Kyle Goeke is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing Services LLC since 2017, following seven years at Stifel. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and wealth-transfer planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations, with clients choosing how to implement these through various brokerage or advisory programs.

Adrian Turnell is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses with six years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2020 and was previously with RHI from 2020 to 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 approach is IPS-driven and incorporates modern portfolio theory, with options for discretionary management and a broad range of financial products including insurance-related vehicles.

Brian Donelon is a Series 66-licensed financial advisor with Edward Jones, based in Webster Groves, MO. He has 13 years of industry experience, including 14 years with Edward Jones since 2012. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Lanson is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2001, except for a brief period at LPL Financial in 2007. Based in St. Louis, MO, he has provided advisory services for nearly two decades at his current firm. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services such as fee-based financial planning and model-based asset allocation guided by its proprietary investment methodology.

Brandon Laxton is a financial advisor with LPL Financial in St. Louis, MO, holding CFP®, Series 65, and Series 63 credentials and six years of industry experience. His prior roles include positions at Moneta Group Investment Advisors, LLC, Buckingham Asset Management, LLC, and US Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad advisory platform that offers financial planning, model portfolios, third-party asset management, and institutional services.

Thomas Yacovino is a financial advisor at Stifel with 26 years of industry experience and holds a Series 66 designation. His prior roles include positions at Global Recruiters of Normal, COUNTRY Financial, The Yacovino Group, Questar Asset Management, and Wells Fargo Clearing. Based in St. Louis, MO, he joined Stifel in 2023. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses to assist client decision-making.

Robert Lombard is a financial advisor with Fidelity in St. Louis, Missouri, holding a Series 66 designation and 13 years of industry experience. His work history includes roles at Edward Jones and Cambridge Investment Research Advisors. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various fund types.

Martin Ghafoori is a financial advisor at Stifel with 19 years of industry experience. He has been with Stifel Nicolaus since 2008 and holds the Series 66 designation. Outside of his advisory role, he is involved in several community organizations, including serving as Vice President of the Wentzville School District Foundation and as a board member for The BackStoppers Inc. of St. Charles County. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Kaleb Katzenberger is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. He has been with Wells Fargo Clearing since 2015. Outside of his advisory role, he provides in-home health aid to a family member. 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.

Cole Milam is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining LPL in 2021, he held roles at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company, and worked with the Boston Red Sox. Outside of his advisory work, Milam is involved in athletic development as a pitching coordinator for Gators Baseball Academy and through the Maximized Pitching Lab. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its advisors with research and operational tools while overseeing more than $819 billion in discretionary assets.

Matthew Mayer is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He worked at Scottrade for nine years before joining Edward Jones, where he spent six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm integrates fundamental research with quantitative analysis and systematic portfolio construction techniques, and it is noted for its use of algorithmic methods and AI in investment research as well as its role in managing and advising multi-manager and fund-of-funds structures.

Amy Hartmann is a financial advisor with Charles Schwab in Saint Louis, MO, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked at Charles Schwab Bank, Charles Schwab, and TD Ameritrade during her career. Outside of finance, she owns Auk Arts LLC, an art and design business. Charles Schwab 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and offers a centralized operational structure serving a large client base.

William Basler is a financial advisor with Raymond James Financial in St. Louis, MO, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James, he worked at Moneta Group from 2015 to 2017. Basler serves as a finance and investment committee member for St. Pius High School, participating in budget and scholarship fund reviews. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports municipal and public finance work through unique affiliations.

Christopher Bagwell is a Wealth Management Advisor with Merrill Lynch Wealth Management and The Gray Group. Since joining in 2016, he has focused on providing advice, planning, and investment management services to a select group of clients, including affluent families, small business owners, and retirement service plans for business owners. He works on the investment management segment of the team as a Portfolio Manager, managing personalized and defined strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment approaches on a discretionary basis. Chris holds several professional designations, including Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Certified Investment Management Analyst (CIMA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor’s degree in Economics and Finance from the Southern Illinois University System. His areas of expertise encompass family wealth management strategies, small business strategies, personal retirement planning, legacy planning, and investment consulting for defined contribution plans, among others. Outside of his professional work, Christopher enjoys golfing, baseball, football, and ice hockey. He values spending time with his family and engaging with various charities in his community. Christopher and his wife, Heidi, reside in Troy, Illinois, with their two children.

William Hance is a financial advisor at Stifel with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2018, following prior roles at TD Ameritrade and Scottrade. Stifel serves a broad range of clients, including individual investors, institutions, and nonprofit organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide asset allocation, retirement, insurance, and estate planning analyses.

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.

Thomas Gensch is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2023 and has maintained a long-term role at Renaissance Financial since 2010. Additionally, he has experience in fixed insurance sales and serves as an insurance agent. Cetera Investment Advisers LLC is a nationwide advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing assets for over 10,000 advisors and approximately 800,000 clients.

Daniel Adler is a financial advisor with Wells Fargo Advisors in St. Louis, Missouri, holding a Series 66 designation and 15 years of industry experience. He previously worked at Wells Fargo Clearing for nine years and Edward Jones for one year. Outside of his advisory role, Daniel is a fitness instructor coaching group classes at Xtra Mile Fitness. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

Amy Rodenmeyer is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and has been with Stifel since 2015 in various roles. Outside of her advisory work, she serves as office manager for Rodenmeyer Automotive LLC, an automotive repair business. Stifel serves a broad range of clients—including individuals, institutional investors, and charitable organizations—and offers brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Janet Bone is a CFP® with 40 years of industry experience currently at Raymond James & Associates. She previously worked for Benjamin F Edwards & Co for 13 years before joining Raymond James. Based in St. Louis, MO, she holds a Series 63 license. 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 including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.