Patrick Martin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. His prior work includes positions at Edward Jones and Aston Carter. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and provides a range of brokerage and advisory solutions.

Michael Bernard is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2016. Outside of advising, he owns M Bernard Development, a consulting business focused on emotional intelligence, and serves as a guest service host at a local convention center and stadium. 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.

Matthew Land is a financial advisor at Stifel with 17 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2012, with prior experience at Keefe, Bruyette & Woods. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Dylan Belgeri is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and the University of Missouri - St. Louis. Outside of his advisory role, Belgeri is involved in a catering business, Chris Cakes of St. Louis, which he has operated for over a decade. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and asset allocation guidance.

Scott Lollar is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been advising clients since 1998. He leads a team that focuses on providing high-quality client service with proactive engagement throughout the year. Scott is a qualified Portfolio Manager, capable of building and managing personalized investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment options. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Scott earned a Bachelor's degree in Finance from Southern Illinois University Edwardsville in 1989. He has been recognized for his expertise and was named to the Forbes "Best-in-State Wealth Advisors" list for six consecutive years, including 2024. His client focus areas include Corporate Executive Services, Executive Compensation, and Portfolio Management Services. Residing in Edwardsville, Illinois, Scott and his wife, Kris, are actively involved in their church and have participated in numerous short-term mission trips. Outside of work, he enjoys golfing, music, running, and traveling. Scott values balance in life and takes joy in spending time with his family, particularly his grandchildren.

Michael Dutton is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing Services since 2012. Outside of his advisory role, he is a bassist for a local music group called The Woodaddies. 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 advice grounded in modern portfolio theory. The firm includes insurance-related products and bank deposit sweep options as part of its investment menu, serving a broad range of institutional clients.

Ryan Brown is a CFP®-certified financial advisor with Equitable Advisors in O'Fallon, Illinois, bringing 25 years of industry experience. He has been with Equitable Advisors since 2001, including its predecessor, Axa Advisors. Brown serves as a board member of the THS Endowment Fund. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models and programs, including third-party asset managers and LPL-sponsored advisory programs, and offers ERISA fiduciary services through credentialed representatives.

Bruce Cross is a financial advisor at Stifel with 17 years of industry experience and holds a Series 66 designation. Prior to joining Stifel in 2024, he worked at Outcomes and Wells Fargo Clearing. He serves as Finance Chairman and a voting member of the Church Council at Good Shepherd Lutheran Church. Stifel serves a diverse range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Sondra James is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she owns and operates a mobile repair service for trucks and trailers. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a comprehensive range of financial planning services supported by Wells Fargo research and tools, with a focus on tailored client recommendations and a broad menu of specialized planning options.

Thom Williams is a financial advisor at Stifel with 30 years of industry experience. He has been with Stifel since 2007 and holds a Series 63 designation. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning guidance that clients may use to make informed decisions.

Brian Scarberry is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and UBS Financial Services. He also worked at Randstad for one year. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment evaluations.

Laura Timimmermann is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and with 21 years of industry experience. She has worked at Wells Fargo Clearing since 2009, with a brief tenure at Merrill from 2007 to 2009. 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.

Jayson Slobodzian is a financial advisor at Wells Fargo Advisors with five years of industry experience and holds the Series 66 designation. His work history includes roles at Wells Fargo Clearing Services LLC since 2020 and prior experience at RHI and Florida Atlantic University. Outside of his advisory role, he is affiliated with Cost Plus World Market. 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 tailored recommendations through a broad menu of planning services and integrates advisory services with other financial products and referral channels.

Lakeem Scott is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation with five years of industry experience. His work history includes multiple roles at Wells Fargo Clearing Services and positions with Accounting Principals, Associate Staffing, and Teledirect Services. 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

David Schrader is a financial advisor with Raymond James & Associates in Belleville, IL, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutional investors, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Tyler Rhodes is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. His prior roles include positions at US Tech Solutions, American Income Life, and Northwestern Mutual, as well as experience in education at the University of Missouri and Fox High School. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 approach is IPS-driven and grounded in modern portfolio theory, with options for both discretionary and non-discretionary plan management.

Anthoney Lograsso is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo since 2008, including a current tenure of 10 years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services. The firm employs a research-driven approach and offers both brokerage and advisory solutions across a broad product platform.

Arsalan Khan is a financial advisor at Wells Fargo Clearing with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citigroup Global Markets Inc and TD Ameritrade. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory services, financial planning, and retirement plan consulting through a large network of advisors and extensive assets under management.

Matt Willis is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. He previously worked at Edward Jones for six years before joining Wells Fargo in 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 supported by research and analytics.

Leslie Gordley is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Wells Fargo Clearing in 2016, Gordley worked at A. G. Edwards & Sons, Inc. from 2005 to 2008. Outside of advisory work, Gordley is a 50% owner of a rental property in Wentzville, MO. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis. The firm utilizes proprietary research and planning tools to develop tailored recommendations, which clients can implement through various brokerage or advisory programs.