Thomas Van Uffelen is a financial advisor at Stifel with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, following a 15-year tenure at Scottrade, Inc. Based in St. Louis, MO, he provides advisory services within Stifel’s institutional framework. Stifel serves a broad range of clients, 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.

John Kuhn is a financial advisor with Wells Fargo Clearing in St. Louis, Missouri, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Edward Jones in 2011. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Adam West is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise, Charles Schwab, Santander Bank, and TD Bank. Based in St. Louis, MO, he joined Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services using proprietary research and tools, with an emphasis on tailored recommendations and optional implementation through various brokerage or advisory programs.

Hayden Klein is a financial advisor at J.P. Morgan Securities in Clayton, MO, holding a Series 66 designation with less than one year of industry experience. His prior work includes positions at Edward Jones and JPMorgan Chase Bank, N.A., as well as experience outside the financial industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Justin Carr is a financial advisor at Stifel with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc. since 2015. Prior to joining Stifel, he worked at Wells Fargo Clearing, Cambridge Investment Research Advisors, and Sunset Financial Services. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning guidance intended to support client decisions.

Michael Kratz is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. He serves as a board member for St. Matthew Cemetery in St. Louis, focusing on investment policy and advisor performance. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Joey Mcintyre is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with First Clearing, LLC since 2012 before joining Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations.

Katherine Clark is a financial advisor with LPL Financial in O’Fallon, Illinois. She holds the Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, she worked at Divorce Dollars and Sense and has a background that includes roles in legal and court reporting firms. She is also a notary and operates a business named Haven by Clark. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment services, including access to model portfolios, third-party asset managers, and institutional platforms, supported by extensive advisor resources and technology.

Brady Woelfel is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 66 and Series 63 licenses with five years of industry experience. His background includes roles at Wells Fargo Clearing Services, DiSys, TD Ameritrade, Walgreens, Illinois College, and Jersey Community High School. 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 roughly $671 billion in assets through more than 14,000 advisors, offering both brokerage and advisory solutions supported by comprehensive research and analytics.

Stephen Torre is a financial advisor with LPL Financial in Swansea, IL, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Wintrust Investments LLC for two years. Torre's background includes roles outside the financial industry, such as positions with Eastern Illinois University and in landscaping. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers diverse investment programs and platforms, combining technology-driven support with a broad range of investment strategies.

Robert Bushway is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and four years of industry experience. His prior work history includes roles at Charles Schwab and Co., Inc., TD Ameritrade, and Knights of Columbus. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party resources.

Richard Shasserre is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously with Securian Financial Services, Inc. and Renaissance Financial, Inc. In addition to his advisory role, he is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that includes both affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Dionna Falls is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and seven years of industry experience. She has been with Wells Fargo Clearing Services since 2016 and previously worked at Office Depot for nine years. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Christine Boykin is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 licenses and has 10 years of industry experience. She has held roles at Prudential Insurance Company of America, Pruco Securities, Cetera, and Foresters Financial Services. Outside of financial services, she is involved in vintage audio and vinyl record retailing and restoration through her ownership and management of Frenchtown Records and Frenchtown Audio. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and various brokerage and insurance products.

Justin Rueter is a financial advisor with LPL Enterprise, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, PNC Investments, Edward Jones, and Compass Retirement Solutions. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm typically uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Joseph Rathert is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 credential and seven years of industry experience. Prior to joining Stifel in 2018, he worked at Tomerlin Law Office from 2014 to 2018. Outside of his financial advisory role, Rathert serves as a sports official for the Illinois High School Association and holds trustee and finance committee positions with local organizations. Stifel serves individual and institutional clients with a range of brokerage and investment advisory services, utilizing proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

John Keller is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, with 39 years of industry experience. He has held positions at various firms including Securian Financial Services and Renaissance Financial Brokerage. Keller serves on advisory boards for Alexander Manufacturing, Big Brothers Big Sisters, Cultural Media Collab, and BBBS Mentor Missouri, reflecting involvement in nonprofit and community organizations. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Scott Turner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. His prior roles include 14 years at Edward Jones and a brief tenure at Randstad before joining Wells Fargo Clearing in 2022. 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. The firm’s process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joseph Burrows is a Series 66-licensed financial advisor with two years of industry experience, currently with Cetera Investment Advisers LLC. Prior to his current role, he worked at Iqvia and Southern Glazers Wine & Spirits. He is also a financial advisor at Renaissance Financial, where he offers securities, insurance, and advisory services. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Joshua Portell is a financial advisor at Edward Jones in St. Louis, MO, with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2006. 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 through a large network of over 23,000 financial advisors and offers a variety of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options.