Colton Snelling is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and beginning his industry career in 2025. Prior to his current role, he worked briefly at Northwestern Mutual and has a background that includes attending Brigham Young University Idaho. Outside of finance, he works as a weekend cashier at a fast food company. 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 incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

David Lanson is a financial advisor at Stifel with 32 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Stifel since 2007. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Stanley Beltramea is a financial advisor at LPL Financial with six years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at the Reinsurance Group of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management along with access to model portfolios and research.

Hayden Schmidt is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones in Troy, Illinois. His prior work history includes roles at Yokohama Tire Corp, Express Scripts Inc, and the Madison County Treasurer's Office. Outside of his advisory work, he assists with event coordination for a local wedding venue. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Thomas Yacovino is a financial advisor at Stifel with 25 years of industry experience. He holds the Series 66 designation and has previously worked at Global Recruiters of Normal, COUNTRY Financial, and operated The Yacovino Group, LLC. He is based in St. Louis, MO. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit entities, offering both brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

Robert Lombard is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Cambridge Investment Research Advisors, and Bimbo Bakeries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a model-based investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

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.

Jason Jensen is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Jensen holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved planning tools and investment modeling techniques.

Matthew Mayer is a financial advisor with Fidelity in St. Louis, MO. He holds Series 63 and Series 66 designations and has over 17 years of industry experience, having previously worked at Edward Jones from 2018 to present and SCOTTRADE from 2009 to 2018. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including funds and charitable entities. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies and AI-based research tools.

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.

William Hance is a financial advisor at Stifel with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2018, following prior roles at TD Ameritrade and Scottrade. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses intended as a basis for client decisions.

Daniel Adler is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC since 2012. Outside of his advisory role, he works as a fitness instructor coaching group fitness classes. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services that cover areas such as retirement, education, risk, and wealth-transfer planning. The firm offers tailored recommendations using proprietary research and tools, with optional implementation through brokerage or advisory programs.

Janet Bone is a CFP® with 40 years of experience in the financial industry. She has worked at Raymond James & Associates since 2025 and previously spent 13 years at Benjamin F Edwards & Co. Janet is based in St. Louis, MO. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and asset allocation analyses through its Wealth Advisory Services Program and also serves municipal clients with public finance and institutional consulting capabilities.

Timothy Epps is a CFP®-certified financial advisor with 20 years of industry experience. He has worked at Edward Jones since 2005, focusing on wealth management services from the firm's Alton, IL office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Lawrence Lexow is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and bringing 32 years of industry experience. His career includes roles at multiple firms, notably Bcl Financial Management and Lexow Financial Services, where he has been active for over three decades. He also serves as president of BCL Financial Management Consultants, a retirement services firm, and volunteers in leadership roles for local community organizations including Nicol Enterprises and Saint Cecilia’s Catholic Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse clientele that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning, investment management, and retirement advisory services delivered through a network of independent professionals using multiple portfolio management platforms and strategies 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.