Andrew Summers is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 66 and Series 63 licenses and seven years of industry experience. His career includes roles at Wells Fargo Clearing Services, Aerotek Inc., Beacon Hills, and Zealous United. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Ryan Gallagher is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Raymond James & Associates Inc., Wells Fargo, Accent Title, and Columbia Bath & Tennis. 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 data.

Kirk Pacatte is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 26 years of industry experience. He has been with Wells Fargo Clearing and Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Frank Hobson is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2012. 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 a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Brown is a financial advisor with Edward Jones in Swansea, IL, holding Series 63 and Series 66 credentials and with 19 years of industry experience. He has been with Edward Jones since 2006. 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 under management through a wide range of advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Jason Minard is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Minard serves on the Board of Directors and Audit Committee for the Institute of Internal Audit, contributing to chapter operations and continuing education programs. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Ryan Ederle is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously at Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, MassMutual Life Insurance Company, and COUNTRY FINANCIAL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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 a Series 66 designation and 14 years of industry experience. Prior to joining Wells Fargo, she worked at FRA Wealth Management and Raymond James & Associates. Outside of financial services, she is involved in the hospitality industry as a bartender at Columbia City Saloon. 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 in-house research and third-party data to support investment decisions and offers both brokerage and advisory solutions across a broad client base.

David Youngman is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Advisors since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as cash-flow, retirement, education, risk and wealth-transfer planning, as well as specialized services like business-owner transition and special-needs planning.

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.

John Fleenor IV is a financial advisor at Stifel with 18 years of industry experience. He holds a Series 66 designation and has worked with Stifel Nicolaus & Co Inc since 2010 and Stifel Independent Advisors, LLC since 2008. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to support 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 previously worked at Ardagh Group and has spent most of his career with Wells Fargo Clearing. Outside of his advisory work, he is involved in handyman and landscaping tasks, works as a plasma donor, and drives for DoorDash. 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 roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party databases.

Ronald Orf is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Walnut Street Securities, Inc. since 1998. 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 grounded in modern portfolio theory, including a notable range of investment options such as insurance-related vehicles and bank deposit sweep programs.

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 in St. Louis, MO, holding Series 63 and Series 66 registrations with 12 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, and has also been employed at Trader Joe’s for over 18 years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients through comprehensive investment and financial planning services. The firm offers a broad planning menu with tailored recommendations based on proprietary research and tools, supporting various specialized planning needs.

Ciara Latorre is a Series 66-registered financial advisor with 11 years of industry experience. She currently works at Wells Fargo Clearing, where she has been since 2019. Prior to this, she held roles at Edward Jones, MSMF Wealth Management, Cetera, TD Ameritrade, Scottrade, and Wells Fargo Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Dustin Eckhardt is a financial advisor with Thrivent Investment Management in Collinsville, IL, holding a Series 66 license and 22 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory role, he is the owner of an LLC established to manage future office space. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based, holistic financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate services.

Jonathan Joelner is a Series 66-licensed financial advisor with 21 years of industry experience. He has worked at LPL Financial since 2024 and previously spent 16 years with Century Securities Associates, Inc. and Stifel Nicolaus. Joelner also serves as a notary in Swansea, Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.