Timothy Yazawa is a financial advisor with Fisher Investments in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Fidelity Investments and TD Ameritrade. Fisher Investments provides discretionary portfolio management to a diverse client base of institutional and private investors worldwide, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to manage globally diversified portfolios with various risk management techniques.

Todd Thrasher is a financial advisor with Morgan Stanley in Edwardsville, IL, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at various Morgan Stanley divisions since 2011, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market modeling in its financial planning process.

Lisa Werner is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and 33 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at 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 options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Kyle Stein is a financial advisor at Edward Jones in Maryville, IL, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked in physical therapy management for over a decade. Outside of financial advising, Stein manages a rental property in Fairview Heights, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various households, pension plans, corporate clients, and charitable organizations. The firm offers both discretionary and non-discretionary investment strategies, along with affiliated mutual funds and overlay tax-efficient services, supported by a large nationwide network of advisors and branch offices.

Aaron Moneymaker is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2018, with a brief tenure at Citigroup Inc. His background also includes experience outside of finance, having worked at River City Casino and Webster University. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment process is IPS-driven and based on modern portfolio theory, with a broader range of financial product offerings than typical institutional advisers.

Richard Muessig is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. He has been with Axa Advisors, LLC since 2012. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory 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.

Thomas Cowell is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at LPL Financial, Investment Centers of America, and Community Bank of Trenton/Hometown Financial Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with a nationwide network of financial advisors and extensive affiliated capabilities.

Garrett Overton is a financial advisor with Wells Fargo Clearing in St. Louis, MO. He holds Series 63 and Series 66 credentials and has recently begun his advisory career, joining Wells Fargo in 2026. Prior to this, he worked at Northwestern Mutual Life Insurance Company and US Bank. Wells Fargo Advisors is a large national securities firm providing investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, offering a range of brokerage and advisory solutions supported by extensive research and analytics.

Jessica Shadrick is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Her career includes prior roles at Edward Jones, TD Ameritrade, and Scottrade. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

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.