Nicholas Oberle is a financial advisor at Lanark Financial, Inc. with five years of industry experience. He holds a Series 66 designation and has worked previously at First State Financial Management and Missouri State University. Outside of his advisory work, he operates an eBay business selling antiques, miscellaneous items, and sports cards. Lanark Financial provides investment advisory, financial planning, and portfolio management services to individuals, institutional clients, and businesses, utilizing multiple fee-based advisory programs and managed-account platforms with discretionary and non-discretionary options.

Ryan Wolk is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He previously worked at Farmers Financial Solutions and Farmers Insurance Group. He holds Series 63 and Series 65 licenses. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, and retirement plan consulting, supported by comprehensive operations, trading, technology, and compliance infrastructure.

Elaine Mooney is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and previously worked at Bankers Life and Bankers Life Securities, Inc. Before entering the financial industry, she was involved with Sainte Genevieve Winery for 18 years. Outside of her professional work, she serves as the director of the PSR program at Ste Genevieve Catholic Parish, managing a budget and coordinating nine teachers for around 70 students. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across the wealth spectrum, pension and profit-sharing plans, corporate clients, and charitable organizations. 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.

Thomas Lewis is a Series 66-licensed financial advisor with Edward Jones, based in Sparta, IL. He has two years of industry experience, including five years in the United States Marine Corps and five years at Ameren Missouri prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm operates under a fiduciary standard and supports its advisory services with a large network of financial advisors and branch offices nationwide.

Tyler Thompson is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2018, he worked at The Boeing Company for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Elizabeth Roth is a Certified Financial Planner® with 39 years of industry experience. She has been with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank, National Association. Outside of financial advising, she is a partner in Silver Sycamore Gallery, a fine arts business in Ste. Genevieve, Missouri. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Katie Keller is a financial advisor with LPL Financial in Steeleville, Illinois, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Howell Financial Services, Inc. and Regions Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, supported by model portfolios and research.

Chris Mincheff is a financial advisor with LPL Financial in Steeleville, IL, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Linsco/Private Ledger Corp., an LPL Business, for 28 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management options, supported by research and model portfolios.

Amy Pfaff is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. She has been with Edward Jones since 2011. 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 through a network of more than 23,000 advisors and offers a range of advisory programs, including discretionary and nondiscretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Howell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has worked at LPL Financial since 1998 and also operates Howell Financial Services, Inc. In addition to his advisory role, Howell is an attorney specializing in elder law and estate planning and serves as controller for several nonprofit organizations related to trapshooting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Robert Mc Clerren is a financial advisor with Edward Jones in Chester, IL, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2009. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Regina Heller is a Series 66-licensed financial advisor with Edward Jones in Sparta, IL, where she has worked since 2020. She has six years of industry experience and previously worked at Liberty Mutual Insurance for 22 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Becky Shaughnessy is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. 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 supported by a large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other financial services.

Daniel Colvis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 30 years of industry experience. Prior to joining LPL Financial in 2018, he worked at SII Investments, Inc. for seven years. He serves as treasurer on the City of Chester’s nonprofit board, managing reinvestment of city funds. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with discretionary and non-discretionary management supported by research and model portfolios.

Aaron Tretter is a financial advisor with Edward Jones in Chester, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is the president of Tretter Properties LLC, a pass-through entity for rental income, and owns rental properties in Illinois and Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Matthew Trautman is a Series 66 licensed financial advisor with Edward Jones in Ste Genevieve, Missouri, and has 18 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is involved in family business activities including operating a cattle and farmland LLC and owning a commercial office building through separate limited liability companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. 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 nationwide network of more than 23,700 financial advisors.