Mary Harris is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and six years of industry experience. She has worked at multiple Wells Fargo-related entities since 2015, including Wells Fargo Investment Institute and Wells Fargo Advisors Clearing LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics to support diversified investment strategies.

Craig Avery is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 license and having 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors and First Clearing. Outside of his advisory role, he teaches survivalist and bushcraft classes through a separate business he owns. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA 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, performance reporting, participant education, and plan benchmarking.

Derek Lindsey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Wells Fargo firms since 2011, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Lindsey serves as a member of the board of trustees for the Steeple Hill Homeowners Association. 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 broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Karen Sloan is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 credentials and 23 years of industry experience. She previously worked at Stifel Nicolaus & Co Inc from 2014 to 2017. 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 solutions based on an IPS-driven process grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Thomas Spearing III is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Wells Fargo Clearing Services LLC, US Tech Solutions, and Schnucks Markets, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and wrap-fee programs. The firm uses research and analytics to evaluate investment options primarily within custodian platforms and offers both brokerage and advisory solutions.

Ryan Schaller is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with 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. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Connor Schene is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with Wells Fargo Advisors Financial Network since 2019 and has prior experience at RHI General Group, Carrollton Bank, and the University of Missouri - Columbia. 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 the Wells Fargo Investment Institute and third-party sources.

Daniel Lensing is a financial advisor with Wells Fargo Clearing in St. Louis, MO. He holds a Series 66 designation and has 20 years of industry experience. His prior roles include four years at Wells Fargo Advisors, LLC before 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 advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment menus.

Peter Auffenberg Jr. 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 Stifel Nicolaus & Co Inc, KForce, and Walmart. 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 the Wells Fargo Investment Institute.

Tyler Wood is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and based in St. Louis, MO. He has worked at Wells Fargo Clearing since 2019 and previously spent four years at the Missouri Attorney General's Office. 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 incorporates modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Justin Weber is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and Equifax, as well as positions outside the financial industry. 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 combines research from Wells Fargo Investment Institute and third-party sources, offering brokerage and advisory solutions to a broad client base.