William Erpelding is a financial advisor at Fidelity Investments with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held positions at various organizations, including WIT Construction LLC, Amazon, and Emerson Electric Co. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio solutions that incorporate proprietary research, quantitative analysis, and systematic methodologies.

Alicia Barry is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Lindsey Kenner is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in an IPS-driven process based on modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options in its investment menus, distinguishing its offerings among large institutional advisers.

Jacob Robinson is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services LLC since 2017. Prior to that, he held positions at KForce, Missouri Baptist University, and Walgreens. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cole Frierdich is a financial advisor at RBC Capital Markets with one year of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and service in the United States Air Force and Washington Air National Guard. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles and implemented through a combination of in-house and third-party investment managers.

Anthony Sausville Jr. is a CFA® charterholder and financial advisor with seven years of industry experience. He has worked at Stifel Nicolaus since 2019 and previously spent 12 years at US Bancorp. He is based in St. Louis, MO. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

William Camden is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked in various roles at companies including Anheuser-Busch InBev and KForce. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm delivers advisory work using proprietary capital market assumptions and research from its Chief Investment Office and UBS Global Research to tailor plans to clients’ goals and risk tolerances.

Jeffrey Crader is a financial advisor with STIFEL in St. Louis, MO, holding CFP® and Series 66 designations and having 20 years of industry experience. He previously worked at Edward Jones for nine years and held roles at W&S Brokerage Services and Western & Southern Life. STIFEL serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodology and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Beth Lastrina is a financial advisor with Edward Jones in Chesterfield, MO, holding CFP® and Series 66 credentials with eight years of industry experience. She has been with Edward Jones since 2017, including her current role from 2019 to present. Prior to her advisory career, she was a homemaker for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and offers additional services such as tax-efficient strategies, proxy voting, and securities-based lending.

Joseph Peterka is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has worked with Renaissance Financial Corp. and Minnesota Life Insurance Co. among other firms. Peterka serves as a trustee on the finance committee at Crossroads Presbyterian Fellowship and is involved as a trustee of a nonprofit cemetery association. Cetera Investment Advisers LLC is an SEC-registered firm that provides advisory services through a nationwide network of independent advisors, serving individual, institutional, and retirement plan clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Claudia Ochoa Espejo is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for eight years before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Ronel Sulit is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Wells Fargo, Ronel worked at firms including Empower Advisory Group, Empower Financial Services, Principal Financial Group, Accenture Philippines, and Citibank. 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 from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment approach.

Joseph Whatton is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. His career includes multiple roles within Wells Fargo entities as well as a position at Aegis Capital Corp. He also serves as a trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Allison Mathias is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Nuveen Investments and PNC Bank. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing a broad range of specialized planning options and leveraging Wells Fargo research and tools to develop tailored recommendations.

Kristian Quigless is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Stifel in St. Louis, MO. Prior to joining Stifel in 2024, he worked at Charles Schwab & Co., Inc. and has also held positions outside the financial industry, including roles at Whole Foods Market and educational institutions. 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 developed by its Investment Strategy Group.

Robert Scafa is a financial advisor with LPL Financial in Chesterfield, MO, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at LPL Financial since 2020 and has held positions with First Community Credit Union and CUNA Brokerage Services, INC. outside his primary advisory roles, he operates an investment services business affiliated with First Community Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients including retirement plans, banks, credit unions, and charitable organizations. The firm offers a broad range of advisory programs and consultative services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research and technology.

James Els is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2015 to 2016. 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 advisory process is driven by investment policy statements and modern portfolio theory, with services tailored to plan objectives and risk tolerances, and it acts as an ERISA fiduciary when providing investment advice.

Jerome Zitzmann is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Erica Unterreiner is a financial advisor at Edward Jones with 19 years of industry experience and a Series 66 designation. She has worked at Edward Jones since 2004 and has been involved with Weight Watchers North America since 2006. Outside of her advisory role, she is a member of M.F. Kustoms, L.L.C., a manufacturing business specializing in harnesses and other components. 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 options, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Jacquelyn Etling is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley since 2014 and holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process without offering individual security recommendations as part of standalone plans.