Joseph Baker is a financial advisor at Wells Fargo Advisors based in St. Louis, MO, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within Wells Fargo and affiliated entities since 2014, as well as brief positions at Cooperatieve Rabobank U.A. and Rabo Securities USA, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, providing clients with options for implementation through various brokerage or advisory programs.

Michael Conley is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and various portfolio strategies.

Katherine Gruzeski is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a nationwide network of approximately 23,701 financial advisors.

Thomas Egan Jr. is a financial advisor at Edward Jones with 30 years of industry experience. He has worked at Edward D. Jones & Co., L.P. since 1999. Outside of his advisory role, he serves as a director for the Althoff Athletic Foundation, sits on the Finance Advisory Board of Hospital Sisters Health System, and holds board positions at St. Clair Country Club and St. Elizabeth's Hospital in Belleville, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Leonard Levi is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Pruco Securities, Prudential Insurance Company of America, Regions Bank, and Cetera. Outside of his advisory role, he is involved in several activities such as playing bass in a band, owning a business that provides entertainment as a dinosaur costume character for children’s parties, running a rare coin buying and selling enterprise, and working as a recruiter. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and serves plan sponsors with tailored investment strategies and fiduciary oversight.

Jon Smith is a ChFC®-credentialed financial advisor with 22 years of industry experience. He has been with Stifel in St. Louis, MO, since 2007. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology through its Investment Strategy Group for asset allocation and planning analyses, providing clients with guidance while allowing discretion over implementation.

Jazmine Hartzel is a financial advisor at Wells Fargo Clearing with three years of industry experience and holds a Series 66 credential. Her prior roles include positions at Condado Group Inc, Disys, Northwestern Mutual, and other organizations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Gerard Herber is a financial advisor with Edward Jones in Webster Groves, MO, holding Series 65 and Series 63 licenses and bringing 42 years of industry experience. He has been with Edward Jones since 1983. 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 advisors and branch offices.

Julie Breault is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She previously worked at First Bankers' Banc Securities, Inc. for five years before joining Wells Fargo Clearing in 2018. Outside of her advisory role, she owns and operates a craft business making bracelets and other items, and co-owns a wine business with her spouse; she also works part-time as a bartender at a cigar lounge. 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 IPS-driven approach incorporates modern portfolio theory and includes a broader investment menu than many peers, featuring insurance-related products and bank deposit sweep options.

Vaughn Hayes is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2021 and previously worked at QuikTrip from 2010 to 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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.

William Maguire is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Outside of his advisory work, he is involved in managing a short-term rental property. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, offering a broad range of financial services to individual and institutional clients.

Anna Lee is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and four years of industry experience. Her work background includes roles at Wells Fargo Clearing Services and Barnes and Noble. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad range of investment and fee-based financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Jeffery Carson is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Steward Partners, Raymond James Financial Services, Ameriprise Financial Services, and Morgan Stanley. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with tailored recommendations delivered through client meetings and written summaries.

Adam Gera is a financial advisor with Cetera in St. Louis, MO, holding a Series 66 credential and two years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2024 and has prior experience in various roles including at the University of Alabama and in the food service industry. In addition to his advisory role, he is also involved with Renaissance Financial, providing financial services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform with discretionary and non-discretionary program options.

Robert Laegeler is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo in various capacities since 2008. Outside of advising, he is the author of a book for newborns. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, business-owner transition, and special-needs planning.

Grant Hibbard is a CFP®-credentialed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Ernst & Young from 2019 to 2022. 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 strategies through a nationwide network of financial advisors.

Shannon James is a financial advisor with Thrivent Investment Management in Saint Louis, MO, holding Series 66 and Series 63 licenses and bringing four years of industry experience. Prior to her advisory role, she spent 14 years at Sun Valley Adult Care Center. Outside of her financial career, Shannon coordinates events at a family-owned venue, operates a notary public business, organizes a creative studio focused on publishing and crafts, and offers motivational speaking engagements. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning without discretionary trading authority.

Kathryn Motchan is a financial advisor at Stifel with 21 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Edward Jones from 2016 to 2022. Outside of her advisory role, she serves as a board member for Union Preschool in St. Louis, where she reviews budgets and operating expenses. 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 capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Chuck Edelstein is a financial advisor at Cetera with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Cetera Investment Advisors LLC and Cetera Financial Specialists LLC since 2013. Outside of his advisory work, he serves as a board member of the Chevra Kadisha Cemetery Association in St. Louis. Cetera Investment Advisors LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Oliver Jones is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. Before joining Stifel in 2020, he worked at Regions Bank and has prior experience in law enforcement and public safety, currently serving as a 911 dispatcher for the St. Clair County Sheriff Department. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.