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Adam K

Series 66, Series 63

St. Louis, MO

Wells Fargo Advisors

Adam King is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Wells Fargo Clearing since 2020. His background includes roles outside of finance, such as work at Sister Thea Bowman Catholic School and James A Haley VA Hospital. 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 and integrates advisory recommendations with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Wayne H

Series 63

St. Louis, MO

Wells Fargo Advisors

Wayne Hamlin is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and four years of industry experience. His prior roles include positions at Aerotek and Robert Half, along with experience in event management and hospitality. 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. The firm utilizes proprietary research and planning tools to deliver tailored recommendations across various planning areas.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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David T

Series 63, Series 65

St. Louis, MO

Wells Fargo Advisors

David Thornberry is a financial advisor with Wells Fargo Advisors in Arnold, MO, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Advisors is a large institutional firm with over 2,200 advisors, serving a broad client base with a comprehensive range of investment services.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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John B

Series 63, Series 65

St. Louis, MO

Wells Fargo Advisors

John Barnard is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials and eight years of industry experience. His background includes roles at Wells Fargo Clearing Services and TD Ameritrade, as well as work with the National Park Service and Southern Illinois University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and utilizes proprietary research and tools to develop tailored recommendations, with clients having flexibility in implementing those recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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James K

Series 63, Series 65

St. Louis, MO

Wells Fargo Advisors

James Klingler is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within Wells Fargo since 2009. Klingler is the founder of the Missouri Hedge Fund Association, a networking group based in Town and Country, MO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients through a network of advisors. The firm offers a broad range of planning services utilizing Wells Fargo research and tools, with implementation options that include brokerage and advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Brian H

Series 66

St. Louis, MO

Wells Fargo Advisors

Brian Hook is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Bank of America, Merrill, and Wells Fargo Clearing Services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with planning engagements generally offered on a discrete basis.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Matthew B

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Matthew Braun is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 66 licenses and has one year of industry experience. His prior work includes positions with Idaho First Bank and engagements at Boise State University and Central Oregon Community College. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses Wells Fargo research, planning tools, and simulation models to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Maryjo S

Series 63, Series 65

St. Louis, MO

Wells Fargo Advisors

Maryjo Sellers is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has held various roles within Wells Fargo since 2009. 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 approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Geramy B

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Geramy Bonnette is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Valic Financial Advisors, TD Ameritrade, and Wells Fargo Clearing Services. Outside of his advisory work, he serves as an election judge for St. Louis County. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and tailors recommendations using proprietary research and tools, with clients able to choose implementation through various brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Toby M

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Toby Meador is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. He serves as a trustee for a family trust in Granite City, Illinois. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 vehicles and bank deposit sweep options among its investment offerings.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Richard P

Series 66

St. Louis, MO

Wells Fargo Advisors

Richard Polchinski is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Brogan Financial Inc., and Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory 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.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Sean S

Series 66

St. Louis, MO

Wells Fargo Advisors

Sean Steinlage is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at LPL Financial and Wells Fargo Clearing, spanning more than a decade across Wells Fargo’s affiliated entities. 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, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Erin B

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Erin Barrow is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Wells Fargo Advisors since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with a focus on discrete engagements tailored to client needs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Robert P

Series 66

St. Louis, MO

Wells Fargo Advisors

Robert Petix is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at Hinckley Allen & Snyder, LLP for sixteen years. Outside of his advisory role, he owns a business consulting firm, RGP Consulting, LLC. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, serving a broad client base with a range of investment services.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Suzanne G

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Suzanne Galatoire is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Stifel Nicolaus & Co Inc. She serves as a board member for the Oak Ridge Homeowners Association in Fenton, Missouri. 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 includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Anthony V

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Anthony Viviano II 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 been with Wells Fargo Advisors since 2014. 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 institutions. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop personalized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Cody F

Series 66

St. Louis, MO

Wells Fargo Advisors

Cody Fischer is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Advisors Financial Network since 2026 and Wells Fargo Clearing Services, LLC since 2021. Prior to his financial career, Fischer was employed at Us Tech Solutions and Randy James Inc. (Jimmy Johns). Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for clients.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Adi T

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Adi Tucakovic is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Wells Fargo, he worked at BC Group International and Bed Bath and Beyond. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and utilizes proprietary research and tools to develop tailored recommendations for its clients.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jeffrey L

Series 66, Series 63

St. Louis, MO

Wells Fargo Advisors

Jeffrey Lasater is a financial advisor with Wells Fargo Advisors, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at Charles Schwab & Co., Inc. for four years and TD Ameritrade for three years. Before entering the financial sector, he was employed at BEST Transportation from 2016 to 2020. 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 institutions. The firm provides a broad range of planning services including retirement, education, risk management, and specialized areas such as business-owner transition and special-needs planning, utilizing proprietary research and tools to deliver tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Lawrence B

Series 63, Series 65

St. Louis, MO

Wells Fargo Advisors

Lawrence Beville is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His career includes positions at Raymond James & Associates and Ameriprise Financial Services, Inc., alongside multiple roles within Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm provides a broad range of planning services supported by proprietary research and tools, with clients deciding whether to implement recommendations through brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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