Jason Mathes is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He began his financial advisory career in 1997 and joined Merrill Lynch in 1998. He founded Mathes, Gidcumb, Callen & Associates, where he works with a select group of high net worth families and businesses to identify, assess, and achieve their financial objectives, focusing on cash flow, liability, investment, and long-term wealth management strategies. Jason holds a Bachelor's degree in Business Administration with a focus on Corporate Finance and Investments from Drake University. He is a CERTIFIED FINANCIAL PLANNER® professional, awarded by the Certified Financial Planner Board of Standards, Inc., and has earned the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute®, which is taught in conjunction with The Wharton School at the University of Pennsylvania. He also holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation. Beyond his professional roles, since 2008, Jason has been involved with the United States Tennis Association (USTA), promoting tennis as a healthy lifestyle. He has held positions such as President Emeritus of the Board of Directors for the USTA Missouri Valley Section and the USTA St. Louis Board of Directors, along with service on various national USTA committees. Additionally, he has served on the boards of several local tennis and community organizations. Jason resides in Clayton, Missouri with his wife Diane and their sons John and James.

Jeffrey Thompson is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 25 years of industry experience. He previously worked at Fidelity for seven years before joining Wells Fargo in 2016. Outside of financial advising, he co-owns a small business called All Beauty by Amy T with his spouse. 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 utilizes research and analytics to evaluate investment options, offering both brokerage and advisory solutions across a broad client base.

Randy Howe is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Woodbury Financial for 18 years and has owned a tax preparation business, RCH Tax Plus, since 1992. Howe is also a permanent deacon in the Roman Catholic Church, where he volunteers regularly. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through various programs. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supported by discretionary and non-discretionary management options and multiple affiliated platforms.

William Burke is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Wells Fargo, he worked in various roles including positions at Us Tech Solutions, Total Access Urgent Care, Hackett Security, and Marquette University. 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, utilizing research and analytics to support its investment approach.

Carson Smith is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at US Tech Solutions and Eddie Bauer LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, acting as an ERISA fiduciary and offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Gary Orf is a CFA® charterholder and Series 63 licensed financial advisor with 22 years of industry experience. He currently works with Cetera and has previously been affiliated with Renaissance Financial and Securian Financial Services. Outside of his advisory work, he serves on the advisory board of GEM Holdings LLC. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and consulting services, including discretionary and non-discretionary strategies across multiple program structures.

Timothy Mccalla is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. Based in St. Louis, MO, he provides investment and financial planning services as part of a large institutional firm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of planning services including cash-flow, retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and tools to develop tailored recommendations delivered through meetings and summary reports, with implementation options available through brokerage or advisory programs.

Jason Page is a financial advisor at Stifel with 13 years of industry experience. He previously worked at Edward Jones for 13 years before joining Stifel in 2026. He holds the Series 66 designation and is based in St. Louis, MO. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology from its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Taina Badalamenti is a financial advisor at Stifel with 35 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes eight years at Wells Fargo Clearing and earlier roles within Stifel-affiliated firms. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies from its Investment Strategy Group.

Laura Drummond is a financial advisor with Wells Fargo Clearing in St. Louis, MO. She holds Series 66 and Series 63 licenses and has 12 years of industry experience, including 10 years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets, employs over 14,000 financial advisors, and offers both brokerage and advisory solutions.

Jennifer Lawson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Raymond James & Associates since 2013 and previously held roles at Morgan Keegan & Company, LLC and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by extensive research and a range of portfolio management styles.

James Pingleton is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with 12 years of industry experience. He has been with Stifel Nicolaus since 2010. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide capital market analyses and asset allocation guidance.

Dominique Tedesco is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo Clearing in 2018, Tedesco had brief roles at Disys and Northwestern Mutual in 2017 and 2018. Outside of finance, Tedesco has been involved with Reifschneider's Grill and Grape since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Victoria Wuesthoff is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, she worked at various organizations including Athleta, where she is also employed as a retail sales associate. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Cynthia Plackemeier is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. Her spouse owns a non-investment-related business called Roy’s Garage, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Christopher Green is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and 15 years of industry experience. He has worked at Prudential Insurance Company of America since 2010 and joined LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm utilizes model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Andre Cantareira is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network LLC and A.G. Edwards & Sons, Inc. He is currently based in St. Louis, MO. 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 advisory and brokerage services, including financial planning and model portfolio programs, and supports investment advisers with research tools and multiple asset management options.

Matthew Heaton is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. He has been with Stifel in St. Louis, MO since 2013. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

Brian Varel is a financial advisor at Stifel with 18 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2009. Stifel serves a broad range of clients, including individuals, institutional accounts, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Kyle Jacobsmeyer is a CFP®-designated financial advisor with 11 years of industry experience. He is currently with Cetera and Cetera Wealth Services, LLC, having joined in 2023. Prior to that, he worked at Renaissance Financial and Minnesota Life, gaining experience in securities, insurance, and advisory services. Outside of his advisory role, Jacobsmeyer serves on the advisory board of the Missouri Athletic Club and is an elected board member of the Mercy Health Foundation in St. Louis. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors.