Jason Smith is a financial advisor with Wells Fargo Clearing based in St. Louis, MO. He holds a Series 63 designation and has 23 years of industry experience, including 10 years with Wells Fargo Clearing. Outside of his advisory role, he umpires slow and fast pitch softball games with the Saint Louis Metro Umpires Association. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting using research-driven strategies and operates with over 14,000 financial advisors and approximately $671 billion in assets under management.

Spencer Beckmann is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. He has previously worked at FCB Banks and has two decades of experience with REA Electric and ProBuild Inc. Outside of his advisory role, he is involved in managing 9 Little Acres Cattle Co. LLC, a farming business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies, and supports over 22,800 advisors with extensive operational and research tools.

Brian Welch is a financial advisor with Wells Fargo Clearing based in St. Louis, MO. He holds a Series 66 designation and has 13 years of industry experience. Prior to joining Wells Fargo, he worked at Edward Jones in 2013. 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 with over 14,000 advisors and offers both brokerage and advisory solutions.

Kathryn Shepherd is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Gail Graham is a financial advisor at Stifel with 25 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2014 and holds Series 63 and Series 66 qualifications. Outside of her advisory role, she serves as president of the Babe Gantt Scholarship Inc. and chairs its annual golf tournament. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services guided by a proprietary investment methodology developed by its Investment Strategy Group.

Eric Klino is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. His background includes military service in the United States Air Force from 2011 to 2021 and a role at Superlative Technologies from 2021 to 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Igor Lukajic is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and possessing eight years of industry experience. He has been with Wells Fargo Clearing Services since 2017. His prior experience includes multiple roles with the City of Bridgeton and the University of Missouri - Saint Louis. 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 that are tailored to clients meeting specific net-worth criteria, utilizing Wells Fargo’s research and planning tools to develop customized recommendations.

Curtis Morrow is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 designations with 12 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 affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, utilizing proprietary research and planning tools.

Keith Cook is a financial advisor at Edward Jones with seven years of experience. Prior to joining Edward Jones in 2019, he spent 33 years at Regions Financial. He serves as a community board member at Memorial Hospital East and occasionally works as an election judge in St. Clair County, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Craig Markham is a financial advisor with Cetera holding Series 63 and Series 65 licenses and over 40 years of industry experience. His career includes long-term roles at Nathan & Lewis Securities, Metropolitan Life Insurance Company, and various affiliated entities. Outside of advisory work, he serves as a consultant for AlphaSights, a consulting firm focused on wealth management platforms. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Samuel Lawson is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and previously worked at Bass Pro Shops, Lyft, Uber, and served in the U.S. Army. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment analysis methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Monique Durham is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Stifel Nicolaus & Co Inc. before joining Wells Fargo Clearing in 2017. 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 uses an IPS-driven approach grounded in modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Kevin Schindler is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with 8 years of industry experience. He has been with Stifel since 2010. Outside of his advisory role, he is involved with Schindler Enterprises, LLC. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Timothy Schwertmann is a financial advisor at Cetera with 41 years of industry experience. He holds the ChFC® and Series 63 designations and has worked with several firms including VOYA Financial Advisors and Cetera Wealth Services. Outside of financial advising, he is involved as a member and manager of a transportation business, Y-NOT PARTY BUS, LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting a large network of over 10,000 advisors and managing more than $256 billion in assets.

Joseph Duvall 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 worked at Wells Fargo Advisors since 2019, following prior roles at Stifel and Benefits of Missouri Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Christopher Bishop is a financial advisor at Thrivent Investment Management in St. Louis, MO, holding Series 66 and Series 63 credentials with five years of industry experience. His prior work includes roles at Edward Jones, Charles Schwab, TD Ameritrade, and &PARTNERS. Outside of finance, he is the CEO and co-founder of Multiverse Comics Cafe, a retail shop specializing in independently published comic books and graphic novels. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based financial planning across various topics without including implementation and allows clients to combine planning with managed-account programs under a consolidated billing system.

Michael Mc Namee is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Commerce Brokerage Services, Inc., and TD Ameritrade. He has been with Stifel since 2018. 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 relies on proprietary methodologies developed by its Investment Strategy Group, which provide asset allocation and planning analyses used as a basis for client decisions.

Alison Mc Quaid is a financial advisor at Stifel with 17 years of industry experience and holds a Series 66 designation. She has worked at Stifel Nicolaus & Co Inc since 2018, following four years at Scottrade, Inc. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Austin Stout is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and one year of industry experience. Prior to joining Stifel in 2022, he worked at Enterprise Rent-A-Car, Dierbergs, and Schnucks. Stifel serves a diverse client base 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, providing asset allocation and planning analyses to support client decision-making.

Dominic Renaud is a financial advisor at Stifel with two years of industry experience. He holds the Series 65 and Series 66 designations and previously worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory role, he coaches hockey group classes and individual players at Saint Peters Rec Plex. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach combines proprietary analysis and probabilistic modeling to provide asset allocation and planning guidance.