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Mark L
Series 66
St. Louis, MO
Wells Fargo Advisors
Mark Luth is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. 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 menu of investment and financial planning services tailored to clients who meet certain net-worth thresholds, utilizing proprietary research and planning tools to develop personalized recommendations.
Andrew B
Series 66
St Louis, MO
Thrivent Investment Management
Andrew Bolin is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, Bolin serves as Vice President of the Maplewood Community Betterment Foundation, a nonprofit focused on improving local community life, and participates in several other community organizations including Friends of Refugees and Immigrants and Troop 362. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority and combines planning with managed accounts under a consolidated billing option called “WealthPlan.”
Susan B
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Susan Brough is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she is an independent consultant for Touchstone Crystal Jewelry. 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 investment and financial planning services, including specialized planning for business-owner transitions, special-needs analysis, and divorce planning, using Wells Fargo research and planning tools to develop tailored client recommendations.
Dominic B
Series 66
St. Louis, MO
Wells Fargo Clearing
Dominic Bova is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following prior roles at Wells Fargo Advisors, U.S. Bancorp Investments, and Edward Jones. 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 and analytics.
Keith B
Series 66
St. Louis, MO
Wells Fargo Clearing
Keith Broadway is a financial advisor at Wells Fargo Clearing with 16 years of industry experience and holds the Series 66 designation. His prior experience includes roles at PNC Wealth Management and Mass Mutual Investors Services. He 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.
Todd C
Series 66
St. Louis, MO
Wells Fargo Clearing
Todd Chambers is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 designation 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 manages roughly $671 billion in assets and combines research and analytics with diversification principles and modern portfolio theory to evaluate investment options.
Scott G
Series 63, Series 66
St. Louis, MO
Wells Fargo Clearing
Scott Gill is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and nine 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 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.
Joseph T
Series 63, Series 65
St Louis, MO
Cetera
Joseph Thompson Jr. is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and its affiliates since 2013, following a 24-year tenure at Paramount Financial LLC. Outside of his advisory role, he serves as a ruling elder and trustee/secretary at Memorial Presbyterian Church in St. Louis, where he is involved in spiritual care and financial oversight. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing more than $256 billion in assets.
Howard M
Series 66
St. Louis, MO
Wells Fargo Clearing
Howard Mitchell III is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation 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 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.
Jessica M
Series 66
St. Louis, MO
Wells Fargo Advisors
Jessica Mizell is a financial advisor with Wells Fargo Advisors in St. Louis, Missouri. She holds the Series 66 designation and has 16 years of industry experience, including 10 years with Wells Fargo Clearing. 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, including cash-flow, retirement, education, and niche areas such as business-owner transition and special-needs planning, delivering tailored recommendations supported by Wells Fargo research and tools.
Melissa S
Series 66
Millstadt, IL
Edward Jones
Melissa Schaffer is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Mea E
Series 66
St. Louis, MO
Wells Fargo Clearing
Mea Epps is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and over 13 years of industry experience. She has been with Wells Fargo Clearing Services since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and combines research from its Investment Institute with third-party analytics to support its investment and retirement plan offerings.
Maxwell U
Series 66
St. Louis, MO
Wells Fargo Clearing
Maxwell Unwin is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo in 2022, he worked at Prairie Farms and its subsidiary, Madison Farms, as well as in various retail and distribution roles. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.
Lauren R
CFP®, PFS™, Series 66
St. Louis, MO
STIFEL
Lauren Randazzo is a CFP® and PFS™ professional with 10 years of industry experience. She is currently with Stifel since 2024 and has previously worked at several firms including Purshe Kaplan Sterling Investments, Archford Capital Strategies, and Moneta Group Investment Advisors. Stifel serves a diverse client base including individuals, institutions, and municipal entities, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Jacob B
Series 63, Series 65
St. Louis, MO
Wells Fargo Clearing
Jacob Bolstad is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work experience includes positions at firms such as Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Company. Bolstad is also involved with Digital Intelligence Systems alongside his advisory role. 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 analytics.
Andrew S
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Andrew Summers is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes roles at Wells Fargo Clearing Services and prior positions in staffing and other industries. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services tailored to clients meeting specific net-worth thresholds, utilizing proprietary research and tools to develop personalized recommendations.
Ryan G
Series 66
St. Louis, MO
Wells Fargo Clearing
Ryan Gallagher is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Raymond James & Associates Inc., Wells Fargo, Accent Title, and Columbia Bath & Tennis. 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 data.
Frank H
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Frank Hobson is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials with 15 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Edward Jones. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, using proprietary research and planning tools to develop tailored recommendations. The firm’s advisory services are integrated with other financial products and referral channels to provide a comprehensive approach to client needs.
David B
Series 63, Series 66
Swansea, IL
Edward Jones
David Brown is a financial advisor with Edward Jones in Swansea, IL, holding Series 63 and Series 66 credentials and with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a wide range of advisory programs and maintains a large network of financial advisors and branch offices nationwide.
Jason M
Series 66
St. Louis, MO
Wells Fargo Clearing
Jason Minard is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 credential and has been with Wells Fargo since 2016. Outside of his advisory role, he serves on the Board of Directors and Audit Committee for the Institute of Internal Audit, where he contributes to chapter operations and professional development. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm uses research and analytics to guide investment decisions and offers a wide range of brokerage and advisory solutions.
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