Brian Hook is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Bank of America, Merrill, and Wells Fargo Clearing Services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with planning engagements generally offered on a discrete basis.

Matthew Braun is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 66 licenses and has one year of industry experience. His prior work includes positions with Idaho First Bank and engagements at Boise State University and Central Oregon Community College. 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 and uses Wells Fargo research, planning tools, and simulation models to develop tailored recommendations.

Rovena Qirko is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. Her prior work includes a long tenure at Scottrade, Inc. from 2004 to 2021. Outside of her advisory role, she assists with accounting duties at Peppe's Apt 2, a restaurant in Kirkwood, MO. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related financial planning services, combining non-discretionary advice with access to discretionary separately managed accounts and multi-asset model portfolios.

Andrew Thompson is a financial advisor at Edward Jones in Mascoutah, Illinois, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at CDS Office Technologies and Da-Com Corporation, and taught at Freeburg Community High School. Outside of his advisory role, he is a partner and cohost of a trivia podcast called Bankshot Media. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Jennyliz Hernandez is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including insurance-related vehicles and bank deposit sweep options among its investment offerings.

Larry Smith is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2008. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Louise Sheffield is a financial advisor with Wells Fargo Clearing based in St. Louis, MO. She holds Series 63 and Series 66 licenses and has 25 years of industry experience. Prior to joining Wells Fargo Bank in 2025, she worked at Edward Jones from 1997 to 2024. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Robert Montgomery is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 21 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 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

William Orrill is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Banterra Bank and Southern New Hampshire 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 manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ryan Dannan is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following five years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Ian Northcott is a financial advisor with Wells Fargo Clearing in Chesterfield, MO, holding a Series 66 designation and nine years of industry experience. He previously worked at Larson Financial Securities, LLC. Outside of his advisory role, Ian serves as an accounting specialist for Periodontics of O'Fallon. 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 approach incorporates modern portfolio theory and includes a range of investment options, notably insurance-related vehicles and bank deposit sweep programs.

Mitchell Schaedler is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Regions Bank and The Charity CFO. He is also a commissioned notary in Missouri. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies.

Catherine Bates is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and five years of industry experience. She previously worked at Stifel and Southern, and spent two years at the University of Missouri-Saint Louis. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through more than 14,000 financial advisors. The firm combines research from its Investment Institute and third-party sources to offer brokerage and advisory solutions, including discretionary and non-discretionary retirement plan services.

Jessica Laub is a financial advisor with Stifel in St. Louis, Missouri, holding a Series 66 designation and having two years of industry experience. She has worked at Stifel since 2020 and previously spent six years at Diversified Financial Advisors / LPL Financial. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Paula Poisson is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 31 years of industry experience. She has been with Wells Fargo Clearing since 2016 and worked previously at Wells Fargo Advisors LLC from 2009 to 2016. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Pamela Buehne is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors for one year. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets, supported by over 14,000 financial advisors.

Rachel Hamor is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a power of attorney for her mother. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Anthony Seaborn is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has been with Stifel Nicolaus since 2005. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing fee-based financial planning and asset allocation guidance intended to support client decision-making.

Almir Salihovic is a financial advisor at Stifel with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for ten years before joining Stifel. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach includes proprietary capital market modeling developed by its Investment Strategy Group, which supports asset allocation and financial planning analyses.

Joseph Bordoni is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he co-owns a family LLC engaged in non-investment activities. 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 solutions. The firm’s process is IPS-driven and incorporates a wider range of financial products, including insurance-related vehicles and bank deposit sweep options.