Stephen Martin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes long tenures at Royal Alliance Associates and Martin Financial Services, prior to joining LPL Financial. Outside of advising, he is president of Martin Accounting Services, Inc., a CPA firm, and a minority partner in a restaurant business. 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, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary platforms.

Bradley Worthen is a financial advisor with Cetera in St. Louis, MO. He holds the Series 66 designation and has been in the industry since 2025. His prior work experience includes roles at Nortek Air Solutions, C.H. Robinson, and U.S. Bank. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that allows for flexible investment strategies and program options.

Timothy Strazinsky is a financial advisor at LPL Enterprise with over 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Mass Mutual Investors Services. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and various non-securities products and services.

Phoebe Del Castillo is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Edward Jones and E*TRADE in various capacities prior to joining Stifel. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Allison Balch is a financial advisor at Stifel with nine years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at TD Ameritrade, Scottrade, and Dierbergs Market Place. Allison is based in St. Louis, MO. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and planning analyses.

Jarrod Reynolds is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. He 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, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Charity Wrigley is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing Services since 2018, with prior experience at Stifel Nicolaus & Co Inc from 2014 to 2018. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, and niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Victor Bass is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He previously worked at Minnesota Life Insurance Company and Securian Financial Services Inc and has been associated with Renaissance Financial since 2020. Outside of his advisory role, he serves as a volunteer and member of the young-professionals board for Make-A-Wish, a nonprofit focused on helping children with serious illnesses. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to various portfolio management options, financial planning, and consulting services delivered through a large network of independent advisors.

Stephanie Reynolds is a financial advisor with Wells Fargo Clearing in Clayton, MO, holding a Series 63 designation and 17 years of industry experience. She previously worked at Morgan Stanley for two years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions. The firm manages approximately $671 billion in assets and uses research-based approaches including diversification principles and modern portfolio theory.

Timothy Guthrie is a CFP® with 33 years of industry experience, currently affiliated with Stifel Nicolaus since 2006. He holds the Series 63 and Series 65 licenses. Outside of his advisory work, he co-owns Farmer's Garden, managing general upkeep alongside his wife. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary methodology from its Investment Strategy Group.

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.

Kristi Blanquart is a financial advisor with Merrill and holds a Series 66 designation. She has 15 years of industry experience and has been affiliated with both Bank of America, N.A. and Merrill since 2001. Outside of her advisory role, she is the owner of JZSS Investments LLC, a holding company with a 20% ownership stake in a Jimmy Johns franchise. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, and various institutional investors.

Brandon Moritz is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2011, including a role at JPMorgan Chase Bank, NA since 2014. Moritz serves on the Board of Directors and the Finance Committee for Variety the Children’s Charity, a nonprofit supporting children with disabilities in the St. Louis area. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of wealth advisors. The firm’s process combines quantitative and qualitative research to deliver customized asset allocation advice and investment manager searches, serving clients with a focus on non-discretionary, written recommendations.

Erica Bianca Mendiola is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and approximately one year of experience in advisory roles. She has prior work experience with Empower Enterprise Philippines, Inc. and multiple other companies primarily in the Philippines. 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 and employing over 14,000 financial advisors. The firm provides both brokerage and advisory solutions and offers a range of retirement plan services, leveraging research from Wells Fargo Investment Institute and third-party sources.

Ross Woody is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 31 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Christopher Patritti is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his Bachelor's Degree from Loyola University New Orleans. Christopher’s credentials reflect his expertise in retirement planning and investment advisory services.

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.

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.