Wesley Mantle is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Advisors LLC since 2012. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Matthew Meyer is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at Ramsey Solutions and Dexterity, as well as various positions in education and community organizations. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Bryan Hoffman is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His prior work includes roles at Synergy Wealth Solutions and teaching positions at the University of Missouri Saint Louis and Saint Charles Community College. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a range of investment options, notably incorporating insurance-related vehicles and bank deposit sweep programs.

Grace Ruddy is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and one year of industry experience. Her background includes roles at Wells Fargo Advisors, ComEd, and Loyola University Chicago. 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 grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Kristina Gretzschel is a CFP® professional with 22 years of industry experience. She is currently with Stifel Nicolaus & Co Inc, where she has worked since 2021. Her prior experience includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology from its Investment Strategy Group, emphasizing forward-looking market assumptions and probabilistic modeling.

Timothy Hodits is a financial advisor at Stifel with 11 years of industry experience. He holds a Series 66 credential and has worked previously at Wells Fargo Clearing and Edward Jones. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

David Salus is a Series 66 credentialed financial advisor with nine years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017, following a year at Wells Fargo. Based in St. Louis, MO, he provides investment and advisory services through Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, 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.

Alan Schreiner is a CFA® charterholder and holds a Series 66 designation with 11 years of industry experience. He has worked at Edward Jones since 2021 and previously spent five years at Wells Fargo Clearing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products through a large network of advisors and branch offices nationwide.

Matthew Roggen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Chase Randle is a financial advisor at Charles Schwab with six years of industry experience. He previously worked at TD Ameritrade, Inc. and was involved with Tyler/Longview Valet Services. He holds Series 63 and Series 66 designations. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational structures.

Richard Permenter is a financial advisor at Edward Jones with 14 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2009. Outside of his advisory role, he serves as an interim minister to students at South County Baptist Church in St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and corporate entities. The firm manages over $1 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Joseph Kritchell is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation. Prior to joining LPL Financial, he worked in various roles including at The Meador Law Firm and University of Missouri - Columbia. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and extensive non-advisory financial activities.

Kyle Williams is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation. He joined Edward Jones in 2021 and has experience working at Epic Systems and Boeing. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor and branch network as well as its affiliated trust company and securities-based lending options.

Dane McDonald is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Natcity Investments, Inc. and Ameriprise. Outside of his advisory role, he is involved with Urban Canvas, a service that supports catering company events. 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 range of planning solutions tailored to clients who meet a net-worth threshold and uses proprietary research and tools to develop individualized recommendations.

Donald Michael is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has worked previously at U.S. Bancorp Investments, Cetera, Regions Bank, and Pinnacle Entertainment. Outside of his advisory role, he owns and co-owns several business ventures, including DonMike's Klean Kicks LLC and All-In Poker Vending, LLC. 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 a large network of investment adviser representatives.

Zachary Giese is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a hospitality host and ambassador for local private bourbon clubs in the St. Louis area. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Stephen Schleiffarth is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2014. He has 12 years of experience in the industry. Outside of his advisory role, he is a co-owner of Kozy Properties LLC, a real estate venture focused on renting and occasionally flipping houses in the St. Louis area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and tax-efficient services through a nationwide network of advisors and branch offices.

Kombiz Momtaz is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked at Scottrade for 19 years and TD Ameritrade for one year before joining Wells Fargo Clearing in 2018. Outside of his advisory role, he owns and operates Farsi Pro Translations LLC, providing translation services. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, with an IPS-driven investment process grounded in modern portfolio theory. The firm provides both discretionary and non-discretionary services, including investment policy development, plan benchmarking, and a Plan Level Investment Selection 3(38) discretionary option.

Amos Madison is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo, Edward Jones, and J.P. Morgan Securities. Outside of advising, he owns Divination Arts, LLC, offering tarot reading and car audio services, and participates in financial literacy seminars through the American Financial Education Alliance. 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 strategies with a broad range of brokerage and advisory solutions.

Jennifer Smith is a Series 66-licensed financial advisor with Wells Fargo Clearing in St. Louis, MO, where she has worked since 2018. She has 21 years of industry experience. 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 and analytics.