Evan Paulsen is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at TD Ameritrade and D24 Printing. Outside of advising, he has a 50% ownership interest in an investment-related partnership. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Thomas Guignon 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, previously working with First Clearing, LLC. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Kristen Campbell is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Wells Fargo Advisors since 2014. 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, including specialized areas such as business-owner transition and special-needs analysis, using Wells Fargo's research and planning tools to develop tailored recommendations.

Jeffrey Mcmillian is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 65 and Series 63 credentials and bringing 16 years of industry experience. He has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC since 1996. Outside of his advisory role, he is a small business owner and performs as a disc jockey under the name DJ JEFF MAC. 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 financial planning services and integrates advisory offerings with other financial products and referral channels.

Christopher Koertge is a financial advisor at Stifel with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Scottrade. Outside of his advisory role, he occasionally takes on freelance graphic design projects. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Peggy Rakers is a financial advisor at Raymond James & Associates with 28 years of industry experience. She holds Series 63 and Series 66 registrations and previously worked at Benjamin F Edwards for 13 years before joining Raymond James in 2025. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and specialized municipal finance services.

Thomas Breunig is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Thomas Simon. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jakobi Connor is a financial advisor with Fidelity Investments in St. Louis, MO, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Fidelity since 2021 and previously held roles at TD Ameritrade and Wells Fargo Clearing Services. Outside of his advisory work, he owns and operates STL Magic LLC, a business specializing in 3D printing and book publishing. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its work with multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Brian Droege is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at Wells Fargo Advisors since 2021 and previously held roles at Associate Staffing and Wells Fargo Clearing Services. 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, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.

Travis Thompson is a financial advisor at Stifel with 20 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co., Inc. since 2003. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, which use forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Ian Somogye is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. Outside of finance, he has experience working in the food service and car wash industries. 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 the Wells Fargo Investment Institute.

Kevin Edwards is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 24 years of industry experience. His prior roles include positions at Avantax Investment Services and 1ST Global Capital Corp., and he is a member of CEC Financial Group LLC and Creason-Edwards & Cimarollo, PC, where he also prepares tax returns. He manages an LLC that owns a plane rented to flight school students. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jason Digirolamo is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a soccer official for the Metro Illinois league. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing a range of investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research from Wells Fargo Investment Institute and third-party databases, applying diversification principles and modern portfolio theory in its investment approach.

Teri Metter is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 31 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 both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Marcy Oliver is a financial advisor at Stifel with 13 years of industry experience and holds a Series 66 designation. She has worked at Scottrade, Inc. from 2004 to 2018 and has been with Stifel Nicolaus & Co Inc since 2018. Outside of her advisory role, she has worked as a cashier at Dierbergs Markets. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Ryan Moon is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and 23 years of industry experience. He previously worked at Edward Jones for 18 years before joining Wells Fargo Clearing Services in 2019. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, providing investment services across a broad range of client needs.

Leslie Jones is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds the Series 66 designation and has been with Wells Fargo in various roles since 2015. She is based in St. Louis, MO. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Charles Richards is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds a Series 66 designation and fulfills duties as a commander in the U.S. Navy Reserve, where he also teaches a reserve leadership course monthly. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services supported by a large nationwide network of advisors and branch offices.

Joseph Delsignore is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and having 31 years of industry experience. He has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Shawn Delatorre is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. He has been with Wells Fargo Clearing Services since 2015. Wells Fargo Advisors is a large institutional firm with over 2,200 advisors, serving a broad client base through comprehensive financial services.