Jonathan Norris is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has worked at Wells Fargo Clearing since 2021 and previously spent eight years at Gradient Securities, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options in its product offerings.

Louis Kouri is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Wells Fargo Clearing Services LLC and Us Tech Solutions, among others. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial product sales and referral channels.

Alexandria Macaluso is a financial advisor at Stifel with four years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2019. Prior to joining Stifel, she was with Avenica and served in the US Army Reserves, including a role at the 375 Air Mobility Wing Public Affairs Unit. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group for asset allocation and planning analyses.

Adam Aitken is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously held positions at KForce and Pure Hockey. Outside of his advisory role, he serves as a lacrosse referee for high school and youth games through the Mid America Lacrosse Officials Association. 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 includes a broader set of financial product offerings than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Michael Babcock is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including B. B. Graham & Company and Alton Capital Management Inc. Babcock is also the owner of Babcock & Associates Inc., an independent insurance agency. Cambridge Investment Research Advisors is an SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a variety of portfolio management strategies and custody arrangements.

Michael Croce is a financial advisor with Stifel, holding a Series 66 designation and 16 years of industry experience. His work history includes roles at Sierra Pacific Securities, Keefe, Bruyette & Woods, Miller Buckfire & Co., and SunEdison. He is based in St. Louis, MO. 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 asset allocation methodologies.

Katherine Leszcynski is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with various Wells Fargo entities since 2012, including a decade at Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a broad range of financial planning and investment services. The firm offers tailored recommendations supported by proprietary research and planning tools, with planning engagements typically provided on a discrete basis.

Todd Soucy is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2015. Outside of his advisory role, he works as a delivery driver for DoorDash. 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 notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Kimberly Perry is a financial advisor at Stifel with 26 years of industry experience. She holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2017, following a 12-year tenure at Edward Jones. Perry is based in St. Louis, MO. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Rose Fisher is a Series 66-credentialed financial advisor with Edward Jones, based in Maryville, Illinois. She has one year of industry experience and has worked at Edward Jones since 2018, following a role at Vatterott College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management through a large national network of advisors and branch offices.

James Armistead is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 66 and Series 63 registrations and bringing 28 years of industry experience. He has worked across various Wells Fargo entities since 2009. 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 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.

Darek Landrum is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he held roles at several firms including Ameriprise and Modern Woodmen of America Fraternal Financial. Outside of his advisory work, he owns and operates Landrum Technical Solutions LLC, a computer repair business. 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 external databases.

Amy Godar is a financial advisor at Edward Jones with 16 years of industry experience. She holds the CFP® and Series 66 designations and has been with Edward Jones since 2009. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and proprietary investment products.

Alexis Santiago is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo, Alexis worked at Merrill and has experience that includes roles at the University of Rochester Simon Business School and Philips Lytle. Outside of financial services, Alexis serves as a Parks and Lake Committee member for the Benton Park Neighborhood Association in St. Louis. 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 combines brokerage and advisory solutions supported by research and analytics and serves a broad client base including pension and charitable organizations.

Robert Zickus is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options including discretionary plan-level investment selection and a broader range of financial product offerings than typical for large institutional advisers.

Matthew Luca is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products than typical institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Joseph Noel 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 Clearing Services LLC since 2017, following prior roles at Rhodes 101 Stops and Southeast Missouri State University. 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 manages approximately $671 billion in assets through a network of over 14,000 financial advisors and offers both brokerage and advisory solutions.

Samuel Loring is a financial advisor with Raymond James & Associates in O'Fallon, Illinois. He holds a Series 66 designation and has 17 years of industry experience, including 13 years with Raymond James. Outside of his advisory role, he is involved in real estate investment as an owner and partner in several residential rental properties in the Metro East area. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through non-discretionary advisory relationships and supports municipal and institutional clients with specialized public finance and investment banking services.

George Varones is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses with 34 years of industry experience. His prior roles include positions at Ameriprise and Ameriprise Financial Services, Inc. He joined Wells Fargo Clearing in 2025. 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Alec Grabowski is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and with two years of industry experience. His prior work includes roles at Citigroup, Digital Intelligence Systems, and FCB Bank. Alec is also involved with Digital Intelligence Systems in a business capacity. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving institutional clients with both discretionary and non-discretionary services.