Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Christine S
Series 63, Series 65
St. Louis, MO
Wells Fargo Clearing
Christine Stevens is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as a power of attorney for a family member. 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.
Maurice Y
Series 66
St. Louis, MO
Wells Fargo Clearing
Maurice Young 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 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 research from Wells Fargo Investment Institute and third-party databases.
Ryan M
Series 66
St. Louis, MO
Wells Fargo Advisors
Ryan Meyler is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding a Series 66 credential with 13 years of industry experience. He has been with Wells Fargo Advisors since 2018, following two years at Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and planning tools to develop tailored recommendations.
Shane K
Series 66
St. Louis, MO
Wells Fargo Clearing
Shane Karr is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various capacities since 2008. Outside of his advisory role, he serves as co-captain for Team Zoot, assisting with team member engagement and communication. 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 from its Investment Institute with third-party data to evaluate investment options, and it offers both brokerage and advisory solutions at scale.
Kevin D
Series 66
St. Louis, MO
Wells Fargo Clearing
Kevin Dielschneider is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Kennedy Capital Management, SCOTTRADE, and Robert Half Management Resources. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets across more than 14,000 advisors and offers both brokerage and advisory solutions.
Mark N
Series 63, Series 66
St. Louis, MO
Wells Fargo Clearing
Mark Nolan is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Wells Fargo Clearing Services, Us Tech Solutions, Loan Depot, and several other firms. Outside of his advisory work, he serves as a game official for the Missouri State High School Activities Association, officiating baseball, basketball, and football games. 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, grounded in modern portfolio theory, and includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.
Kevin P
Series 66
St. Louis, MO
Wells Fargo Clearing
Kevin Pelhank is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo since 2016 and previously worked at Ameriprise from 2004 to 2006. He serves as treasurer for Restoration Matters, Inc., where he provides values-based financial and organizational guidance. Wells Fargo Advisors is a large national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, utilizing research and analytics to support diversified investment strategies.
Michael D
Series 63, Series 66
Maryville, IL
Edward Jones
Michael Dwyer is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 1999 and holds Series 63 and Series 66 designations. Outside of his advisory work, he is involved in life and career coaching through Strawberry.me. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of investment strategies and fiduciary services supported by affiliated capabilities such as a trust company and proprietary mutual funds.
Jeffrey E
Series 63, Series 65, Series 66
St. Louis, MO
Wells Fargo Clearing
Jeffrey Etter is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63, 65, and 66 licenses. He has 28 years of industry experience, including prior work at A. G. Edwards & Sons, Inc. from 2005 to 2008. In addition to his advisory role, he serves as a FINRA arbitrator. 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 from Wells Fargo Investment Institute with portfolio theory to offer brokerage and advisory solutions across a broad client base.
John L
Series 63, Series 66
St. Louis, MO
Wells Fargo Clearing
John Levendoski is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following a brief tenure at Scottrade Investment Management. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Dzenana P
Series 66
St. Louis, MO
Wells Fargo Advisors
Dzenana Palalija is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following a brief tenure at Edward Jones. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with tailored recommendations delivered through both meetings and written summaries.
Drew A
CFP®, Series 66, Series 63
Edwardsville, IL
LPL Financial
Drew Achter is a CFP® professional affiliated with LPL Financial, bringing 11 years of industry experience. His prior roles include positions at Charles Schwab & Co., Schwab Wealth Advisory, TD Ameritrade, Scottrade, and Principal Financial Services. Outside of his advisory work, he is a co-owner of real estate rental ventures. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and oversight of significant discretionary assets.
Clayton R
Series 66
St. Louis, MO
Wells Fargo Clearing
Clayton Runzo is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and three years of industry experience. His prior work includes roles at TalentBridge and Casey's General Store, as well as time spent at Southern Illinois University Edwardsville. 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.
Jennifer H
Series 66
St. Louis, MO
Wells Fargo Advisors
Jennifer Henderson is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. She holds a Series 66 designation and previously worked at Saxony Capital Management, LLC for eight years before joining her current firm in 2014. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with engagements typically discrete and tailored to client needs.
Ryan R
Series 63, Series 65
St. Louis, MO
Wells Fargo Clearing
Ryan Russell is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses. He has 24 years of industry experience, including prior roles at Wells Fargo Advisors, Charles Schwab, and Citigroup Global Markets. Outside of his advisory work, he serves as a power of attorney for family members on investment matters. 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, employing over 14,000 financial advisors, and offers a range of brokerage and advisory solutions supported by research and analytics.
Ronald B
Series 63, Series 66
St. Louis, MO
Wells Fargo Clearing
Ronald Bender is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously held roles at TD Ameritrade and Scottrade. 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.
Edgar U
Series 63, Series 66
St. Louis, MO
Wells Fargo Clearing
Edgar Umana is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 63 and Series 66 designations and 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 combines research-driven investment approaches with a broad range of brokerage and advisory solutions.
Adam S
Series 66, Series 63
St. Louis, MO
Wells Fargo Clearing
Adam Swip is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses with nine years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked at DMR Events and The Bridge at Florissant. 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 a combination of brokerage and advisory solutions supported by extensive research and analytics.
Preston G
CFP®, Series 63, Series 65
St. Louis, MO
Wells Fargo Clearing
Preston Gann is a CFP® professional with 27 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. His prior experience includes roles at A. G. Edwards & Sons, Inc. and Stifel. He is based in St. Louis, MO. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory services.
Benjamin K
Series 66
Edwardsville, IL
Morgan Stanley
Benjamin Kirchoff is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has been associated with Morgan Stanley in various roles since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services utilizing structured discovery processes and firm-approved planning tools.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide