Connor Liebman is a financial professional with one year of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked at several firms, including Renaissance Financial and Missouri State. Outside of his advisory role, he serves as a board member for the nonprofit Southside Early Childhood Young Friends and the Disabled Athlete Sports Association. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform to a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides a range of investment and financial planning services through a large network of independent advisors.

Ross Woody is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He 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 plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process 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.

Mason Mc Evers is a financial advisor with J.P. Morgan Securities in Brentwood, MO, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and Scottrade, as well as JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Matthew Chellis is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 25 years of industry experience. Prior to joining Cetera in 2021, he worked at VOYA Financial Advisors for seven years. In addition to his advisory role, Chellis is an attorney and has served as a roving deputy monitor for the St. Louis County Board of Election. Cetera is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and retirement services through a multi-manager platform that includes affiliated and third-party managers, with assets under management exceeding $256 billion.

Martin Newton is a financial advisor at Edward Jones in Columbia, Illinois, with 21 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 2004. Outside of his advisory work, he owns farm ground that is rented out annually, with no active management involved. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of investment advisory programs and affiliated financial services, managing approximately $1.01 trillion in assets under management.

Charles Ferretti is a financial advisor at Cetera with 14 years of industry experience. He holds the Series 66 designation and has worked at Renaissance Financial since 2012, alongside prior roles at Minnesota Life and Securian Financial Services. Ferretti is also involved in the sale of fixed insurance products as an insurance agent. Cetera Investment Advisers LLC serves a nationwide network of individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Chad Denney is a financial advisor at LPL Financial in St. Louis, MO, with two years of industry experience. He holds the Series 66 designation and has previously worked at Commerce Bank, Conga, UpKeep Technologies, RingCentral, ARC Facilities, Starbucks, and Coma Coffee. 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, financial planning, retirement consulting, and brokerage services, with both discretionary and non-discretionary management supported by model portfolios and research.

Stephanie Lucey is a financial advisor at Cetera with six years of industry experience. She holds a Series 66 designation and has previously worked at Securian Financial Services Inc and Renaissance Financial Corp. Additionally, she is commissioned as a notary public, performing document notarizations. Cetera Investment Advisers LLC is a national firm serving individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm operates a multi-manager platform offering both discretionary and non-discretionary program options, supported by a large network of advisors and extensive assets under management.

Gregory Lhamon is a financial advisor with Edward Jones, holding a Series 66 designation and bringing five years of industry experience. He has worked at Edward Jones since 2020 and maintains a role with Market Edge LLC, where he sells products on Amazon and earns residual income from audiobooks he narrated. Prior to his financial services career, he spent four years at Salem Radio Network, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a broad range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Joel Albers is a financial advisor at Merrill Lynch Wealth Management with a background in retirement actuarial work. He has over 15 years of experience in retirement plans, having started his career at Willis Towers Watson as a traditional retirement consultant. He subsequently served as the in-house corporate actuary for Emerson Electric Co. before joining Bank of America in the Workplace Benefits line of business, focusing on defined benefit consulting, and later transitioned to financial advising. Joel holds a bachelor's degree in mathematics from Southern Illinois University – Edwardsville. He is an Associate of the Society of Actuaries (ASA) and has earned the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Additionally, he contributes to the Society of Actuaries as an elected member of the Retirement Practice Community Advisory Team.

Christa Kloss is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with 18 years of industry experience. She has been with Stifel since 2006. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services based on a proprietary investment strategy and capital market analysis.

Justin Bentrup is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and six years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously held positions at Macy's, Daniel Fowler Agency, Scottrade, and Mohela. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Robert Stone is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in multi-family real estate ownership. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, annual recommendations through a centralized consulting team.

Karl Walz is a financial advisor with Equitable Advisors in Belleville, IL, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Stifel Independent Advisors and Morgan Stanley, including Morgan Stanley Private Bank. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered advisory and broker-dealer platform.

Christopher Ruiz is a financial advisor with Charles Schwab who holds a Series 66 designation and has 14 years of industry experience. His prior experience includes roles at TD Ameritrade and Scottrade. He serves as treasurer for a local homeowners association outside of his advisory work. Charles Schwab serves primarily high- and ultra-high-net-worth clients 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 SMAs and provides integrated brokerage, custody, and cash-sweep services.

Mark Michelsen is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He has been with Wells Fargo Clearing since 2021 and previously worked at Wells Fargo Advisors Financial Network LLC from 2009 to 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs in its product offerings.

Michael Lodes is a financial advisor with Edward Jones in Webster Groves, MO. He holds a Series 66 designation and has been with Edward Jones since 2022, with additional experience at Shine/Radiant Development Group and Redemption Song. 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 and offers a variety of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Robin Porschen is a financial advisor with OSAIC in St. Louis, MO, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at LPL Financial and SagePoint Financial, and he has been involved with UHY Advisors since 2001. Outside of advisory work, he is also an insurance agent. OSAIC serves a broad client base including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated financial advisers. The firm employs a variety of investment tools and platforms to construct diversified portfolios and provides access to third-party money managers and managed-account solutions.

Timothy Wedekind is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Outside of his advisory role, he maintains a 25% ownership in Wedekind Family Farm LLC and serves as a securities dispute resolution arbitrator. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Paul Swope is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 28 years of industry experience. He has been with Wells Fargo Clearing and First Clearing since 2016, and briefly worked at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm that provides 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.