Patrick Leichliter is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at First Clearing, LLC since 2012. Outside of his advisory role, he operates an independent sports memorabilia business selling items on eBay. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Schuelke is a financial advisor with Merrill and holds a Series 66 designation. He has 11 years of industry experience and has worked at Merrill since 2014 and Bank of America, N.A. since 2015. Outside of his advisory role, he serves as an advisory board member and vice-chair of an allocations committee for the United Way of Greater St. Louis. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Lindsay McMillin is a financial advisor with Wells Fargo Clearing holding a Series 65 designation and two years of industry experience. She previously worked at Clark Wealth Partners, LLC and has been involved with Zyia Active and Rodan + Fields. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to evaluate managers and investment options.

Benny Ellerbe is a Series 66-licensed financial advisor based in St. Louis, MO, with 20 years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at Edward Jones, Wells Fargo Advisors, U.S. Bancorp Investments, and PNC Investments. 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 Wells Fargo Investment Institute.

Nicholas Brueggeman is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he coaches high school JV lacrosse in St. Louis. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, serving a broad client base through comprehensive financial planning and investment management services.

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 with Raymond James & Associates and holds Series 63 and Series 66 designations. She has 29 years of industry experience, including 13 years with Benjamin F. Edwards prior to joining Raymond James in 2025. 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, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory 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.

Timothy Riley is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he holds a 25% ownership stake in OLD YELIR, LLC, a real estate-related business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services from investment policy statement preparation to plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options including insurance-related vehicles and bank deposit sweep programs.

Cody Herring is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James Financial and Busey Investment Services. Outside of finance, he has experience working in the restaurant industry at Applebees Bar & Grill and J.J. Thermos Bar & Grill. 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, incorporating modern portfolio theory and a range of investment options including insurance-related vehicles and bank deposit sweep programs.

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.