Allison Kantner is a financial advisor at Charles Schwab with 10 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC and Stifel Nicolaus. Kantner is based in Aviston, Illinois. Charles Schwab & Co., Inc. 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Andre Stafford is a financial advisor with LPL Financial in Trenton, Illinois, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Home Bank and the 15th Judicial District Court Family Court Intervention. From 2017 to 2020, he was involved with Lafayette Habitat for Humanity. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

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.

Luke Niemeyer is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 65 licenses. He has four years of industry experience, including previous roles at Knights of Columbus and Knights of Columbus Asset Advisors. He serves on the finance committee of All Saints Academy, providing advisory support on budgets and general finances. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Mor Wilson is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has been with Cetera and its affiliated entity, Cetera Investment Services LLC, since 2015 and also has experience with Regions Bank since 2014. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to both affiliated and third-party investment managers.

Michael Oestereich is a financial advisor with Edward Jones in O’Fallon, Illinois, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory work, he serves as a parish organist at St. Nicholas Catholic Church in O’Fallon. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Wendy Penrod is a financial advisor with Raymond James & Associates in Ofallon, Illinois, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.

Candice Mueller is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Her prior work includes roles at the Defense Information Technology Contracting Office, Air Mobility Command, and Nestle Purina PetCare Company. 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, providing financial planning and non-discretionary investment consulting through various specialized programs and offers municipal advisory services alongside its institutional and individual client solutions.

Kyle Fink is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at LPL Financial since 2017 and previously spent 10 years with National Planning Corporation. Outside of his advisory role, he is involved with a group formed to purchase a building in O’Fallon, IL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Melissa Roessler is a Series 66-licensed financial advisor with Wells Fargo Clearing in Columbia, IL, where she has worked since 2016. She has 14 years of industry experience, including five years at Wells Fargo Advisors, LLC. 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 advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial products than typical large institutional advisers.

Todd Stonewater is a financial advisor with Edward Jones in O Fallon, IL, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Edward Jones since 2006. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Clayton Mason is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds a Series 66 designation and is based in Freeburg, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions under a fiduciary standard. The firm is notable for its extensive nationwide network of advisors and branches, as well as affiliated services including a trust company and proprietary investment products.

Cody Patterson is a financial advisor at Merrill holding a Series 66 designation. He has a diverse work background including roles at Bank of America, Regions Bank, and service in the United States Army National Guard. Outside of finance, he has experience working at Eckerts as a food runner and bartender on a limited basis. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Timothy Guthrie is a CFP® with 33 years of industry experience, currently affiliated with Stifel Nicolaus since 2006. He holds the Series 63 and Series 65 licenses. Outside of his advisory work, he co-owns Farmer's Garden, managing general upkeep alongside his wife. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary methodology from its Investment Strategy Group.

Gregory Lhamon is a financial advisor with Edward Jones, holding a Series 66 designation and bringing five years of industry experience. He has worked at Edward Jones since 2020 and maintains a role with Market Edge LLC, where he sells products on Amazon and earns residual income from audiobooks he narrated. Prior to his financial services career, he spent four years at Salem Radio Network, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a broad range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Robert Stone is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in multi-family real estate ownership. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, annual recommendations through a centralized consulting team.

Michelle Sabo is a financial advisor at Stifel with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Stifel Nicolaus & Co Inc since 2021, following tenures at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she mentors high school students through the Belleville CEO Mentoring Program. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, focusing on capital market assumptions and probabilistic modeling to support client decisions.

Paul Jansen is a financial advisor at Edward Jones in Lebanon, Illinois, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. 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 through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Michael Hatley is a financial advisor at Stifel with 22 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006 and holds a Series 66 designation. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which supports asset allocation, retirement, insurance, and estate planning analyses.