Matthew Bouapha is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2014 to 2020. 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Gregory Kenney is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at RBC Capital Market, LLC and Banc of America Investment Services, Inc. He also serves as co-trustee for his brother’s trust. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Sabrina Buckner is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Advisors since 2015. Outside of advising, she owns luxury travel and events business and a real estate investment company focused on buying, repairing, and selling homes. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services, including specialized planning in areas such as business-owner transition and sports and entertainment. Advisors use firm research and tools to develop tailored recommendations delivered through meetings and written summaries, with clients choosing how to implement them.

Robert Kaluza is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation with eight years of industry experience. His prior work includes roles at DiSys and Cornerstone Services Inc., as well as a position at Southern Illinois University Edwardsville. 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.

Nathan Spudich is a CFP® and Series 66 licensed financial advisor with Edward Jones, based in Collinsville, IL. He has 18 years of industry experience, all of which have been with Edward Jones since 2008. 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.

John Howard III is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds the Series 66 designation and has been with 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions across a broad platform.

Vicky Weber is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Wells Fargo in 2016, she worked at Heartland Corporation for 10 years. Outside of finance, she works as a hostess waitress and bus person at Powhatan Restaurant in Pocahontas, Illinois. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through more than 14,000 financial advisors.

Vincent Borgmann is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo Bank since 2019 and previously worked at Wells Fargo Clearing from 2016 to 2019. Outside of his advisory role, he is involved as a managing member in Four Brothers Mead, a honey-winery business, overseeing production, sales, and regulatory compliance. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Benjamin Manga is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 25 years of industry experience. His prior experience includes a one-year tenure at Legg Mason Wood Walker, Incorporated. He has been with 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, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Scott Smith is a Series 66 licensed financial advisor with eight years of industry experience. He has been with Wells Fargo Clearing since 2016, including prior roles at Wells Fargo Bank. 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 from Wells Fargo Investment Institute.

Robert Menard III is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and 10 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc and Scottrade. Wells Fargo Advisors is a large institutional firm serving a broad client base with a range of investment services.

Andrew Pollman is a Series 66 licensed financial advisor with Wells Fargo Clearing, based in St. Louis, MO, and has 14 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 from Wells Fargo Investment Institute and third-party sources to support portfolio construction and manager evaluation.

Christian Guyot is a financial advisor with Morgan Stanley in Edwardsville, Illinois, holding a Series 66 designation and nine years of industry experience. He previously worked at Wells Fargo Clearing and has held roles at Valic Financial Advisors, Minnesota Life Insurance, Renaissance Financial, and Securian Financial Services. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services that emphasize advisory planning while leaving implementation and updates to clients.

John Hoelscher is a CFP® and holds a Series 66 license with four years of experience in financial advising at Raymond James Financial Services Advisors, Inc. Prior to his financial advisory career, he worked for 14 years at John Deere. He is also the owner of Confluence Wealth Management in Alton, IL. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice through advanced analytical tools and supports programs such as wrap-fee advisory and institutional consulting.

Nicholas Bockstanz is a financial advisor with Wells Fargo Clearing in St. Louis, MO. He holds Series 63 and Series 66 licenses and has five years of industry experience. Outside of his advisory role, he works as a delivery driver for DoorDash. 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.

Katelyn Sutterer is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. She has worked at Wells Fargo Clearing since 2017 and has been involved with SSM Health Rehabilitation Network since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and other sources.

Margaret Bordoni is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked at Wells Fargo Advisors since 2015 and transitioned to Wells Fargo Clearing in 2017. Outside of her advisory role, she serves as secretary for the Pride Kids Sports Booster Club in Collinsville, IL, where she participates in fundraising and event activities. 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 combines research from Wells Fargo Investment Institute with diversification principles to support its investment approach across brokerage and advisory solutions.

Raphael Macay is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. His prior work includes roles at US Tech Solutions Inc, Northwestern Mutual, and Ferguson Financial Group. He has a background in education, having worked at Saint Louis University and Fox High School. 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 grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Daniel Schisler is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo since 2016 and previously worked at Stifel and Walnut Street Securities. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

Paul Stewart is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 63 designation and has previously worked at US Tech Solutions, First Community Credit Union, Auto Zone, Walmart, and Webster University. 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 IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.