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Wineka M
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Wineka Martin is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. She has been with Wells Fargo Advisors and its affiliates since 2009. 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 and special-needs planning. The firm integrates advisory services with various financial product offerings and referral channels.
Stephen D
Series 63, Series 66
St. Louis, MO
Wells Fargo Clearing
Stephen Doeschot is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. 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 offerings.
Sean M
Series 65, Series 63
St. Louis, MO
Wells Fargo Advisors
Sean Murphy is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Natixis Global Asset Management and Alternative Fund Advisors, LLC. He is based in St. Louis, MO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products through a network of advisors.
Scott S
Series 66
St. Louis, MO
Wells Fargo Advisors
Scott Smith is a Series 66-registered financial advisor with Wells Fargo Advisors in St. Louis, Missouri, bringing 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and financial planning services, employing a broad planning menu that includes specialized areas such as business-owner transition and special-needs analysis. The firm utilizes Wells Fargo research and planning tools to deliver tailored recommendations, offering clients flexibility in implementation through various brokerage or advisory programs.
Claire G
Series 66
St. Louis, MO
Cetera
Claire Gettemeier is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Her prior roles include positions at American Campus Communities, University of Missouri - Columbia, and Renaissance Financial. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.
Noah H
Series 66
St Louis, MO
Cetera
Noah Hood is a financial advisor with Cetera in St. Louis, MO, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Securian Financial Services, Minnesota Life Insurance Company, and Renaissance Financial Corp. Outside of financial services, he has worked as an employee for Uber Eats since 2019. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and advisory services through a multi-manager platform that supports discretionary and non-discretionary accounts.
Mark L
Series 66
St. Louis, MO
Wells Fargo Advisors
Mark Luth is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad menu of investment and financial planning services tailored to clients who meet certain net-worth thresholds, utilizing proprietary research and planning tools to develop personalized recommendations.
Andrew B
Series 66
St Louis, MO
Thrivent Investment Management
Andrew Bolin is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, Bolin serves as Vice President of the Maplewood Community Betterment Foundation, a nonprofit focused on improving local community life, and participates in several other community organizations including Friends of Refugees and Immigrants and Troop 362. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority and combines planning with managed accounts under a consolidated billing option called “WealthPlan.”
Susan B
Series 63, Series 66
St. Louis, MO
Wells Fargo Advisors
Susan Brough is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, previously serving at Wells Fargo Advisors LLC from 2009 to 2016. Outside of finance, she works as an independent consultant in jewelry sales. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services. The firm offers a broad range of planning options that include cash-flow, retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations for clients.
Dominic B
Series 66
St. Louis, MO
Wells Fargo Clearing
Dominic Bova is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with options for discretionary management and a broader investment menu that includes insurance-related vehicles and bank deposit sweep programs.
Keith B
Series 66
St. Louis, MO
Wells Fargo Clearing
Keith Broadway is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. 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, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.
Todd C
Series 66
St. Louis, MO
Wells Fargo Clearing
Todd Chambers is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2011 to 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 solutions. Their advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.
Scott G
Series 63, Series 66
St. Louis, MO
Wells Fargo Clearing
Scott Gill is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and nine 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 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.
Joseph T
Series 63, Series 65
St Louis, MO
Cetera
Joseph Thompson Jr. is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and its affiliates since 2013, following a 24-year tenure at Paramount Financial LLC. Outside of his advisory role, he serves as a ruling elder and trustee/secretary at Memorial Presbyterian Church in St. Louis, where he is involved in spiritual care and financial oversight. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing more than $256 billion in assets.
Howard M
Series 66
St. Louis, MO
Wells Fargo Clearing
Howard Mitchell III is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in St. Louis, MO. He has nine years of industry experience and has been with Wells Fargo Clearing since 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 investment approach 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.
Jessica M
Series 66
St. Louis, MO
Wells Fargo Advisors
Jessica Mizell is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent 10 years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. 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 within its investment menu.
Melissa S
Series 66
Millstadt, IL
Edward Jones
Melissa Schaffer is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Christopher K
Series 66
Waterloo, IL
Edward Jones
Christopher Kean is a financial advisor at Edward Jones in Waterloo, IL, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
Mea E
Series 66
St. Louis, MO
Wells Fargo Clearing
Mea Epps is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and over 13 years of industry experience. She has been with Wells Fargo Clearing Services 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 combines research from its Investment Institute with third-party analytics to support its investment and retirement plan offerings.
Maxwell U
Series 66
St. Louis, MO
Wells Fargo Clearing
Maxwell Unwin 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 work experience includes roles at Prairie Farms, Madison Farms, Summit Distributing, Lucky's Market, Tuesday Morning Retail Store, and The Egg & I. 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 uses research and analytics from Wells Fargo Investment Institute and third-party databases to evaluate managers and options, operating with approximately $671 billion in assets under management and over 14,000 financial advisors.
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