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Jeffrey M

Series 65, Series 63

St. Louis, MO

Wells Fargo Advisors

Jeffrey Mcmillian is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 65 and Series 63 licenses and having 16 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is a small business owner and works as a disc jockey under the name DJ JEFF MAC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers specialized planning services and integrates advisory offerings with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Brian D

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Brian Droege is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at Wells Fargo Advisors since 2021 and previously held roles at Associate Staffing and Wells Fargo Clearing Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Ian S

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Ian Somogye is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Wells Fargo, he worked at Charles Schwab and TD Ameritrade. Outside of finance, he has experience in the food and service industries, including roles at Island Vintage Coffee and Waterway Car Wash. Wells Fargo Advisors is a national securities firm providing 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 supported by research from Wells Fargo Investment Institute and third-party analytics.

Retired Founder/Business Owner
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Timothy R

Series 66

Alton, IL

Wells Fargo Clearing

Timothy Riley is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he holds a 25% ownership stake in OLD YELIR, LLC, a real estate-related business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services from investment policy statement preparation to plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Cody H

Series 66

Alton, IL

Wells Fargo Clearing

Cody Herring is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James Financial and Busey Investment Services. Outside of finance, he has experience working in the restaurant industry at Applebees Bar & Grill and J.J. Thermos Bar & Grill. 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, incorporating modern portfolio theory and a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Jason D

Series 66

St. Louis, MO

Wells Fargo Clearing

Jason Digirolamo is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a soccer official in the Metro Illinois area. 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.

Retired Founder/Business Owner
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Teri M

Series 63, Series 65

St. Louis, MO

Wells Fargo Clearing

Teri Metter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 32 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent a year at A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing a range of investment advisory services, financial planning, and retirement plan consulting. The firm operates on a large scale with over 14,000 advisors and manages approximately $671 billion in assets.

Retired Founder/Business Owner
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Ryan M

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Ryan Moon is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and 23 years of industry experience. He previously worked at Edward Jones for 18 years before joining Wells Fargo Clearing Services in 2019. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, providing investment services across a broad range of client needs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Matthew J

Series 63, Series 66

Edwardsville, IL

Edward Jones

Matthew Johnson is a financial advisor with Edward Jones in Edwardsville, IL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is the owner of an LLC involved in property maintenance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices, offering a variety of advisory programs and affiliated investment products under a fiduciary standard.

Charitable giving & philanthropy Divorce financial planning Retirement income strategy General retirement planning Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Leslie J

Series 66

St. Louis, MO

Wells Fargo Clearing

Leslie Jones is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds the Series 66 designation and has been with Wells Fargo in various roles since 2015. She is based in St. Louis, MO. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Shawn D

Series 66

St. Louis, MO

Wells Fargo Advisors

Shawn Delatorre is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. He has been with Wells Fargo Clearing Services since 2015. Wells Fargo Advisors is a large institutional firm with over 2,200 advisors, serving a broad client base through comprehensive financial services.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jason L

Series 63, Series 65

St. Louis, MO

Wells Fargo Clearing

Jason Lewis is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Potomac Asset Advisors, LLC and Merrill. He is based in St. Louis, MO. 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.

Retired Founder/Business Owner
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Eric E

Series 63, Series 65

Glen Carbon, IL

Cetera

Eric Evers is a financial advisor at Cetera with 26 years of industry experience. He has been with Cetera and its affiliate Cetera Investment Services LLC since 2014, and has also worked with Regions Bank since 2013. He holds Series 63 and Series 65 licenses. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform with various program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Robert L

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Robert Levinson is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016. Outside of his advisory role, he is a singer with the St. Louis Chamber Chorus. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting, supported by extensive research and analytics.

Retired Founder/Business Owner
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Garrett P

Series 66

St. Louis, MO

Wells Fargo Clearing

Garrett Pinkley is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation with approximately one year of experience in the industry. His prior work includes positions at Midwest Regional Bank, First State Community Bank, and various educational institutions such as the University of Missouri and Hillsboro High School. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages substantial assets and offers both brokerage and advisory solutions, relying on research and diversification principles in its investment approach.

Retired Founder/Business Owner
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Andrea N

Series 66, Series 63

St. Louis, MO

Wells Fargo Clearing

Andrea Nicholas is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds the Series 66 and Series 63 designations and previously worked at Edward Jones for one year before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources to support investment decisions.

Retired Founder/Business Owner
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Tiffany L

Series 66

St. Louis, MO

Wells Fargo Advisors

Tiffany Lopez is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and ten years of industry experience. She has worked within Wells Fargo and its affiliates since 2016. Wells Fargo Advisors Financial Network 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 services with other financial products through a large network of advisors.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Mark S

Series 66

St. Louis, MO

Wells Fargo Advisors

Mark Smith is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation with 18 years of industry experience. He has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients, offering a broad range of financial planning services tailored to clients who meet certain net-worth criteria. The firm combines advisory services with other financial products and referral channels through a network of over 4,000 advisors.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Joseph G

Series 66

St. Louis, MO

Wells Fargo Advisors

Joseph Gianino is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation with 13 years of industry experience. He previously worked at Wells Fargo Clearing from 2016 to 2021 before joining Wells Fargo Advisors. 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 delivered through a network of financial advisors, utilizing proprietary research and tools to develop tailored client recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Ralph F

Series 63, Series 65

St. Louis, MO

Wells Fargo Advisors

Ralph Flowers is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 designations and having 27 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he owns Golden Mind Group, LLC, where he is involved in life coaching, public speaking, retail sales, and authorship. 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 that include cash-flow, retirement, education, and specialized planning services. The firm combines advisory services with other financial products through multiple compensation streams and delivers tailored recommendations using proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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