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 experience in the financial industry. She has worked at Raymond James & Associates since 2025 and previously spent 13 years at Benjamin F Edwards & Co. Janet is based in St. Louis, MO. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and asset allocation analyses through its Wealth Advisory Services Program and also serves municipal clients with public finance and institutional consulting capabilities.

Jason Clayton is a CFP®-designated financial advisor with Edward Jones in St. Louis, MO, where he has worked since 1993, totaling 33 years of industry experience. He is also involved with Chamois Grain LLC, a farm operation in Chamois, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and operates a large network of financial advisors and branch offices across the United States.

Theresa Jansen is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a liturgy musician at St. Rose Church in Breese, Illinois. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jamie Hogan is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and 26 years of industry experience. He has worked at various Raymond James entities since 2015 and founded Hogan Financial Group LLC in 2020. Outside of advising, he owns TrackMyGiving, a company he founded and holds a majority stake in. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored recommendations and client decision authority.

Kimberley Siegel is a financial advisor with Edward Jones in Belleville, IL, holding the CFP® designation and Series 63 and 66 licenses, with 24 years of industry experience. Before joining Edward Jones in 2022, she worked at Stifel Nicolaus & Company INC from 2007 to 2022. She serves as secretary on the board of directors for a staffing company, First Class Workforce Solutions, where she is also a silent owner, and is a member of the Parish Finance Council at Immaculate Conception Catholic Church. 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 and offers a range of advisory programs and affiliated financial services through a nationwide network of advisors and branch offices.

Patrick Van Cleave is a CFP®-designated financial advisor with 12 years of industry experience. He is currently affiliated with Cetera and has worked with Renaissance Financial and Minnesota Life Insurance Co., among others. Van Cleave serves as president of the SSM Cardinal Glennon Foundation Development Board, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Stephanie Gerstner is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with 19 years of industry experience. She has been with Stifel Nicolaus since 2005. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Chase Fitzgerald is a financial advisor at Stifel with three years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Stifel in 2024, he worked at TD Ameritrade and has experience in multiple sectors including insurance and retail. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, combining capital market assumptions and probabilistic modeling.

Andre Potter is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and five years of industry experience. His prior roles include positions at TD Ameritrade and Amazon.com, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services. 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.

Timothy Michel is a financial advisor with Wells Fargo Advisors, holding Series 63 and 65 licenses and bringing 33 years of industry experience. He has worked within various Wells Fargo-affiliated firms since 2009. In addition to his advisor role, Michel has ownership stakes in two investment-related ventures, Great Lakes Asset Management, LLC and Michel Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large registered investment adviser and broker-dealer that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad planning menu using proprietary research and tools, delivering tailored recommendations that clients may implement through brokerage or advisory programs.

Robert Osdieck is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones & Co, LP for 10 years before joining Wells Fargo Clearing in 2018. Outside of his advisory role, he serves as a FINRA arbitrator involved in dispute resolution. 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 incorporates a broader range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Sarah Harms is a financial advisor with Wells Fargo Advisors in O'Fallon, Illinois. She holds a Series 66 designation and has five years of industry experience. Prior to joining Wells Fargo Advisors, she worked at Regions Bank for eight years. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, serving a broad client base with a range of financial services and investment solutions.

Eric Schnyder is a CFP®-designated financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2009. He has 16 years of industry experience and holds the Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Joseph Scalzitti is a financial advisor at Edward Jones in St. Louis, Missouri, holding a Series 66 designation and possessing 11 years of industry experience. He has been with Edward Jones since 2014 and has an ongoing affiliation with Central Methodist University since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Nicholas Fitzmaurice is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has worked at Cetera and its affiliate Cetera Wealth Services since 2023 and has been affiliated with Renaissance Financial since 2018. Outside of his advisory role, he also works as an insurance agent, specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and retirement services through a multi-manager platform, with over $256 billion in assets under management and more than 10,000 advisors.

Wendy Stevens is a financial advisor at Thrivent Investment Management with one year of industry experience. Prior to entering the financial services field, she worked at Columbia High School for eleven years. Outside of her advisory role, she is a co-owner responsible for managing rental property affairs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial analyses without discretionary trading authority. The firm enables clients to combine planning with managed-account programs under a consolidated billing option while maintaining separation between services.

Andrew Gilkeson is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Wells Fargo, he served in the U.S. Army for 16 years and worked at First Command in various advisory and brokerage roles. 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 uses research and analytics from Wells Fargo Investment Institute and third-party sources to guide investment selection within a diversified framework, offering both brokerage and advisory solutions.

Frederick Savel is a financial advisor at LPL Financial in St. Louis, Missouri, holding a Series 66 designation with 25 years of industry experience. His prior roles include positions at PNC Investments, Wells Fargo Clearing, Infinex Investments, Inc., and First Bank. Outside of advising, he works as an Uber and DoorDash driver on a limited basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, leveraging model portfolios, third-party research, and technology-driven strategies.

Chandler Bonta is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2022. His prior experience includes roles at Freeburg Care Center, UMSL Recreation and Wellness Center, Laugh and Learn Daycare, and Tequila Mexican Restaurant. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other institutional investors.