Anthony Stanius is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Investments, LLC and WRP Investments, Inc. 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, using research and analytics to support its investment approach.

Richard Fox is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and three years of industry experience. His prior work includes roles at US Tech Solutions Inc, Larken Logistics, and Sunnyhill Inc, as well as a six-year tenure at the University of Missouri, Columbia. 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 grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Steven Morse is a financial advisor with Wells Fargo Advisors in St. Louis, Missouri, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored client recommendations.

Eldar Rizvanov is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and seven years of industry experience. His background includes roles at Edward Jones, Randstad, and The Maries County Bank, as well as four years of service in the United States Army. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using Wells Fargo research and tools to develop tailored recommendations.

Jennifer Peiffer is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and eight years of industry experience. Her work history includes positions at Wells Fargo Clearing Services, DiSys, Stifel Nicolaus, TD Ameritrade, and Scottrade. Outside of advising, she owns and operates an online sales business, Pei's Resale Rendezvous LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and sports & entertainment planning, and integrates advisory services with other financial products and referral channels.

Albert Koesterer is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has been with Wells Fargo Clearing since 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 offers a combination of brokerage and advisory solutions and manages approximately $671 billion in assets through a network of over 14,000 financial advisors.

Alyssa Boles is a Series 66 registered advisor with LPL Enterprise LLC and has one year of experience in the financial industry. Her prior roles include positions at several financial and community organizations. She is also involved with Living Blyss, LLC, which she has been associated with since 2019. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment strategies and offers financial planning, third-party asset management access, and a variety of affiliated financial services.

Jared Nuxoll is a financial advisor with Edward Jones in Columbia, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Maurice Young is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He has worked at First Clearing, LLC since 2014. Outside of his advisory role, he is involved in photography through his ownership of My Creative Lens LLC and has ownership in a plus-size women's clothing boutique, Honey's Child Boutique LLC. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

David Cimarolli is a financial advisor with Cetera who holds a Series 66 designation and has 17 years of industry experience. He has worked at Cetera since 2025 and previously spent six years with Avantax Advisory Services and ten years with 1st Global Advisors. Outside of advising, he is vice president of CEC Financial Group PC, a certified public accounting firm that provides accounting and tax services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets.

Kyle Goeke is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing Services LLC since 2017, following seven years at Stifel. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and wealth-transfer planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations, with clients choosing how to implement these through various brokerage or advisory programs.

Adrian Turnell is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses with six years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2020 and was previously with RHI from 2020 to 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 approach is IPS-driven and incorporates modern portfolio theory, with options for discretionary management and a broad range of financial products including insurance-related vehicles.

David Lanson is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2001, except for a brief period at LPL Financial in 2007. Based in St. Louis, MO, he has provided advisory services for nearly two decades at his current firm. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services such as fee-based financial planning and model-based asset allocation guided by its proprietary investment methodology.

Thomas Yacovino is a financial advisor at Stifel with 26 years of industry experience and holds a Series 66 designation. His prior roles include positions at Global Recruiters of Normal, COUNTRY Financial, The Yacovino Group, Questar Asset Management, and Wells Fargo Clearing. Based in St. Louis, MO, he joined Stifel in 2023. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses to assist client decision-making.

Robert Lombard is a financial advisor with Fidelity in St. Louis, Missouri, holding a Series 66 designation and 13 years of industry experience. His work history includes roles at Edward Jones and Cambridge Investment Research Advisors. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various fund types.

Martin Ghafoori is a financial advisor at Stifel with 19 years of industry experience. He has been with Stifel Nicolaus since 2008 and holds the Series 66 designation. Outside of his advisory role, he is involved in several community organizations, including serving as Vice President of the Wentzville School District Foundation and as a board member for The BackStoppers Inc. of St. Charles County. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Kaleb Katzenberger is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. He has been with Wells Fargo Clearing since 2015. Outside of his advisory role, he provides in-home health aid to a family member. 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.

Matthew Mayer is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He worked at Scottrade for nine years before joining Edward Jones, where he spent six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm integrates fundamental research with quantitative analysis and systematic portfolio construction techniques, and it is noted for its use of algorithmic methods and AI in investment research as well as its role in managing and advising multi-manager and fund-of-funds structures.

Amy Hartmann is a financial advisor with Charles Schwab in Saint Louis, MO, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked at Charles Schwab Bank, Charles Schwab, and TD Ameritrade during her career. Outside of finance, she owns Auk Arts LLC, an art and design business. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and offers a centralized operational structure serving a large client base.

Christopher Bagwell is a Wealth Management Advisor with Merrill Lynch Wealth Management and The Gray Group. Since joining in 2016, he has focused on providing advice, planning, and investment management services to a select group of clients, including affluent families, small business owners, and retirement service plans for business owners. He works on the investment management segment of the team as a Portfolio Manager, managing personalized and defined strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment approaches on a discretionary basis. Chris holds several professional designations, including Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Certified Investment Management Analyst (CIMA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor’s degree in Economics and Finance from the Southern Illinois University System. His areas of expertise encompass family wealth management strategies, small business strategies, personal retirement planning, legacy planning, and investment consulting for defined contribution plans, among others. Outside of his professional work, Christopher enjoys golfing, baseball, football, and ice hockey. He values spending time with his family and engaging with various charities in his community. Christopher and his wife, Heidi, reside in Troy, Illinois, with their two children.