Pamela Buehne is a Series 66 licensed financial advisor with Wells Fargo Clearing in St. Louis, MO, where she has worked for 10 years. She has 14 years of industry experience. 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 Wells Fargo Investment Institute.

Rachel Hamor is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2013. She also serves as power of attorney for her mother in St. Louis, MO. 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, leveraging research from Wells Fargo Investment Institute and third-party databases.

Joseph Bordoni is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent a year at A.G. Edwards & Sons, Inc. Outside of his advisory role, Bordoni co-owns a family 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 manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and other sources.

Trupti Patel is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2007 to 2008. Based in St. Louis, MO, Patel provides advisory services within a large institutional environment. Wells Fargo Advisors serves individual, corporate, and institutional clients by offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 advisors and provides a range of brokerage and advisory solutions.

Matthew Pitzer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior work includes roles at Citigroup, TIAA-CREF, and involvement with the Missouri History Museum. Wells Fargo Advisors 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 both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources in its investment approach.

Laura Kirkover is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 23 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, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Gregory Frazier is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Grove Point Investments LLC, Woodbury Financial Services INC, and First National Bank in Staunton. He also owns Frazier Tax Services, Inc., which provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various investment strategies and operational tools.

Bethany Roberts is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones and LPL Financial. She is based in St. Louis, MO. 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 combines research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory to support its investment approach.

Maryjo Sellers is a financial advisor with Wells Fargo Advisors in St. Louis, Missouri. She holds Series 63 and Series 65 licenses and has 37 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and Prudential Equity Group, LLC in 2003. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

David Devall is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2013. He has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Derion Tabb 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. His prior roles include positions at Edward Jones, PNC Bank, and Wells Fargo Clearing. Outside of finance, he owns and operates an online apparel retail business called The KC Apparel. 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 provides both brokerage and advisory solutions.

Geramy Bonnette is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Valic Financial Advisors, TD Ameritrade, and Wells Fargo Clearing Services. Outside of his advisory work, he serves as an election judge for St. Louis County. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and tailors recommendations using proprietary research and tools, with clients able to choose implementation through various brokerage or advisory programs.

Dawnalee Grey is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. Her prior work includes roles at Edward Jones for 13 years and shorter tenures at McLaughlin Ryder Investments and Disys. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Andrew Deveydt is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and four years of industry experience. His prior roles include positions at us TECH SOLUTIONS, State Farm, and New York Life Insurance Co. outside the financial sector. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is centered on an IPS-driven process grounded in modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Sagar Satyan is a financial advisor with Wells Fargo Clearing holding a Series 66 designation. He has been in the industry since 2024, with prior experience at Park Avenue Securities, Guardian Life Insurance Company, and Financial Growth Partners. 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 uses research and analytics alongside diversification principles and modern portfolio theory to evaluate investment options.

Carl Dempsey is a financial advisor with Edward Jones in Highland, IL, holding Series 63 and Series 66 licenses and over 22 years of industry experience. He has worked with Edward Jones since 2009. Outside of his advisory role, he owns a hunting property in Illinois for which he receives CRP government payments related to wildlife habitat management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices, providing both discretionary and non-discretionary strategies under a fiduciary standard.

Rebecca Rogers is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she works as a sales consultant for scented candles and warmers with Scentsy USA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a wide range of investment advisory, financial planning, and retirement plan consulting services, managing roughly $671 billion in assets through over 14,000 financial advisors.

Toby Meador is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee for a parents' trust. 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 financial planning and investment services tailored to clients meeting specific net-worth criteria.

Richard Polchinski is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Brogan Financial Inc., and Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting 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.

Larry Wankel is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He previously worked at Edward Jones for one year before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he has ownership interests in farm real estate and agricultural investment operations in Illinois. 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 a broad range of brokerage and advisory solutions.