Andre Potter is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and five years of industry experience. His prior roles include positions at TD Ameritrade and Amazon.com, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Robert Osdieck is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones & Co, LP for 10 years before joining Wells Fargo Clearing in 2018. Outside of his advisory role, he serves as a FINRA arbitrator involved in dispute resolution. 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 a broader range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Andrew Gilkeson is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and two years of industry experience. His background includes military service in the U.S. Army from 2008 to 2024, followed by roles at First Command Brokerage Services and related entities before joining Wells Fargo Bank and Wells Fargo Clearing in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party sources to support diversified investment solutions delivered by over 14,000 financial advisors.

Nathan Foster is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2017, following five years at SagePoint Financial. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andrew Guelker is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Randstad, TD Ameritrade, and Consumer Adjustment Company Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, 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.

Dimitri Betta is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and five years of industry experience. His career includes roles at Wells Fargo Clearing Services LLC and Digital Intelligence Systems LLC since 2021, as well as prior experience with Kemper Life Insurance and Stifel Financial Corp. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a mix of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Tabitha Yancey is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses with over a decade of experience in the industry. She has been with Wells Fargo and its affiliates since 2013. Outside of her advisory role, she is involved with Love Church. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary 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 in its investment offerings.

Nathaniel Rolland is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Wells Fargo-affiliated firms since 2013. Outside of his advisory role, he is active as a church musician and is involved in video production, including owning media-related businesses. 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 integrates research from Wells Fargo Investment Institute with modern portfolio theory in its investment approach.

Kimberly Wunderlich is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. Her career has been primarily with Wells Fargo, including roles at Wells Fargo Advisors and Wells Fargo Commercial Bank. Outside of her advisory work, she serves as a local community counselor for Au Pair in America, assisting host families and au pairs in acclimating. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Christina Wisneski is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. She is based in St. Louis, MO. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. 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.

Jason Clark is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at 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 grounded in modern portfolio theory, tailoring services to plan objectives, demographics, and risk tolerances while acting as an ERISA fiduciary.

John Zensen is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, using research and analytics from Wells Fargo Investment Institute and third-party databases to apply diversification principles and modern portfolio theory.

Hali Flintrop is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Clearing, Hali worked at Wells Fargo Advisors and Above All Personnel. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory 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.

Karen Briers is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. 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 follows an IPS-driven process grounded in modern portfolio theory and serves as an ERISA fiduciary when providing investment advice.

Charles Minnick is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Stifel from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Brendan Sullivan is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo in 2019, he worked at Edward Jones and held roles in various other companies. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research and analytics with diversification principles and modern portfolio theory and offers both brokerage and advisory solutions.

Jodi Slinkard is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and 20 years of industry experience. She has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as an adjunct faculty member teaching a course on emerging technologies at Webster University. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Steven Hoffman is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisers.

Holly Woosley is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in St. Louis, MO. She has 19 years of industry experience, including seven years at Wells Fargo Advisors LLC prior to joining Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, investment selection, performance reporting, and participant education.

Joseph Sardo is a Series 66 licensed financial advisor with 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2014 to 2016. Outside of his advisory role, he has been involved in retail clothing sales at two St. Louis-based stores. 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, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.