Matthew Schroeder is a financial advisor with Equitable Advisors, holding a Series 66 designation and 12 years of industry experience. Prior to joining Equitable Advisors in 2026, he worked at Stifel Independent Advisors, Edward Jones, Bank of America, and Merrill. Schroeder serves on the school board for Holy Childhood School and is involved in multiple roles with the Mascoutah Chamber of Commerce, including event planning and scholarship committee work, as well as participating in the City of Mascoutah's Economic Business Commission. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and institutions. The firm utilizes a range of investment programs and collaborates with third-party asset managers and advisory platforms to deliver tailored advice and implementation.

Brandon Voss is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of The Gray Group team. He works with select relationships to support their financial goals through a comprehensive wealth planning process. Brandon and his team serve as a resource across all aspects of clients’ financial lives, providing investment advice, guidance, and wealth planning tailored to individuals such as corporate executives, small business owners, medical and legal practitioners, and families preparing for their next stage of financial life. Brandon specializes in a wide range of advisory areas, including college education planning, retirement and income strategies, family wealth management, business transition planning, socially responsible investing, and defined contribution plan consulting. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Brandon earned his bachelor’s degree from McKendree University and maintains active involvement in professional and community organizations such as the Freeburg and Mascoutah Chambers of Commerce and the McKendree University Alumni Board. Outside of his professional commitments, Brandon enjoys biking, camping, golfing, playing piano, coaching youth baseball, and spending time with family. He contributes to community causes including the Boy Scouts of America, Children’s Hospital, the National Foundation for Syndactyly, and youth baseball programs.

Matthew Paulsell is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 credentials and 18 years of industry experience. He worked at Evertrade Direct Brokerage for 10 years before joining Wells Fargo Clearing in 2018. 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 IPS-driven process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Amarantha Margulis is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. She previously worked at Edward Jones and Wells Fargo Bank. 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.

Justin Frawley is a financial advisor with Stifel Nicolaus & Co Inc in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has been with Stifel since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies 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 planning.

Matthew Bouapha is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2014 to 2020. 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 services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Gregory Kenney is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at RBC Capital Market, LLC and Banc of America Investment Services, Inc. He also serves as co-trustee for his brother’s trust. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Camilo Cantor is a financial advisor at Stifel with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at HSBC Bank USA, HSBC Securities, J.P. Morgan Securities, Wamu Investments, and JP Morgan Chase Bank. He is based in St. Louis, MO. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Sabrina Buckner is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Advisors since 2015. Outside of advising, she owns luxury travel and events business and a real estate investment company focused on buying, repairing, and selling homes. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services, including specialized planning in areas such as business-owner transition and sports and entertainment. Advisors use firm research and tools to develop tailored recommendations delivered through meetings and written summaries, with clients choosing how to implement them.

Robert Kaluza is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. His prior work includes roles at DiSys and Cornerstone Services Inc., 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.

Nathan Spudich is a CFP® and Series 66 licensed financial advisor with Edward Jones, based in Collinsville, IL. He has 18 years of industry experience, all of which have been with Edward Jones since 2008. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Howard III is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds the Series 66 designation and 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. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions across a broad platform.

Vicky Weber is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Wells Fargo in 2016, she worked at Heartland Corporation for 10 years. Outside of finance, she works as a hostess waitress and bus person at Powhatan Restaurant in Pocahontas, Illinois. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through more than 14,000 financial advisors.

Vincent Borgmann is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo Bank since 2019 and previously worked at Wells Fargo Clearing from 2016 to 2019. Outside of his advisory role, he is involved as a managing member in Four Brothers Mead, a honey-winery business, overseeing production, sales, and regulatory compliance. Wells Fargo Advisors is a national securities firm providing 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 supported by research and analytics from Wells Fargo Investment Institute.

Benjamin Maurer is a financial advisor at Stifel with three years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2023. Prior to his advisory role, Maurer held various positions including teaching at St. Louis University and other educational institutions. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Benjamin Manga is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 25 years of industry experience. His prior experience includes a one-year tenure at Legg Mason Wood Walker, Incorporated. 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 services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Scott Smith is a Series 66 licensed financial advisor with eight years of industry experience. He has been with Wells Fargo Clearing since 2016, including prior roles at Wells Fargo Bank. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Andreas Taylor is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity since 2021, following roles at Wells Fargo Clearing Services and other firms. Outside of his advisory work, he operates a sports content YouTube channel as a sole proprietor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it also serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Robert Menard III is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and 10 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc and Scottrade. Wells Fargo Advisors is a large institutional firm serving a broad client base with a range of investment services.

Andrew Pollman is a Series 66 licensed financial advisor with Wells Fargo Clearing, based in St. Louis, MO, and has 14 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, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support portfolio construction and manager evaluation.