Alyssa Martin is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. She has been with Wells Fargo Clearing Services LLC since 2018 and previously worked in associate staffing and at Bandana's Bar-B-Q. Outside of her advisory work, she operates an online shop on Etsy. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from the Wells Fargo Investment Institute and third-party sources to support its investment solutions.

Dalton Stockton is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has eight years of industry experience. His work history includes roles at Principal Securities, Principal Life Insurance Company, Uber, and Ameriprise Financial 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 roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Jeff Daugherty is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors 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 provides both brokerage and advisory solutions supported by research and analytics.

Christopher Neff is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2017, following previous roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Fred Harre. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Nathan Book is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors. Outside his advisory role, he manages power of attorney responsibilities for his parents related to investment matters. 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 from its investment institute and third parties to guide diversified investment decisions.

Robert Schmitt is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior work includes roles at Charles Schwab & Co., TD Ameritrade, Scottrade, and Edward Jones. Outside of advising, he works as an independent contractor shopper for Instacart. 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.

Jackie Stern is a financial advisor at Wells Fargo Clearing in St. Louis, MO, with 16 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Wells Fargo firms since 2015. 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.

John Kuhn is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes discretionary and non-discretionary services tailored to plan objectives and risk tolerances, with a notable inclusion of insurance-related products and bank deposit sweep options.

Michael Kratz is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 1999. Kratz serves as a board member for St. Matthew Cemetery in St. Louis, where he contributes to discussions on investment policy adherence and advisor performance. 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 broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Brady Woelfel is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and five years of industry experience. His prior work includes roles at TD Ameritrade and DiSys, as well as experience outside finance at Walgreens, Illinois College, and Raging Rivers Waterpark. 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 through a large network of advisors and offers both brokerage and advisory solutions.

Robert Bushway is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and four years of industry experience. His prior work history includes roles at Charles Schwab and Co., Inc., TD Ameritrade, and Knights of Columbus. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party resources.

Dionna Falls is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and seven years of industry experience. She has been with Wells Fargo Clearing Services since 2016 and previously worked at Office Depot for nine years. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Scott Turner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. His prior roles include 14 years at Edward Jones and a brief tenure at Randstad before joining Wells Fargo Clearing in 2022. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Patrick Mooney is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo since 2008, initially with Wells Fargo Advisors LLC and currently with Wells Fargo Clearing for the past 10 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 employs over 14,000 financial advisors, providing both brokerage and advisory solutions.

Darrien Cooper is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and five years of industry experience. Prior to his current role, he has worked at RHI and held multiple positions at Saint Louis University. Outside of advising, he co-owns and manages finances for a residential and commercial remodeling business, Cooper Property Design LLC. 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 operates at scale with over 14,000 advisors and $671 billion in assets under management, providing both brokerage and advisory solutions.

Chad Conner is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 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 investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, including a broader range of financial product options such as insurance-related vehicles and bank deposit sweep programs.

Sara Borgmann is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. Her work history includes roles at Wells Fargo Clearing, TD Ameritrade, and Scottrade. 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.

Sean Morrissey is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 17 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. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Joseph Mesnier is a financial advisor at Wells Fargo Clearing with the Series 66 designation and two years of industry experience. He has worked at Wells Fargo Clearing Services, LLC since 2025 and previously held roles at Cetera and Renaissance Financial. 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 combines research and analytics with diversification principles to provide both brokerage and advisory solutions across a wide range of financial products.

James Andrew is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Stifel Nicolaus & Co Inc and MSI Financial Services, Inc. based in St. Louis, MO. 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.