Chad Burns is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked at LPL Financial since 2012 and previously spent three years with Edward Jones. Burns also operates Scheffel Financial Services, Inc. in Edwardsville, IL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Erin Orourke is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Wells Fargo in 2016, Erin worked at Cornerstone Wealth Management, Morgan Stanley, and Merrill. 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 employs research and analytics to guide investment decisions and offers a broad range of brokerage and advisory solutions.

Carl Brown is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. Outside of finance, he worked for Doordash for four years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Christopher Lindenbusch is a financial advisor with Wells Fargo Clearing in Manchester, MO, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at Farmers Financial Solutions and Farmers Insurance. He has been with Wells Fargo Clearing and DiSys since 2019. 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 services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Keven Sheehy is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and having five years of industry experience. His prior work includes roles at Walgreens Boots Alliance, Us Tech Solutions, and Best Buy. Outside of his financial advisory work, he is a content creator on the video streaming platform Twitch. 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 utilizing its research and planning tools, with advisory services integrated alongside various financial products and referral channels.

Nathan Mcreynolds is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior experience includes roles at Stifel and the Federal Reserve Bank of St. Louis. Outside of finance, he has worked at the Highlands Golf and Tennis Club and has been affiliated with academic institutions including the University of Missouri and University of Arkansas. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Kelley Hartman is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 21 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.

Jill Anderson is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 20 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 offerings such as business-owner transition planning and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with clients deciding on implementation through various brokerage or advisory programs.

Aerial Loewen is a financial advisor at Wells Fargo Clearing with a Series 66 designation and six years of industry experience. Prior to joining Wells Fargo in 2026, Loewen worked at Stifel, Nicolaus & Company, Incorporated from 2019 to 2025 and served in the United States Air Force from 2013 to 2018. 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 other third-party sources.

Nicholas Cooper is a financial advisor with Fidelity Investments, holding a Series 66 designation and five years of industry experience. His work history includes roles at Fidelity and Wells Fargo Clearing Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, with formal advisory roles to registered investment companies and the use of AI-driven research methods.

Jeffrey Thomason is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016 and previously at Stifel from 2008 to 2011. He is co-trustee of a family irrevocable trust related to estate planning. 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 a net-worth threshold, with recommendations supported by Wells Fargo research and delivered through meetings and client summary letters.

Matthew Miller is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation with 10 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is involved in a marketing and parts design business called JH Choppers & Machine in Maryville, IL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services that include cash-flow, retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients having flexibility in implementing those through various brokerage or advisory programs.

Shawn Haider is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and having seven years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2013. Outside of his advisory role, he serves as Secretary for White Top Inc., a position involving meeting attendance, minute-taking, and client invoicing. 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Stacy Wilkie is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory work, Wilkie serves as an assistant volleyball coach for Thunderbolt Volleyball in O'Fallon, MO. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Ross Wolff is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. He has worked at Wells Fargo Clearing since 2018, with prior roles at Severin Investments, Waddell & Reed, Merrill, and various insurance carriers. 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.

Jeffery Miloszewski is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has 11 years of industry experience, including 10 years with Wells Fargo Clearing. Outside of his advisory role, he composes instrumental music that is distributed on major digital streaming platforms. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Brandon Shemonia is a financial advisor with Wells Fargo Clearing based in St. Louis, MO, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Fidelity Investments, Citigroup, and The Vanguard Group. 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.

Victoria Krylov is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2018, following nine years at Scottrade, Inc. Outside of her advisory role, she is involved in promotional sales for 4 Hands Brewing Company in St. Louis, participating in various tasting events. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Regan Strinni is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining Wells Fargo Clearing in 2022, Regan worked at TD Ameritrade from 2019 to 2022 and has held roles outside the financial industry, including positions at Rock & Brews and Olive Garden. 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 through over 14,000 financial advisors and offers both brokerage and advisory solutions.

Julie Shumake is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Scottrade and LPL Financial. Since 2019, she has served as a dispute resolution arbitrator for FINRA. 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 incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.