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James G

Series 66

St. Louis, MO

Wells Fargo Clearing

James Gaither is a financial advisor with Wells Fargo Clearing in St. Louis, Missouri, holding a Series 66 credential and 16 years of industry experience. His career includes multiple roles at Wells Fargo Clearing and Wells Fargo Advisors, as well as a position at Edward Jones. 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 financial advisors, offering both brokerage and advisory solutions.

Retired Founder/Business Owner
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Kirby B

Series 63, Series 65

St. Louis, MO

Wells Fargo Advisors

Kirby Bock is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses with 27 years of industry experience. His career includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, UBS Financial Services, and Piper Sandler & Co. Outside of his advisory work, he manages a rental property business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering comprehensive investment and financial planning services, utilizing proprietary research and tools to create 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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Tyler F

Series 66

St. Louis, MO

Wells Fargo Clearing

Tyler Francis is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. Before joining Wells Fargo, he held various roles in education and retail, including positions at Mehlville School District, Target, and Saint Louis Community College. 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 approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Retired Founder/Business Owner
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Brooke C

Series 66

St. Louis, MO

STIFEL

Brooke Cash is a financial advisor at Stifel with two years of industry experience. She holds the Series 66 designation and has worked previously at Merrill and the Healthcare Solutions Team. Prior to her advisory career, she spent six years with Keller Dental Lab. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, which clients use as a basis for their financial decisions.

General retirement planning Income planning
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Dmytro G

Series 66

St. Louis, MO

STIFEL

Dmytro Golovko is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. Prior to joining Stifel in 2022, he worked at Mckendree Metro Rec Plex for five years and Mckendree University for one year. Outside of finance, Golovko serves as a hockey instructor and referee, involved in teaching ice skating and hockey as well as officiating games. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services with an investment approach supported by proprietary capital market analysis and probabilistic modeling.

General retirement planning Income planning
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William B

Series 66

St. Louis, MO

STIFEL

William Burke is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Renaissance Financial and community involvement with St. Jude Children's Research Hospital - ALSAC. He also has entrepreneurial experience from operating Exo Nail Bar. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Brian P

Series 63, Series 66

St. Louis, MO

LPL Financial

Brian Parker is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing over a 12-year period before joining LPL Financial in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies supported by advisor-facing tools and a large network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jacob K

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Jacob Kerwin is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and with 17 years of industry experience. He previously worked at Wells Fargo Clearing for one year. 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, including specialized planning for business owners, sports and entertainment, special needs, and divorce. The firm employs proprietary research and planning tools to develop tailored recommendations and offers both brokerage and advisory implementation options.

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

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Madeline Fauss is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Wells Fargo, she worked at LPL Enterprise and JPMorgan Chase Bank, with earlier roles outside finance including positions at Starbucks Coffee Company and Taco Bell. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through 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 sources.

Retired Founder/Business Owner
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Michael S

Series 66

St. Louis, MO

Wells Fargo Clearing

Michael Saettele is a Series 66-licensed financial advisor with Wells Fargo Clearing in St. Louis, MO, where he has worked since 2016. He has 13 years of industry experience, including a prior role at Securian Financial Services, Inc. from 2012 to 2013. 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 provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Retired Founder/Business Owner
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John C

Series 63, Series 66

Swansea, IL

LPL Enterprise

John Coughlin is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he is associated with IGS Financial, a business entity for tax purposes. LPL Enterprise, LLC serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Tax-loss harvesting
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Anne N

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Anne Norris is a financial advisor with Wells Fargo Clearing in St. Louis, MO. She holds Series 63 and Series 66 designations and has 12 years of industry experience, all with Wells Fargo since 2014. 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 sources.

Retired Founder/Business Owner
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Timothy Y

Series 66

St Louis, MO

Fisher Investments

Timothy Yazawa is a financial advisor with Fisher Investments in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Fidelity Investments and TD Ameritrade. Fisher Investments provides discretionary portfolio management to a diverse client base of institutional and private investors worldwide, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to manage globally diversified portfolios with various risk management techniques.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Todd T

Series 63, Series 65

Edwardsville, IL

Morgan Stanley

Todd Thrasher is a financial advisor with Morgan Stanley in Edwardsville, IL, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at various Morgan Stanley divisions since 2011, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market modeling in its financial planning process.

General estate planning guidance
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Lisa W

Series 63

St. Louis, MO

Wells Fargo Clearing

Lisa Werner is a financial advisor with Wells Fargo Clearing in St. Louis, MO. She holds a Series 63 designation and has 34 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, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, supported by extensive research and analytics.

Retired Founder/Business Owner
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Kyle S

Series 66

Maryville, IL

Edward Jones

Kyle Stein is a financial advisor at Edward Jones in Maryville, IL, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked in physical therapy management for over a decade. Outside of financial advising, Stein manages a rental property in Fairview Heights, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various households, pension plans, corporate clients, and charitable organizations. The firm offers both discretionary and non-discretionary investment strategies, along with affiliated mutual funds and overlay tax-efficient services, supported by a large nationwide network of advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Doctor or Medical Professional
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Aaron M

Series 66

St. Louis, MO

Wells Fargo Clearing

Aaron Moneymaker is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds the Series 66 designation and has previously worked at Citigroup Inc. and Webster 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 uses research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions across a large advisor network.

Retired Founder/Business Owner
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Richard M

Series 66

St. Louis, MO

Wells Fargo Clearing

Richard Muessig is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 credential and has been with Axa Advisors, LLC since 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets through more than 14,000 financial advisors.

Retired Founder/Business Owner
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Thomas C

CFP®, Series 63, Series 65

Glen Carbon, IL

Edward Jones

Thomas Cowell is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at LPL Financial, Investment Centers of America, and Community Bank of Trenton/Hometown Financial Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with a nationwide network of financial advisors and extensive affiliated capabilities.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Garrett O

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Garrett Overton is a financial advisor with Wells Fargo Clearing in St. Louis, MO. He holds Series 63 and Series 66 credentials and has recently begun his advisory career, joining Wells Fargo in 2026. Prior to this, he worked at Northwestern Mutual Life Insurance Company and US Bank. Wells Fargo Advisors is a large national securities firm providing investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, offering a range of brokerage and advisory solutions supported by extensive research and analytics.

Retired Founder/Business Owner
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