Mark Michelsen is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He has been with Wells Fargo Clearing since 2021 and previously worked at Wells Fargo Advisors Financial Network LLC from 2009 to 2021. 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs in its product offerings.

Joshua Keister is a Series 65 registered advisor with Raymond James Financial Services Advisors, Inc., bringing three years of industry experience. He previously worked at Commonwealth Financial Network for 11 years and KCH Financial for 10 years. Outside of his advisory role, he is involved in an agricultural business based in Bethalto, Illinois. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary consulting using analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Daniel House is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and previously worked at Greg Stellhorn - Thrivent Financial, Dieterich Bank, and Gateway Region YMCA. Outside of his financial advisory role, he serves as Assistant Minister at First Pentecostal Church of Red Bud, where he assists with event scheduling, preaching, and administrative duties. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and written recommendations across a range of planning topics, with options to combine planning and managed-account services under a consolidated billing arrangement.

Paul Swope is a Series 66-licensed financial advisor with 28 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2002, with earlier experience at Invest Financial Corporation. He is currently 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Matthew Kane is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing and Wells Fargo Bank since 2016. Outside of his advisory role, he is a co-owner and creator of Bruise Brothers BBQ LLC, a business selling BBQ rubs and merchandise. 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 and other sources.

Andrew Kleine is a CFP® with 17 years of industry experience and has been with Wells Fargo Clearing since 2016. He is based in St. Louis, MO, and holds the Series 66 designation. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

David Beldon is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 65 and Series 66 licenses and eight years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and was previously employed at Mercer Investments from 2005 to 2018. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using Wells Fargo research and planning tools to support tailored client recommendations.

Tyler Lapolice is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Wells Fargo in 2018, he held positions at RHI General Group and Tri Ford Dealership, and he has been involved with Little Italy's since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, retirement plan consulting, and financial planning. The firm manages substantial assets and integrates research from internal and third-party sources to support its investment decisions.

Sara Hinthorne is a CFP® professional with 19 years of industry experience, currently advising at Raymond James Financial Services Advisors Inc. She previously worked at KCH Financial, Commonwealth Financial Network, and Brian E. Keister & Associates. Outside of her advisory role, she also assists clients with insurance needs as a licensed insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, institutional, and charitable organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports various advisory programs and institutional consulting through a large network of advisors.

Mitchell Hamilton is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Wells Fargo Advisors, Dexian, and Stifel Financial Corp. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting through a large network of advisors. The firm combines research from Wells Fargo Investment Institute and third parties with diversification principles and modern portfolio theory in its investment approach.

Patrick Stropes 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 worked at Wells Fargo Clearing Services LLC since 2017 and previously held roles at AG Environmental and Relearnit. Outside of finance, he owns and operates PHOENIX-FYRE WOODWORKING, a woodworking business. 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 and third-party sources.

Desiree Casey is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Wells Fargo Clearing Services in 2018, she worked at RHI General Group and has experience in various roles including at Southern Illinois University and Arby's. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning options, including cash-flow, retirement, and niche services such as business-owner transition planning and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored client recommendations.

Timothy Altepeter is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a grade school basketball referee in St. Louis, Missouri. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, providing both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

William Day is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he co-hosts a hockey podcast called "LET'S GO BLUES." 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.

Karen Middleton is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and 37 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she plays piano for morning services at St. James M. B. Church on a part-time basis. 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 employs over 14,000 financial advisors, utilizing research and analytics to guide diversified investment strategies.

Samuel Vonfeldt is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services LLC since 2017. Prior to that, he was employed at Kforce and Priesmeyer Enterprises. 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, serving as an ERISA fiduciary when providing investment advice.

Cole Anthony is a financial advisor with Wells Fargo Clearing in St. Louis, MO. He holds the Series 63 and Series 66 designations and has six years of industry experience. His prior work includes two years as a self-employed advisor before joining Wells Fargo Clearing in 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Michael Grimm is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior roles include positions at Gallatin Asset Management, UBS Financial Services, and Citigroup Global Markets. He has been with Wells Fargo Clearing since 2016. 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, including specialized areas such as business-owner transition and sports & entertainment planning, and uses proprietary research and tools to develop tailored recommendations.

James Howrey is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent three years with Stifel from 2005 to 2008. 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 extensive research and analytics with a range of brokerage and advisory solutions, serving more than 14,000 financial advisors and managing approximately $671 billion in assets.

Matthew Tipton is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 66 and Series 63 licenses with 11 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, catering to clients who meet certain net-worth criteria.