Jordan Floerke is a financial advisor with LPL Financial in Columbia, Illinois, holding a Series 66 designation and three years of industry experience. His prior work includes roles at 1st National Bank of Waterloo and various positions while attending Missouri State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Brian Klos is a CFA® charterholder and holds the Series 66 designation. He has 19 years of industry experience and is currently with Stifel in St. Louis, MO, where he has worked since 2017. His prior experience includes roles at Conway Investment Research, LLC and Stifel. Outside of his advisory work, he serves as a high school basketball referee for the Missouri State High School Athletic Association. Stifel serves a broad client base, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Nicholas Szweda is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at TD Ameritrade, Certified Cell, Amazon, and the St. Louis Cardinals. He is based in St. Louis, MO. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs. The firm is also registered as a commodity pool operator and advises multiple registered investment companies.

Paul Bonifant is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 65 and Series 63 licenses and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously was employed at TD Ameritrade, Scottrade, and Strategic Capital Investment Advisors. He also serves as a trustee of a family living trust. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Christopher Klaus is a financial advisor at Stifel in St. Louis, MO, with four years of industry experience. He holds a Series 66 designation and has been with Stifel since 2017. Prior to his advisory role, he spent six years working at Wehenberg Theaters. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Brittany Elgin is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 12 years of industry experience. She previously worked at Royal Alliance Associates, Inc. for five years before joining LPL Financial in 2019. Outside of her advisory role, she is a 20% owner of Martin Accounting Services, Inc., where she is involved in tax preparation and accounting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Charles Foudree is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses with 35 years of industry experience. Prior to his current role since 2026, he worked at Wells Fargo Clearing from 2016 to 2026 and at Wells Fargo Advisors LLC from 2009 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 investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Seamus Hamilton is a financial advisor at Stifel with one year of industry experience. He has been with Stifel since 2018 and holds a Series 66 designation. Prior to joining Stifel, he worked at The Revenue Optimization Companies, the Kansas University Coding Bootcamp, Hayes, and Target. 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 allocation methodologies developed by its Investment Strategy Group.

Guillermo Garsed is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has worked in various roles within Wells Fargo-affiliated firms since 2009. Outside of his advisory work, he owns GSAM LLC, a non-investment-related business based in Chesterfield, MO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Amanda Schuetz is a financial advisor with Stifel in St. Louis, MO. She holds a Series 66 designation and has six years of industry experience, having worked at Stifel Nicolaus since 2016. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies from its Investment Strategy Group that utilize forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Jill Juenger is a financial advisor at Edward Jones in O'Fallon, Illinois, holding a Series 66 designation with 20 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she is involved in community activities including customer service at a local winery and coaching at a gymnastics center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services with over $1 trillion in assets under management. The firm is notable for its extensive network of advisors and branch offices as well as its affiliated investment and lending capabilities.

Luke Laputka is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to Wells Fargo, he worked at Fidelity Investments and E*Trade Securities LLC. He is a part owner of Newport County Driving School, a business that teaches young people how to drive and obtain their driving licenses. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, utilizing research and diversification principles in its investment approach.

Keith St. John is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has worked at Wells Fargo Clearing Services and Edward Jones over the course of his career. Outside of his advisory role, he owns Saint Legg Capital, LLC and operates a Tesla Model 3 rental through Turo. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth thresholds. The firm provides comprehensive planning and integrates advisory services with other financial products and referral channels.

Walter Weston is a financial advisor at Edward Jones with 20 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses and has been with Edward Jones since 2006. 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 through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and affiliated mutual funds.

Jennifer Thornton McCullough is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and 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, offering both discretionary and non-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.

Kurtis Shotts is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services in various capacities since 2016. Outside of his advisory role, he is co-owner of a retail business, Big Firepits, and is involved in tax preparation through Proactive Tax & Advisory LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. Their retirement income service uses a centralized team to produce recommendation reports that integrate investment research and algorithmic tools, supporting non-discretionary implementation by clients or their advisors.

Zachary Bess is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and ten years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors for one year. Outside of his advisory role, he has been employed at Quik Trip since 2010. 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 modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Carolyn Kleen is a financial advisor at Wells Fargo Clearing with a Series 66 designation and experience spanning roles at Wells Fargo Bank, U.S. Bancorp, and Scott Credit Union since 2008. She is based in St. Louis, MO, and began her advisory role at Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jared Watkins is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds Series 63 and Series 66 credentials. His background includes three years at Charles Schwab Co., Inc., and prior employment at Amazon and involvement with the Boy Scouts of America. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and tools, with clients able to choose how to implement recommendations through various brokerage or advisory programs.

Patrick Feeney is a financial advisor at Robert Baird & Co. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird & Co. since 2019. His prior experience includes roles at JJB Hilliard W.L. Lyons LLC and Gabelli & Company, Inc. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio services, employing a range of investment strategies from traditional to non-traditional, with options for discretionary and non-discretionary management.