Mark Korte is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has been associated with LPL since 2020. Korte also has a long-standing affiliation with Scheffel Boyle, dating back to 1993. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary research and third-party strategies.

Lisa Hock is a financial advisor with Raymond James Financial, holding the ChFC® designation and Series 63 and 65 licenses. She has 29 years of industry experience, including roles at UMB Financial Services and Benjamin F. Edwards & Company. Hock also serves as a volunteer member of the Finance Committee for the Main Street Community Center in Edwardsville, IL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutions. The firm offers tailored non-discretionary planning and supports its clients with risk profiling and analytical tools designed to illustrate potential investment outcomes.

Jesse Simmons is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and has prior experience at firms including Confluence Wealth Management and Rexencore LLC. Outside of advisory work, he coordinates and facilitates insurance policy placement as a broker. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm employs tailored, non-discretionary planning using analytical tools to align with client goals and supports a large network of advisors with a focus on municipal and public-finance work.

Scott Mandrell is a Series 66 licensed financial advisor with Edward Jones, based in Godfrey, IL, and has six years of industry experience. Prior to joining Edward Jones in 2020, he worked for 20 years at the School District of Clayton and since 2018 has been associated with Hazelwood School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Angela Wakeford is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney, Morgan Stanley, and Wells Fargo Clearing. She is based in Edwardsville, IL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Christopher Ray is a financial advisor at Stifel with 13 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus since 2012. 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 uses proprietary methodology and probabilistic modeling developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.