Steven Smith is a financial advisor with Wells Fargo Advisors in St. Charles, MO, holding a Series 66 designation and 13 years of industry experience. His career includes multiple roles within Wells Fargo entities as well as a position at Cushman & Wakefield. Outside of finance, he works as a security consultant providing oversight, enforcement, training, and VIP escorts. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, serving a diverse client base through comprehensive financial planning and investment management services.

Timothy Brueggeman is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he is a 50% owner of The Temple, an entertainment and reception hall in Alton, Illinois, where he contributes to management and event planning. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brian Keister is a CFP® credentialed advisor with 38 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He previously worked for Commonwealth Financial Network for 23 years and operated his own firm, Brian E. Keister & Associates, for 15 years. Outside of his advisory role, he is a partner in Accessible Storage LLC and serves as a commissioner for the St. Louis Regional Airport. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools, supporting implementation through advisory programs or other providers.

Brianne Edgington is a financial advisor at Edward Jones in Alton, Illinois, with 15 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Stifel for nine years. Outside of her advisory role, she is involved with Levy Restaurants. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Daniel Schubert is a CFP® professional with 10 years of experience in the financial services industry. He has been with Edward Jones since 2015 and holds the Series 66 designation. Based in Florissant, MO, he serves a diverse client base through his role at the firm. 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 operates a nationwide network of over 23,700 financial advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Jodi Weber is a financial advisor with Edward Jones in Saint Charles, MO, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Edward Jones since 1995. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branches nationwide.

Christian Guyot is a financial advisor with Morgan Stanley in Edwardsville, Illinois, holding a Series 66 designation and nine years of industry experience. He previously worked at Wells Fargo Clearing and has held roles at Valic Financial Advisors, Minnesota Life Insurance, Renaissance Financial, and Securian Financial Services. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services that emphasize advisory planning while leaving implementation and updates to clients.

John Hoelscher is a CFP® and Series 66-licensed financial advisor with Raymond James Financial, based in Alton, IL, bringing three years of industry experience. Prior to his current role, he worked for John Deere for 14 years. He is the owner of Confluence Wealth Management, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary recommendations aligned with client goals.

Terri Schneider is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing nine years of industry experience. She has worked at Raymond James in various capacities since 2016. Schneider also serves as an independent contractor financial advisor with Claywell Asset Management and Embark Wealth Partners, and she is involved in succession planning through ownership of JEN Holdings, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary investment consulting using detailed risk profiling and modeling tools, and it supports clients through various advisory programs and institutional consulting arrangements.

Kenneth Harmon is a financial advisor with Edward Jones in Bethalto, IL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Edward Jones for 28 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices nationwide.

Stephen Strinni is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked with Cetera since 2019 and has prior experience at PNC Investments and Regions Bank. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with portfolio management, financial planning, and access to third-party managers, overseeing more than $256 billion in assets through a network of over 10,000 advisors.

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.

James Ellis is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. His prior roles include positions at Alpha Skills Inc and Arnerich Massena. Edelman Financial Engines provides technology-driven investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.

Ronald Franzen is a financial advisor with Equitable Advisors in Edwardsville, IL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors since 2008 and also operates Franzen Wealth Strategies, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing multiple third-party advisory programs and offering both advisory and brokerage/insurance channels.

Andrea Kramer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has worked at Edward Jones since 2009, including prior roles before becoming an advisor. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Scott Mandrell is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2020. He has five years of industry experience and a background that includes two decades in the School District of Clayton and ongoing service with the Hazelwood School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branches.

Cody Heying is a CFP® certificant with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He is based in Saint Charles, Missouri, and holds the Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Angela Wakeford is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds the Series 66 and Series 63 designations and has worked at Morgan Stanley and Morgan Stanley Smith Barney since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services utilizing structured discovery processes and firm-approved tools.

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.

Valerie Sorensen is a financial advisor with Ameriprise in St. Charles, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ameriprise and its affiliate firms since 2005. Outside of her advisory role, she is involved in essential oils education through a home-based business and assists with leadership activities in Rotary District 6060. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which includes customized recommendation reports and ongoing tax-aware withdrawal strategies.