Aaron Moneymaker is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds the Series 66 designation and has previously worked at Citigroup Inc. and Webster University. 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 uses research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions across a large advisor network.

Richard Muessig is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 credential and has been with Axa Advisors, LLC since 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets through more than 14,000 financial advisors.

Thomas Cowell is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at LPL Financial, Investment Centers of America, and Community Bank of Trenton/Hometown Financial Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with a nationwide network of financial advisors and extensive affiliated capabilities.

Garrett Overton is a financial advisor with Wells Fargo Clearing in St. Louis, MO. He holds Series 63 and Series 66 credentials and has recently begun his advisory career, joining Wells Fargo in 2026. Prior to this, he worked at Northwestern Mutual Life Insurance Company and US Bank. Wells Fargo Advisors is a large national securities firm providing investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, offering a range of brokerage and advisory solutions supported by extensive research and analytics.

Jessica Shadrick is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Her career includes prior roles at Edward Jones, TD Ameritrade, and Scottrade. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Paul Bonifant is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 65 and Series 63 credentials and bringing 15 years of industry experience. His prior experience includes roles at TD Ameritrade, Scottrade, Morgan Stanley, and Missouri Valley Partners. He also serves as a trustee of a family living trust. 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 from Wells Fargo Investment Institute and third-party sources.

Charles Foudree is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses with 36 years of industry experience. His prior roles include positions at Wells Fargo Clearing, A.G. Edwards & Sons, UBS Financial Services, and Piper Sandler & Co. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm integrates advisory services with banking and other financial products, delivering tailored recommendations supported by proprietary research and planning tools.

Guillermo Garsed is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and over 20 years of industry experience. His work history includes multiple roles within Wells Fargo Clearing Services and Wells Fargo Bank, as well as a position at A. G. Edwards & Sons, Inc. He is also the owner of a non-investment-related business, GSAM LLC, based in Chesterfield, MO. 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 and analytics from Wells Fargo Investment Institute and third-party sources.

Luke Laputka 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. He has worked at Fidelity Investments and E*Trade Securities, among other roles. Outside of his advisory work, he is a part owner of Newport County Driving School, a business that teaches young people how to drive and obtain their driving license. 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 over 14,000 advisors and manages approximately $671 billion in assets, offering a range of brokerage and advisory solutions.

Jennifer Thornton Mccullough is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes four years at A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm serving 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Zachary Bess is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds the Series 66 designation and has worked with Wells Fargo Clearing since 2016. In addition to his financial career, he has been involved with Quik Trip since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold, using proprietary research and planning tools.

Carolyn Kleen is a financial advisor at Wells Fargo Clearing with a Series 66 designation and experience spanning roles at Wells Fargo Bank, U.S. Bancorp, and Scott Credit Union since 2008. She is based in St. Louis, MO, and began her advisory role at Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jared Watkins is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds Series 63 and Series 66 credentials. His background includes three years at Charles Schwab Co., Inc., and prior employment at Amazon and involvement with the Boy Scouts of America. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and tools, with clients able to choose how to implement recommendations through various brokerage or advisory programs.

Joshua Dixon is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation with 11 years of industry experience. He has worked with Wells Fargo Clearing and Wells Fargo Advisors since 2016. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and planning tools.

Jacob Lowry is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 66 license. He has 13 years of industry experience and has been with Cambridge since 2013. Outside of his advisory role, he is a co-founder of The WealthCare Group and serves on the board of the Glen Ed Soccer Association, a youth athletic organization. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through various platforms and features proprietary model strategies under the Founders Gate Capital brand.

Tyler Bateman is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms including Charles Schwab and VALIC Financial Advisors. Outside of his advisory work, he serves as a trustee managing his mother's trust account. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo. The firm provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options supported by proprietary research and tools.

Robert Stegemeier is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016 and at Central Bank since 1986. 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, utilizing research from Wells Fargo Investment Institute and other sources to support its investment approach.

Amy Brueggemann is a financial advisor with Wells Fargo Clearing in St. Louis, Missouri, holding a Series 66 designation and 20 years of industry experience. She has been with Wells Fargo Clearing 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.

Laquoria Sharp is a Series 66-credentialed financial advisor with seven years of industry experience. She is currently with Wells Fargo Clearing and has held prior roles at Wells Fargo Advisors and other firms. Outside of her advisory work, she owns and operates a photo booth business, Blaze and Capture Events, 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 offers both brokerage and advisory solutions, relying on research and diversification principles to support client portfolios.

Justin Irving is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has over 20 years of experience with Ffp Securities, 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.