James Sutter is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. His background includes service in the United States Army from 2015 to 2019 before joining Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 approach is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Melissa Kenney is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following seven 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 approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering both discretionary and non-discretionary options tailored to plan objectives and demographics.

Tyler Poe is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation with 12 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors, LLC from 2013 to 2016. Outside of his advisory role, Tyler is also a music artist with his own business, MUSIC BY TYLER, based in New York. 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 incorporates a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Julie Lankford is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2018 and was previously with U.S. Bancorp Investments, Inc. for five years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Glenn Dodge is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he works as a food delivery driver for DoorDash and Uber Eats. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Colleen Mueller is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2008 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process 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.

Daniel Smith is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Smith owns and operates Smith Vintage Sports Cards and Memorabilia, a business focused on buying and selling sports cards and memorabilia. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions through a large network of advisors.

David Gebhardt is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 credential and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at First Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process 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.

Melinda Freshour is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions through a large network of financial advisors.

Melinda Ross is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Merrill, Archford Capital Strategies, and Purshe Kaplan Sterling Investments. Based in St. Louis, MO, she has been with Wells Fargo Clearing since 2022. 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 services. The firm’s 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.

Jacob Dofing is a financial advisor at Wells Fargo Clearing with a Series 66 credential. He has one year of industry experience and has previously worked at MassMutual Investors Services, MassMutual Life Insurance, Edward Jones, and in hospitality roles including The Kitchen Grill & Games and Chick-fil-A. Outside of finance, he has worked as a bartender at Salt and Smoke, a restaurant and bar in Kirkwood, Missouri. 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 IPS-driven advisory process includes both non-discretionary and discretionary options and features a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Robert Patrick is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and previously worked at US Tech Solutions Inc. Outside of finance, he has experience in the hospitality sector, having worked at Applebee's Bar and Grill and Patrick's Bar and Grill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a large network of advisors and uses research-driven strategies grounded in diversification and modern portfolio theory.

Clarissa Winger is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following two years with WELLS FARGO Advisors, LLC. Outside of her advisory role, she serves as executor for her mother’s estate. 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 vehicles and bank deposit sweep options in its investment menus.

Tonja Casey is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors from 2013 to 2016. Outside of advising, she owns rental properties in St. Louis. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wider range of investment options such as insurance-related vehicles and bank deposit sweep programs.

William Southerland is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing since 2018, following five years at Scottrade. 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 grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Patrick Martin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. His prior work includes positions at Edward Jones and Aston Carter. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and provides a range of brokerage and advisory solutions.

Michael Bernard is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2016. Outside of advising, he owns M Bernard Development, a consulting business focused on emotional intelligence, and serves as a guest service host at a local convention center and stadium. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Brian Scarberry is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and UBS Financial Services. He also worked at Randstad for one year. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment evaluations.

Laura Timimmermann is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo since 2015, including her current role since 2016 in St. Louis, MO. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Lakeem Scott is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation with five years of industry experience. His work history includes multiple roles at Wells Fargo Clearing Services and positions with Accounting Principals, Associate Staffing, and Teledirect Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.