Jackie Stern is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds the Series 63 and Series 66 designations 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 provides both brokerage and advisory solutions.

John Kuhn is a financial advisor with Wells Fargo Clearing in St. Louis, Missouri, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Edward Jones in 2011. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Adam West is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise, Charles Schwab, Santander Bank, and TD Bank. Based in St. Louis, MO, he joined Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services using proprietary research and tools, with an emphasis on tailored recommendations and optional implementation through various brokerage or advisory programs.

Michael Kratz is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. He serves as a board member for St. Matthew Cemetery in St. Louis, focusing on investment policy and advisor performance. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Joey Mcintyre is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with First Clearing, LLC since 2012 before joining Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering 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 planning, using proprietary research and tools to develop tailored recommendations.

Brady Woelfel is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 66 and Series 63 licenses with five years of industry experience. His background includes roles at Wells Fargo Clearing Services, DiSys, TD Ameritrade, Walgreens, Illinois College, and Jersey Community High School. 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 roughly $671 billion in assets through more than 14,000 advisors, offering both brokerage and advisory solutions supported by comprehensive research and analytics.

Robert Bushway is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and four years of industry experience. His prior work history includes roles at Charles Schwab and Co., Inc., TD Ameritrade, and Knights of Columbus. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party resources.

Dionna Falls is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and seven years of industry experience. She has been with Wells Fargo Clearing Services since 2016 and previously worked at Office Depot for nine years. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Scott Turner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. His prior roles include 14 years at Edward Jones and a brief tenure at Randstad before joining Wells Fargo Clearing in 2022. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Patrick Mooney is a financial advisor with Wells Fargo Clearing and holds the Series 66 designation. He has 17 years of industry experience and has been with Wells Fargo Clearing since 2016. Based in St. Louis, MO, he serves clients through a large institutional firm. 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, utilizing research and analytics to support its investment approach.

Jennifer Ruzicka Goeke is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. She has worked at Wells Fargo Advisors since 2018 and previously spent eight years at Stifel Nicolaus. 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. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Darrien Cooper is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and five years of industry experience. Prior to his current role, he has worked at RHI and held multiple positions at Saint Louis University. Outside of advising, he co-owns and manages finances for a residential and commercial remodeling business, Cooper Property Design LLC. 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 operates at scale with over 14,000 advisors and $671 billion in assets under management, providing both brokerage and advisory solutions.

Chad Conner is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, with prior experience at Truist Investment Services and an earlier tenure at Wells Fargo Clearing. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Scott Mandrell is a Series 66 licensed financial advisor with Edward Jones, based in Godfrey, IL, and has six years of industry experience. Prior to joining Edward Jones in 2020, he worked for 20 years at the School District of Clayton and since 2018 has been associated with Hazelwood School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Sara Borgmann is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. Her work history includes roles at Wells Fargo Clearing, TD Ameritrade, and Scottrade. 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 and third-party sources.

Sean Morrissey is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a 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 combines research and analytics with a broad range of brokerage and advisory solutions.

Richard Krueger is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad range of planning options, utilizing firm research and tools to develop tailored recommendations.

Josue Stores is a financial advisor at Wells Fargo Advisors with Series 66 and Series 63 licenses and four years of industry experience. He has held positions at Wells Fargo Clearing Services, TD Ameritrade, and Combs Law Group, among others. Outside of his advisory work, he delivers food for DoorDash. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients meeting a net-worth threshold and integrates advisory services with other financial products and referral channels.

Joseph Mesnier is a financial advisor at Wells Fargo Clearing with the Series 66 designation and two years of industry experience. He has worked at Wells Fargo Clearing Services, LLC since 2025 and previously held roles at Cetera and Renaissance Financial. 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 and analytics with diversification principles to provide both brokerage and advisory solutions across a wide range of financial products.

Jeffrey Stark is a CFP® professional with 16 years of industry experience, currently serving at Edward Jones in Collinsville, IL since 2009. He is also a part-time ride-sharing driver with Uber and Lyft. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and maintaining affiliated capabilities beyond standard investment services.