Gregory Bulva is a financial advisor with Wells Fargo Clearing in Granite City, IL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at Scottrade from 2008 to 2016 before joining Wells Fargo Clearing in 2016. 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 advisory process is IPS-driven and incorporates modern portfolio theory, serving clients with tailored investment strategies and a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Louis Kouri is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Wells Fargo Clearing Services LLC and Us Tech Solutions, among others. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial product sales and referral channels.

Courtenay Yeager is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. Yeager has worked at Wells Fargo Clearing Services since 2017 and previously at TD Ameritrade from 2016 to 2017. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers comprehensive investment and financial planning services to individuals, trusts, and institutional clients through a network of over 4,000 advisors. The firm provides a broad planning menu and integrates advisory services with other financial products and referral channels.

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.

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, 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.

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.

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 with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked within the Wells Fargo organization since 2009 in various capacities. Outside of his advisory role, he has involvement in a rental property business. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with optional implementation through multiple brokerage and advisory programs.

Jacob Kerwin 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 Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products and referral channels.

Charles Foudree is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses with 35 years of industry experience. Prior to his current role since 2026, he worked at Wells Fargo Clearing from 2016 to 2026 and at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves 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.

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 with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services including specialized planning for business-owner transitions, sports and entertainment, and special needs. The firm provides tailored recommendations using proprietary research and planning tools, with clients choosing whether to implement advice through various brokerage or advisory programs.

Tyler Bateman is a financial advisor with Wells Fargo Advisors holding Series 66 and Series 63 licenses and seven years of industry experience. His prior roles include positions at VALIC Financial Advisors, Charles Schwab, and TD Ameritrade. Outside of work, he serves as trustee managing his mother’s trust account. Wells Fargo Advisors Financial Network is a 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 using proprietary research and tools, with discretionary implementation options through its brokerage or advisory programs.

Dane McDonald is a financial advisor with Wells Fargo Advisors in Ballwin, MO, holding a Series 66 designation and 16 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2012 to 2016. Outside of his advisory role, McDonald is involved with Urban Canvas, providing services for catering company events. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, offering investment services to a broad client base.

Christopher Hoover is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a FINRA arbitrator for financial services disputes. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, providing investment and fee-based financial planning services. The firm offers a broad range of planning services and tools, allowing advisors to deliver tailored recommendations across various financial needs.

David Furst is a CFP® and CFA® with 11 years of industry experience, currently at Wells Fargo Advisors in St. Louis, MO. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Outside of his advisory role, he owns and operates an online goods store named Epsilon Company, LLC. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options tailored to clients meeting certain net-worth thresholds. Advisors use Wells Fargo’s research and tools to deliver customized recommendations, with implementation options available through the firm’s brokerage or advisory programs.

Lindsay Luebbehusen is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 14 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2011 to 2016. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, serving a broad client base with a comprehensive investment approach.

Aaron Leeper is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors, LLC. 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, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for both non-discretionary and discretionary plan management, including insurance-related vehicles and bank deposit sweep options.

Lisa Malkin is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2009. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, offering a range of investment services to individual and institutional clients.