Jennifer Lawson is a financial advisor with Raymond James & Associates in Belleville, IL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a focus on public finance and municipal work alongside its retail advisory services.

James Pingleton is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with 12 years of industry experience. He has been with Stifel Nicolaus since 2010. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide capital market analyses and asset allocation guidance.

Dominique Tedesco is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo Clearing in 2018, Tedesco had brief roles at Disys and Northwestern Mutual in 2017 and 2018. Outside of finance, Tedesco has been involved with Reifschneider's Grill and Grape since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Victoria Wuesthoff is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, she held roles at Athleta and other organizations. Outside of her advisory work, she has experience in retail sales and inventory management at Athleta. 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 solutions grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Cynthia Plackemeier is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and having 41 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. 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.

Christopher Green is a financial advisor with LPL Enterprise holding Series 63, 65, and 66 designations and 15 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Green is involved in marketing and office support roles related to his LPL business activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, and access to brokerage and insurance products through an integrated platform combining advisory services with financial product sales.

Andre Cantareira is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 66 licenses and with 22 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 13 years prior to joining LPL Financial in 2022. 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 brokerage services supported by research and model portfolios from both in-house and third-party sources.

Matthew Heaton is a Series 66-licensed financial advisor at Stifel in St. Louis, MO, with 13 years of experience at the firm since 2013. He has worked exclusively at Stifel during his career. Stifel serves a wide range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support client decision-making.

Brian Varel is a financial advisor at Stifel with 18 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2009. Stifel serves a broad range of clients, including individuals, institutional accounts, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Kyle Jacobsmeyer is a CFP®-designated financial advisor with 11 years of industry experience. He is currently with Cetera and Cetera Wealth Services, LLC, having joined in 2023. Prior to that, he worked at Renaissance Financial and Minnesota Life, gaining experience in securities, insurance, and advisory services. Outside of his advisory role, Jacobsmeyer serves on the advisory board of the Missouri Athletic Club and is an elected board member of the Mercy Health Foundation in St. Louis. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors.

Stephen Martin is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has previously worked at Royal Alliance Associates, Inc. for 27 years and has operated Martin Financial Services, Inc. since 2012. Outside of his advisory role, he is a certified public accountant and president of Martin Accounting Services, Inc., and is a minority partner in a restaurant business. 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 programs supported by research and various management strategies.

Bradley Worthen is a financial advisor with Cetera in St. Louis, MO. He holds the Series 66 designation and has been in the industry since 2025. His prior work experience includes roles at Nortek Air Solutions, C.H. Robinson, and U.S. Bank. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that allows for flexible investment strategies and program options.

Vincent Wallace is a CFP® with 17 years of industry experience and has been with Edward Jones since 2013. He holds Series 63 and Series 65 licenses and is based in St. Louis, MO. 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 under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.

Timothy Strazinsky is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2005 onward. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment products through an integrated platform that combines adviser programs with brokerage and insurance offerings.

Phoebe Del Castillo is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Edward Jones and E*TRADE in various capacities prior to joining Stifel. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Allison Balch is a financial advisor at Stifel with eight years of industry experience. She has held positions at Stifel since 2023 and previously worked at TD Ameritrade and Scottrade. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Jarrod Reynolds is a Series 66 licensed financial advisor with Wells Fargo Clearing in St. Louis, Missouri, and has 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm uses research and analytics to evaluate investment options, offering both brokerage and advisory solutions through a large network of over 14,000 advisors.

Charity Wrigley is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing Services since 2018, with prior experience at Stifel Nicolaus & Co Inc from 2014 to 2018. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, and niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Victor Bass is a financial advisor with Cetera and holds a Series 66 designation, bringing six years of industry experience. He has worked with Renaissance Financial and Minnesota Life Insurance Company and currently volunteers on the young professionals board of Make-A-Wish. Victor also has experience in fixed insurance product sales. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a large multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies through both affiliated and unaffiliated managers.

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.