David Salus is a Series 66 credentialed financial advisor with nine years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017, following a year at Wells Fargo. Based in St. Louis, MO, he provides investment and advisory services through Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, 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.

Matthew Roggen 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 been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2015 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 IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Zachary Giese is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following a 13-year tenure at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a hospitality host and ambassador for private social clubs including the Saint Louis Bourbon Society and the Barrel Room Bourbon Club. Wells Fargo Clearing provides retirement plan consulting services 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 breadth of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Kombiz Momtaz is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked at Scottrade for 19 years and TD Ameritrade for one year before joining Wells Fargo Clearing in 2018. Outside of his advisory role, he owns and operates Farsi Pro Translations LLC, providing translation services. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, with an IPS-driven investment process grounded in modern portfolio theory. The firm provides both discretionary and non-discretionary services, including investment policy development, plan benchmarking, and a Plan Level Investment Selection 3(38) discretionary option.

Amos Madison is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has worked at several firms including Wells Fargo, J.P. Morgan Securities, and Edward Jones. Outside of his advisory work, he owns Divination Arts, LLC, providing Tarot reading services and car audio retail and installation. 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 utilizes research and analytics to support diversified investment strategies while offering a range of financial products through affiliated entities.

Jennifer Smith is a Series 66-licensed financial advisor with 20 years of industry experience. She 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 services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Daniel Whitney Jr is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory work, he is a musician and performs in a band. 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 driven by investment policy statements and modern portfolio theory, and it includes a broader set of financial product options such as insurance-related vehicles and bank deposit sweep programs.

Matthew Ney is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 license with five years of industry experience. His prior roles include positions at Edward Jones and Morrinson Wealth Management, as well as community involvement with Hollywood Casino and Santa Clara University. 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 with more than 14,000 advisors, providing both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Prem Vareedayah 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 career includes roles at Wells Fargo Clearing Services since 2018, as well as positions at RHI General Group, Connect DFW, State Farm, 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, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Leysa Turner is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been with Wells Fargo Clearing and its affiliated entities since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and uses research and analytics from the Wells Fargo Investment Institute along with third-party data to guide investment selections.

Patricia Kempfer is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors. 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 breadth of investment options that include insurance-related vehicles and bank deposit sweep programs.

Roberto Rodezno is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and 26 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 services 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Morgan Blount is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and six years of industry experience. Morgan’s prior experience includes roles at PNC Investments, J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, and Merrill. 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.

Joseph Sutter 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 in various capacities since 2016. Wells Fargo Advisors is a national securities firm that provides 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Jerad Ford is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Wells Fargo Clearing since 2021 and previously at TD Ameritrade from 2018 to 2021, with additional experience in various roles prior to his financial services career. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Beth Trueman is a financial advisor with Wells Fargo Clearing in Saint Louis, MO, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2017 and previously spent 13 years at Scottrade, Inc. 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 options. The firm’s investment 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.

Jeffrey Shaffer is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His prior roles include positions at Regions Bank and First State Financial Management. Outside of his advisory work, he has a 25% ownership interest in Shaffer Family Hill Farm in Ursa, IL. 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 grounded in modern portfolio theory, serving as an ERISA fiduciary and offering both discretionary and non-discretionary plan services.

Melissa Smith is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo in various capacities since 2011. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a broad range of brokerage and advisory solutions supported by extensive research and analytics.

James Summers is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Fidelity Investments, Stifel, Nicolaus & Company Inc., and KPMG Inc. Outside of finance, he is the owner and teacher at Lesson League Inc., a music instruction and performance business. 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 broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

David Phan 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 Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory role, he contributes photographs to Shutterstock and is involved in several business ventures with his spouse, including managing a health and cosmetic care website and operating a media website for book reviews. 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.