Leysa Turner is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been with Wells Fargo Clearing and its affiliated entities 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 uses research and analytics from the Wells Fargo Investment Institute along with third-party data to guide investment selections.

Cameron Mcelhaney is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Before joining Fidelity, he held various roles at Dick's Sporting Goods and worked briefly at Arsenal Business Growth. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolio delivery, with distinctive capabilities including commodity pool operation registration and use of AI-driven research methodologies.

Shuzhen Shao is a financial advisor at Stifel with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2019, following prior roles at Vestech Securities and Parkway School District. Based in St. Louis, MO, she has focused her career primarily within the financial services sector. Stifel serves a diverse client base including individuals, institutional clients, and nonprofit organizations, providing both brokerage and investment advisory services. The firm uses proprietary investment methodologies developed by its Investment Strategy Group to deliver asset allocation and planning analyses that support client decision-making.

Matthew Wacker is a financial advisor with Wells Fargo Clearing in Clayton, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors, LLC. 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 utilizes research and analytics to support its brokerage and advisory solutions.

Michael Marchi is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at The Investment Center Inc for 12 years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with discretionary and non-discretionary management supported by proprietary and third-party research.

Logan Hepburn is a financial advisor with Thrivent Investment Management in Collinsville, IL, holding a Series 66 designation and seven years of industry experience. He previously worked at Bank of America before joining Thrivent Financial in 2019. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a consolidated WealthPlan option that combines planning with managed-account services while maintaining them as separate engagements.

Ethan Staples is a financial advisor at Cetera with Series 63 and Series 66 credentials and two years of industry experience. He has worked at several firms including Charles Schwab and Wells Fargo Clearing Services. Outside of his advisory role, he is involved as an Investment Advisory Operations Associate at Renaissance Financial. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Lindsay Luebbehusen is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 14 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2011 to 2016. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, serving a broad client base with a comprehensive investment approach.

Ryan Heine is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, TD Ameritrade, and Cofco-International. Heine is based in Edwardsville, Illinois. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and due diligence on alternative investments, supported by Schwab’s integrated operational structure.

Andrea Trapet is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at MECS for ten years. She was previously the owner of a retail business, Port Saint Louis LLC, which is now inactive and in the process of being closed. 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 broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brendan Durbin is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has worked at Renaissance Financial Corporation and Wells Fargo Clearing, among other firms. He currently serves as an Annuity Solutions Specialist at Renaissance Financial Corporation, advising on and reviewing annuity products for financial advisors and their teams. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a large network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of program options and access to third-party money managers.

Patricia Kempfer is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable breadth of investment options that include insurance-related vehicles and bank deposit sweep programs.

Peter Smith is a Certified Financial Planner® with 21 years of industry experience. He is currently affiliated with Osaic Wealth, Inc. and previously worked at U.S. Bancorp Investments, Inc. for 11 years. Smith owns Artemis Wealth Solutions, an LLC established to offer 401(k) plans and services in partnership with a commercial insurance firm, and he is developing Artemis Wealth Advisors as a platform for other brokers. Osaic Wealth serves retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations, providing a range of integrated brokerage and advisory services. The firm employs various portfolio construction tools and offers access to multiple investment platforms and third-party managers.

Cassandra Farner is a CFP®-designated financial advisor with Edward Jones in St. Louis, MO, with 10 years of industry experience. She has been with Edward Jones since 2015 and is also involved in coaching at Cor Jesu Academy since 2014. Edward Jones is a full-service wealth management firm that serves a broad client base including individual and institutional investors and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Scott Mues is a financial advisor with Stifel in St. Louis, Missouri, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and was previously with Scottrade from 2006 to 2018. Stifel serves a diverse client base including individuals, institutional clients, and organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing analyses and guidance to support client decision-making.

Mark Nielsen is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials with over 13 years of industry experience. His prior roles include positions at Fidelity Investments and Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes both non-discretionary and discretionary options, with a notable breadth of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Mark Indelicato is a financial advisor with Cetera in St. Louis, MO, holding a Series 66 designation and over 20 years of industry experience. He has been associated with Cetera and its affiliated entities since 2005 and has operated The Indelicato Investment Group, LLC since 2009. Outside of advisory services, he owns and operates an accounting and tax firm, Mark S. Indelicato, CPA, LLC, and is involved in selling health insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and retirement services. The firm operates a multi-manager platform that allows advisors to implement various investment strategies through affiliated and unaffiliated managers, managing over $256 billion in assets nationwide.

Charlene Salyers is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Mark Schuette is a financial advisor at Stifel with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC, and Prudential Insurance Company of America for nine years. Outside of his advisory role, he is a member and manager of Schuette Investments LLC, a real estate investment business. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and planning tools developed by its Investment Strategy Group.

Kathleen Thomas is a financial advisor at Stifel with 11 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus and Facet prior to her current role. Outside of her advisory work, she operates an Etsy shop specializing in print-on-demand products. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes proprietary investment methodologies developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.