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, holding a Series 66 designation and bringing 27 years of industry experience. He has worked at LPL Financial since 2009 and previously spent 17 years at First National Bank in Staunton, Illinois. He also serves as co-trustee of a family trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

David Wiegand is a financial advisor at Cambridge Investment Research Advisors with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cambridge since 2004. Outside of his advisory work, Wiegand is a co-founder and independent insurance agent with The WealthCare Group and serves as president of Wiegand Financial Services Inc. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers a variety of account implementation platforms and proprietary model strategies.

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 at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016. Prior to that, he was with Russell Investments from 2008 to 2010. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs a large team of advisors and utilizes research from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment evaluations.

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 affiliated with LPL Financial, bringing 11 years of industry experience. His prior roles include positions at Charles Schwab & Co., Schwab Wealth Advisory, TD Ameritrade, Scottrade, and Principal Financial Services. Outside of his advisory work, he is a co-owner of real estate rental ventures. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and oversight of significant discretionary assets.

Stanley Williams Jr. is a financial advisor with Equitable Advisors, holding a Series 66 designation and over 21 years of industry experience. He has been with Equitable Advisors since 2004 and previously worked at Axa Advisors. Outside of his advisory role, he serves as an instructor at Harris-Stowe State University and holds board positions with several St. Louis nonprofit organizations, including the St. Louis Crisis Nursery and Christian Hospital. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of investment programs and third-party advisory models, offering services through a large network of Investment Adviser Representatives.

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 credentials and bringing 19 years of industry experience. He has worked at LPL Financial since 2012 and previously spent three years with Edward Jones. Burns also operates Scheffel Financial Services, Inc. in Edwardsville, IL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Carl Brown is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. Outside of finance, he worked for Doordash for four years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

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, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Cetera Advisors LLC, Burgdorf Wealth Managers Inc., BFC Planning, Inc., and First Allied Advisory Services. He is also an independent insurance agent at Triad Benefits Group, PC, and serves as treasurer for a local Business Networking International chapter. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm provides both discretionary and non-discretionary management via multiple platforms, offers access to third-party advisers, and maintains proprietary model strategies under the Founders Gate Capital brand.

Matthew Hill is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Stifel Independent Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Matthew is based in Glen Carbon, IL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and consulting services primarily on a non-discretionary basis, supported by varied portfolio management styles and extensive affiliated research.

Michael Babcock is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds a Series 65 designation and has previously worked at Pacific Western Bank and Central Bank of St Louis. Babcock is also an insurance broker and serves on the boards of charitable organizations including Project Periwinkle and Mountains to Molehills. Cambridge Investment Research Advisors serves a diverse group of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under its Founders Gate Capital brand.

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.