Gerard Lakin is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab, TD Ameritrade, C2FO, and Sungevity. Outside of his advisory role, he co-owns and helps manage a mobile home park in Perryville, Missouri. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 investment options, including insurance-related vehicles and bank deposit sweep programs.

Harold Wathan Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 42 years of industry experience. He has been with Primerica Advisors since 1982 and also has prior experience with TextParty Inc and Entertainment Partners. Outside of his advisory role, he has been involved in part-time referrals for home security and automation products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm employs a curated third-party asset manager approach and uses a tiered wrap fee structure for its services.

Matthew Gallo is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He worked at Edward Jones for 16 years before joining Wells Fargo Clearing in 2020. 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 process 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 menu.

Daniel Kiley is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing Services LLC since 2016. Outside of his advisory role, he works as a driver for a ride-sharing service. 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.

Stephen Rataj is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He previously worked at Stifel Financial Corporation for five years before joining Wells Fargo in 2018. Outside of his advisory role, he manages a rental property in St. Louis. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services guided by an investment policy statement and modern portfolio theory.

Deborah Hermerding is a financial advisor at Merrill with 25 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch since 1974. Outside of her advisory role, she serves as a national judge for the National Archery Association and provides independent contracting services related to archery judging and teaching. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, implementing model-based and discretionary investment strategies for a broad client base including individuals, high-net-worth clients, and institutional investors.

Ryan Kohl is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Central Bank, Centene, and Northwestern Mutual, as well as a tenure at the University of Missouri - Columbia. 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 with over 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Donna Harris is a financial advisor at Edward Jones with 20 years of industry experience. She has held the Series 63 and Series 66 designations and has been with Edward Jones since 2005. Outside of her advisory role, she serves as a director for Harris Construction Inc. and is involved with the Smithton Chamber, assisting the board in decision-making. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and operates an SEC-registered advisory program with approximately $1.01 trillion in assets under management.

Cody Allsman is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 63 designation and four years of industry experience. His prior work includes roles at US Tech Solutions Inc and Wells Fargo Clearing Services LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options supported by proprietary research and tools, delivering tailored recommendations through discrete engagements.

Jonathan Laurent is a Series 66-licensed financial advisor with Wells Fargo Clearing in St. Louis, Missouri. He has nine years of industry experience and has been with Wells Fargo Clearing Services LLC 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Michael Connors Jr. is a financial advisor at Stifel with seven years of industry experience. He holds the Series 66 designation and has been with Stifel Financial Corporation since 2015. Located in St. Louis, MO, his work is based within a large institutional firm. Stifel serves a diverse 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 to support asset allocation and financial planning decisions.

Eric Schmittgens is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Rachel Finnerty is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and five years of industry experience. She has worked with Wells Fargo Advisors from 2015 to 2020 and has been with Wells Fargo Clearing since 2020. Outside of her advisory role, she is an authorized signer for Finnerty Insurance Group, LLC, a business owned by her spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ryan Alvey is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds the Series 66 designation and has worked with Wells Fargo in various capacities since 2010. Based in St. Louis, MO, his career includes a decade at Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business‑owner transition and special‑needs analysis, using proprietary research and tools to develop tailored client recommendations.

Thomas Spitler is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked at Scottrade, Inc. in 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Anthony Stanius is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. 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 IPS-driven advisory process incorporates modern portfolio theory and includes discretionary options, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Richard Fox is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and three years of industry experience. His prior work includes roles at US Tech Solutions Inc, Larken Logistics, and Sunnyhill Inc, as well as a six-year tenure at the University of Missouri, Columbia. 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 grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Steven Morse is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses. He has 32 years of industry experience, including roles at Wells Fargo Clearing since 2016 and Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold, using proprietary research and planning tools.

Eldar Rizvanov is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and seven years of industry experience. His background includes roles at Edward Jones, Randstad, and The Maries County Bank, as well as four years of service in the United States Army. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using Wells Fargo research and tools to develop tailored recommendations.

Jennifer Peiffer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and eight years of industry experience. Her work history includes roles at Wells Fargo Clearing Services, DiSys, Stifel Nicolaus & Co Inc, TD Ameritrade, and Scottrade. Outside of finance, she is involved in eBay and online sales through her own business, Pei's Resale Rendezvous LLC, and works as a delivery driver for DoorDash. 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 a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.