Ronald Franzen is a financial advisor with Equitable Advisors in Edwardsville, IL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors since 2008 and also operates Franzen Wealth Strategies, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing multiple third-party advisory programs and offering both advisory and brokerage/insurance channels.

Brenden Wheeler is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 66 licenses and having two years of industry experience. He previously worked at Charles Schwab and Artemis Academy and has managed his own advisory business. Stifel serves a broad range of clients, including individual investors, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Alexander Anderson is a financial advisor with Stifel in St. Louis, MO, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Stifel, he worked at Northwestern Mutual in various capacities and has experience with Charles Schwab. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Jackie Stern is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. 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.

Christina Rask is a Series 66 licensed financial advisor with Edward Jones in O Fallon, Illinois, and has one year of industry experience. She previously worked at Edward Jones from 2007 to 2026. Outside of advising, she is a distributor for Rodan & Fields, a direct selling skincare program. 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 national network of financial advisors and branch offices.

Kyle Osterhage is a financial advisor with Edward Jones in O'Fallon, IL, holding Series 63 and Series 66 credentials and 13 years of industry experience. He previously worked at Farmers Financial Solutions and Farmers Insurance Group before joining Edward Jones in 2019. 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 strategies, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Thomas Van Uffelen is a financial advisor at Stifel with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, following a 15-year tenure at Scottrade, Inc. Based in St. Louis, MO, he provides advisory services within Stifel’s institutional framework. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

John Kuhn is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes discretionary and non-discretionary services tailored to plan objectives and risk tolerances, with a notable inclusion of insurance-related products and bank deposit sweep options.

Adam West is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise, Charles Schwab, Santander Bank, and TD Bank. Based in St. Louis, MO, he joined Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services using proprietary research and tools, with an emphasis on tailored recommendations and optional implementation through various brokerage or advisory programs.

Justin Carr is a financial advisor at Stifel with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2015. Based in St. Louis, MO, Carr focuses on serving a range of clients under the firm's institutional framework. Stifel serves individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services along with fee-based financial planning. The firm’s proprietary investment methodology is designed to provide asset allocation and planning analyses, with clients maintaining discretion over implementation.

Michael Kratz is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 1999. Kratz serves as a board member for St. Matthew Cemetery in St. Louis, where he contributes to discussions on investment policy adherence and advisor performance. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Joey Mcintyre is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with First Clearing, LLC since 2012 before joining Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations.

Katherine Clark is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Before joining LPL Financial in 2023, she worked at Divorce Dollars and Sense and has a background that includes roles in law firms and court reporting. Clark maintains a notary role as part of her professional activities. 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 advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Brady Woelfel is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 66 and Series 63 licenses. His prior work includes positions at TD Ameritrade and experience outside finance in roles at Walgreens and Raging Rivers Waterpark. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Stephen Torre is a financial advisor with LPL Financial in Swansea, IL, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Wintrust Investments LLC from 2023 to 2025 and has experience in various roles including positions at Eastern Illinois University and other organizations. 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 financial planning and advisory services, including discretionary and non-discretionary management, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Robert Bushway is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and four years of industry experience. His prior work history includes roles at Charles Schwab and Co., Inc., TD Ameritrade, and Knights of Columbus. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party resources.

Dionna Falls is a financial advisor with Wells Fargo Clearing in St. Louis, Missouri, holding Series 63 and Series 66 credentials and seven years of industry experience. Her work history includes roles at Wells Fargo Clearing Services and a brief period at Dorvia Falls. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Christine Boykin is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Cetera. Outside of finance, she is involved in managing several small businesses related to vintage audio equipment and vinyl records, including bookkeeping and restoration work. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm delivers investment advice primarily through investment adviser representatives using research, model portfolios, and third-party strategists within an integrated platform that also supports insurance sales and lending programs.

Justin Rueter is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including PNC Investments, Edward Jones, and The Prudential Insurance Company of America. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via its integrated platform.

Joseph Rathert is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 credential and seven years of industry experience. Prior to joining Stifel in 2018, he worked at Tomerlin Law Office from 2014 to 2018. Outside of his financial advisory role, Rathert serves as a sports official for the Illinois High School Association and holds trustee and finance committee positions with local organizations. Stifel serves individual and institutional clients with a range of brokerage and investment advisory services, utilizing proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.