Travis Thompson is a financial advisor at Stifel with 20 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co., Inc. since 2003. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, which use forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Ian Somogye is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Wells Fargo, he worked at Charles Schwab and TD Ameritrade. Outside of finance, he has experience in the food and service industries, including roles at Island Vintage Coffee and Waterway Car Wash. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Kevin Edwards is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 24 years of industry experience. His prior roles include positions at Avantax Investment Services and 1ST Global Capital Corp., and he is a member of CEC Financial Group LLC and Creason-Edwards & Cimarollo, PC, where he also prepares tax returns. He manages an LLC that owns a plane rented to flight school students. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jason Digirolamo is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a soccer official for the Metro Illinois league. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing a range of investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research from Wells Fargo Investment Institute and third-party databases, applying diversification principles and modern portfolio theory in its investment approach.

Teri Metter is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Marcy Oliver is a financial advisor at Stifel with 13 years of industry experience and holds a Series 66 designation. She has worked at Scottrade, Inc. from 2004 to 2018 and has been with Stifel Nicolaus & Co Inc since 2018. Outside of her advisory role, she has worked as a cashier at Dierbergs Markets. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Ryan Moon is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and 23 years of industry experience. He previously worked at Edward Jones for 18 years before joining Wells Fargo Clearing Services in 2019. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, providing investment services across a broad range of client needs.

Tricia Earnest is a financial advisor at Edward Jones with eight years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at TD Ameritrade and Midwest BankCentre. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets across a large nationwide network of advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Leslie Jones is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds the Series 66 designation and has been with Wells Fargo in various roles since 2015. She is based in St. Louis, MO. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Charles Richards is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds a Series 66 designation and fulfills duties as a commander in the U.S. Navy Reserve, where he also teaches a reserve leadership course monthly. 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 affiliated financial services supported by a large nationwide network of advisors and branch offices.

Joseph Delsignore is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and having 31 years of industry experience. He has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Shawn Delatorre is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. He has been with Wells Fargo Clearing Services since 2015. Wells Fargo Advisors is a large institutional firm with over 2,200 advisors, serving a broad client base through comprehensive financial services.

Cole Proffer is a financial advisor with Primerica Advisors in Columbia, IL, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked with PFS Investments Inc since 2009 and Primerica Financial Services since 2008. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and offers services through a large network of advisors and offices.

Colleen Dunaway is a financial advisor at Stifel with four years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2020, previously employed at Diversified Financial Advisors, LLC and Enterprise Holdings. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services such as fee-based financial planning and model asset allocations based on proprietary capital market assumptions developed by its Investment Strategy Group.

Jason Lewis is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He has held positions at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has worked since 2016. He holds Series 63 and Series 65 designations and is based in St. Louis, MO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and demographics, and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Brenden Rolens is a Financial Advisor at Merrill Lynch Wealth Management, specializing in Education Planning, Family Wealth Management Strategies, and Portfolio Management Services. He brings a strong background in market evaluation and financial analysis to his role, which supports his work with clients to meet their financial objectives. Prior to joining the financial services industry with Lollar and Associates in 2026, Brenden developed his financial analysis skills through roles in manufacturing and private equity financial teams. Brenden holds Series 7 and 66 FINRA registrations and has earned the Personal Investment Advisor (PIA) designation. His educational background includes a High School Diploma from Edwardsville High School and attendance at Northwestern University without degree conferral. Residing in Glen Carbon with his wife Korinne and their two children, Thelma and Clyde, Brenden spends his personal time engaging in activities such as playing with his children, watching crime documentaries with his wife, and analyzing sports data related to Major League Baseball and the National Football League. His personal interests also include baseball, basketball, billiards, chess, football, golfing, reading, running marathons, and table tennis.

Robert Levinson is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC from 2012 to 2016. Outside of his advisory role, Levinson is a singer with the St. Louis Chamber Chorus. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options in its offerings.

Garrett Pinkley is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation with approximately one year of experience in the industry. His prior work includes positions at Midwest Regional Bank, First State Community Bank, and various educational institutions such as the University of Missouri and Hillsboro High School. 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 substantial assets and offers both brokerage and advisory solutions, relying on research and diversification principles in its investment approach.

Andrea Nicholas is a financial advisor with Wells Fargo Clearing in St. Louis, MO. She holds Series 63 and Series 66 designations and has 20 years of industry experience. Her work history includes positions at Wells Fargo Advisors and Edward Jones prior to her current role. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options and provides a range of brokerage and advisory solutions.

Tiffany Lopez is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation with 10 years of industry experience. She has worked within various Wells Fargo entities since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement and wealth-transfer planning, using proprietary research and planning tools.