David Brown is a financial advisor with Edward Jones in Swansea, IL, holding Series 63 and Series 66 credentials and with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a wide range of advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Jason Minard is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Minard serves on the Board of Directors and Audit Committee for the Institute of Internal Audit, contributing to chapter operations and continuing education programs. 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 approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Anna Kamp is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2022, she spent 15 years with Cuna Mutual Group and Cuna Brokerage Services, Inc. Outside of her advisory role, she is involved with Golden Eagle Land Crop Restoration Program. 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 advisory and brokerage services, including model portfolios, third-party asset management, and institutional platforms, supported by tools such as machine learning for operational and research purposes.

Ryan Ederle is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, MassMutual Life Insurance, COUNTRY FINANCIAL, and Wells Fargo Clearing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices and operates under a fiduciary standard.

Tyler Stewart is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with Wells Fargo Advisors in St. Louis, MO, having previously worked at Edward Jones, Scottrade, and Wells Fargo Clearing Services. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, serving a broad client base with a range of investment services.

Christy Hennessey is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and 14 years of industry experience. She previously worked at Raymond James & Associates and FRA Wealth Management, LLC. Outside of finance, she works as a bartender at Columbia City Saloon. 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 combines research from Wells Fargo Investment Institute with third-party analytics and offers both brokerage and advisory solutions across a broad asset base.

David Youngman is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Advisors since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as cash-flow, retirement, education, risk and wealth-transfer planning, as well as specialized services like business-owner transition and special-needs planning.

Keith Waters is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing six years of industry experience. He has been with Stifel Nicolaus since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services such as fee-based financial planning and wrap programs. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning.

Dustin Corey is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Scottrade from 2015 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for both non-discretionary and discretionary plan management, including insurance-related vehicles and bank deposit sweep options within their investment menus.

Daniel Lane is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 21 years of industry experience. He has been with Raymond James since 2013 and also works as a freshman boys basketball coach at Waterloo High School. 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 diverse client base including individuals, institutions, and municipal entities, providing financial planning, investment consulting, and municipal advisory services.

John Fleenor IV is a financial advisor at Stifel with 18 years of industry experience. He holds the Series 66 designation and has worked with Stifel Nicolaus & Co., Inc. since 2010 and Stifel Independent Advisors, LLC since 2008. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group. The firm provides fee-based financial planning and emphasizes discretionary client decision-making in its implementation process.

Mary Weiss is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. She has previously worked at Charles Schwab, Wells Fargo Advisors, and UniGroup. Prior to her financial services career, she was employed at Maryville University and Nerinx Hall High School. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and government entities, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Randall Skaggs Jr. is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses with 14 years of industry experience. He previously worked at Ardagh Group and has spent most of his career with Wells Fargo Clearing. Outside of his advisory work, he is involved in handyman and landscaping tasks, works as a plasma donor, and drives for DoorDash. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party databases.

Ronald Orf is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Walnut Street Securities, Inc. since 1998. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, including a notable range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Daniel Urschler is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Advisors since 2014. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and planning tools to develop tailored recommendations.

Curtiss Otten is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 registrations with 12 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, and has also been employed at Trader Joe’s for over 18 years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients through comprehensive investment and financial planning services. The firm offers a broad planning menu with tailored recommendations based on proprietary research and tools, supporting various specialized planning needs.

Ciara Latorre is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. She has worked at multiple firms including Edward Jones, MSMF Wealth Management, Cetera, TD Ameritrade, and Scottrade. 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 employs over 14,000 advisors, offering both brokerage and advisory solutions.

Dustin Eckhardt is a financial advisor with Thrivent Investment Management in Collinsville, IL, holding a Series 66 license and 22 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory role, he is the owner of an LLC established to manage future office space. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based, holistic financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate services.

Jeff Pratl is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2016. Outside of his advisory role, he is president of Pratl LLC, a commercial rental property business in Millstadt, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

Jonathan Joelner is a financial advisor with LPL Financial holding a Series 66 license and 21 years of industry experience. He previously worked at Century Securities Associates, Stifel Nicolaus, J.P. Morgan Securities, Chase Investment Services, and Banc One Securities. In addition to his advisory role, he is a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and oversight of significant discretionary assets.