Joshua Smucker is a Series 66 credentialed financial advisor with Edward Jones in Troy, Illinois. He has 17 years of industry experience, including 19 years at Edward Jones. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Disch is a financial advisor with LPL Financial, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at Waddell & Reed Inc and various insurance carriers, as well as serving on the boards of Greenville Free Methodist Church and STL Wealth LP. He has involvement in nonprofit board activities outside of his advisory work. 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 and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, with investment strategies encompassing discretionary and non-discretionary management and incorporating advanced technology tools for operational support.

Luke Niemeyer is a financial advisor with MassMutual Investors Services, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked at MassMutual Investors Services since 2022 and previously spent 13 years with Knights of Columbus and its affiliated asset advisory firm. Outside of his advisory role, Niemeyer serves on the finance committee for All Saints Academy, providing budget and financial oversight. MassMutual Investors Services is a subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative annual planning engagements using firm-approved software to analyze client goals and deliver written recommendations.

Matthew Armentrout is a CFP® with 19 years of industry experience. He has been with Edward Jones since 2013. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Linda Manley is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. She participates on the Board of Directors for the Girl Scouts of Southern Illinois and plays piano for Sunday mass at St. Paul Catholic Church in Highland, IL. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of investment strategies and affiliated services with approximately $1.01 trillion in assets under management.

Michael Oestereich is a financial advisor with Edward Jones in O’Fallon, Illinois, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory work, he serves as a parish organist at St. Nicholas Catholic Church in O’Fallon. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Wendy Penrod is a financial advisor with Raymond James & Associates in Ofallon, IL, holding Series 63 and 66 licenses and bringing 23 years of industry experience. Her work history includes roles at Wells Fargo Clearing and Morgan Keegan & Company, LLC. At Raymond James, she has been with the firm since 2023. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Lisette Ehrat is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 30 years of industry experience. Prior to joining LPL Financial in 2024, she worked for Bradley Tinnin Prudent Investor Services, Inc. for 15 years and Osaic for 24 years. Outside of her advisory work, Ehrat serves as a church organist and musician. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, and institutional platforms, supported by advanced research and operational tools.

Candice Mueller is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Her prior work includes roles at the Defense Information Technology Contracting Office, Air Mobility Command, and Nestle Purina PetCare Company. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, providing financial planning and non-discretionary investment consulting through various specialized programs and offers municipal advisory services alongside its institutional and individual client solutions.

Matthew Albers is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 65 licenses. He has been with MML Investors Services, LLC and MassMutual Life Insurance Company since 2022 and previously worked with the Knights of Columbus from 2014 to 2022. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring engagements as annual, collaborative relationships based on client goals and firm-approved analytical tools.

Kyle Fink is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at LPL Financial since 2017, following ten years at National Planning Corporation and four years at American General Securities Incorporated. He is involved in a building purchase group called Wall Street Advisors in O’Fallon, Illinois. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser offering financial planning, model portfolio programs, and institutional platforms to individuals, retirement plan participants, and institutions. The firm supports advisors with a broad range of services and tools, managing over $819 billion in discretionary assets across a large advisor network.

Melissa Roessler is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds a 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, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics grounded in diversification principles and modern portfolio theory.

Todd Stonewater is a financial advisor with Edward Jones in O Fallon, IL, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Edward Jones since 2006. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Christopher Rydgig is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2016. 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 provides a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Timothy Guthrie is a CFP® with 33 years of industry experience, currently affiliated with Stifel Nicolaus since 2006. He holds the Series 63 and Series 65 licenses. Outside of his advisory work, he co-owns Farmer's Garden, managing general upkeep alongside his wife. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary methodology from its Investment Strategy Group.

Michelle Sabo is a financial advisor at Stifel with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and A. G. Edwards & Sons. Outside of her advisory role, she serves as a mentor in the Belleville CEO Mentoring Program, which supports local high school students in exploring business ideas. Stifel serves a diverse client base including individuals, institutions, and municipal entities, providing both brokerage and investment advisory services. The firm employs a proprietary methodology for investment analysis and allocation developed by its Investment Strategy Group, offering clients guidance intended to support their decision-making.

Paul Jansen is a financial advisor with Edward Jones in Lebanon, Illinois, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones for his entire advisory career. 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 nationwide network of financial advisors and branch offices.

Michael Hatley is a financial advisor at Stifel with 22 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006 and holds a Series 66 designation. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which supports asset allocation, retirement, insurance, and estate planning analyses.

Kelly Murphy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Wells Fargo in 2019, Murphy worked at TD Ameritrade and held positions at DexYP and YP Holdings LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary investment advisory services. The firm’s approach 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 offerings.

Jason Wickersham is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with various Fidelity entities since 2014. Outside of his advisory role, he oversees staff for Event Transportation Solutions, Inc., managing transportation logistics for a Formula 1 venue. Strategic Advisers LLC, a Fidelity Investments company, provides a range of investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.