Donna Harris is a financial advisor at Edward Jones with 20 years of industry experience. She has held the Series 63 and Series 66 designations and has been with Edward Jones since 2005. Outside of her advisory role, she serves as a director for Harris Construction Inc. and is involved with the Smithton Chamber, assisting the board in decision-making. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and operates an SEC-registered advisory program with approximately $1.01 trillion in assets under management.

Michael Connors Jr. is a financial advisor at Stifel with seven years of industry experience. He holds the Series 66 designation and has been with Stifel Financial Corporation since 2015. Located in St. Louis, MO, his work is based within a large institutional firm. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

Eric Schmittgens is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Alyssa Boles is a Series 66 registered advisor with LPL Enterprise LLC and has one year of experience in the financial industry. Her prior roles include positions at several financial and community organizations. She is also involved with Living Blyss, LLC, which she has been associated with since 2019. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment strategies and offers financial planning, third-party asset management access, and a variety of affiliated financial services.

Emily Berkenbile is a financial advisor with LPL Financial, holding a Series 66 designation and having approximately two years of industry experience. She has previously worked at West & Company and Bank of Springfield. 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 financial planning, model portfolio programs, third-party asset management, and multiple institutional platforms, providing advisory and brokerage services through a large network of investment adviser representatives.

David Cimarolli is a financial advisor with Cetera who holds a Series 66 designation and has 17 years of industry experience. He has worked at Cetera since 2025 and previously spent six years with Avantax Advisory Services and ten years with 1st Global Advisors. Outside of advising, he is vice president of CEC Financial Group PC, a certified public accounting firm that provides accounting and tax services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets.

David Lanson is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2001, except for a brief period at LPL Financial in 2007. Based in St. Louis, MO, he has provided advisory services for nearly two decades at his current firm. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services such as fee-based financial planning and model-based asset allocation guided by its proprietary investment methodology.

Hayden Schmidt is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones in Troy, Illinois. His prior work history includes roles at Yokohama Tire Corp, Express Scripts Inc, and the Madison County Treasurer's Office. Outside of his advisory work, he assists with event coordination for a local wedding venue. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Thomas Yacovino is a financial advisor at Stifel with 26 years of industry experience and holds a Series 66 designation. His prior roles include positions at Global Recruiters of Normal, COUNTRY Financial, The Yacovino Group, Questar Asset Management, and Wells Fargo Clearing. Based in St. Louis, MO, he joined Stifel in 2023. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses to assist client decision-making.

Martin Ghafoori is a financial advisor at Stifel with 19 years of industry experience. He has been with Stifel Nicolaus since 2008 and holds the Series 66 designation. Outside of his advisory role, he is involved in several community organizations, including serving as Vice President of the Wentzville School District Foundation and as a board member for The BackStoppers Inc. of St. Charles County. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Christopher Bagwell is a Wealth Management Advisor with Merrill Lynch Wealth Management and The Gray Group. Since joining in 2016, he has focused on providing advice, planning, and investment management services to a select group of clients, including affluent families, small business owners, and retirement service plans for business owners. He works on the investment management segment of the team as a Portfolio Manager, managing personalized and defined strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment approaches on a discretionary basis. Chris holds several professional designations, including Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Certified Investment Management Analyst (CIMA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor’s degree in Economics and Finance from the Southern Illinois University System. His areas of expertise encompass family wealth management strategies, small business strategies, personal retirement planning, legacy planning, and investment consulting for defined contribution plans, among others. Outside of his professional work, Christopher enjoys golfing, baseball, football, and ice hockey. He values spending time with his family and engaging with various charities in his community. Christopher and his wife, Heidi, reside in Troy, Illinois, with their two children.

William Hance is a financial advisor at Stifel with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2018, following prior roles at TD Ameritrade and Scottrade. Stifel serves a broad range of clients, including individual investors, institutions, and nonprofit organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide asset allocation, retirement, insurance, and estate planning analyses.

Stacy Richmond is a CFP® and holds a Series 66 license, with 15 years of experience at Edward Jones in Belleville, IL. She has worked exclusively with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Kimberley Siegel is a financial advisor with Edward Jones in Belleville, IL, holding the CFP® designation and Series 63 and 66 licenses, with 24 years of industry experience. Before joining Edward Jones in 2022, she worked at Stifel Nicolaus & Company INC from 2007 to 2022. She serves as secretary on the board of directors for a staffing company, First Class Workforce Solutions, where she is also a silent owner, and is a member of the Parish Finance Council at Immaculate Conception Catholic Church. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and affiliated financial services through a nationwide network of advisors and branch offices.

Stephanie Gerstner is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 20 years of industry experience. She has been with Stifel Nicolaus since 2005. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach involves proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and financial planning analyses that clients use to make informed decisions.

Chase Fitzgerald is a financial advisor at Stifel in St. Louis, MO, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes positions at TD Ameritrade, DoorDash, Sunpro Solar (ADT), Allstate, State Farm, and Home Depot. 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 developed by its Investment Strategy Group.

Joshua Smucker is a Series 66 credentialed financial advisor with Edward Jones in Troy, Illinois. He has 17 years of industry experience, including 19 years at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Chandler Bonta is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. His focus is on empowering clients with the knowledge and tools to manage their financial lives effectively. Chandler holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a bachelor's degree from the University of Missouri System. His approach involves helping clients uncover what matters to them and their families to develop strategies aimed at pursuing their financial goals.

Samuel Calhoun is a CFP®-certified financial advisor with Edward Jones, where he has worked for six years. Prior to joining Edward Jones, he held roles at Panera Bread Co., Monroe County YMCA, and Missouri State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.

Noah Pirtle is a financial advisor at Stifel with a Series 66 designation and less than one year of industry experience. His prior roles include positions in sales and campaign work before joining Stifel. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support client decision-making.