Luke Connell is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Jeremiah Erickson is a financial advisor with Wells Fargo Clearing in Saint Charles, MO, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at WELLS FARGO Advisors, LLC. Outside of finance, he works as an Uber driver in St. Louis. 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, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and includes both discretionary and non-discretionary services, with a notable offering of insurance-related investment options alongside traditional products.

Daniel Brugere is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of finance, he is involved in photography, operating a photography blog with affiliate marketing, designs T-shirts sold through third-party platforms, and assists with event execution for a marketing company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Craig Avenevoli is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he is an owner and member of JAGs Investment LLC, an LLC engaged in maintaining commercial rental property. 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, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Emily Cuba is a CFP®-certified financial advisor with 14 years of industry experience. She has worked at Stifel since 2023, with prior roles at Bank of America and Merrill Lynch from 2008 to 2023. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Paul Kjar is a financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2007 and holds a Series 66 designation. 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 tax-efficient services, operating under a fiduciary standard.

Derek Kendall is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Based in Saint Louis, MO, Kendall operates within a large institutional firm known for its comprehensive wealth management services. Edward Jones serves over four million individual and institutional clients, offering a 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 under management and operates through a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Michael Dal Pozzo is a financial advisor at Stifel in St. Louis, MO, with 16 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2008. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Yedidah Raskas is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she owns and operates Raskas Creative, a communications consulting business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Sean Rayner is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. 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 solutions grounded in modern portfolio theory. The firm serves institutional clients with an IPS-driven process and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Borresen is a financial advisor with Cetera, holding the ChFC® designation as well as Series 63 and Series 65 licenses. He has 48 years of industry experience, including long tenures at Securian Financial Services and Renaissance Financial Corporation. Borresen is also involved with Renaissance Financial, where he provides securities, insurance, and advisory services, and he works as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors and serves a diverse client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with options for discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Mason Burnham is a financial advisor with Wells Fargo Advisors in St. Louis, Missouri, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop tailored client recommendations.

Douglas Cissell is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Robert Makowski is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Wells Fargo in various capacities since 2014. Outside of his advisory work, he acts as power of attorney for his father. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with planning engagements typically conducted on a discrete basis and optional implementation through its brokerage or advisory programs.

Nicole Bascombe is a financial advisor at Edward Jones with 18 years of industry experience. She previously worked at Morgan Stanley for seven years and RBC Capital Markets for one year before joining Edward Jones. Bascombe holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Greg Stellhorn is a financial advisor with Thrivent Investment Management in Collinsville, IL, holding a Series 66 credential and possessing 11 years of industry experience. He has been with Thrivent Financial and its investment management arm since 2014. Outside of his advisory role, Stellhorn serves on the board of directors for Camp Wartburg, a Christian retreat and summer camp facility. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based financial planning without discretionary portfolio management, focusing on a wide range of planning topics including retirement, tax, estate, and special needs planning.

Jonah Mahowald is a financial advisor with Fidelity Investments in St. Louis, MO, holding Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and KocoureK Motor Company. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios across mutual funds, ETFs, and ETPs.

Nancy Diak is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of her advisory work, she owns and operates a small business selling Scentsy products. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutions with a wide range of investment and financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, with services covering everything from retirement and education planning to specialized areas such as business-owner transitions and special-needs analysis.

Vijay Brahmbhatt is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Northwestern Mutual and Commerce Brokerage Services Inc. He is also involved with Metro East Legacy FC, an organization active for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

David Monroe is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with three years of industry experience. He has been with Stifel since 2017, following a year at Gradstaff. Stifel serves a diverse client base including individual, institutional, charitable, and municipal clients, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.