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 at Wells Fargo Advisors with 12 years of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at Edward Jones, TD Ameritrade, and Scottrade. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

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 with LPL Financial in Florissant, MO, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2025, she worked for nine years at Edward Jones. She is also involved with retirestrong planners, providing tax preparation and accounting services on a part-time basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a broad network of investment adviser representatives.

Dominick Moscardelli is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Investments, TD Ameritrade, and Scottrade. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a centralized platform for advisory, brokerage, custody, and cash-sweep services.

Denise Arendell is a financial advisor at Edward Jones with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch for six years before joining Edward Jones in 2017. Outside of her advisory role, she is co-owner and CEO of Graceology LLC, a spirits brand that donates a portion of its net profits to local nonprofits. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large national network of financial advisors and branch offices.

Jeffrey Westerhold is a financial advisor with LPL Financial in Edwardsville, Illinois, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with LPL Financial since 2001. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting a large network of investment adviser representatives with various discretionary and non-discretionary investment options.

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.

Emily Short is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 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, operating under a fiduciary standard.

Dustin Jumper is a financial advisor at Edward Jones in Glen Carbon, Illinois, holding a Series 66 designation with eight years of industry experience. He previously worked at GCS Credit Union for three years before joining Edward Jones in 2018. Outside of his advisory role, he has passive family investments related to construction and sports ventures. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated financial products through a large nationwide network of advisors and branch offices.

Edward Hansen is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and its affiliates since 2009, with prior experience at Citigroup Global Markets and A.G. Edwards & Sons. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Craig Stewart is a financial advisor with Cetera in St. Louis, MO, holding Series 63 and Series 65 designations and having 30 years of industry experience. He has been with Cetera and its affiliated entity, Cetera Financial Specialists LLC, since 2002. Outside of advising, Stewart is a partner in an accounting and tax services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform that provides access to both affiliated and third-party investment managers.

David Manning is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Thrivent Financial since 2020. Outside of his advisory role, Manning serves as Alderman for Ward 1 in Staunton, Illinois, representing local households and businesses, and has taught middle school math and science at Zion Lutheran School within his community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based analyses across various financial planning topics without discretionary portfolio management. The firm enables clients to integrate planning with managed-account programs under a consolidated billing option, maintaining planning and investment management as separate services.

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.

Emily Berkenbile is a financial advisor with LPL Financial, holding a Series 66 designation and having approximately two years of industry experience. She has previously worked at West & Company and Bank of Springfield. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and multiple institutional platforms, providing advisory and brokerage services through a large network of investment adviser representatives.

Stanley Beltramea is a financial advisor with LPL Financial in Edwardsville, IL, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining LPL Financial in 2026, he worked at Reinsurance Group of America from 2020 to 2026 and held positions at TricorBraun, Mark Andy, and Armstrong Energy. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, model portfolios, and institutional platforms, utilizing both proprietary research and third-party strategies.

Jason Jensen is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Jensen holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved planning tools and investment modeling techniques.

Timothy Epps is a CFP® professional based in Alton, IL, affiliated with Edward Jones. He has 21 years of industry experience, all with Edward Jones since 2005, and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Lawrence Lexow is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked with multiple entities over his career, including Bcl Financial Management and Lexow Financial Services, and currently serves as president of BCL Financial Management Consultants, a third-party administration and pension services firm. He is also involved as a board member and volunteer with Nicol Enterprises, Saint Cecilia’s Catholic Church, and Country Club Manors Homeowners Association. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers access to various platforms, third-party advisers, and proprietary model strategies.

Robert Diaz is a CFP® with 16 years of industry experience, currently advising at Raymond James Financial Services Advisors, Inc. He previously worked at Edward Jones for 11 years. Diaz is the owner of Confluence Wealth Management, a support company based in Alton, IL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance activities through its unique affiliations.