Madelyn Cullen is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, she worked in healthcare-related roles including Advanced Endodontics and Pediatric Dentistry of Sunset Hills. 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 process is IPS-driven and grounded in modern portfolio theory, with options for both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Amy Winfrey is a financial advisor with Equitable Advisors in Edwardsville, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked with Equitable Advisors since 2008 and previously held positions at Axa Advisors, LLC and Stifel. Outside of advising, she participates in market research activities on a monthly basis. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services. The firm offers a range of investment programs and fiduciary services, leveraging both proprietary and third-party solutions without sponsoring its own wrap fee program.

Brandon Fredman is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 66 and Series 63 licenses and seven years of industry experience. He has worked at Wells Fargo Clearing since 2018 and also has prior experience at the University of Missouri and Six Flags. Outside of his advisory role, he owns The Manufactured Traveler, LLC, a travel-related business. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

Darick Hayes is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at TD Ameritrade, Northwestern Mutual, and Apex Network Physical Therapy. Charles Schwab 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 centralized custody and operational infrastructure.

John Graney is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Nicol Investors Corporation, Lexow Financial Services, and Forvis Mazars Wealth Advisors, LLC. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Kyle Goettelmann is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses. He has four years of industry experience, all with Wells Fargo Clearing Services. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, 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.

Joseph Hudek is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Stifel Nicolaus, UBS Financial Services, and Morgan Stanley Smith Barney. Outside of his advisory work, he serves on the Board of Trustees for the Baxter Village Homeowners Association. 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 services. 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.

Austin Niggli is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Financial Services since 2020, following roles at Wells Fargo Clearing Services and Digital Intelligence Systems. He also has a background in academia from his time at McKendree University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, participant education, and plan benchmarking.

Jacob Emily is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Charles Schwab and TD Ameritrade and has a background that includes multiple periods of full-time education. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Cody Fischer is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Advisors Financial Network since 2026 and Wells Fargo Clearing Services, LLC since 2021. Prior to his financial career, Fischer was employed at Us Tech Solutions and Randy James Inc. (Jimmy Johns). Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for clients.

Adi Tucakovic is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Wells Fargo, he worked at BC Group International and Bed Bath and Beyond. Wells Fargo Advisors Financial Network provides investment and fee-based 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 for its clients.

Jeffrey Lasater is a financial advisor with Wells Fargo Advisors, holding Series 66 and Series 63 licenses and five years of industry experience. His career includes roles at Wells Fargo Clearing Services, Charles Schwab & Co., Inc., and TD Ameritrade. Prior to entering the financial industry, he worked at BEST Transportation for four years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment recommendations supported by proprietary research and planning tools.

Lawrence Beville is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James & Associates, Ameriprise Financial Services, Inc., Wells Fargo Clearing, and UBS Financial Services. He is based in St. Louis, MO. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, covering areas such as retirement, education, risk, and specialized planning for business owners and other niche clients.

Benjamin Ellis III is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and six years of industry experience. Prior to joining Wells Fargo Clearing in 2019, he worked at Aerotek and was self-employed with Risen Savior Ministries. He is also an ordained minister at Evangel Temple, where he assists in preaching and teaching. 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Matthew Fiss is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at TD Ameritrade and Scottrade. 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 services. The firm’s 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.

Robin Karpan is a CFP® charterholder with seven years of industry experience. She has been with Edward Jones since 2004, working continuously at the firm’s Wood River, IL office. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Ryan Sayre is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses with eight years of industry experience. His work history includes multiple roles within Wells Fargo entities since 2018 and prior experience at RHI General Group, Shiloh Bar and Grill, and the University of Missouri - Columbia. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Michael Riffel is a financial advisor with LPL Financial and holds the Series 66 designation. He has 23 years of industry experience, including prior roles at Kestra Advisory Services, KESTRA Investment Services, and M Financial Services. Outside of his advisory work, he has operated a financial management business based in Highland, IL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing various portfolio strategies and technology tools to support its network of over 22,800 advisors.

Jacquelyn Schmidt is a CFP®-credentialed financial advisor with Edward Jones, based in Glen Carbon, IL, and has 18 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, Schmidt serves as a board member and vice chairman for the Madison County Mass Transit District in Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Stephanie Hays is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has been with Wells Fargo Clearing for 10 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting through a large network of over 14,000 financial advisors and approximately $671 billion in assets under management.