William Combs is a financial advisor with Edward Jones in Collinsville, IL, holding Series 63 and Series 66 credentials and 18 years of industry experience. Prior to joining Edward Jones in 2020, he worked with Allstate- Boyd Agency Inc and Scott Combs Agency LLC. He is also a managing partner of Five Wings of Hope LLC, a hunting property business located in Marceline, Missouri. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies and operates under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

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.

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 in Saint Louis, MO, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Co, as well as SSM Health. Harness serves as a for-profit board member of 1st Advantage Bank and works as an information technology consultant outside of his advisory role. 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 advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management options.

Paul Bardenheier is a financial advisor at Charles Schwab & Co., Inc. with 35 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses and has worked at firms including Saxony Securities, Consolidated Financial Investments, TD Ameritrade, and Scottrade. He owns and manages three single-family rental homes in St. Louis, MO. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab’s integrated structure combines non-discretionary advisory relationships with access to discretionary separately managed accounts and features a formal process for alternative investments.

Nicholas Derbak is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Wells Fargo Clearing Services LLC since 2021. He also has experience at Us Tech Solutions and is affiliated with Maryville University. 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 investment and financial planning services, including specialized planning areas such as business-owner transition and special-needs analysis.

Paul Clever is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and 30 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. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Justin Olwig is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. His work history includes roles at Wells Fargo Clearing Services, Wells Fargo Bank, and Enterprise Fleet Management. 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 from the Wells Fargo Investment Institute.

Stacey Hayes is a financial advisor at Stifel with a Series 66 designation and nine years of industry experience. She has been with Stifel, Nicolaus & Company since 2012. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach includes proprietary asset allocation and planning methodologies developed by its Investment Strategy Group.

Lindsay Waters is a financial advisor with Thrivent Investment Management, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. Waters has worked at Thrivent Financial and Thrivent Investment Management since 2022, following 18 years at Country Insurance & Financial Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and planning that can be combined with managed-account services under a consolidated billing option called WealthPlan.

Kimberly Robinson is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 65 designation and nine years of industry experience. Her prior roles include positions at Buckingham Asset Management, Stifel, and Fiduciary Advisors, Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving clients with tailored investment solutions and acting as an ERISA fiduciary when providing investment advice.

L Walker is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. They hold Series 63 and Series 66 licenses and have been with Wells Fargo Clearing since 2017. Wells Fargo Advisors is an institutional firm with a large network of over 2,200 advisors, serving a broad client base with a wide range of investment services.

Damon Wiemar is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds a Series 63 designation and has prior work experience at Lumeris and Spectrum Communications. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and both brokerage and advisory solutions.

Matthew Gorton is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Bancorp Investments, U.S. Bank, and LPL Financial. Outside of his advisory career, he owned a power washing business from 2020 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services through a nationwide network of financial advisors and branch offices.

Matthew Hoffman is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors. Hoffman is also a licensed attorney in Missouri, Kansas, and Illinois. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Lindsay is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Citigroup, TD Ameritrade, and in self-employed roles. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies.

Cathy Beffa is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and with 28 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as executor for her mother's estate. 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 a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Peter Talluto is a financial advisor with Wells Fargo Advisors in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and Wells Fargo Advisors since 2013. Outside of his advisory role, he acts as power of attorney for his parents in matters related to investments. Wells Fargo Advisors is a large institutional firm with over 2,200 advisors, serving a broad client base through a wide range of investment and financial planning services.

Ashley Warren Deleiko is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. She has been with Wells Fargo Clearing in various roles since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Daniel Schroeder is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and has worked at various Wells Fargo entities since 2011. Outside of his advisory role, Schroeder is a Certified Public Accountant based in Jefferson City, MO. 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 investment process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.