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.

Dennis Ulrich is a financial advisor with LPL Financial in Edwardsville, IL, holding a Series 66 designation and over 24 years of industry experience. He has been affiliated with LPL Financial since 2002 and also maintains a long-standing connection with Scheffel & Company dating back to 1977. Outside of his advisory work, he manages family farm operations in Edwardsville. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement consulting services.

Rodney Vaught is a financial advisor with Stifel in Edwardsville, IL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Stifel since 2011. Outside of his advisory role, he is a co-manager and passive investor in Signal Buster Racing, LLC, involved in horse racing. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, serving as a basis for client decision-making.

Matthew Jenkins is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, Financial & Tax Architects, and Cetera Investment Services. Outside of financial advising, he sells produce at a local farmer’s market. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning decisions.

Wendy Castro Fernandes is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise and DiSys. 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 services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, including a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jeffrey Younger is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, with prior roles at Wells Fargo Advisors LLC and First Clearing, LLC. Outside of finance, he owns and operates CrossFit Kirkwood Holdings LLC, a general fitness business in Kirkwood, MO. 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 services. The firm’s approach 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.

Alisha Burnett is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2008 to 2016 and has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she serves as a board member for Moon Brothers Lofts, where she is involved in maintaining common areas and upholding bylaws. 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 driven by investment policy statements and modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Joseph Samson is a financial advisor with Wells Fargo Advisors in Edwardsville, IL, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, serving a broad client base with comprehensive financial services.

Evan Wilson is a Series 66-licensed financial advisor with Stifel in St. Louis, MO, and has five years of industry experience. He has worked at Stifel Financial since 2020 and has held various positions prior to his current role. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodology from its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Brady Nelson is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017 and joined Wells Fargo Advisors Financial Network LLC in 2026. Outside of his advisory role, Nelson teaches English online to children in China through VIPKID and occasionally works as a driver for Lyft. 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 and integrates advisory offerings with various financial product sales and referral channels.

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 Series 66-registered financial advisor with Merrill, based in O'Fallon, Illinois, and has 11 years of industry experience. He has been with Merrill since 2014 and concurrently affiliated with Bank of America since 2015. Outside of his advisory role, Schuelke serves as an advisory board member and vice-chair of an allocations committee for the United Way of Greater St. Louis, a charitable organization. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

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.