Elijah James is a financial advisor with Ameriprise in Columbia, IL, holding a Series 66 designation and two years of industry experience. He has worked at Ameriprise since 2022 and has prior experience at Missouri State University and Columbia School District. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides clients approaching or in retirement with detailed planning and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Heidi Gebauer is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with 18 years of industry experience. She has been with Stifel Nicolaus since 2006. Outside of her advisory role, she is involved in dog sitting. Stifel serves a broad range of clients—including individuals, institutional clients, and charitable organizations—offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Joseph Chappell is a financial advisor at Edward Jones with 20 years of industry experience. He has held his current position since 2005 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Julie Lankford is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2018 and was previously with U.S. Bancorp Investments, Inc. for five years. 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 offers both brokerage and advisory solutions.

Glenn Dodge is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he works as a food delivery driver for DoorDash and Uber Eats. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Colleen Mueller is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2008 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans 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 vehicles and bank deposit sweep options among its investment offerings.

Daniel Smith is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Smith owns and operates Smith Vintage Sports Cards and Memorabilia, a business focused on buying and selling sports cards and memorabilia. 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 uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions through a large network of advisors.

David Gebhardt is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 credential and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at First Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory 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.

Melinda Freshour is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2014 to 2016. 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 uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions through a large network of financial advisors.

Todd Blount is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2012. Outside of his advisory role, he is involved with Conscious Image Productions, LLC, assisting musicians with production, distribution, and management of their music. 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, including specialized areas like business-owner transition and special-needs analysis, with customized recommendations developed through Wells Fargo’s research and planning tools.

Timothy Feeney is a financial advisor at Edward Jones in O'Fallon, IL, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at the Federal Bureau of Investigation from 2014 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

Melinda Ross is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Merrill, Archford Capital Strategies, and Purshe Kaplan Sterling Investments. Based in St. Louis, MO, she has been with Wells Fargo Clearing since 2022. 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.

Jasmine Hutson is a financial advisor at Stifel with seven years of industry experience. She holds a Series 66 designation and has worked at Stifel, Nicolaus & Co. since 2016. Prior to her current tenure, she was involved with Fast Fitness Boot Camp for one year. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Denise Arendell is a financial advisor at Edward Jones with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch for six years before joining Edward Jones in 2017. Outside of her advisory role, she is co-owner and CEO of Graceology LLC, a spirits brand that donates a portion of its net profits to local nonprofits. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large national network of financial advisors and branch offices.

Jacob Dofing is a financial advisor at Wells Fargo Clearing with a Series 66 credential. He has one year of industry experience and has previously worked at MassMutual Investors Services, MassMutual Life Insurance, Edward Jones, and in hospitality roles including The Kitchen Grill & Games and Chick-fil-A. Outside of finance, he has worked as a bartender at Salt and Smoke, a restaurant and bar in Kirkwood, Missouri. 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 IPS-driven advisory process includes both non-discretionary and discretionary options and features a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Joseph Roddy is a CFP®-designated financial advisor with 40 years of industry experience. He is currently with LPL Financial and has previously worked at Cetera Advisor Networks, Paramount Financial LLC, and Oracle Financial Inc., where he continues as a non-variable insurance agent. Based in St. Louis, MO, Roddy has held various advisory and insurance roles throughout his career. 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 financial planning, model portfolio programs, and institutional platforms, utilizing both discretionary and non-discretionary strategies with access to machine-learning tools for operational support.

Patrick Oglesby is a financial advisor with Edward Jones in Belleville, IL, holding a Series 66 designation and seven years of industry experience. He previously worked for Endeavor Capital LLC, doing business as Homestead Financial Mortgage, from 2011 to 2019 before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operates under a fiduciary standard, and maintains a large national network of advisors and branch offices.

Amita Chinnadurai is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds a Series 65 designation and has worked at Wells Fargo Clearing and its affiliates since 2011, with a two-year tenure at Edward Jones in between. She serves as Treasurer and Finance Committee Chair for the St. Louis Public Schools Foundation. 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 grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, distinguishing it from many institutional advisers.

Robert Patrick is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and previously worked at US Tech Solutions Inc. Outside of finance, he has experience in the hospitality sector, having worked at Applebee's Bar and Grill and Patrick's Bar and Grill. 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 employs a large network of advisors and uses research-driven strategies grounded in diversification and modern portfolio theory.

Clarissa Winger is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following two years with WELLS FARGO Advisors, LLC. Outside of her advisory role, she serves as executor for her mother’s estate. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.