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 at LPL Financial with 30 years of industry experience. He has held positions at LPL Financial since 2017 and previously worked for National Planning Corporation for 10 years. His credentials include Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing research and model portfolios from both internal and third-party sources.

Daniel Dial is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

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.

Michael Gagala is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at BNY Mellon Securities Corporation, Russell Investments Financial Services, Lazard Asset Management, and other investment firms. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and planning tools to develop tailored recommendations delivered through advisor-client meetings and written communications.

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 with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at PennyMac and Aerotek, as well as a background in the food service industry with 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Bradley Walther is a financial advisor with Fisher Investments, holding Series 63 and Series 65 credentials and 19 years of industry experience. Prior to joining Fisher Investments in 2021, he worked at TD Ameritrade Inc for 13 years. Outside of his advisory role, he is involved in managing rental properties through his ownership of BJ World Enterprise LLC. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides services including sub-advisory and retirement plan management.

Todd Groesch is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been associated with Cambridge since 2025 and maintains ongoing roles with Nicol Enterprises, Inc. and Kevin G. Nicol & Associates. Groesch serves as a board trustee for the Millstadt Fire Protection District. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing various portfolio management approaches and platform arrangements tailored to client objectives.

Talbot Quintero is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Zachary Gerleman is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Randstad, MH Equipment, Hilton AAA Parking, LPL Enterprise, and The Prudential Insurance Company of America. 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 substantial assets and provides both brokerage and advisory solutions supported by extensive research and analytics.

Patrick Graham is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and Edward Jones. Outside of his advisory role, he donates plasma at a local St. Louis center. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and diversification strategies across a broad range of financial products.

Darrick Engel is a financial advisor with Fidelity in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and TD Ameritrade. He also worked at Shop n Save for eleven years before entering the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and systematic portfolio construction. The firm offers a range of services including discretionary portfolio management, fund advisory, and model portfolio delivery, with notable activities such as registration as a commodity pool operator and the use of algorithmic and AI-driven research methods.

Jacob Henry Santos is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation with four years of industry experience. His work history includes roles outside finance at various businesses such as Burlington Golf Club and The Grange Public House and Brewery. 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 substantial assets and offers a broad range of brokerage and advisory solutions supported by research and analytics.

Jason Lewis is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation with five years of industry experience. His work history includes roles at Wells Fargo Clearing and Citi Bank, as well as positions outside the financial sector. 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 and analytics.

Joseph Baker is a financial advisor at Wells Fargo Advisors based in St. Louis, MO, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within Wells Fargo and affiliated entities since 2014, as well as brief positions at Cooperatieve Rabobank U.A. and Rabo Securities USA, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, providing clients with options for implementation through various brokerage or advisory programs.

Michael Conley is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and various portfolio strategies.