Katrina Amos is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and its Smith Barney division since 2011. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques in its financial planning process.

Colten Steiner is a financial advisor with Edward Jones in Godfrey, IL, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has worked at Edward Jones since 2001. Outside of his advisory role, he manages a rental LLC in Godfrey. 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 range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Gregory Craine is a financial advisor with LPL Financial in Staunton, Illinois, holding a Series 66 designation and bringing 27 years of industry experience. He has worked at LPL Financial since 2009 and previously served at First National Bank in Staunton from 2001 to 2018. He also acts as co-trustee of a family trust. 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 with both discretionary and non-discretionary management supported by proprietary and third-party research.

David Wiegand is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked with Cambridge since 2004 and serves as president of Wiegand Financial Services Inc., operating as an independent insurance agent. Additionally, he co-founded The WealthCare Group, another independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of portfolio management strategies and platform options.

Josef Chiapelli is a CFP® with 24 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He has previously worked at Commonwealth Financial Network, KCH Financial, and Brian E. Keister and Associates. In addition to his advisory work, he holds a role as an insurance agent, providing clients with insurance solutions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a varied client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and consulting, utilizing analytical tools and risk profiling to support client goals.

Mary Potthast is a financial advisor with Raymond James Financial who holds a Series 66 designation and has six years of industry experience. She previously worked at Bank of Edwardsville from 2003 to 2019 and has been involved with Busey Bank since 2020. In addition to maintaining her own book of business, she supports other financial advisors in her role at Busey Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using analytical tools to model potential outcomes and supports its recommendations through advisory programs and partnerships.

Patrick Loechl is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at 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 both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Richard Ratterman is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services grounded in a proprietary methodology developed by its Investment Strategy Group. The firm offers fee-based financial planning and investment guidance intended to support client decisions, with clients retaining discretion over implementation.

Gregory Reinhardt is a financial advisor with Edward Jones in Godfrey, Illinois, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he coaches high school baseball and junior high basketball in Valmeyer, Illinois. 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 wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Drew Achter is a CFP® professional with 11 years of industry experience, currently affiliated with LPL Financial since 2024. He has previously worked at Charles Schwab & Co. Inc., Schwab Wealth Advisory, TD Ameritrade Investment Management, and Scottrade. Outside of his advisory role, he is a co-owner of real estate rental businesses in Missouri. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios and research from multiple sources.

Stanley Williams Jr. is a financial advisor with Equitable Advisors in Florissant, MO, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2004 and also worked with Axa Advisors, LLC during that time. Outside of his advisory role, he serves as an instructor at Harris-Stowe State University and holds board positions with the St. Louis Crisis Nursery, Imani Rites of Passage and Company, and Christian Hospital. 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 operates a hybrid advisory and brokerage model, utilizing client intake processes to tailor services and offering both discretionary and non-discretionary investment management.

Benjamin Kirchoff is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has been associated with Morgan Stanley in various roles since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services utilizing structured discovery processes and firm-approved planning tools.

Chad Burns is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with LPL Financial since 2012. Burns is also involved with Scheffel Financial Services, Inc., a firm he owns in Edwardsville, IL. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Carl Brown is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab and TD Ameritrade prior to joining Fidelity. Outside of finance, he worked for DoorDash for four years. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, relying on a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Nicholas Cooper is a financial advisor with Fidelity Investments, holding a Series 66 designation and five years of industry experience. His work history includes roles at Fidelity and Wells Fargo Clearing Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, with formal advisory roles to registered investment companies and the use of AI-driven research methods.

Charles Buchana is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has 15 years of industry experience, including prior roles at Cetera Advisors LLC, Burgdorf Wealth Managers Inc., and First Allied Advisory Services. Outside of advising, he serves as treasurer for a local Business Networking International chapter and is an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, using a range of portfolio management options and proprietary model strategies.

Matthew Hill is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Stifel Independent Advisors, Wells Fargo Clearing, and Wells Fargo Advisors. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a broad network of advisors and affiliated research resources.

Michael Babcock is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 credential. He has five years of industry experience, including prior roles at Pacific Western Bank and Central Bank of St. Louis. Babcock is also involved in insurance brokerage through Babcock & Associates, Inc., and serves as a board member for charitable organizations such as Project Periwinkle and Mountains to Molehills. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing multiple custody arrangements and both proprietary and third-party investment strategies.

Barbara Craft is a financial advisor with Edward Jones in Wood River, Illinois, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she is involved in managing agricultural land adjacent to her residence. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm is notable for its extensive network of advisors and branches, as well as its affiliated capabilities, including a trust company and proprietary mutual funds.

Paul Baeske is a financial advisor at Morgan Stanley with 27 years of industry experience. He has worked with various Morgan Stanley entities since 2009, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He holds Series 63 and Series 65 designations and is based in Edwardsville, IL. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and modeling techniques but does not include individual security recommendations as part of the standalone planning services.