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.

Lauren Tuhro is a financial advisor with Fidelity Investments in St. Louis, MO, holding Series 63 and Series 66 credentials and with one year of industry experience. Prior to joining Fidelity, she worked at World Wide Technology and attended Miami University. She is also associated with the Missouri Athletic Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing a variety of fund structures and model portfolios.

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 at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses with eight years of industry experience. His work history includes multiple roles within Wells Fargo entities since 2018 and prior experience at RHI General Group, Shiloh Bar and Grill, and the University of Missouri - Columbia. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

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, holding a Series 66 designation and 19 years of industry experience. She has been with Wells Fargo Clearing for 10 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting through a large network of over 14,000 financial advisors and approximately $671 billion in assets under management.

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 CERTIFIED FINANCIAL PLANNER™ professional with six years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously held roles at TD Ameritrade, the University of Missouri, BJC Healthcare, and Delaware North Company. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy and probabilistic modeling developed by its Investment Strategy Group.

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.

Anna Sahrhage is a financial advisor at Edward Jones with the Series 66 designation and seven years of industry experience. She previously worked at TheBank of Edwardsville for sixteen years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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.

Analisa Eilers is a financial advisor with Stifel in Edwardsville, IL, holding a Series 66 designation and 10 years of industry experience. She previously worked at Century Securities from 2014 to 2016 before joining Stifel Nicolaus & Co Inc, where she has been since 2016. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary investment methodology developed by its Investment Strategy Group. The firm also provides access to private funds and municipal market activities and operates affiliated trust companies and banks.

John Hoagland is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He has held roles at Thrivent Financial since 2015. Hoagland participates as a case study grader for the Wealth Management Certified Planner program at the American College of Finance and serves as a board member for Good Samaritan Ministries, which provides affordable housing and community services in East St. Louis. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across various financial topics, providing written recommendations without offering portfolio management or discretionary trading authority for these services.

Mark Murray is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory work, he has a partial ownership interest in MRM Land Holdings, LLC, which holds farm land inherited through a family member. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services and integrates advisory recommendations with various financial products and referral channels.