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.

Robert Rickey is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience before joining the field. His work history includes roles at U.S. Bank, Citizen's Equity First Credit Union, Vonachen, and Marco's Pizza. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by extensive research and analytics.

Terry Zotos is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with 10 years of industry experience. He has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Brett Murch is a financial advisor at Osaic Wealth with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors, Inc. and New England Securities. In addition to his advisory work, Murch is involved in insurance sales, focusing on fixed annuities and life insurance. Osaic Wealth serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by risk assessment tools and various managed account strategies.

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.

Jean Tinge is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

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.

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.