Mark Matthes is a financial advisor at Stifel with 35 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Stifel since 1990. Stifel serves a diverse client base, including individual, institutional, and municipal clients, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Avis Chandler is a financial advisor at Stifel with seven years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Morgan Stanley. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking market assumptions and probabilistic modeling to support client decision-making.

Suzanne Galatoire is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Stifel Nicolaus & Co Inc. She serves as a board member for the Oak Ridge Homeowners Association in Fenton, Missouri. 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 advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Daniel Shaw is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has worked previously at K Force, Edward Jones, HRSSA, and Cambridge Investment Research. Shaw is based in St. Louis, MO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with an advisory process grounded in modern portfolio theory and tailored to plan objectives.

Anthony Viviano II is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Advisors since 2014. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop personalized recommendations.

Nicholas Wright is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he serves as a deacon and trustee at Southern Missionary Baptist Church in Madison, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Timothy Lambert is a financial advisor with LPL Financial in Chesterfield, MO, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2008. Timothy also serves as a non-variable insurance agent with The Pickett Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management services through its extensive network of advisors and employs a variety of strategies including model portfolios, third-party subadvisors, and customized approaches.

James Haun is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 credential and 15 years of industry experience. He previously worked at Wells Fargo Advisors, LLC for seven years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Samuel Gengenbacher is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. 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 through a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and specialized advisory services.

Jonathan Harrison is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large network of financial advisors and branch offices nationwide.

Robin Rodermund is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Ashley Barker is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing since 2016. 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 both brokerage and advisory solutions.

Jerry Cole is a financial advisor at Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses with 11 years of industry experience. His prior roles include positions at Ameriprise Financial, Bank of America, and Merrill. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including tax-efficient services and separately managed accounts, supported by a large nationwide network of advisors and branch offices.

Joan Krebel is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 65 and Series 63 licenses and five years of industry experience. She has been with Primerica Advisors since 2021 and has prior experience at Primerica Financial Services starting in 2020. In addition to advisory work, she is involved in the sale of loan products, home security, and automation services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a large-scale wrap-fee asset management program that utilizes model-delivery strategies created by unaffiliated asset managers and offers a variety of investment models including tax-managed and income-distribution approaches.

Grant Sjurson is a Series 66-licensed financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory strategies and affiliated financial products, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Bobbi Johnson is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. She has been with Stifel Nicolaus since 2000. Stifel serves a diverse client base 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 Thomas is a financial advisor at Stifel with 17 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Company, Incorporated since 2008. The firm serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Michael Belloli is a financial advisor at Edward Jones with 28 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Prior to joining Edward Jones in 2022, he worked at Stifel for 24 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a nationwide network of more than 23,000 financial advisors and $1.01 trillion in assets under management.

Dylan Molek is a financial advisor at Wells Fargo Clearing with a Series 66 designation and five years of industry experience. He has been associated with Wells Fargo Clearing and Digital Intelligence Systems LLC since 2021. Molek studied at Saint Louis University from 2016 to 2020 and has held various positions across multiple sectors prior to his current role. 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 through more than 14,000 financial advisors and employs research-driven investment strategies incorporating diversification and modern portfolio theory.

Alyson Harper is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO. She has 10 years of industry experience, all with Edward Jones since 2016. 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 range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.