Theresa Jansen is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a liturgy musician at St. Rose Church in Breese, Illinois. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Kimberley Siegel is a financial advisor with Edward Jones in Belleville, IL, holding the CFP® designation and Series 63 and 66 licenses, with 24 years of industry experience. Before joining Edward Jones in 2022, she worked at Stifel Nicolaus & Company INC from 2007 to 2022. She serves as secretary on the board of directors for a staffing company, First Class Workforce Solutions, where she is also a silent owner, and is a member of the Parish Finance Council at Immaculate Conception Catholic Church. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and affiliated financial services through a nationwide network of advisors and branch offices.

Stephanie Gerstner is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with 19 years of industry experience. She has been with Stifel Nicolaus since 2005. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both 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.

Chase Fitzgerald is a financial advisor at Stifel with three years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Stifel in 2024, he worked at TD Ameritrade and has experience in multiple sectors including insurance and retail. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, combining capital market assumptions and probabilistic modeling.

Andre Potter is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and five years of industry experience. His prior roles include positions at TD Ameritrade and Amazon.com, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services. 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.

Robert Osdieck is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones & Co, LP for 10 years before joining Wells Fargo Clearing in 2018. Outside of his advisory role, he serves as a FINRA arbitrator involved in dispute resolution. 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 incorporates a broader range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Sarah Harms is a financial advisor with Wells Fargo Advisors in O'Fallon, Illinois. She holds a Series 66 designation and has five years of industry experience. Prior to joining Wells Fargo Advisors, she worked at Regions Bank for eight years. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, serving a broad client base with a range of financial services and investment solutions.

Andrew Gilkeson is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Wells Fargo, he served in the U.S. Army for 16 years and worked at First Command in various advisory and brokerage roles. 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 from Wells Fargo Investment Institute and third-party sources to guide investment selection within a diversified framework, offering both brokerage and advisory solutions.

Frederick Savel is a financial advisor at LPL Financial in St. Louis, Missouri, holding a Series 66 designation with 25 years of industry experience. His prior roles include positions at PNC Investments, Wells Fargo Clearing, Infinex Investments, Inc., and First Bank. Outside of advising, he works as an Uber and DoorDash driver on a limited basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, leveraging model portfolios, third-party research, and technology-driven strategies.

Chandler Bonta is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2022. His prior experience includes roles at Freeburg Care Center, UMSL Recreation and Wellness Center, Laugh and Learn Daycare, and Tequila Mexican Restaurant. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other institutional investors.

Samuel Calhoun is a CFP®-certified financial advisor with Edward Jones, where he has worked for six years. Prior to joining Edward Jones, he held roles at Panera Bread Co., Monroe County YMCA, and Missouri State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.

Eric Sacks is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Wells Fargo Clearing Services and Associate Staffing since 2017. Prior to his financial career, he worked at Gold's Gym and Lindenwood University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools, with advisory services integrated alongside other financial products.

Nathan Foster is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2017, following five years at SagePoint Financial. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Noah Pirtle is a financial advisor at Stifel with a Series 66 designation and less than one year of industry experience. His prior roles include positions in sales and campaign work before joining Stifel. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Daniel Kalvaitis is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Fidelity Investments and TD Ameritrade, as well as periods of self-employment. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services based on an IPS-driven process grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment menus, serving a broad range of institutional clients.

Andrew Guelker is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Randstad, TD Ameritrade, and Consumer Adjustment Company Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Hernan Cardenas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services with an IPS-driven approach grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, serving large institutional clients.

Gerald Yungling is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career has been entirely with Wells Fargo and its affiliated entities since 2009. Wells Fargo Advisors is a large institutional firm with over 2,200 advisors, serving a broad client base through comprehensive financial planning and investment services.

Kyle Williams is a financial advisor at Cetera with one year of industry experience and holds a Series 66 designation. Prior to joining Cetera, he worked at Avantax Advisory Services and Avantax Investment Services Inc., and he also serves as a Senior Tax Manager at CEC Financial Group PC, a certified public accounting firm specializing in tax compliance and consulting. Outside of financial advising, he is involved as the treasurer for the North American Die Casting Association Chapter 17 and coaches wrestling at the high school and middle school levels. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create custom strategies across various program structures and custodial relationships.

Tim Sellenriek is a financial advisor at Stifel with eight years of industry experience and holds the Series 66 designation. His prior roles include positions at Wells Fargo Clearing Services and DiSys. 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 uses a proprietary methodology developed by its Investment Strategy Group, which applies forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.