Karen Briers is a financial advisor with Wells Fargo Clearing in St. Louis, MO. She holds the Series 63 and Series 65 designations and has 17 years of industry experience, including 10 years with Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and provides both brokerage and advisory solutions.

Charles Minnick is a financial advisor with Wells Fargo Clearing in St. Louis, MO. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. His prior experience includes a year at Stifel before joining Wells Fargo Clearing in 2016. 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 employs more than 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Eric Bruce is a financial advisor with Wells Fargo Advisors in St. Louis, MO. He holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Aston Carter and has experience outside the financial sector, including a role at Johnny Mac's Sporting Goods. 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 utilizing Wells Fargo research and planning tools, with a focus on tailored client recommendations and optional implementation through its brokerage or advisory programs.

Josef Chiapelli is a CFP® with 24 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He has previously worked at Commonwealth Financial Network, KCH Financial, and Brian E. Keister and Associates. In addition to his advisory work, he holds a role as an insurance agent, providing clients with insurance solutions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a varied client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and consulting, utilizing analytical tools and risk profiling to support client goals.

Linda Manley is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. She participates on the Board of Directors for the Girl Scouts of Southern Illinois and plays piano for Sunday mass at St. Paul Catholic Church in Highland, IL. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of investment strategies and affiliated services with approximately $1.01 trillion in assets under management.

Brendan Sullivan is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo in 2019, he worked at Edward Jones and held roles in various other companies. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research and analytics with diversification principles and modern portfolio theory and offers both brokerage and advisory solutions.

Jodi Slinkard is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and with 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as adjunct faculty at Webster University, teaching a course on emerging technologies. 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 brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Steven Hoffman 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 2014. 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 broader set of financial product offerings than is typical for large institutional advisers.

Holly Woosley is a Series 66-licensed financial advisor with 20 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 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 Wells Fargo Investment Institute research and analytics.

Brandon Bersett is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Wells Fargo Clearing, Charles Schwab & Co., Inc, and First Clearing. 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 and integrates advisory offerings with other financial products and referral channels.

Baron Ross Jr. is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Wells Fargo Clearing Services since 2020, joining Wells Fargo Advisors Financial Network in 2026. Prior to that, he was employed at TD Ameritrade and has volunteer experience with the YMCA, St. Louis Arc, and the American Red Cross. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad planning menu that includes cash-flow, retirement, and specialized planning services, utilizing Wells Fargo’s research and tools to develop tailored client recommendations.

Mary Potthast is a financial advisor with Raymond James Financial who holds a Series 66 designation and has six years of industry experience. She previously worked at Bank of Edwardsville from 2003 to 2019 and has been involved with Busey Bank since 2020. In addition to maintaining her own book of business, she supports other financial advisors in her role at Busey Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using analytical tools to model potential outcomes and supports its recommendations through advisory programs and partnerships.

Patrick Loechl is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016. Prior to that, he was with Russell Investments from 2008 to 2010. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs a large team of advisors and utilizes research from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment evaluations.

Joseph Sardo is a Series 66-licensed financial advisor with Wells Fargo Clearing in St. Louis, Missouri, bringing 13 years of industry experience. He previously worked at Edward Jones from 2013 to 2014. Outside of his advisory role, Sardo is involved in retail clothing sales through two local businesses in St. 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. The firm combines research from Wells Fargo Investment Institute and third-party data to provide diversified investment options within brokerage and advisory platforms.

Emily Bast is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 designations and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as an executor for her parent's estate. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jacques Darwin is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses. He has one year of industry experience and prior work history with Equitable Advisors, LLC, Bankers Life Securities, Inc., and Bankers Life & Casualty, Inc. He is also involved with Digital Intelligence Systems. 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 combines research and analytics from Wells Fargo Investment Institute and third-party databases with diversification principles and modern portfolio theory.

Charles Shocklee is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and one year of industry experience. He previously worked at Cetera and has been involved with Renaissance Financial since 2024 as a financial advisor. Outside of finance, he works part-time as a bar back at The Midwestern, a local restaurant. 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 both brokerage and advisory solutions.

Jason Voss is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent time at Ameriprise and Ameriprise Advisor Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory and financial planning services, utilizing research and analytics to support portfolio management and retirement plan consulting.

Kameron Lawson is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo in 2022, he worked at Edward Jones for seven years. Outside of his advisory role, Lawson serves as a commission member on the City of Ellisville Planning & Zoning Commission. 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 IPS-driven advisory process is grounded in modern portfolio theory and includes a broad range of investment vehicles, including insurance-related products and bank deposit sweep options.

Richard Ratterman is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services grounded in a proprietary methodology developed by its Investment Strategy Group. The firm offers fee-based financial planning and investment guidance intended to support client decisions, with clients retaining discretion over implementation.