Christopher Green is a financial advisor with LPL Enterprise holding Series 63, 65, and 66 designations and 15 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Green is involved in marketing and office support roles related to his LPL business activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, and access to brokerage and insurance products through an integrated platform combining advisory services with financial product sales.

Andre Cantareira is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 66 licenses and with 22 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 13 years prior to joining LPL Financial in 2022. 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 brokerage services supported by research and model portfolios from both in-house and third-party sources.

Matthew Heaton is a Series 66-licensed financial advisor at Stifel in St. Louis, MO, with 13 years of experience at the firm since 2013. He has worked exclusively at Stifel during his career. Stifel serves a wide range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support client decision-making.

Brian Varel is a financial advisor at Stifel with 18 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2009. Stifel serves a broad range of clients, including individuals, institutional accounts, 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, providing asset allocation and planning analyses to support client decision-making.

Stephen Martin is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has previously worked at Royal Alliance Associates, Inc. for 27 years and has operated Martin Financial Services, Inc. since 2012. Outside of his advisory role, he is a certified public accountant and president of Martin Accounting Services, Inc., and is a minority partner in a restaurant business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by research and various management strategies.

Timothy Strazinsky is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2005 onward. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment products through an integrated platform that combines adviser programs with brokerage and insurance offerings.

Phoebe Del Castillo is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Edward Jones and E*TRADE in various capacities prior to joining Stifel. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Allison Balch is a financial advisor at Stifel with eight years of industry experience. She has held positions at Stifel since 2023 and previously worked at TD Ameritrade and Scottrade. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Jarrod Reynolds is a Series 66 licensed financial advisor with Wells Fargo Clearing in St. Louis, Missouri, and has 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm uses research and analytics to evaluate investment options, offering both brokerage and advisory solutions through a large network of over 14,000 advisors.

Charity Wrigley is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing Services since 2018, with prior experience at Stifel Nicolaus & Co Inc from 2014 to 2018. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, and niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

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.

Ross Woody is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Matthew Chellis is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 25 years of industry experience. Prior to joining Cetera in 2021, he worked at VOYA Financial Advisors for seven years. In addition to his advisory role, Chellis is an attorney and has served as a roving deputy monitor for the St. Louis County Board of Election. Cetera is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and retirement services through a multi-manager platform that includes affiliated and third-party managers, with assets under management exceeding $256 billion.

Martin Newton is a financial advisor at Edward Jones in Columbia, Illinois, with 21 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 2004. Outside of his advisory work, he owns farm ground that is rented out annually, with no active management involved. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of investment advisory programs and affiliated financial services, managing approximately $1.01 trillion in assets under management.

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.

Joel Albers is a financial advisor at Merrill Lynch Wealth Management with a background in retirement actuarial work. He has over 15 years of experience in retirement plans, having started his career at Willis Towers Watson as a traditional retirement consultant. He subsequently served as the in-house corporate actuary for Emerson Electric Co. before joining Bank of America in the Workplace Benefits line of business, focusing on defined benefit consulting, and later transitioned to financial advising. Joel holds a bachelor's degree in mathematics from Southern Illinois University – Edwardsville. He is an Associate of the Society of Actuaries (ASA) and has earned the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Additionally, he contributes to the Society of Actuaries as an elected member of the Retirement Practice Community Advisory Team.

Christa Kloss is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with 18 years of industry experience. She has been with Stifel since 2006. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services based on a proprietary investment strategy and capital market analysis.

Justin Bentrup is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and six years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously held positions at Macy's, Daniel Fowler Agency, Scottrade, and Mohela. 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 approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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.

Karl Walz is a financial advisor with Equitable Advisors in Belleville, IL, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Stifel Independent Advisors and Morgan Stanley, including Morgan Stanley Private Bank. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered advisory and broker-dealer platform.