Julie Lankford is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2018 and was previously with U.S. Bancorp Investments, Inc. for five years. 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.

Glenn Dodge is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory work, he is also engaged as a food delivery driver for DoorDash and Uber Eats. 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 utilizes research and analytics to support diversified investment strategies and offers a broad range of brokerage and advisory solutions.

Colleen Mueller is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 across a large network of financial advisors.

Daniel Smith is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 27 years of industry experience. He previously worked at Ferris, Baker Watts, LLC from 2001 to 2004. Outside of his advisory role, Smith owns and operates a sports cards and memorabilia business based in Charlotte, NC. 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.

David Gebhardt is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and having 10 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with First Clearing from 2011. 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 advisory and brokerage solutions, leveraging substantial assets under management and integrating investment research with a focus on diversification and modern portfolio theory.

Melinda Freshour is a Series 66-licensed advisor with Wells Fargo Clearing, based in St. Louis, MO. She has 12 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 both brokerage and advisory solutions.

Todd Blount is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He has held roles at Wells Fargo Clearing since 2008, with a brief tenure at A. G. Edwards & Sons, Inc. from 2006 to 2008. Outside of his advisory work, he is involved with Conscious Image Productions, LLC, assisting musicians with production, distribution, and management of their music. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a wide range of financial planning services, utilizing proprietary research and tools to develop customized recommendations, with optional implementation through brokerage or advisory programs.

Timothy Feeney is a financial advisor at Edward Jones in O'Fallon, IL, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at the Federal Bureau of Investigation from 2014 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

Melinda Ross is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Merrill, Archford Capital Strategies, and Purshe Kaplan Sterling Investments. Based in St. Louis, MO, she has been with Wells Fargo Clearing since 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach 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.

Jasmine Hutson is a financial advisor at Stifel with seven years of industry experience. She holds a Series 66 designation and has worked at Stifel, Nicolaus & Co. since 2016. Prior to her current tenure, she was involved with Fast Fitness Boot Camp for one year. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Jacob Dofing is a financial advisor at Wells Fargo Clearing with a Series 66 credential. He has one year of industry experience and has previously worked at MassMutual Investors Services, MassMutual Life Insurance, Edward Jones, and in hospitality roles including The Kitchen Grill & Games and Chick-fil-A. Outside of finance, he has worked as a bartender at Salt and Smoke, a restaurant and bar in Kirkwood, Missouri. 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 IPS-driven advisory process includes both non-discretionary and discretionary options and features a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Patrick Oglesby is a financial advisor with Edward Jones in Belleville, IL, holding a Series 66 designation and seven years of industry experience. He previously worked for Endeavor Capital LLC, doing business as Homestead Financial Mortgage, from 2011 to 2019 before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operates under a fiduciary standard, and maintains a large national network of advisors and branch offices.

Amita Chinnadurai is a Series 65 licensed financial advisor with Wells Fargo Advisors, based in St. Louis, MO, and has 13 years of industry experience. She has worked at Wells Fargo in various capacities since 2011 and previously at Edward Jones from 2020 to 2022. Outside of her advisory role, she serves as Treasurer and Finance Committee Chair for the St. Louis Public Schools Foundation and participates on FINRA’s Clearing Firm Advisory Committee. 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 institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, delivering tailored recommendations that clients may implement through various brokerage or advisory programs.

Robert Patrick is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and previously worked at US Tech Solutions Inc. Outside of finance, he has experience in the hospitality sector, having worked at Applebee's Bar and Grill and Patrick's Bar and Grill. 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 employs a large network of advisors and uses research-driven strategies grounded in diversification and modern portfolio theory.

Clarissa Winger is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 license and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has an extensive background in mortgage services at Wells Fargo Home Mortgage since 2001. Outside of her advisory work, she serves as an executor for her mother’s estate. 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 leverages research from Wells Fargo Investment Institute and combines brokerage and advisory solutions while managing approximately $671 billion in assets with a large network of over 14,000 advisors.

Matthew Carruthers is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Brent Mcintosh is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Edward Jones since 2013. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, serving a broad client base with a range of investment services.

Tonja Casey is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds the Series 66 credential and has worked at 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 offers both brokerage and advisory solutions, drawing on extensive research and analytics to support its investment approach.

William Southerland is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing since 2018, following five years at Scottrade. 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, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Phyllis Kenney is a financial advisor with STIFEL in St. Louis, MO, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. She has worked at Stifel since 2015, with a brief retirement period for medical reasons in 2024–2025. 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 incorporates proprietary analysis and asset allocation models developed by its Investment Strategy Group, supporting client decisions without mandating implementation or ongoing monitoring.