Chad Conner is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, with prior experience at Truist Investment Services and an earlier tenure at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Thomas Hillmeyer is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. Before joining Fidelity, he worked at TopGolf and FSC Securities Corporation. Outside of his advisory role, he serves as a referee for youth basketball games at Annunciation Catholic Parish in Webster Groves, Missouri. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including investment companies and charitable funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios through various platforms.

Mary Ruettgers is a financial advisor with Edward Jones in O'Fallon, Illinois, holding a Series 66 designation and having three years of industry experience. Prior to joining Edward Jones, she worked at Southwestern Illinois College and Lindenwood University. She serves as co-owner of Crashing Waves, LLC, a company managing commercial and residential buildings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Sara Borgmann is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. Her work history includes roles at Wells Fargo Clearing, TD Ameritrade, and Scottrade. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Ashley Matheis is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. She has six years of industry experience and has worked at several firms including Wells Fargo and Citigroup. Matheis is currently based in Fairview Heights, Illinois. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their approach combines systematic quantitative screens and qualitative research to deliver customized, non-discretionary asset allocation advice and performance reporting.

Sean Morrissey is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 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 combines research and analytics with a broad range of brokerage and advisory solutions.

Richard Krueger is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad range of planning options, utilizing firm research and tools to develop tailored recommendations.

Jonathan Brandt is a financial advisor at Stifel with 15 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Stifel in 2020, he worked at Scottrade for nine years and spent time at Saleeby & Associates and Cutter and Company. He is the founder of Battling Together, an initiative that raises funds for the Leukemia and Lymphoma Society through races and golf events, and he serves on the LLS Visionary Leadership Committee. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and forward-looking capital market assumptions.

Josue Stores is a financial advisor at Wells Fargo Advisors with Series 66 and Series 63 licenses and four years of industry experience. He has held positions at Wells Fargo Clearing Services, TD Ameritrade, and Combs Law Group, among others. Outside of his advisory work, he delivers food for DoorDash. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients meeting a net-worth threshold and integrates advisory services with other financial products and referral channels.

Jon Webber Jr. is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He has worked with Renaissance Financial Corp since 2020 and has been affiliated with Cetera Wealth Services, LLC since 2023. Outside of his advisory roles, he serves as chapter treasurer for Business Networking International. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a broad network of independent advisors. The firm offers a range of discretionary and non-discretionary portfolio management and consulting services, utilizing a multi-manager platform with access to affiliated and third-party money managers.

Joseph Mesnier is a financial advisor at Wells Fargo Clearing with the Series 66 designation and two years of industry experience. He has worked at Wells Fargo Clearing Services, LLC since 2025 and previously held roles at Cetera and Renaissance Financial. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles to provide both brokerage and advisory solutions across a wide range of financial products.

James Andrew is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Stifel Nicolaus & Co Inc and MSI Financial Services, Inc. based in St. Louis, MO. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Zachary Fisher is a financial advisor at Stifel with eight years of industry experience. He holds a Series 66 designation and has worked at Ernst & Young and Stifel Financial prior to his current role. Outside of his advisory work, he is a co-owner of a family farm in Payson, Illinois. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and government entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing analysis and guidance to support client decision-making.

Charles Milton is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and having 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Edward D. Jones and Co. since 1994. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions that include retirement, education, risk, and wealth-transfer planning, with advisory services supported by proprietary research and planning tools.

James Westbury is a financial advisor at Stifel with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Charles Schwab and TD Ameritrade. Westbury is based in St. Louis, MO. Stifel serves a diverse client base ranging from individuals, including high net worth and non-HNW clients, to institutional entities such as pension plans and charitable organizations. The firm offers brokerage and advisory services utilizing a proprietary investment methodology developed by its Investment Strategy Group.

David Bryant is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at Waddell & Reed for 14 years before joining LPL Financial in 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with investment strategies implemented through a network of investment adviser representatives.

Ashley Osterhage is a financial advisor with Edward Jones in Columbia, IL, holding a Series 66 designation and two years of industry experience. Prior to returning to Edward Jones, Osterhage worked at Publicis Sapient and held various roles at Illinois State University and local organizations. Outside of advising, she has worked in customer service and management positions, including at Waterloo Country Club and Illinois State University Conference Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

Mary Harris is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and six years of industry experience. She has worked at multiple Wells Fargo-related entities since 2015, including Wells Fargo Investment Institute and Wells Fargo Advisors Clearing LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics to support diversified investment strategies.

Craig Avery is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Merrill. Outside of his advisory work, he teaches survivalist and bushcraft classes through his own business, WG Bushkraft. 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 substantial assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Steven Gordon is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. His career includes roles at Securian Financial Services, Inc., Coop Insurance Agency, Inc., and Renaissance Financial Corp. He serves on the board of the Churchill Center & School and participates in charitable giving advisory through a client’s irrevocable trust committee. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients with a broad range of portfolio management and financial planning services. The firm supports diverse investment strategies including model portfolios, third-party managers, and customized approaches, managing over $256 billion in assets across more than 10,000 advisors.