Justin Skaggs is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 credential and seven years of industry experience. His prior work includes roles at Bank Midwest and KForce before joining Wells Fargo Clearing Services. 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 based on modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional vehicles.

Alicia Barry is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following a prior role at A. G. Edwards & Sons, Inc. from 2005 to 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering a range of investment advisory services, financial planning, and retirement plan consulting through a large network of over 14,000 financial advisors and roughly $671 billion in assets under management.

Lindsey Kenner is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses with 15 years of industry experience. Lindsey has worked at Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Jacob Robinson is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services LLC since 2017. Prior to that, he held positions at KForce, Missouri Baptist University, and Walgreens. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. 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.

Anthony Sausville Jr. is a CFA® charterholder and financial advisor with seven years of industry experience. He has worked at Stifel Nicolaus since 2019 and previously spent 12 years at US Bancorp. He is based in St. Louis, MO. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Jeffrey Crader is a financial advisor with STIFEL in St. Louis, MO, holding CFP® and Series 66 designations and having 20 years of industry experience. He previously worked at Edward Jones for nine years and held roles at W&S Brokerage Services and Western & Southern Life. STIFEL serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodology and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Brett Faulk is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2005. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Ronel Sulit is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 66 and Series 63 credentials with one year of industry experience. Prior to joining Wells Fargo, Sulit worked with firms including Empower Advisory Group, Principal Financial Group, and Citibank. 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 evaluate investment options and offers both brokerage and advisory solutions across a broad range of financial products.

Kristian Quigless is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Stifel in St. Louis, MO. Prior to joining Stifel in 2024, he worked at Charles Schwab & Co., Inc. and has also held positions outside the financial industry, including roles at Whole Foods Market and educational institutions. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

James Els is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions, relying on research and analytics grounded in diversification principles and modern portfolio theory.

Yasser Kauaria is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing six years of industry experience. His prior roles include positions at TD Ameritrade, Metropolitan Property and Casualty, and Harris Stowe State University. 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 combines proprietary research with third-party analytics to guide investment decisions.

Richard Sims is a financial advisor at Stifel with 41 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2014, previously spending time at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, he is a partner in a real estate development business. Stifel serves a broad range of clients including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

James Willey is a financial advisor at Stifel with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2018. His prior experience includes roles at Confluence Investment Management and Scottrade. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Matthew Pomerantz is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing Services LLC since 2018. Prior to that, he was engaged through a technology partners contract with Nestle Purina from 2016 to 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet certain net-worth thresholds.

Adam Dintelman is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Clearing, he completed an internship at Northwestern Mutual. He also has work experience in the food service industry and participated in collegiate baseball at the University of Missouri-Columbia. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and other sources.

Sean Mcfarland is a financial advisor at Stifel with 15 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and financial planning analyses that support client decision-making.

Gregory Miller is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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, utilizing proprietary research and planning tools to develop tailored recommendations across various specialized planning areas.

David Sheets is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously was with Northwestern Mutual from 2015 to 2017. Outside of his advisory role, he owns and produces the YOURDAYWITHDAVID podcast, which covers topics related to mental and physical health, music, and travel. 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 products and bank deposit sweep options among its investment menu.

William Boyer is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis, delivering tailored recommendations through Wells Fargo research and planning tools.

Beth Oakes is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held roles at Moneta Group Investment Advisors, LLC and Saxony Capital Management, LLC. In addition to her financial advisory work, she is a non-practicing licensed attorney in a non-investment related capacity. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm employs over 14,000 advisors and manages approximately $671 billion in assets.