wells Fargo Home Mortgage. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Karie Murphy is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Charles Schwab & Co., Inc. for eight years and Northwestern Mutual Investment Services LLC for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.