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 worked at Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 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, wrap-fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions, leveraging research and analytics in its investment approach.

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., holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes ten years at Edward Jones before joining Raymond James in 2016. He serves on the board of the Belleville Public Schools District #118 Educational Foundation and owns Phil Caravia Golf, through which he participates in golf tournaments. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning and employs advanced modeling tools, supporting clients through advisory programs and is noted for its municipal advisory affiliations and specialized consulting services.

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 at Wells Fargo Clearing with 37 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she plays piano for morning services at St. James M. B. Church in St. Louis. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

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 at Wells Fargo Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, Gallatin Asset Management, UBS Financial Services, and Citigroup Global Markets. He is based in St. Louis, MO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored client recommendations.

James Howrey is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously 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 broader set of financial product offerings than typical large institutional advisers.

Matthew Tipton is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing and Wells Fargo Advisors since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special needs, using Wells Fargo research and planning tools to develop tailored recommendations.

Nathan Burgess is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 22 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 incorporates modern portfolio theory, with a notable range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Ryan Trudzinski is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade, Randstad, and The Pisa Group Inc. Outside of his advisory role, he is involved as a chain operator for the Lindbergh Schools High School varsity football program. 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 broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

William Combs is a financial advisor at Edward Jones with 18 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2020, he worked at Allstate and Wells Fargo Clearing. Outside of his advisory role, he is a managing partner in Five Wings of Hope LLC, an LLC involved with hunting property in Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Jameson Klein is a financial advisor at Stifel with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at TD Ameritrade, Prudential Insurance Company of America, and LPL Enterprise. Klein serves on the board and as treasurer of the Bo Arvin Memorial Foundation, a nonprofit organization. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary analysis and modeling to support asset allocation and financial planning, while clients retain discretion over implementation.

Dimitar Mushkov is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. He has worked at Cetera and its related entities since 2017 and previously spent one year at PNC Investments. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

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.

Jeremy Harness is a financial advisor with LPL Financial based in Saint Louis, MO, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining LPL Financial in 2025, he worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company for six years. He also serves as a for-profit board member at 1st Advantage Bank and works as an information technology consultant. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational and research tools.