Lawrence Lexow is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and bringing 33 years of industry experience. His prior roles include work at multiple entities such as Bcl Financial Management and Lexow Financial Services, with ongoing involvement in insurance and financial advisory businesses. He also serves on volunteer boards and committees, including Nicol Enterprises, Inc., Saint Cecilia's Catholic Church, and a homeowners association. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

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.

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.

Joshua Smucker is a Series 66 credentialed financial advisor with Edward Jones in Troy, Illinois. He has 17 years of industry experience, including 19 years at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Robert Diaz is a CFP® with 16 years of industry experience, currently advising at Raymond James Financial Services Advisors, Inc. He previously worked at Edward Jones for 11 years. Diaz is the owner of Confluence Wealth Management, a support company based in Alton, IL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance activities through its unique affiliations.

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.

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.

Katrina Amos is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and its Smith Barney division since 2011. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques in its financial planning process.

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.

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.

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.

Dimitri Betta is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Kemper Life Insurance and Stifel Financial Corp. He is also involved with Digital Intelligence Systems LLC. 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.