Kara Keys is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and eight years of industry experience. Her prior roles include positions at MassMutual Investors Services, MassMutual Life Insurance, and TD Ameritrade/Scottrade. She is also associated with DiSys. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services from investment policy statement preparation to participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Brian Dale is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 17 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 a range of brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Sherrie Lawrence is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Wells Fargo Advisors since 2009. Outside of her advisory role, she acts as power of attorney and executor for her daughter. 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 and uses proprietary research and tools to develop tailored recommendations, delivering them through meetings and written summaries.

Michael Landwehr is a Series 66-licensed financial advisor with Wells Fargo Clearing in St. Louis, Missouri. He has 20 years of industry experience, including 10 years with Wells Fargo Clearing. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Robyn Walthall is a financial advisor with Wells Fargo Advisors in Granite City, IL, holding a Series 66 designation and 13 years of industry experience. She 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 fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referrals.

James Aloisi is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and possessing 21 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients, supported by research from Wells Fargo Investment Institute and third-party databases.

Tarik Trako is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Edward Jones. Tarik 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 combines research and analytics with diversification principles to offer both brokerage and advisory solutions.

Christopher Penrod is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for a total of 10 years before joining Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm’s services include a broad planning menu covering cash-flow, retirement, education, risk, wealth-transfer, and niche areas such as business-owner transition and special-needs planning.

Kevin Osborn is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Wells Fargo Clearing Services, he served in both active duty and reserve roles with the Department of Defense and has professional experience in education and technology sectors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop personalized recommendations.

Benjamin Kirchoff is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and is also associated with Morgan Stanley Private Bank, National Association. Kirchoff is a partner in the Kirchoff Family LTD Partnership, an investment-related business based in Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients. The firm offers tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Judith Nelson is a financial advisor with Wells Fargo Advisors in St. Louis, Missouri, holding a Series 66 designation and 15 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is a board member of a local homeowners association, participates in mystery shopping assignments, and owns a small business selling handmade items online. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations supported by proprietary research and a broad menu of planning options.

Eric Tiller is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Fidelity Investments, Citibank, and The Vanguard Group. Outside of his advisory work, he delivers food part-time with 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 provides both brokerage and advisory solutions.

Michael Keller is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 designation and previously worked at Stifel Financial Corp for six years before joining Wells Fargo Clearing Services LLC in 2018. Outside of his advisory role, he is involved in lawncare and landscaping on a limited basis. 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, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.

Jason Zack is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and the Mortgage Research Center, LLC. His background also includes two years at Fontbonne University. 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.

Steven Jodlowski is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and previously worked at Scottrade, Inc. from 2015 to 2017. Outside of finance, he is involved with Fortel's Pizza Den. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Peggy Knobbe is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. She has worked at multiple firms, including FYRA Capital Management and Calton & Associates. Outside of her advisory work, she manages a rental property in Lake 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 combines extensive research and analytics with a broad range of financial products offered through affiliated banks and insurance companies.

Steven Light is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and 14 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Jason Wickersham is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with various Fidelity entities since 2014. Outside of his advisory role, he oversees staff for Event Transportation Solutions, Inc., managing transportation logistics for a Formula 1 venue. Strategic Advisers LLC, a Fidelity Investments company, provides a range of investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Timothy Wayman is a CFP® professional with 20 years of industry experience, currently advising at Charles Schwab since 2018. Prior to Schwab, he worked at Fidelity Investments from 2012 to 2018. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and order-routing infrastructure.

Alexander Crehan is a financial advisor at Edward Jones in Edwardsville, IL, with a Series 66 designation. He has experience spanning several roles since 2015, including positions at Moneta Group and multiple appointments at William Penn University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies, affiliated mutual funds, and specialized services such as tax-loss harvesting under a fiduciary standard.