Jeffrey Lasater is a financial advisor with Wells Fargo Advisors, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at Charles Schwab & Co., Inc. for four years and TD Ameritrade for three years. Before entering the financial sector, he was employed at BEST Transportation from 2016 to 2020. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services including retirement, education, risk management, and specialized areas such as business-owner transition and special-needs planning, utilizing proprietary research and tools to deliver tailored recommendations.

Brian Strand is a financial advisor at Stifel with six years at the firm and a total of four years in the industry. He holds a Series 66 designation and is based in St. Louis, MO. Stifel serves a diverse client base, including individual investors, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Lawrence Beville is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His career includes positions at Raymond James & Associates and Ameriprise Financial Services, Inc., alongside multiple roles within Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm provides a broad range of planning services supported by proprietary research and tools, with clients deciding whether to implement recommendations through brokerage or advisory programs.

Eryn Holder is a financial advisor with Thrivent Investment Management in St. Louis, MO, holding Series 63 and Series 66 licenses and 14 years of industry experience. Her prior work includes roles at Wells Fargo Clearing Services, Edward Jones, and Scottrade. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, delivering written recommendations on a variety of financial planning topics without implementing them directly. The firm combines holistic, goal-based analyses with managed-account options while maintaining separate planning and portfolio management services.

Benjamin Ellis III is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and six years of industry experience. Prior to joining Wells Fargo Clearing in 2019, he worked at Aerotek and was self-employed with Risen Savior Ministries. He is also an ordained minister at Evangel Temple, where he assists in preaching and teaching. 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Matthew Fiss is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at TD Ameritrade and Scottrade. 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 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.

Madison Helphinstine is a financial advisor at Stifel with three years of industry experience. She holds a Series 66 designation and has worked at several firms, including Miller Buckfire and Keefe, Bruyette & Woods, Inc. prior to her current role. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering 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.

Nathan Nichols is a financial advisor at Stifel with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services and Aerotek, Inc. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis developed by its Investment Strategy Group.

Michael Beck is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. He has been with Stifel Nicolaus since 2012. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and governmental entities, providing 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 support asset allocation and financial planning analyses.

Robin Karpan is a CFP® charterholder with seven years of industry experience. She has been with Edward Jones since 2004, working continuously at the firm’s Wood River, IL office. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Ryan Sayre is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 66 and Series 63 licenses and eight years of industry experience. His prior work includes roles at Wells Fargo Advisors Financial Network LLC and RHI General Group, as well as employment at the University of Missouri - Columbia and Shiloh Bar and Grill. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute alongside third-party data to inform its investment approach.

Mark Hansen is a financial advisor with Edward Jones in O’Fallon, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. He is also a trustee and one of three beneficiaries of a family trust. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacquelyn Schmidt is a CFP®-credentialed financial advisor with Edward Jones, based in Glen Carbon, IL, and has 18 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, Schmidt serves as a board member and vice chairman for the Madison County Mass Transit District in Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Stephanie Hays is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2011 to 2016. 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Mitchell Farsad is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones from 2011 to 2019. Outside of his advisory role, he serves as a director and advisory board member in local chapters of the Association of Certified Fraud Examiners and the Association of Certified Anti-Money Laundering Specialists, contributing to fraud detection and anti-money laundering education. 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 relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and planning decisions.

Paul Sankovich is a financial advisor with Wells Fargo Advisors in St. Louis, Missouri, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Advisors since 2009. Outside of his advisory role, he is the owner of Encierro Productions LLC, which provides production funding and advice on movie projects. Wells Fargo Advisors is an institutional firm with over 2,200 advisors that serves a broad client base using a comprehensive investment approach.

Daniel Licata is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He previously worked at Edward Jones for 14 years before joining Wells Fargo Clearing Services LLC in 2017. 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, using proprietary research, planning tools, and simulation models.

Gregory Maier is a CFP® with five years of industry experience, currently serving as a financial advisor at Stifel in St. Louis, MO. His career includes roles at TD Ameritrade, the University of Missouri, BJC Healthcare, and Delaware North Company. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Alexander Daly is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and has worked at Stifel, Nicolaus & Company Incorporated since 2022. Prior to his current role, his background includes positions in education and various customer service roles. 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 approach relies on proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Natalie Cortese is a Series 66 credentialed financial advisor with Edward Jones in O'Fallon, IL, where she has worked since 2014. She has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a wide range of households and organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory strategies and affiliated investment products through a large nationwide network of advisors and branch offices.