Garrett Overton is a financial advisor with Wells Fargo Clearing in St. Louis, MO. He holds Series 63 and Series 66 credentials and has recently begun his advisory career, joining Wells Fargo in 2026. Prior to this, he worked at Northwestern Mutual Life Insurance Company and US Bank. Wells Fargo Advisors is a large national securities firm providing investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, offering a range of brokerage and advisory solutions supported by extensive research and analytics.

Jessica Shadrick is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Her career includes prior roles at Edward Jones, TD Ameritrade, and Scottrade. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Jordan Floerke is a financial advisor with LPL Financial in Columbia, IL, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial and 1st National Bank of Waterloo since 2022. Prior to his advisory career, he was employed at JV's Bar and Grill while attending Missouri State University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with tools such as LPL Research model portfolios and machine-learning systems for operational support.

Chad Rucker is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has been with Edward Jones in St. Louis, MO since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Michael Smiley Jr. is a financial advisor at Merrill with a Series 66 credential and 10 years of experience at the firm. He previously had a role at Peacock Productions in 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Berry is a financial advisor with Wells Fargo Clearing in Clayton, MO, holding Series 63 and Series 66 credentials and possessing 31 years of industry experience. She 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Nicholas Wulsch is a financial advisor with Cetera, holding a Series 66 designation and beginning his industry career in 2026. His prior work includes roles in education and retail, as well as experience at Lindenwood University and several other local organizations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios as well as customized strategies.

Brian Klos is a CFA® charterholder with 20 years of experience in the financial industry, currently serving as an advisor at Stifel. He previously worked at Conway Investment Research, LLC, Stifel Nicolaus & Co Inc, and Equitable Advisors. Outside of his advisory work, Klos is a high school basketball referee for the Missouri State High School Athletic Association. Stifel serves a diverse client base that includes individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses that support client decision-making.

Paul Bonifant is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 65 and Series 63 credentials and bringing 15 years of industry experience. His prior experience includes roles at TD Ameritrade, Scottrade, Morgan Stanley, and Missouri Valley Partners. He also serves as a trustee of a family living trust. 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 sources.

Madeline Lotspeich is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Her work history includes roles at Robert W. Baird Private Wealth Management and involvement with the Paducah Futbal Academy. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios and various program structures.

Christopher Klaus is a financial advisor at Stifel in St. Louis, MO, with four years of industry experience. He holds a Series 66 designation and has been with Stifel since 2017. Prior to his advisory role, he spent six years working at Wehenberg Theaters. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering 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 guide asset allocation and financial planning.

Brittany Elgin is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. She previously worked at Royal Alliance Associates, Inc. for five years before joining LPL Financial in 2019. Outside of her advisory role, she is a 20% owner of Martin Accounting Services, Inc., where she is involved in tax preparation and accounting. 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 portfolios, third-party asset management, and institutional platforms.

Charles Foudree is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses with 36 years of industry experience. His prior roles include positions at Wells Fargo Clearing, A.G. Edwards & Sons, UBS Financial Services, and Piper Sandler & Co. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm integrates advisory services with banking and other financial products, delivering tailored recommendations supported by proprietary research and planning tools.

Seamus Hamilton is a financial advisor at Stifel with one year of industry experience. He has been with Stifel since 2018 and holds a Series 66 designation. Prior to joining Stifel, he worked at The Revenue Optimization Companies, the Kansas University Coding Bootcamp, Hayes, and Target. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Guillermo Garsed is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and over 20 years of industry experience. His work history includes multiple roles within Wells Fargo Clearing Services and Wells Fargo Bank, as well as a position at A. G. Edwards & Sons, Inc. He is also the owner of a non-investment-related business, GSAM LLC, based in Chesterfield, MO. 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 combines brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Amanda Schuetz is a financial advisor with Stifel in St. Louis, MO. She holds a Series 66 designation and has six years of industry experience, having worked at Stifel Nicolaus since 2016. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies from its Investment Strategy Group that utilize forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Kevin Landy is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with individuals and families to develop personalized financial strategies that align with their long-term goals. Kevin emphasizes a comprehensive planning approach, integrating Merrill's investment insights and Bank of America's banking capabilities to achieve greater efficiency and alignment across clients' assets, liabilities, and liquidity. Kevin holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned his Bachelor's Degree from the University of Wisconsin Madison. His areas of focus include college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. He is involved in community organizations such as the Christian Brothers College High School Lacrosse Club, St. Louis Knights Youth Hockey Association, and St. Louis Rockets Youth Hockey Association. In his personal time, Kevin enjoys basketball, biking, football, hiking, ice hockey, traveling, and spending time with his family.

Jill Juenger is a financial advisor at Edward Jones in O'Fallon, Illinois, holding a Series 66 designation with 20 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she is involved in community activities including customer service at a local winery and coaching at a gymnastics center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services with over $1 trillion in assets under management. The firm is notable for its extensive network of advisors and branch offices as well as its affiliated investment and lending capabilities.

Luke Laputka is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Fidelity Investments and E*Trade Securities, among other roles. Outside of his advisory work, he is a part owner of Newport County Driving School, a business that teaches young people how to drive and obtain their driving license. 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 over 14,000 advisors and manages approximately $671 billion in assets, offering a range of brokerage and advisory solutions.

Keith St. John is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with nine years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing Services and Edward Jones during his career. Outside of his advisory role, he owns Saint Legg Capital, LLC, and is involved in ridesharing services as an Uber driver and a Turo rental car owner. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm utilizes Wells Fargo research and tools to develop tailored recommendations delivered through meetings and client summary letters.