Nolan Haake is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and eight years of industry experience. His work history includes roles at Digital Intelligence Systems and Monroe Homes, as well as a position at Southern Illinois University - Edwardsville. 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 Wells Fargo Investment Institute and third-party sources.

Jason Bankey is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations with 29 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of advisors and branch offices.

Camille Branch is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, and has four years of industry experience. Prior to joining Edward Jones in 2022, she worked at Prosperity Connection, Beyond Housing, Compass Health Network, and BJC Behavioral Health. 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 strategies, operates under a fiduciary standard, and maintains a large national network of financial advisors and branch offices.

Bradley Jobe is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is the owner of Perennial Pursuits LLC, an internet marketing business that is currently dormant. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

James Shanahan IV is a CFA® charterholder with 26 years of industry experience. He has been with Edward Jones in St. Louis, MO, since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joelle Myszka is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 21 years of industry experience. She has been with Edward Jones since 2001. 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 strategies, supported by a nationwide network of more than 23,700 financial advisors and managing approximately $1.01 trillion in assets.

Andrew Sabin is a financial advisor with Wells Fargo Clearing in Frontenac, MO, holding a Series 66 designation and 23 years of industry experience. He 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, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and diversification principles in its investment approach.

Daniel Tobik is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. He holds a Series 66 designation and has worked at several firms including Northwestern Mutual Wealth Management Company, Wells Fargo Clearing Services, and William Jacob Cohn. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning engagements and offers a range of programs including educational seminars and event-driven planning services.

Benjamin Witte is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has previously been associated with Renaissance Financial. Outside of his advisory role, he is involved as a financial advisor at Renaissance Financial, providing clients with financial assistance. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with various program structures and custodial relationships.

Christina Tucker is a financial advisor at Edward Jones with 16 years of experience in the industry. She holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2018, following 13 years at Scottrade, Inc. Tucker serves as a board member for Friends of Hillsboro Wrestling in Hillsboro, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Elizabeth O'Hanlon is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and having 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets under management. The firm provides discretionary and non-discretionary strategies, tax-efficient services, and maintains affiliated capabilities including a trust company and proprietary mutual funds.

Penelope Pennington is a financial advisor at Edward Jones in St. Louis, MO, with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 1999. Pennington serves on the Board of Trustees at Washington University in St. Louis and is a member of the Board of Directors at Catalyst in New York. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Bailey is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 13 years of industry experience. He has been 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 programs and investment strategies, operating under a fiduciary standard.

Shawn Siglinger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Truist Investment Services, Inc. for one year. Based in St. Louis, MO, he serves clients through a national securities firm. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Bret Carter is a CFP® credentialed financial advisor with 10 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and previously at Edward Jones from 2015 to 2018. 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 approach is IPS-driven and grounded in modern portfolio theory, with a wider range of financial products than typical institutional advisers.

Adam Adrignola is a Series 66-licensed financial advisor at Edward Jones in St. Louis, Missouri, with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network.

Pratik Jhaveri is a financial advisor at Stifel with nine years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2017, including four years with Stifel Independent Advisors, LLC. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank. 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.

Zachary House is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones from 2015 to 2023. Outside of his advisory role, he serves as a youth basketball referee for St. Michael the Archangel Catholic Church and holds leadership positions with the St. Michael Athletics Association and a local homeowners association. 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 methodologies using forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Amberlea Johnson is a Series 66 licensed financial advisor with five years of industry experience. She has worked with Thrivent Investment Management and Thrivent Financial since 2021. Outside of her advisory role, she serves as a personal assistant at a luxury clothing store and participates as a surveyor for a food testing company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning covering a broad range of topics, with options to combine planning and managed-account services under a consolidated billing program called WealthPlan.

Wesley Mantle is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Advisors LLC since 2012. 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 incorporates modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.