Lawrence Beville is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James & Associates, Ameriprise Financial Services, Inc., Wells Fargo Clearing, and UBS Financial Services. He is based in St. Louis, MO. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, covering areas such as retirement, education, risk, and specialized planning for business owners and other niche clients.

Muhammad Khalid is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 65 licenses and one year of industry experience. His prior experience includes roles at Goldman Sachs, Grantham, Mayo, Van Otterloo, Wellington Management, and Washington University in St. Louis. 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, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and oversight of substantial discretionary assets.

Eryn Holder is a financial advisor with Thrivent Investment Management in St. Louis, MO, holding Series 63 and Series 66 licenses and 14 years of industry experience. Her prior work includes roles at Wells Fargo Clearing Services, Edward Jones, and Scottrade. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, delivering written recommendations on a variety of financial planning topics without implementing them directly. The firm combines holistic, goal-based analyses with managed-account options while maintaining separate planning and portfolio management services.

Benjamin Ellis III is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and six years of industry experience. Prior to joining Wells Fargo Clearing in 2019, he worked at Aerotek and was self-employed with Risen Savior Ministries. He is also an ordained minister at Evangel Temple, where he assists in preaching and teaching. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Kathryn Flieg is a financial advisor at Edward Jones in St. Louis, MO, with three years of industry experience. She previously worked at Charles Schwab and Co Inc and TD Ameritrade. Outside of finance, she spent three years working at Groomer Has It. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Matthew Fiss is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at TD Ameritrade and Scottrade. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s 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.

Madison Helphinstine is a financial advisor at Stifel with three years of industry experience. She holds a Series 66 designation and has worked at several firms, including Miller Buckfire and Keefe, Bruyette & Woods, Inc. prior to her current role. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Nathan Nichols is a financial advisor at Stifel with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services and Aerotek, Inc. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis developed by its Investment Strategy Group.

Lauren Tuhro is a financial advisor with Fidelity Investments in St. Louis, MO, holding Series 63 and Series 66 credentials and with one year of industry experience. Prior to joining Fidelity, she worked at World Wide Technology and attended Miami University. She is also associated with the Missouri Athletic Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing a variety of fund structures and model portfolios.

Michael Beck is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. He has been with Stifel Nicolaus since 2012. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and governmental entities, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Carrie Genovese is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial industry. She specializes in personalized wealth management strategies, focusing on personal retirement planning, women and wealth, and retirement income. Carrie works closely with clients to develop tailored financial strategies that align with their individual goals, emphasizing a comprehensive understanding of each client's full financial picture. Carrie holds a Bachelor of Business Administration from Saint Mary's College, Notre Dame, and an M.B.A. from Saint Louis University. She also holds the Personal Investment Advisor (PIA) designation. Committed to community involvement, she follows the Merrill tradition of engagement by volunteering with local organizations. Outside of her professional role, Carrie enjoys spending time with her husband, son, and dog, traveling, boating, cooking, and planning parish blood drives.

William Strubberg is a financial advisor with Cetera in St. Louis, MO, holding a Series 66 license and four years of industry experience. He has worked at Renaissance Financial Corp since 2021 and has held roles in insurance sales and financial advisory services. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

John Bayer is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Cetera since 2023 and has prior experience with Securian Financial Services and Minnesota Life from 1997 to 2023. Outside of his advisory role, he is also active as an insurance agent selling fixed insurance products and serves as a financial advisor at Renaissance Financial, offering securities, insurance, and advisory services. Cetera Investment Advisers LLC serves a wide range of clients including individual investors, employer-sponsored retirement plans, corporate and charitable clients, as well as institutional accounts. The firm operates a multi-manager platform providing access to various portfolio management strategies, financial planning, and consulting services through a nationwide network of over 10,000 independent advisors.

Robin Karpan is a CFP® charterholder with seven years of industry experience. She has been with Edward Jones since 2004, working continuously at the firm’s Wood River, IL office. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Ryan Sayre is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses with eight years of industry experience. His work history includes multiple roles within Wells Fargo entities since 2018 and prior experience at RHI General Group, Shiloh Bar and Grill, and the University of Missouri - Columbia. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Henry Horrell is a financial advisor with Morgan Stanley in Clayton, MO. He holds the Series 66 designation and has four years of industry experience. Prior to joining Morgan Stanley, he worked at CDW and Workiva. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Paul Putzel is a financial advisor with Stifel in Clayton, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Stifel, Nicolaus & Company Incorporated since 2002. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Peter Leblanc is a ChFC® with 51 years of industry experience, currently serving at Mass Mutual Investors Services since 1988. He has been associated with Mass Mutual Life Insurance Company since 1970. Additionally, he is involved as a sales agent with Integrated Planning Advisors, LLC, focusing on individual and group life and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars.

Mark Hansen is a financial advisor with Edward Jones in O’Fallon, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. He is also a trustee and one of three beneficiaries of a family trust. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacquelyn Schmidt is a CFP®-credentialed financial advisor with Edward Jones, based in Glen Carbon, IL, and has 18 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, Schmidt serves as a board member and vice chairman for the Madison County Mass Transit District in Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.