Courtenay Yeager is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. Yeager has worked at Wells Fargo Clearing Services since 2017 and previously at TD Ameritrade. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm integrates advisory services with various financial products and referral channels to meet diverse client needs.

Sean Rayner is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at FSC Securities Corporation in 2003. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, using Wells Fargo research and planning tools to develop tailored recommendations. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis.

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.

Robert Makowski is a financial advisor with Wells Fargo Advisors in St. Louis, Missouri, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Wells Fargo Advisors since 2018, following two years with Wells Fargo Clearing. Outside of his advisory role, he acts as power of attorney for his father. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and tools, delivering tailored recommendations supported by Wells Fargo research, while allowing clients flexibility in implementation through various brokerage or advisory options.

Nancy Diak is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. Her career includes multiple roles within Wells Fargo Clearing and Wells Fargo Advisors since 2008, as well as previous work at A. G. Edwards & Sons, Inc. She has an ownership interest in a small business selling Scentsy products. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services, using proprietary research and tools to develop tailored recommendations.

Cary Kelly is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Wells Fargo Advisors since 2012. Outside of his advisory role, he operates a custom hand-tied fly business. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Kirby Bock is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses with 27 years of industry experience. His career includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, UBS Financial Services, and Piper Sandler & Co. Outside of his advisory work, he manages a rental property business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering comprehensive investment and financial planning services, utilizing proprietary research and tools to create tailored recommendations.

Jacob Kerwin is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and with 17 years of industry experience. He previously worked at Wells Fargo Clearing for one year. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment, special needs, and divorce. The firm employs proprietary research and planning tools to develop tailored recommendations and offers both brokerage and advisory implementation options.

Charles Foudree is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses with 36 years of industry experience. His prior roles include positions at Wells Fargo Clearing, A.G. Edwards & Sons, UBS Financial Services, and Piper Sandler & Co. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm integrates advisory services with banking and other financial products, delivering tailored recommendations supported by proprietary research and planning tools.

Zachary Bess is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds the Series 66 designation and has worked with Wells Fargo Clearing since 2016. In addition to his financial career, he has been involved with Quik Trip since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold, using proprietary research and planning tools.

Jared Watkins is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds Series 63 and Series 66 credentials. His background includes three years at Charles Schwab Co., Inc., and prior employment at Amazon and involvement with the Boy Scouts of America. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and tools, with clients able to choose how to implement recommendations through various brokerage or advisory programs.

Joshua Dixon is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation with 11 years of industry experience. He has worked with Wells Fargo Clearing and Wells Fargo Advisors since 2016. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and planning tools.

Tyler Bateman is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, TD Ameritrade, and VALIC Financial Advisors. Outside of his advisory role, he serves as a trustee managing his mother’s trust account. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, combining advisory solutions with other financial product offerings.

Dane McDonald is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Natcity Investments, Inc. and Ameriprise. Outside of his advisory role, he is involved with Urban Canvas, a service that supports catering company events. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions tailored to clients who meet a net-worth threshold and uses proprietary research and tools to develop individualized recommendations.

Christopher Hoover is a financial advisor with Wells Fargo Advisors in St. Louis, Missouri, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as an industry arbitrator for FINRA. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, risk management, and specialized services that require specific credentials.

David Furst is a CFP® and CFA® credentialed advisor with 12 years of industry experience, currently with Wells Fargo Advisors in St. Louis, MO. He has been with Wells Fargo Clearing since 2016 and has operated Woodcraft of St. Louis since 2007. Outside of financial advising, he owns and manages an online goods store, Epsilon Goods, which he operates part-time. Wells Fargo Advisors 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 institutions. The firm provides a broad range of planning services and integrates advisory with other financial products, utilizing Wells Fargo’s research and planning tools.

Lindsay Luebbehusen is a financial advisor at Wells Fargo Advisors with 15 years of industry experience and a Series 66 designation. She has been with Wells Fargo Clearing since 2016. 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 investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis.

Aaron Leeper is a financial advisor at Wells Fargo Advisors in St. Louis, Missouri, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016. 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 and develops tailored recommendations using proprietary research and planning tools.

Lisa Malkin is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing, Wells Fargo Advisors, and A.G. Edwards & Sons, Inc. throughout her career. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment services and comprehensive financial planning. The firm offers a wide range of planning options, including retirement, education, and business-owner transition planning, supported by proprietary research and planning tools.

Adam King is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses with six years of industry experience. Prior to joining Wells Fargo Clearing in 2020, he held positions at RHI General Group, Sister Thea Bowman Catholic School, James A Haley VA Hospital, Salt and Smoke, and Collective Resource. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, including specialized planning for business owners, sports and entertainment professionals, special-needs cases, and divorce situations.