Christopher Herzog is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Raymond James Financial Services and The Bank of Edwardsville. Outside of his advisory work, Herzog serves as an airport commissioner and treasurer for the St. Louis Regional Airport and has been involved with the Wood River Township nonprofit board. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and various model portfolio options.

Derick Engelke is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. His prior work includes roles at Lindenwood University and Mount Carmel Senior Living. 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 strategies, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices.

Dennis Ulrich is a financial advisor with LPL Financial in Edwardsville, IL, holding a Series 66 designation and over 24 years of industry experience. He has been affiliated with LPL Financial since 2002 and also maintains a long-standing connection with Scheffel & Company dating back to 1977. Outside of his advisory work, he manages family farm operations in Edwardsville. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement consulting services.

Rodney Vaught is a financial advisor with Stifel in Edwardsville, IL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Stifel since 2011. Outside of his advisory role, he is a co-manager and passive investor in Signal Buster Racing, LLC, involved in horse racing. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, serving as a basis for client decision-making.

James Claywell is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has served as a financial advisor and owner of Claywell Asset Management, LLC since 2016. Claywell also has a background in education, having worked at Marquette Catholic High School for nearly two decades. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through its affiliation with a municipal advisor.

Timothy Riley is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he holds a 25% ownership stake in OLD YELIR, LLC, a real estate-related business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services from investment policy statement preparation to plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options including insurance-related vehicles and bank deposit sweep programs.

Cody Herring is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James Financial and Busey Investment Services. Outside of finance, he has experience working in the restaurant industry at Applebees Bar & Grill and J.J. Thermos Bar & Grill. 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, incorporating modern portfolio theory and a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Matthew Johnson is a financial advisor with Edward Jones in Edwardsville, IL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is the owner of an LLC involved in property maintenance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices, offering a variety of advisory programs and affiliated investment products under a fiduciary standard.

Jermaine Tart is a financial advisor with Wells Fargo Advisors in Florissant, MO, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at Edward Jones, TD Ameritrade, and Scottrade. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis, supported by Wells Fargo research and planning tools.

Eric Evers is a financial advisor at Cetera with 26 years of industry experience. He has been with Cetera and its affiliate Cetera Investment Services LLC since 2014, and has also worked with Regions Bank since 2013. He holds Series 63 and Series 65 licenses. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform with various program options.

Paige Gonzalez is a financial advisor at LPL Financial in Florissant, MO, holding a Series 66 designation with five years of industry experience. Prior to joining LPL Financial in 2025, she worked for Edward Jones for nine years and KPMG US for two years. She is involved with RetireStrong Financial Advisors LLC and offers tax preparation and accounting services through retirestrong planners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party resources.

Dominick Moscardelli is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Fidelity Investments, TD Ameritrade, Scottrade, and various entities within Charles Schwab. Charles Schwab & Co., Inc. serves 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 offers both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure that supports a large client base across multiple advisory programs.

Jeffrey Westerhold is a financial advisor with LPL Financial in Edwardsville, IL, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with LPL Financial for 25 years. Westerhold is involved with Scheffel Financial Services and DMW Investments, LLC, which is used for accounting purposes. 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 financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and research support from LPL Research and third-party subadvisors.

Maxwell Elbe is a financial advisor with Morgan Stanley in Edwardsville, IL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Goosehead Insurance and involvement with the University of Mississippi and Twin Lake Trucking. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.

Brendan Byers is a financial advisor at Edward Jones in Florissant, MO, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones, he worked at Wells Fargo Clearing, TD Ameritrade, and David Mason and Associates. He has also served as a police officer with the Florissant and Calverton Park Police Departments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Edward Hansen is a financial advisor with Morgan Stanley, holding a Series 66 designation and 23 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Hansen is based in Godfrey, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services utilizing structured discovery processes and advanced modeling tools.

Timothy Mahnesmith is a CFP® certificant and holds a Series 66 license, with 13 years of industry experience. He has been with Edward Jones since 2012. 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 strategies supported by a large network of advisors and branch offices.

Harsh Patel is a CFP® and ChFC® professional with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2013. He is involved in a family business assisting with paperwork and holds a limited membership role in a real estate company with no active responsibilities. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Emily Berkenbile is a financial advisor at LPL Financial in Glen Carbon, IL, holding a Series 66 designation with two years of industry experience. Her prior work includes positions at West & Company and Bank of Springfield. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by diverse investment strategies and research.

Thomas O'Donnell is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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 solutions, supported by a large nationwide network of financial advisors and branch offices.