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Christopher C

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Christopher Chambers is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes tenures at Wells Fargo Clearing Services and Edward Jones. Chambers serves as co-trustee for a family trust. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research and analytics with diversified investment principles, providing both brokerage and advisory solutions supported by a large network of financial advisors.

Retired Founder/Business Owner
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Peter T

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Peter Tassinari is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He 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 broad range of investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets with a network of over 14,000 financial advisors.

Retired Founder/Business Owner
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Kyle P

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Kyle Plassmeyer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016, 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets under management across more than 14,000 financial advisors.

Retired Founder/Business Owner
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Jared G

Series 66

Collinsville, IL

Thrivent Investment Management

Jared Gray is a Series 66-licensed financial advisor with nine years of experience at Thrivent Financial and Thrivent Investment Management Inc. He began his career after graduating from the University of Missouri-Columbia. Jared is based in Collinsville, Illinois. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers goal-based, holistic planning across multiple topics without discretionary trading authority, combining planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Sharon J

Series 66

St. Louis, MO

Wells Fargo Clearing

Sharon Jones is a Series 66 licensed financial advisor with 12 years of industry experience. She has worked at Wells Fargo Clearing since 2017, including a previous contract role with Wells Fargo Advisors. Prior to that, she was with Stifel Nicolaus & Co Inc for one year. 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.

Retired Founder/Business Owner
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James B

Series 66

St. Louis, MO

Wells Fargo Clearing

James Burkey is a Series 66-licensed financial advisor based in St. Louis, MO, with 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent two years at Edward Jones. 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. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, combining brokerage and advisory solutions while utilizing research and analytics from Wells Fargo Investment Institute to guide investment decisions.

Retired Founder/Business Owner
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Howard U

Series 63, Series 65

St. Louis, MO

Wells Fargo Advisors

Howard Underwood is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 registrations and 29 years of industry experience. His career includes over 10 years at Wells Fargo Clearing and more than two decades as a self-employed advisor, with brief tenure at Northwestern Mutual Investment Management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning solutions tailored to clients meeting specific net-worth criteria.

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

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

David Khang is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has been with Wells Fargo since 2016. Outside of his advisory role, he serves as treasurer for HOPE Apache Missions Inc., where he manages budgeting, accounting, and donation tracking. 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 combines research and analytics with diversified investment strategies and provides a range of brokerage and advisory solutions.

Retired Founder/Business Owner
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Stephen B

Series 63, Series 65

St. Louis, MO

Wells Fargo Clearing

Stephen Bard is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including H.D. Vest Investment Services since 2010 and Wells Fargo Advisors since 2009. He serves as chair of the FINRA Communication Committee, attending meetings to discuss rulemaking topics within the industry. 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 investment options, including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Ryan M

Series 66

St. Louis, MO

Wells Fargo Clearing

Ryan Mccauley is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following a brief period at Edward Jones in 2014. 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 combines research-driven investment strategies with a broad range of financial products and services through its bank and insurance affiliates.

Retired Founder/Business Owner
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Gregory R

Series 63, Series 66

Godfrey, IL

Edward Jones

Gregory Reinhardt is a financial advisor with Edward Jones in Godfrey, Illinois, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he coaches high school baseball and junior high basketball in Valmeyer, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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

CFP®, Series 66

Maryville, IL

Ameriprise

Christopher Dykstra is a CFP® professional with 22 years of experience in the financial services industry. He has been with Ameriprise since 2005, initially with Ameriprise Financial Services, Inc., and currently serves at Ameriprise in Glen Carbon, IL. He holds ownership interests in Glenpoint, LLC and IGES, LLC, through which he manages his Ameriprise advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Christian M

Series 63, Series 65

St. Louis, MO

Wells Fargo Clearing

Christian Mikkelsen is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he owns and operates Summit Luxe, an online product business. 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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Gary B

Series 66

St. Louis, MO

Wells Fargo Clearing

Gary Basler is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2010 and concurrently at First Clearing, LLC since 2013. Basler 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 utilizes research from Wells Fargo Investment Institute along with diversification principles and modern portfolio theory in their investment approach.

Retired Founder/Business Owner
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Toni M

Series 66

St. Louis, MO

Wells Fargo Clearing

Toni Mangum is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 14 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, relying on research and analytics along with diversification principles and modern portfolio theory.

Retired Founder/Business Owner
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Harrison B

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Harrison Barnard is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked primarily with Wells Fargo Clearing and its related entities since 2017, with brief periods at Crafted and Preferred Family Healthcare. 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 employs more than 14,000 financial advisors, offering 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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Alex K

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Alex Kuczka is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 registrations and nine years of industry experience. He previously worked at TD Ameritrade for three years and is also a lead guitarist and audio engineer. Wells Fargo Advisors 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 both brokerage and advisory solutions.

Retired Founder/Business Owner
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David R

Series 63, Series 65, Series 66

St. Louis, MO

Wells Fargo Advisors

David Renken is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at firms including Scottrade/TD Ameritrade and Hightower Securities. Outside of his advisory role, he works as a merchandise associate at Marshalls Department Store in St. Louis. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, offering tailored recommendations supported by Wells Fargo research and planning tools. The firm integrates advisory services with other financial products and referral channels to provide comprehensive financial solutions.

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

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Zachary Rankin is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked primarily at Wells Fargo Clearing Services, with a brief tenure at Robert Half International. 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 from the Wells Fargo Investment Institute and third-party data.

Retired Founder/Business Owner
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Matthew F

CFP®, Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Matthew Feldhaus is a CFP® professional with 15 years of industry experience, currently with Wells Fargo Advisors since 2025. He previously worked at Wells Fargo Clearing from 2016 to 2025. Outside of his advisory role, Feldhaus serves on the homeowners association board for The Highlands of Chesterfield in Wildwood, MO. 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 planning menu tailored to clients meeting certain net-worth thresholds, using proprietary research and tools to develop financial recommendations.

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