Morgan Langendorf is a financial advisor with LPL Financial, holding a Series 66 designation and currently based in Edwardsville, IL. Langendorf joined LPL Financial in 2026 and has prior experience working at Northwestern Mutual as well as roles outside the financial sector, including positions at Apple Creek Golf Club and Walker's Bluff Casino and Resort. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Brian Keister is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Commonwealth Financial Network for 23 years and operated his own firm, Brian E. Keister & Associates, for 15 years. Outside of his advisory work, he serves as a commissioner for the St. Louis Regional Airport and is a partner in Accessible Storage LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, institutions, and municipal entities. The firm emphasizes advisory and implementation-support services, utilizing asset-allocation analysis and firm research to develop tailored financial plans.

Amanda Barcliff is a financial advisor with LPL Financial in Saint Louis, MO, holding Series 63 and Series 66 credentials and over 22 years of industry experience. She has worked with Vantage Credit Union, Alltru Credit Union, and 1st Financial Federal Credit Union since 2009, supporting their financial services alongside her role at LPL Financial. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through its national network of investment adviser representatives. The firm offers financial planning, advisory programs, and retirement plan consulting supported by research and model portfolios, with services tailored to both discretionary and non-discretionary management.

Marilee Wieland is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and 26 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Grant Ahlheim is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and operated Ahlheim and Dorsey. Outside of his advisory role, he works as a delivery driver for Uber. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation models developed by its Investment Strategy Group.

Trevor Huston is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and one year of industry experience. His prior work includes roles at US Tech Solutions Inc, Republic Finance, LLC, Illinois College, and Jacksonville High School. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including unique investment options such as insurance-related vehicles and bank deposit sweep programs.

Zachary Sampl is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and six years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2019, following prior roles at SignalPoint Asset Management and Missouri State University. Outside of his advisory work, he serves as a member of the Parish Council at St. Francis of Assisi Catholic Church, providing advisory support to church leadership. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits. The firm provides holistic, goal-based financial analyses and planning across multiple areas while keeping planning services separate from managed-account programs.

William Ziebold is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been associated with Cambridge since 2025 and has longstanding roles with several related entities including Nicol Advisors Corporation and Kevin G. Nicol & Associates, Inc. Outside of his advisory work, he is involved as a musician in the rock band ZB'S. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing a range of portfolio management options and access to both proprietary and third-party strategies.

Deanna Loesche is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at Private Client Services, Purshe Kaplan Sterling Investments, Archford Capital Strategies, Infinext Investments, and First Brokerage America. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven, incorporates modern portfolio theory, and includes a broader range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Daniel Catanzaro is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 66 and Series 63 credentials and seven years of industry experience. His prior work includes roles at RHI General Group and the Missouri Athletic Club. 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 and third-party data.

Feliz Tovar is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles at Wells Fargo Clearing Services, Randstad, W&S Brokerage Services, Western & Southern Life, Waddell & Reed, MML Investor Services, and MassMutual Life Insurance Company. 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 IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joshua Schempp is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and one year of industry experience. His prior work includes contracted roles with DISYS supporting Wells Fargo and a period of employment at Missouri State University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes discretionary investment management options, with a broader range of investment vehicles than typical institutional advisers.

Andrew Hunn is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds a Series 66 designation and has worked with Wells Fargo in various capacities since 2014. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas like business-owner transition planning and special-needs analysis, using proprietary research and planning tools.

Katherine Humphreys is a financial advisor with Wells Fargo Clearing in Saint Louis, MO, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked at various Wells Fargo entities since 2012. Outside of her advisory role, she is an associate at Needlepoint Clubhouse, a retail sales organization in St. Louis. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and includes a range of financial products, including insurance-related vehicles, tailored to plan objectives and risk tolerances.

Brianne Edgington is a financial advisor at Edward Jones in Alton, Illinois, with 15 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Stifel for nine years. Outside of her advisory role, she is involved with Levy Restaurants. 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 supported by a large network of financial advisors and branch offices across the United States.

Joshua Walck 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 since 2019 and previously held positions at TD Ameritrade, Scottrade, and Edward Jones. 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 IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Joshua Schuette is a financial advisor with Raymond James Financial, holding the ChFC® and Series 63 designations and two years of industry experience. He has held investment and fiduciary roles at First Mid Bank & Trust since 2021, serving as Vice President and Senior Investment Officer. Schuette is also Treasurer for Sunshine Living, a nonprofit organization where he oversees financial reporting and budgeting. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors, pension plans, and government entities. The firm offers tailored, primarily non-discretionary advisory services and has a notable involvement in municipal and public finance through its affiliation with Raymond James’ Public Financing department.

Brian Howdeshell is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He previously worked at TD Ameritrade and Lou Fusz Chevrolet. He holds a Series 63 designation. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Matthew Hickey is a CFP® professional with 20 years of experience in financial advising. He has worked at STIFEL since 2016 and is currently with Stifel Independent Advisors, LLC. Hickey is based in St. Louis, MO. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing clients with asset allocation and planning analyses to support informed decision-making.

Richard Yust is a financial advisor at Equitable Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials with 46 years of industry experience. His career includes prior roles at AXA Advisors, MassMutual Investors Services, MassMutual Life Insurance Company, and MSI Financial Services. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.