Thomas Spitler is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked at Scottrade, Inc. in 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Anthony Stanius is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. 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 IPS-driven advisory process incorporates modern portfolio theory and includes discretionary options, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Richard Fox is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and three years of industry experience. His prior work includes roles at US Tech Solutions Inc, Larken Logistics, and Sunnyhill Inc, as well as a six-year tenure at the University of Missouri, Columbia. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Steven Morse is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses. He has 32 years of industry experience, including roles at Wells Fargo Clearing since 2016 and Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold, using proprietary research and planning tools.

Eldar Rizvanov is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and seven years of industry experience. His background includes roles at Edward Jones, Randstad, and The Maries County Bank, as well as four years of service in the United States Army. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using Wells Fargo research and tools to develop tailored recommendations.

Jennifer Peiffer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and eight years of industry experience. Her work history includes roles at Wells Fargo Clearing Services, DiSys, Stifel Nicolaus & Co Inc, TD Ameritrade, and Scottrade. Outside of finance, she is involved in eBay and online sales through her own business, Pei's Resale Rendezvous LLC, and works as a delivery driver for DoorDash. 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 a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Timothy Mahnesmith is a CFP® certificant and holds a Series 66 license, with 13 years of industry experience. He has been with Edward Jones since 2012. 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 strategies supported by a large network of advisors and branch offices.

Albert Koesterer is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors, LLC from 2014 to 2016. Based in St. Louis, MO, he is part of a large institutional team. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach 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.

Alyssa Boles is a financial advisor at LPL Enterprise with a Series 66 designation and under one year of industry experience. Her prior work history includes roles outside the financial services industry as well as founding Living Blyss, LLC, an entrepreneurial venture she has operated since 2019. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

Maurice Young is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He has worked at First Clearing, LLC since 2014. Outside of his advisory role, he is involved in photography through his ownership of My Creative Lens LLC and has ownership in a plus-size women's clothing boutique, Honey's Child Boutique LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Emily Berkenbile is a financial advisor at LPL Financial in Glen Carbon, IL, holding a Series 66 designation with two years of industry experience. Her prior work includes positions at West & Company and Bank of Springfield. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by diverse investment strategies and research.

David Cimarolli is a financial advisor with Cetera who holds a Series 66 designation and has 17 years of industry experience. He has worked at Cetera since 2025 and previously spent six years with Avantax Advisory Services and ten years with 1st Global Advisors. Outside of advising, he is vice president of CEC Financial Group PC, a certified public accounting firm that provides accounting and tax services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets.

Kyle Goeke is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing Services LLC since 2017, following seven years at Stifel. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and wealth-transfer planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations, with clients choosing how to implement these through various brokerage or advisory programs.

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.

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.