David Vogan is a financial advisor at Stifel with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co. Inc since 2020. Prior to that, he was employed at TD Ameritrade and Dierbergs Markets. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to offer capital market analyses and asset allocation guidance.

Jason Stone is a financial advisor at Edward Jones in O’Fallon, Illinois, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lisa Hock is a financial advisor with Raymond James Financial Services Advisors, Inc. in Edwardsville, IL, holding the ChFC® designation and Series 63 and 65 licenses. She has 28 years of industry experience, including roles at UMB Scout Brokerage, Benjamin F. Edwards & Co., The Bank of Edwardsville, and Busey Bank. Outside of her advisory work, she serves as a volunteer member of the Finance Committee for the Main Street Community Center. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutions. The firm provides financial planning and non-discretionary investment consulting supported by extensive firm research and an affiliate network that includes banking, trust, and public finance capabilities.

Jonathan Ratterman is a financial advisor with Stifel in Edwardsville, IL, holding a Series 66 designation. He has been with Stifel Financial Corporation since 2019, with a total of five years of experience at the firm. Prior to joining Stifel, he was affiliated with The University of Mississippi from 2018 to 2022. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Nicholas Stork is a CFP® with five years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing in St. Louis, MO. His prior experience includes roles at Citigroup, Edward Jones, and OSAIC Wealth, Inc. 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 from Wells Fargo Investment Institute.

Jeremy Yoder is a CFP®-designated financial advisor with Edward Jones in St. Louis, Missouri, where he has worked since 2008. He has 17 years of industry experience. Outside of his advisory role, he is involved in managing rental properties as a sole proprietor and partner. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a broad range of investment advisory services and maintains a large national presence with over 23,000 financial advisors.

Katelynn Schuetz is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, she worked at ARCO Business Services and attended McKendree University. 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 provides a range of advisory strategies, including both discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.

Sean Darroch is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and has prior work history with State Farm, Durham Region Works Department, and Lindenwood University. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm uses a proprietary investment methodology from its Investment Strategy Group to support asset allocation and planning analyses, with clients retaining discretion over implementation.

Peter Krewet Jr. is a CFP®-certified financial professional with nine years of industry experience. He is currently with Cetera and Cetera Wealth Services, LLC, having joined in 2023, and has prior experience with North Star Resource Group and Minnesota Life Insurance Co. He is also involved as a financial professional with North Star Consultants of Texas, a financial services DBA. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with various program structures and custodial relationships.

Jason Harness is a financial advisor with LPL Financial in Saint Louis, MO, holding a Series 66 designation and 23 years of industry experience. He previously worked for Mass Mutual Investors Services and MassMutual Life Insurance Co. from 2003 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide through a large network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Eric Keling is a financial advisor at Stifel with 10 years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual and Scottrade. Outside of his advisory role, he owns Backyard Bounce LLC, a party supply rental business in O'Fallon, Missouri. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling.

Mitchell Lauder is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing Services since 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business transitions, special needs, and divorce, using Wells Fargo research and planning tools.

Jesse Simmons is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Confluence Wealth Management and Rexencore LLC. Outside of advisory work, he coordinates and facilitates insurance policy placement as a broker. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations supported by extensive research and a broad affiliate network.

Chelsea Safe is a financial advisor with Edward Jones in Granite City, IL, holding the CFP® designation and Series 66 license. She has 13 years of industry experience and has been with Edward Jones since 2013. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

James Campbell is a financial advisor at Stifel with 17 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co Inc. since 2003. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services built on a proprietary investment methodology developed by its Investment Strategy Group.

Christina Torrez is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and having 12 years of industry experience. She has been with Wells Fargo Clearing and its affiliated firm since 2016. Outside of her advisory role, she works as a Pampered Chef consultant and is involved in local delivery services including Instacart and DoorDash. 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.

Ziauddin Mahmood is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at OSAIC since 2023. Previously, he was affiliated with Royal Alliance Associates, Inc. for 26 years and has been involved with Webster University since 1997. Outside of his advisory role, Mahmood serves as president of the Islamic Cooperative Housing Corporation, a religious community–based housing cooperative, and is involved in family-owned real estate construction and management. OSAIC serves a broad client base including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services with access to various investment platforms and third-party managers. The firm uses a range of asset-allocation tools and provides both discretionary and non-discretionary portfolio management.

Anthony Garrett is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and four years of industry experience. He has spent the majority of his career at Wells Fargo Clearing Services and Wells Fargo Advisors, with prior experience managing Sky Park Airport Parking for 15 years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a wide range of planning options, including retirement, education, and business-owner transition planning, utilizing Wells Fargo research and tools to create tailored recommendations.

Nicole Clayton is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Edward Jones, TD Ameritrade, and Scottrade. Outside of her advisory role, she serves as an executor for an estate. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, providing investment services to a broad client base.

Patrick Murphy is a financial advisor at Wells Fargo Clearing with a Series 66 designation and 10 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and was previously with Scottrade, Inc. from 2016 to 2018. 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.