Nicole Pieri is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 19 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 across a broad range of financial products.

Nicholas Perotta is a financial advisor at Stifel with 15 years of industry experience. He holds the Series 66 designation and has been with Stifel NicolauS & Co Inc since 2013, joining Stifel Independent Advisors, LLC in 2017. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies from its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Margaret Ponder is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and having 15 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 roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Brian Ogent is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and six years of industry experience. His prior roles include positions at TD Ameritrade, Edward Jones, and Verizon Wireless. 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 parties with diversification principles and modern portfolio theory to support its brokerage and advisory solutions.

Jeffrey Erb is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Prudential Insurance Company of America since 1987 and was affiliated with Pruco Securities, LLC. He is also involved in Prudential-sponsored non-variable insurance activities. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm provides financial planning, access to third-party asset managers, and model-driven investment solutions, with a notable focus on non-securities products and affiliated insurance services.

Michele Messmer is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and fee-based financial planning services, including specialized planning areas, using proprietary research and tools to develop tailored client recommendations.

John Brinkmeyer is a financial advisor at Wells Fargo Clearing in St. Louis, MO with three years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Blackwell Security Services and Us Tech Solutions as well as academic experience at Lindenwood 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 employs extensive research and analytic resources and manages approximately $671 billion in assets.

Brett Abell is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 66 licenses and having eight years of industry experience. Prior to joining Stifel in 2019, he worked at Wells Fargo Clearing and TD Ameritrade. Brett also spent time at Southern Illinois University Edwardsville both as a financial professional and in a related capacity. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Adrian Vega is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent two years at Morgan Stanley. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Nanette Brimberry is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Wells Fargo Clearing. 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, using proprietary research and planning tools to tailor recommendations.

Nathan Hofer is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Advisors, LLC and First Clearing since 2016. 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 offers both brokerage and advisory solutions, managing approximately $671 billion in assets and employing more than 14,000 financial advisors.

Samuel Unwin 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 held roles at Associate Staffing and Treadmill Heroes. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Sherry Bolling is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 26 years of industry experience. She previously worked at Edward Jones for 10 years before joining Fidelity in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Steven Hoekstra is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at LPL Financial since 2017, following a decade at National Planning Corporation and three years at American General Securities Incorporated. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a range of investment strategies and operational tools.

Daniel Dial 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. 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 to guide investment decisions.

Mark Rosenkranz is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 10 years of industry experience. His prior experience includes roles at Citigroup, Wells Fargo Clearing Services LLC, and First Clearing LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolio delivery, with a noted use of algorithmic methods and AI in its investment process.

Cydney Dunavan is a financial advisor at Stifel with 11 years of industry experience. She holds Series 63 and Series 65 registrations and has previously worked at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Outside of her advisory role, she serves as a custodian for her extended family. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary investment strategy methodology developed by its Investment Strategy Group.

Cory Haberkorn is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and has previously worked at S-Docs, Salesforce, TD Ameritrade, and Scottrade. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services guided by an investment policy statement and modern portfolio theory. The firm’s approach includes a broad range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

David Werner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones and serves as an adjunct professor teaching marketing at McKendree 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, using research-driven investment approaches and providing both brokerage and advisory solutions.

Kyle Schafermeyer is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Wells Fargo in 2022, he worked at PennyMac, Aerotek, Missouri State University, and Malone's Grill and Pub. 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 utilizes research and analytics to evaluate investment options within a broad range of brokerage and advisory solutions.