Tyler Stewart is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with Wells Fargo Advisors in St. Louis, MO, having previously worked at Edward Jones, Scottrade, and Wells Fargo Clearing Services. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, serving a broad client base with a range of investment services.

Christy Hennessey is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 66 and Series 63 licenses and 14 years of industry experience. Prior to joining Wells Fargo Clearing in 2026, she worked at FRA Wealth Management and Raymond James & Associates. She is also involved in the hospitality industry as a bartender at Columbia City Saloon. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Keith Waters is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing six years of industry experience. He has been with Stifel Nicolaus since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services such as fee-based financial planning and wrap programs. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning.

Dustin Corey is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Scottrade from 2015 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for both non-discretionary and discretionary plan management, including insurance-related vehicles and bank deposit sweep options within their investment menus.

Daniel Lane is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 21 years of industry experience. He has been with Raymond James since 2013 and also works as a freshman boys basketball coach at Waterloo High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning, investment consulting, and municipal advisory services.

Nickolas Mehner is a financial advisor with Edward Jones in Waterloo, IL, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors with a range of advisory programs that include discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

John Fleenor IV is a financial advisor at Stifel with 18 years of industry experience. He holds the Series 66 designation and has worked with Stifel Nicolaus & Co., Inc. since 2010 and Stifel Independent Advisors, LLC since 2008. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group. The firm provides fee-based financial planning and emphasizes discretionary client decision-making in its implementation process.

Mary Weiss is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. She has previously worked at Charles Schwab, Wells Fargo Advisors, and UniGroup. Prior to her financial services career, she was employed at Maryville University and Nerinx Hall High School. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and government entities, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Randall Skaggs Jr. is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has spent the majority of his career at Wells Fargo Clearing, with brief periods at Ardagh Group and a gap in employment. Outside of his advisory role, Randall engages in several non-investment-related activities, including work as a handyman and landscaper, plasma donation, and app-based delivery driving. 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 supports clients with a combination of brokerage and advisory solutions.

Ronald Orf is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 designations and having 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and Walnut Street Securities, Inc. since 1998. 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 wide range of financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for clients.

Daniel Urschler is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Advisors since 2014. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and planning tools to develop tailored recommendations.

Curtiss Otten is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Wells Fargo Advisors and Wells Fargo Clearing for over a decade. Outside of finance, he has been employed at Trader Joe's for 18 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet certain net-worth thresholds, utilizing Wells Fargo research and planning tools.

Ciara Latorre is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. She has worked at multiple firms including Edward Jones, MSMF Wealth Management, Cetera, TD Ameritrade, and Scottrade. 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 employs over 14,000 advisors, offering both brokerage and advisory solutions.

Jeff Pratl is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2016. Outside of his advisory role, he is president of Pratl LLC, a commercial rental property business in Millstadt, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

Jonathan Joelner is a financial advisor with LPL Financial holding a Series 66 license and 21 years of industry experience. He previously worked at Century Securities Associates, Stifel Nicolaus, J.P. Morgan Securities, Chase Investment Services, and Banc One Securities. In addition to his advisory role, he is a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and oversight of significant discretionary assets.

Matthew Jenkins is a financial advisor at Stifel with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Stifel Nicolaus & Co Inc and Cetera Investment Services LLC. Outside of his advisory work, he sells produce at a local farmer's market. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and advisory services grounded in proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Wendy Castro Fernandes is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and five years of industry experience. She previously worked at Ameriprise and DiSys, and has experience in higher education at Missouri Baptist University. 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 from Wells Fargo Investment Institute with third-party data to support its investment approach and offers a broad range of brokerage and advisory solutions.

Jeffrey Younger is a Series 66 designated advisor with Wells Fargo Clearing, based in St. Louis, MO, and has 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has also worked with First Clearing, LLC since 2006. Outside of his financial advisory role, he owns and operates a general fitness business, CrossFit Kirkwood Holdings LLC. 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 research and analytics with diversified investment strategies, offering both brokerage and advisory solutions.

Alisha Burnett is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo since 2016. Outside of her advisory work, she serves as a board member for Moon Brothers Lofts, a nonprofit organization in St. Louis focused on maintaining common areas and upholding bylaws. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Joseph Samson is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016. Prior to that, he worked at Edward Jones from 2010 to 2011. 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 options, including specialized services like business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.