Sara Hinthorne is a financial advisor at Raymond James Financial with 18 years of industry experience. She holds the CFP® and Series 66 designations and has previously worked at KCH Financial and Commonwealth Financial Network. Outside of advising, she is also licensed as an insurance agent, assisting clients with their insurance needs. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, institutions, and municipalities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored solutions through asset-allocation analysis, firm research, and a broad affiliate network.

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 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 previously at Wells Fargo Advisors from 2014 to 2016. Outside of his advisory role, he has served as a grade school basketball referee since 1974. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes discretionary options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Day is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has worked with Wells Fargo entities since 2009. Outside of his advisory role, he co-hosts a hockey podcast called LET'S GO BLUES. 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 solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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 possessing 20 years of industry experience. He worked at Edward Jones for 10 years prior to joining Raymond James in 2016. Caravia serves on the board of the Belleville Public Schools District #118 Educational Foundation and is the owner of Phil Caravia Golf, where he participates in golf tournaments. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing advisory and implementation support rather than discretionary management.

Stephen Shevlin is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. Prior to joining LPL Financial in 2024, he worked for 25 years at Stifel, Nicolaus & Co., Inc. He is also associated with 1818 Wealth Advisors LLC. LPL Financial serves a broad range of clients, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a variety of advisory programs and financial planning services supported by research and technology, offering both discretionary and non-discretionary portfolio management.

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 15 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2008. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group, providing guidance on asset allocation, retirement, insurance, and estate planning.

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 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 was previously with Wells Fargo Advisors LLC from 2009 to 2016. Grimm is also associated with Gallatin Asset Management, Inc. since 2006. 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 approach 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.

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, holding Series 66 and Series 63 licenses with 11 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and Wells Fargo Advisors since 2015. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary 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.