Maurice Young 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 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Shane Karr is a financial advisor with Wells Fargo Clearing Services LLC, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Wells Fargo since 2015, with prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, Karr serves as a co-captain for Team Zoot Sports, where he assists in annual team member selection and communication. Wells Fargo Advisors is a national securities firm managing approximately $671 billion in assets with over 14,000 financial advisors. The firm provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, using research and analytics from the Wells Fargo Investment Institute alongside diversification and modern portfolio theory principles.

Kevin Dielschneider is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Kennedy Capital Management, SCOTTRADE, and Robert Half Management Resources. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets across more than 14,000 advisors and offers both brokerage and advisory solutions.

Mark Nolan is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Wells Fargo Clearing Services, Us Tech Solutions, Loan Depot, and several other firms. Outside of his advisory work, he serves as a game official for the Missouri State High School Activities Association, officiating baseball, basketball, and football games. 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, grounded in modern portfolio theory, and includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Kevin Pelhank is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following four years at WELLS FARGO Advisors, LLC. Outside of his advisory role, he serves as Treasurer for Restoration Matters, Inc., where he provides values-based financial and organizational guidance. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Jeffrey Etter is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63, 65, and 66 licenses and 28 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. In addition to his advisory role, he serves as a FINRA arbitrator in the St. Louis area. 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 IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

John Levendoski is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 utilizes research and analytics from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment evaluations.

Clayton Runzo is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and three years of industry experience. His prior work includes roles at TalentBridge and Casey's General Store, as well as time spent at Southern Illinois University Edwardsville. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Ryan Russell is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing since 2012. Outside of his advisory role, he acts as a power of attorney for family members in investment-related matters. 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 process is IPS-driven and includes a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Ronald Bender is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously held roles at TD Ameritrade and 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Edgar Umana is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2013 to 2016. Outside of his advisory role, he manages a rental property in Costa Rica. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Adam Swip is a financial advisor at Wells Fargo Clearing in St. Louis, MO, with nine years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at Wells Fargo Clearing and Associate Staffing since 2017, as well as prior experience with DMR Events and The Bridge at Florissant. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Preston Gann is a CFP® with 26 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC for seven years. He holds Series 63 and Series 65 licenses and is based in St. Louis, MO. 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 approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Erin Orourke is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. 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 grounded in modern portfolio theory. The firm’s approach includes an IPS-driven process tailored to client plan objectives and offers a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Nathan Mcreynolds is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior experience includes roles at Stifel and the Federal Reserve Bank of St. Louis. Outside of finance, he has worked at the Highlands Golf and Tennis Club and has been affiliated with academic institutions including the University of Missouri and University of Arkansas. 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 based on modern portfolio theory, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Kelley Hartman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 combines research and analytics with diversification principles and modern portfolio theory in its investment approach.

Aerial Loewen is a financial advisor at Wells Fargo Clearing with a Series 66 designation and six years of industry experience. Prior to joining Wells Fargo in 2026, Loewen worked at Stifel, Nicolaus & Company, Incorporated from 2019 to 2025 and served in the United States Air Force from 2013 to 2018. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other third-party sources.

Shawn Haider is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and having seven years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2013. Outside of his advisory role, he serves as Secretary for White Top Inc., a position involving meeting attendance, minute-taking, and client invoicing. 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Stacy Wilkie is a financial advisor at Wells Fargo Clearing in Saint Charles, MO, holding a Series 66 designation with 17 years of industry experience. She has been with Wells Fargo entities since 2009. Outside of her advisory role, she serves as an assistant volleyball coach for Thunderbolt Volleyball in O'Fallon, MO. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a wider range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Ross Wolff is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. He has worked at Wells Fargo Clearing since 2018, with prior roles at Severin Investments, Waddell & Reed, Merrill, and various insurance carriers. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.