Robin Heiken is a financial advisor with Raymond James & Associates in Belleville, IL, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Raymond James & Associates since 2013. He serves as a co-trustee of a family trust for his deceased father, a role in which he is not compensated. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning and advisory services that are generally non-discretionary, supported by a range of portfolio management styles and proprietary research.

Matthew Reinholz is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked for eight years at Buckeye International and four years at Southern Illinois University Edwardsville. He holds a Series 66 designation and is based in Columbia, IL. 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 supported by a large network of financial advisors and branch offices nationwide.

Mitchell Hamilton is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Wells Fargo Advisors, Dexian, and Stifel Financial Corp. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting through a large network of advisors. The firm combines research from Wells Fargo Investment Institute and third parties with diversification principles and modern portfolio theory in its investment approach.

Patrick Stropes is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2017 and previously held roles at AG Environmental and Relearnit. Outside of finance, he owns and operates PHOENIX-FYRE WOODWORKING, a woodworking business. 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 supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Desiree Casey is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Wells Fargo Clearing Services in 2018, she worked at RHI General Group and has experience in various roles including at Southern Illinois University and Arby's. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning options, including cash-flow, retirement, and niche services such as business-owner transition planning and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored client recommendations.

Timothy Altepeter is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a grade school basketball referee in St. Louis, Missouri. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, providing both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

William Day is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he co-hosts a hockey podcast called "LET'S GO BLUES." 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.

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.

Phillip Caravia is a financial advisor with Raymond James Financial Services Advisors, Inc. in Fairview Heights, IL, holding Series 63 and Series 66 credentials and with 21 years of industry experience. He previously worked at Edward Jones from 2007 to 2016. Caravia serves on the board of the Belleville Public Schools District #118 Educational Foundation and advises the Violence Prevention Center of SW Illinois on financial matters. He is also the owner of a business focused on competitive golf tournaments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers customized, non-discretionary planning and employs risk profiling and modeling tools to support client goals.

Stephen Shevlin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining LPL Financial in 2024, he spent 25 years at Stifel, Nicolaus & Co., Inc. He is associated with 1818 Wealth Advisors LLC, an investment-related business entity connected to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a broad operational and research support infrastructure.

Karen Middleton is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and 37 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she plays piano for morning services at St. James M. B. Church on a part-time basis. 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 manages approximately $671 billion in assets and employs over 14,000 financial advisors, utilizing research and analytics to guide diversified investment strategies.

Jeremy Essary is a financial advisor at Stifel with 14 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Charles Schwab and TD Ameritrade. Essary previously operated a consulting business, J's Consulting Services, from June 2023 to July 2024. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and advisory services supported by proprietary investment methodology developed by its Investment Strategy Group.

Janelle Galbierz is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 66 designations and has been with Stifel and its affiliates since 2008. Outside of her advisory role, she serves as President, Secretary, and Treasurer of JagMag Investment Properties Inc., a company involved in investment property acquisitions. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Scott Waeltz is a financial advisor at Stifel with 16 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2008. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Samuel Vonfeldt is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services LLC since 2017. Prior to that, he was employed at Kforce and Priesmeyer Enterprises. 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, serving as an ERISA fiduciary when providing investment advice.

Cole Anthony is a financial advisor with Wells Fargo Clearing in St. Louis, MO. He holds the Series 63 and Series 66 designations and has six years of industry experience. His prior work includes two years as a self-employed advisor before joining Wells Fargo Clearing in 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Michael Grimm is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior roles include positions at Gallatin Asset Management, UBS Financial Services, and Citigroup Global Markets. He has been with Wells Fargo Clearing since 2016. 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 specialized areas such as business-owner transition and sports & entertainment planning, and uses proprietary research and tools to develop tailored recommendations.

James Howrey is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent three years with Stifel from 2005 to 2008. 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 combines extensive research and analytics with a range of brokerage and advisory solutions, serving more than 14,000 financial advisors and managing approximately $671 billion in assets.

Matthew Tipton is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 66 and Series 63 licenses with 11 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, catering to clients who meet certain net-worth criteria.

Nathan Burgess is a Series 66-licensed financial advisor with Wells Fargo Clearing in St. Louis, Missouri. He has 22 years of industry experience, including two separate tenures at Wells Fargo Clearing spanning a total of 14 years. 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.