David Youngman is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Advisors since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as cash-flow, retirement, education, risk and wealth-transfer planning, as well as specialized services like business-owner transition and special-needs planning.

Dustin Corey is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Scottrade from 2015 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for both non-discretionary and discretionary plan management, including insurance-related vehicles and bank deposit sweep options within their investment menus.

Randall Skaggs Jr. is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has spent the majority of his career at Wells Fargo Clearing, with brief periods at Ardagh Group and a gap in employment. Outside of his advisory role, Randall engages in several non-investment-related activities, including work as a handyman and landscaper, plasma donation, and app-based delivery driving. 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 supports clients with a combination of brokerage and advisory solutions.

Ronald Orf is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 designations and having 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and Walnut Street Securities, Inc. since 1998. 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 wide range of financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for clients.

Daniel Urschler is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Advisors since 2014. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and planning tools to develop tailored recommendations.

Ciara Latorre is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. She has worked at multiple firms including Edward Jones, MSMF Wealth Management, Cetera, TD Ameritrade, and Scottrade. 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 employs over 14,000 advisors, offering both brokerage and advisory solutions.

Dustin Eckhardt is a financial advisor with Thrivent Investment Management in Collinsville, IL, holding a Series 66 license and 22 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory role, he is the owner of an LLC established to manage future office space. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based, holistic financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate services.

Dennis Ulrich is a financial advisor with LPL Financial in Edwardsville, IL, holding a Series 66 designation and offering 24 years of industry experience. He has been with LPL Financial since 2002 and has a long tenure with Scheffel & Company dating back to 1977. Outside of his advisory work, Ulrich is involved in managing family farm operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes and investment approaches.

Rodney Vaught is a financial advisor with Stifel in Edwardsville, IL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Stifel since 2011. Outside of his advisory role, he is a co-manager and passive investor in Signal Buster Racing, LLC, involved in horse racing. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, serving as a basis for client decision-making.

Wendy Castro Fernandes is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and five years of industry experience. She previously worked at Ameriprise and DiSys, and has experience in higher education at Missouri Baptist University. 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 with third-party data to support its investment approach and offers a broad range of brokerage and advisory solutions.

James Claywell is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has served as a financial advisor and owner of Claywell Asset Management, LLC since 2016. Claywell also has a background in education, having worked at Marquette Catholic High School for nearly two decades. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through its affiliation with a municipal advisor.

Jeffrey Younger is a Series 66 designated advisor with Wells Fargo Clearing, based in St. Louis, MO, and has 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has also worked with First Clearing, LLC since 2006. Outside of his financial advisory role, he owns and operates a general fitness business, CrossFit Kirkwood Holdings 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 research and analytics with diversified investment strategies, offering both brokerage and advisory solutions.

Alisha Burnett is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo since 2016. Outside of her advisory work, she serves as a board member for Moon Brothers Lofts, a nonprofit organization in St. Louis focused on maintaining common areas and upholding bylaws. 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. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Joseph Samson is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016. Prior to that, he worked at Edward Jones from 2010 to 2011. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services like business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.

Patrick Leichliter is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at First Clearing, LLC since 2012. Outside of his advisory role, he operates an independent sports memorabilia business selling items on eBay. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory 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.

Benny Ellerbe is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Edward Jones, U.S. Bancorp Investments, PNC Investments, LPL Financial, TD Ameritrade, and Wells Fargo Advisors. 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, combining research from the Wells Fargo Investment Institute with a focus on diversification and modern portfolio theory.

Nicholas Brueggeman is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he coaches junior varsity lacrosse at the high school level in St. Louis. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including niche areas like business-owner transition and special-needs analysis.

Evan Paulsen is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at TD Ameritrade and D24 Printing. Outside of advising, he has a 50% ownership interest in an investment-related partnership. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Thomas Guignon is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following earlier experience at First Clearing, LLC starting in 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Kristen Campbell is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Wells Fargo Advisors since 2014. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using Wells Fargo's research and planning tools to develop tailored recommendations.