Brian Drochelman is a financial advisor at Stifel with 27 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2017 and previously worked at Wells Fargo Clearing. Outside of his advisory role, he serves as a director for the 9/11 Memorial March to the Arch, a commemorative walk honoring victims of the 9/11 attacks. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Robyn Walthall is a financial advisor with Wells Fargo Advisors in Granite City, IL, holding a Series 66 designation and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 institutions. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referrals.

Chris Kuczwara is a financial advisor at Stifel with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors before joining Stifel in 2023. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Audrey Porter is a financial advisor at Stifel with five years of industry experience. She holds a Series 66 designation and has worked with firms including Wells Fargo Clearing Services and Carol Stolze Insurance Agency, COUNTRY Financial. Stifel serves a broad range of clients including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services with a proprietary investment methodology based on forward-looking capital market assumptions and probabilistic modeling.

Omar Latif is a financial advisor at Stifel with eight years of industry experience. He has held positions at Stifel since 2017 and previously worked at Regions Bank from 2014 to 2017. He holds the Series 66 designation. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Ashley Schmidt is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. She has been with Stifel Nicolaus & Company, Inc. since 2022. Prior to her current role, Schmidt held various positions in education and retail. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Sloane Egan is a financial advisor at Edward Jones with one year of industry experience. Sloane holds the Series 66 designation and has worked at Edward Jones since 2023. Prior to joining Edward Jones, Sloane has experience in various roles, including at St. Clair Country Club and in educational institutions such as Saint Louis University and Nerinx Hall High School. 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 and investment strategies, managing approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Samantha Koester is a financial advisor with Thrivent Investment Management in Bellville, IL, holding Series 63 and Series 66 licenses and having two years of industry experience. Her prior work includes roles at Thrivent Financial and various service sector positions. Outside of advising, she is involved in community activities such as working with VOSS Auctions, providing pet care through Rover, and delivering groceries via Instacart. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm enables clients to integrate planning with managed accounts through a consolidated billing option while maintaining separate service arrangements.

Steven Schultheis is a financial advisor at Edward Jones in New Baden, IL with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Finish Line and in the education sector. 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 and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kelly Murphy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Wells Fargo in 2019, Murphy worked at TD Ameritrade and held positions at DexYP and YP Holdings LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary investment advisory services. The firm’s approach 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.

Elizabeth Walz is a financial advisor at Stifel with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Morgan Stanley and Keefe, Bruyette & Woods, Inc. Since 2007, she has served as a worship coordinator at Union United Methodist Church, where she prepares worship services and directs the praise band. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services backed by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Katrina Browne is a financial advisor at Stifel with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2005. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach includes proprietary analysis and allocation guidance developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling.

Robert Liebherr is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with 11 years of industry experience. He previously worked at Edward Jones for 10 years before joining Stifel in 2024. 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 guide asset allocation and financial planning.

Jason Wickersham is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with various Fidelity entities since 2014. Outside of his advisory role, he oversees staff for Event Transportation Solutions, Inc., managing transportation logistics for a Formula 1 venue. Strategic Advisers LLC, a Fidelity Investments company, provides a range of investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Thomas Mulherin is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006 and also has a longstanding role at Magna Bank. Outside of his advisory work, he serves on the Endowment Committee for St. John's Lutheran Church and is a board member of the Southwestern Illinois College Foundation. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment process is based on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to inform client decisions.

Spencer Beckmann is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. He has previously worked at FCB Banks and has two decades of experience with REA Electric and ProBuild Inc. Outside of his advisory role, he is involved in managing 9 Little Acres Cattle Co. LLC, a farming business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies, and supports over 22,800 advisors with extensive operational and research tools.

Gail Graham is a financial advisor at Stifel with 25 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2014 and holds Series 63 and Series 66 qualifications. Outside of her advisory role, she serves as president of the Babe Gantt Scholarship Inc. and chairs its annual golf tournament. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services guided by a proprietary investment methodology developed by its Investment Strategy Group.

Eric Klino is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. His background includes military service in the United States Air Force from 2011 to 2021 and a role at Superlative Technologies from 2021 to 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Keith Cook is a financial advisor at Edward Jones with seven years of experience. Prior to joining Edward Jones in 2019, he spent 33 years at Regions Financial. He serves as a community board member at Memorial Hospital East and occasionally works as an election judge in St. Clair County, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Samuel Lawson is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and previously worked at Bass Pro Shops, Lyft, Uber, and served in the U.S. Army. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment analysis methodology developed by its Investment Strategy Group to support asset allocation and financial planning.