Daniel Licata is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He previously worked at Edward Jones for 14 years before joining Wells Fargo Clearing Services LLC in 2017. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo 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, sports and entertainment, special needs, and divorce, using proprietary research, planning tools, and simulation models.

Gregory Maier is a CERTIFIED FINANCIAL PLANNER™ professional with six years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously held roles at TD Ameritrade, the University of Missouri, BJC Healthcare, and Delaware North Company. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy and probabilistic modeling developed by its Investment Strategy Group.

Alexander Daly is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and has worked at Stifel, Nicolaus & Company Incorporated since 2022. Prior to his current role, his background includes positions in education and various customer service roles. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Natalie Cortese is a Series 66 credentialed financial advisor with Edward Jones in O'Fallon, IL, where she has worked since 2014. She has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a wide range of households and organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory strategies and affiliated investment products through a large nationwide network of advisors and branch offices.

John Hoagland is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He has held roles at Thrivent Financial since 2015. Hoagland participates as a case study grader for the Wealth Management Certified Planner program at the American College of Finance and serves as a board member for Good Samaritan Ministries, which provides affordable housing and community services in East St. Louis. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across various financial topics, providing written recommendations without offering portfolio management or discretionary trading authority for these services.

Mark Murray is a financial advisor with Wells Fargo Advisors in O'Fallon, Illinois, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of his advisory role, he has ownership in a family-held farmland entity. Wells Fargo Advisors is a large institutional firm serving a broad client base with a comprehensive approach to financial planning and investment management.

Javon Taylor is a Financial Advisor at Merrill Lynch Wealth Management. Based primarily in the St. Louis area, he works with individuals, local union laborers, business owners, and professionals to develop personalized financial strategies. His focus areas include retirement planning, wealth accumulation, and providing long-term financial confidence. He has particular expertise serving clients in the construction, HVAC, and roofing industries, understanding the distinct opportunities and challenges they encounter. Javon leverages Merrill's investment capabilities and Bank of America's resources to offer coordinated financial advice and guidance. Javon's professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his High School Diploma from Althoff Catholic High School. His client services span corporate executive services, executive compensation, family wealth management strategies, tax minimization, and retirement income planning among others. Outside of his professional work, Javon enjoys basketball, fishing, spending time with his family, and watching movies.

John Waller is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses with 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of investment options including insurance-related vehicles and bank deposit sweep programs.

Alexander Lade 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 since 2016 and previously worked at Wells Fargo Advisors from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Neil Gallagher is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and bringing 11 years of industry experience. His career includes roles at Wells Fargo Advisors, LLC and First Clearing. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Joshua Welch Nosko is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He has worked at Wells Fargo Advisors since 2015, including five years at Wells Fargo Clearing Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Aaron Pyle is a financial advisor with Equitable Advisors in St. Louis, MO, holding Series 63 and Series 66 designations and having 25 years of industry experience. He previously worked at Edward Jones and Axa Advisors, LLC before joining Equitable Advisors in 2012. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm uses a range of investment models and third-party managers to tailor advice according to client risk tolerance and objectives.

Amy Liu is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and seven years of industry experience. She has been with Wells Fargo Clearing since 2019 and has prior experience at Aerotek Inc and Charter Communications. Outside of her advisory role, she has worked as a delivery driver for DoorDash. 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 from Wells Fargo Investment Institute.

Julie Wyttenbach is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 65 designation and 33 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering IPS-driven investment advice and discretionary management options that include a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Steven Buescher is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation with six years of industry experience. He has worked at Wells Fargo Clearing since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

James Marco is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He previously worked at Wells Fargo Advisors for 12 years before joining Wells Fargo Clearing, where he has been since 2022. 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 operates at large scale with over $671 billion in assets under management and more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Wineka Martin is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo and its affiliated entities since 2005. Wells Fargo Advisors Financial Network 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 clients having flexibility in implementing recommendations through various brokerage and advisory programs.

Stephen Doeschot is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. 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 process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cal Clossen is a financial advisor at LPL Financial holding a Series 66 designation. He has been with LPL Financial since 2023. Prior to his current role, his background includes positions at Munie Greencare Professionals and Missouri State University. 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 offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various allocation approaches.

Sean Murphy is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at Natixis Global Asset Management and Alternative Fund Advisors, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services. The firm offers specialized planning options for clients meeting certain net-worth thresholds, delivering tailored recommendations supported by research and planning tools.