Taina Badalamenti is a financial advisor at Stifel with Series 63 and Series 66 licenses and 35 years of industry experience. Her prior experience includes eight years at Wells Fargo Clearing and roles at YOH Services. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary capital market analysis and probabilistic modeling for retirement and estate planning.

Jennifer Lawson is a financial advisor with Raymond James & Associates in Belleville, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by extensive research and diverse portfolio management styles.

James Pingleton is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with 12 years of industry experience. He has been with Stifel Nicolaus since 2010. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide capital market analyses and asset allocation guidance.

Christopher Green is a financial advisor with LPL Enterprise holding Series 63, 65, and 66 designations and 15 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Green is involved in marketing and office support roles related to his LPL business activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, and access to brokerage and insurance products through an integrated platform combining advisory services with financial product sales.

Matthew Heaton is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. He has been with Stifel in St. Louis, MO since 2013. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

Brian Varel is a financial advisor at Stifel with 18 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2009. Stifel serves a broad range of clients, including individuals, institutional accounts, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Stephen Martin is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has previously worked at Royal Alliance Associates, Inc. for 27 years and has operated Martin Financial Services, Inc. since 2012. Outside of his advisory role, he is a certified public accountant and president of Martin Accounting Services, Inc., and is a minority partner in a restaurant business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by research and various management strategies.

Timothy Strazinsky is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2005 onward. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment products through an integrated platform that combines adviser programs with brokerage and insurance offerings.

Phoebe Del Castillo is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Edward Jones and E*TRADE in various capacities prior to joining Stifel. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Allison Balch is a financial advisor at Stifel with eight years of industry experience. She has held positions at Stifel since 2023 and previously worked at TD Ameritrade and Scottrade. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Timothy Guthrie is a CFP® with 33 years of industry experience, currently affiliated with Stifel Nicolaus since 2006. He holds the Series 63 and Series 65 licenses. Outside of his advisory work, he co-owns Farmer's Garden, managing general upkeep alongside his wife. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary methodology from its Investment Strategy Group.

Gregory Lhamon is a financial advisor with Edward Jones, holding a Series 66 designation and bringing five years of industry experience. He has worked at Edward Jones since 2020 and maintains a role with Market Edge LLC, where he sells products on Amazon and earns residual income from audiobooks he narrated. Prior to his financial services career, he spent four years at Salem Radio Network, Inc. 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 broad range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Joel Albers is a financial advisor at Merrill Lynch Wealth Management with a background in retirement actuarial work. He has over 15 years of experience in retirement plans, having started his career at Willis Towers Watson as a traditional retirement consultant. He subsequently served as the in-house corporate actuary for Emerson Electric Co. before joining Bank of America in the Workplace Benefits line of business, focusing on defined benefit consulting, and later transitioned to financial advising. Joel holds a bachelor's degree in mathematics from Southern Illinois University – Edwardsville. He is an Associate of the Society of Actuaries (ASA) and has earned the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Additionally, he contributes to the Society of Actuaries as an elected member of the Retirement Practice Community Advisory Team.

Christa Kloss is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with 18 years of industry experience. She has been with Stifel since 2006. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services based on a proprietary investment strategy and capital market analysis.

Robert Stone is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in multi-family real estate ownership. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, annual recommendations through a centralized consulting team.

Karl Walz is a financial advisor with Equitable Advisors in Belleville, IL, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Stifel Independent Advisors and Morgan Stanley, including Morgan Stanley Private Bank. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered advisory and broker-dealer platform.

Daniel House is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and previously worked at Greg Stellhorn - Thrivent Financial, Dieterich Bank, and Gateway Region YMCA. Outside of his financial advisory role, he serves as Assistant Minister at First Pentecostal Church of Red Bud, where he assists with event scheduling, preaching, and administrative duties. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and written recommendations across a range of planning topics, with options to combine planning and managed-account services under a consolidated billing arrangement.

Danny Reeves is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wayne Hummer Investments L.L.C. for 19 years. Outside of his advisory work, he is a business owner of FitZone 161 in Germantown, Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Michelle Sabo is a financial advisor at Stifel with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Stifel Nicolaus & Co Inc since 2021, following tenures at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she mentors high school students through the Belleville CEO Mentoring Program. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, focusing on capital market assumptions and probabilistic modeling to support client decisions.

Alec Hubbard is a financial advisor at Stifel with nine years of industry experience. He holds the CFP® and CFA® designations as well as a Series 66 registration. Prior to joining Stifel in 2022, he worked at Wells Fargo Clearing and ABM Federal Sales Inc. He serves as Communications Committee Director for the CFA Society St. Louis and is involved with the Southampton Neighborhood Association as a Special Resource Reporter. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.