Paul Swope is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 28 years of industry experience. He has been with Wells Fargo Clearing and First Clearing since 2016, and briefly worked at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Danny Reeves is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wayne Hummer Investments L.L.C. for 19 years. Outside of his advisory work, he is a business owner of FitZone 161 in Germantown, Illinois. 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, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Matthew Kane is a Series 66-licensed financial advisor with Wells Fargo Clearing in St. Louis, MO, bringing 11 years of industry experience. He has worked in various Wells Fargo entities since 2009. Outside of his advisory role, Kane is a co-owner and creator of Bruise Brothers BBQ LLC, a business that sells BBQ rubs and merchandise. 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 combines research from internal and third-party sources with diversification principles and modern portfolio theory to support its broad range of brokerage and advisory solutions.

Andrew Kleine is a CFP® with 17 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at 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 driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Beldon is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Wells Fargo Clearing Services LLC since 2018. Prior to that, he spent 13 years at Mercer Investments. Wells Fargo Advisors is an institutional firm with a large network of over 2,200 advisors.

Michelle Sabo is a financial advisor at Stifel with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she mentors high school students through the Belleville CEO Mentoring Program, discussing business-building ideas. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Cody Esch is a financial advisor at Charles Schwab with 17 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes prior roles at TD Ameritrade and Scottrade. Charles Schwab serves a large client base, 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 separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Tyler Lapolice is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Wells Fargo in 2018, he held positions at RHI General Group and Tri Ford Dealership, and he has been involved with Little Italy's since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, retirement plan consulting, and financial planning. The firm manages substantial assets and integrates research from internal and third-party sources to support its investment decisions.

Alec Hubbard is a financial advisor at Stifel with nine years of industry experience. He holds the CFP® and CFA® designations as well as a Series 66 registration. Prior to joining Stifel in 2022, he worked at Wells Fargo Clearing and ABM Federal Sales Inc. He serves as Communications Committee Director for the CFA Society St. Louis and is involved with the Southampton Neighborhood Association as a Special Resource Reporter. 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 methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Robin Heiken is a financial advisor with Raymond James & Associates in Belleville, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Raymond James & Associates since 2013. Outside of her advisory role, she serves as a co-trustee of her deceased father's trust account. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

Mitchell Hamilton is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Wells Fargo Advisors, Dexian, and Stifel Financial Corp. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting through a large network of advisors. The firm combines research from Wells Fargo Investment Institute and third parties with diversification principles and modern portfolio theory in its investment approach.

Patrick Stropes is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2017 and previously held roles at AG Environmental and Relearnit. Outside of finance, he owns and operates PHOENIX-FYRE WOODWORKING, a woodworking business. 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 and analytics from Wells Fargo Investment Institute and third-party sources.

Desiree Casey is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Wells Fargo Clearing Services in 2018, she worked at RHI General Group and has experience in various roles including at Southern Illinois University and Arby's. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning options, including cash-flow, retirement, and niche services such as business-owner transition planning and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored client recommendations.

Timothy Altepeter is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors from 2014 to 2016. Outside of his advisory role, he has served as a grade school basketball referee since 1974. 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 includes discretionary options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Day is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has worked with Wells Fargo entities since 2009. Outside of his advisory role, he co-hosts a hockey podcast called LET'S GO BLUES. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Paul Jansen is a financial advisor at Edward Jones in Lebanon, Illinois, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. 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 through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Phillip Caravia is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. He worked at Edward Jones for 10 years prior to joining Raymond James in 2016. Caravia serves on the board of the Belleville Public Schools District #118 Educational Foundation and is the owner of Phil Caravia Golf, where he participates in golf tournaments. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing advisory and implementation support rather than discretionary management.

Stephen Shevlin is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. Prior to joining LPL Financial in 2024, he worked for 25 years at Stifel, Nicolaus & Co., Inc. He is also associated with 1818 Wealth Advisors LLC. LPL Financial serves a broad range of clients, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a variety of advisory programs and financial planning services supported by research and technology, offering both discretionary and non-discretionary portfolio management.

Karen Middleton is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she plays piano for morning services at St. James M. B. Church in St. Louis. 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 grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Jeremy Essary is a financial advisor at Stifel with 14 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Charles Schwab and TD Ameritrade. Essary previously operated a consulting business, J's Consulting Services, from June 2023 to July 2024. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and advisory services supported by proprietary investment methodology developed by its Investment Strategy Group.