Spencer Koetting is a financial advisor at Edward Jones in Shiloh, IL, holding a Series 66 designation and with 10 years of industry experience, all at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Mary Potthast is a financial advisor at Raymond James Financial with six years of industry experience. She holds a Series 66 designation and has worked at Busey Bank since 2020, Raymond James Financial Services since 2019, and Bank of Edwardsville from 2003 to 2019. In addition to maintaining her own book of business, she assists clients and another financial advisor at Busey Investment Services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans and advisory support rather than discretionary management.

Candice Mueller is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked in defense information technology contracting and served at the Air Mobility Command. She also spent six years at Nestle Purina PetCare Company. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm serves a broad client base including individuals, pension plans, corporations, and government entities, offering wealth advisory planning and investment consulting through a non-discretionary model.

Patrick Loechl is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 23 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 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 broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Joseph Sardo is a Series 66 licensed financial advisor with 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2014 to 2016. Outside of his advisory role, he has been involved in retail clothing sales at two St. Louis-based stores. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Emily Bast is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at First Clearing. Outside of her advisory role, she serves as an executor for her parent's estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jacques Darwin is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses. He has one year of industry experience and prior work history with Equitable Advisors, LLC, Bankers Life Securities, Inc., and Bankers Life & Casualty, Inc. He is also involved with Digital Intelligence Systems. 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 combines research and analytics from Wells Fargo Investment Institute and third-party databases with diversification principles and modern portfolio theory.

Charles Shocklee is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and one year of industry experience. He previously worked at Cetera Wealth Services and has been involved with Renaissance Financial as a financial advisor since 2024. Outside of his advisory role, he has worked part-time as a bar back at The Midwestern, a local restaurant. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting with a focus on research-driven, diversified investment strategies.

Jason Voss is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 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 investment advisory services. The firm’s process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs in its offerings.

Kameron Lawson is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo in 2022, he worked at Edward Jones for seven years. Outside of his advisory role, Lawson serves as a commission member on the City of Ellisville Planning & Zoning Commission. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process is grounded in modern portfolio theory and includes a broad range of investment vehicles, including insurance-related products and bank deposit sweep options.

Richard Ratterman is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services grounded in a proprietary methodology developed by its Investment Strategy Group. The firm offers fee-based financial planning and investment guidance intended to support client decisions, with clients retaining discretion over implementation.

Christopher Chambers is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2016. Chambers serves as co-trustee for a family trust related to investment matters. 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 uses research-driven investment strategies alongside a range of financial products offered through affiliated banks and insurance companies.

Peter Tassinari is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kyle Plassmeyer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2012 to 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 solutions. 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.

Jared Gray is a Series 66-licensed financial advisor with nine years of experience at Thrivent Financial and Thrivent Investment Management Inc. He began his career after graduating from the University of Missouri-Columbia. Jared is based in Collinsville, Illinois. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers goal-based, holistic planning across multiple topics without discretionary trading authority, combining planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Sharon Jones is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. Her career includes time at Wells Fargo Advisors, Stifel Nicolaus & Co Inc, and Edward Jones. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets, combining brokerage and advisory solutions informed by research from Wells Fargo Investment Institute and third-party sources.

James Burkey is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Howard Underwood is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016, in addition to maintaining self-employment since 2004. Wells Fargo Clearing provides retirement plan consulting services 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 broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

David Khang is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors from 2012 to 2016. Outside of his advisory role, he serves as treasurer for HOPE Apache Missions Inc., where he manages budgeting, accounting, and financial reporting. 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.

Jessica Bailey is a financial advisor at Stifel with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Stifel in 2023, she worked at FCB Banks and Fresh Thyme Farmer's Market. Outside of her advisory role, she has been involved with the YMCA since 2022. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic, fee-based financial planning and investment analysis to assist clients in making informed decisions.