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.

Stanley Beltramea is a financial advisor with LPL Financial in Edwardsville, IL, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining LPL Financial in 2026, he worked at Reinsurance Group of America from 2020 to 2026 and held positions at TricorBraun, Mark Andy, and Armstrong Energy. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, model portfolios, and institutional platforms, utilizing both proprietary research and third-party strategies.

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 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.

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, 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.

William Hance is a financial advisor at Stifel with 17 years of industry experience. He holds the 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 individual investors, institutions, and nonprofit organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide asset allocation, retirement, insurance, and estate planning analyses.

Stacy Richmond is a CFP® and holds a Series 66 license, with 15 years of experience at Edward Jones in Belleville, IL. She has worked exclusively with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Daniel Adler is a financial advisor with Wells Fargo Advisors in St. Louis, Missouri, holding a Series 66 designation and 15 years of industry experience. He previously worked at Wells Fargo Clearing for nine years and Edward Jones for one year. Outside of his advisory role, Daniel is a fitness instructor coaching group classes at Xtra Mile Fitness. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

Janet Bone is a CFP® with 40 years of industry experience currently at Raymond James & Associates. She previously worked for Benjamin F Edwards & Co for 13 years before joining Raymond James. Based in St. Louis, MO, she holds a Series 63 license. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Lawrence Lexow is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked with multiple entities over his career, including Bcl Financial Management and Lexow Financial Services, and currently serves as president of BCL Financial Management Consultants, a third-party administration and pension services firm. He is also involved as a board member and volunteer with Nicol Enterprises, Saint Cecilia’s Catholic Church, and Country Club Manors Homeowners Association. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers access to various platforms, third-party advisers, and proprietary model strategies.

Theresa Jansen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016, with prior experience at A. G. Edwards & Sons, Inc. and Woodbury Financial Services, Inc. In addition to her advisory role, she serves as a liturgy musician at St. Rose Church in Breese, Illinois. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to guide portfolio construction and provides both brokerage and advisory solutions across a broad client base.

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 with Stifel in St. Louis, MO, holding a Series 66 designation and 20 years of industry experience. She has been with Stifel Nicolaus since 2005. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach involves proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and financial planning analyses that clients use to make informed decisions.