Charles Shocklee is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and one year of industry experience. He previously worked at Cetera and has been involved with Renaissance Financial since 2024 as a financial advisor. Outside of finance, he works part-time as a bar back at The Midwestern, a local restaurant. 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.

Jason Voss is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent time at Ameriprise and Ameriprise Advisor Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory and financial planning services, utilizing research and analytics to support portfolio management and retirement plan consulting.

Kameron Lawson is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo in 2022, he worked at Edward Jones for seven years. Outside of his advisory role, Lawson serves as a commission member on the City of Ellisville Planning & Zoning Commission. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process is grounded in modern portfolio theory and includes a broad range of investment vehicles, including insurance-related products and bank deposit sweep options.

Christopher Chambers is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones and Wells Fargo Clearing Services. Chambers serves as co-trustee for a family trust unrelated to his advisory role. 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 the Wells Fargo Investment Institute and third-party sources.

Peter Tassinari is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 30 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 broad range of investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets with a network of over 14,000 financial advisors.

Kyle Plassmeyer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016, based in St. Louis, MO. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets under management across more than 14,000 financial advisors.

Jared Gray is a Series 66-licensed financial advisor with nine years of experience at Thrivent Financial and Thrivent Investment Management Inc. He began his career after graduating from the University of Missouri-Columbia. Jared is based in Collinsville, Illinois. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers goal-based, holistic planning across multiple topics without discretionary trading authority, combining planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Sharon Jones is a Series 66 licensed financial advisor with 12 years of industry experience. She has worked at Wells Fargo Clearing since 2017, including a previous contract role with Wells Fargo Advisors. Prior to that, she was with Stifel Nicolaus & Co Inc for one year. 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.

James Burkey is a Series 66-licensed financial advisor based in St. Louis, MO, with 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent two years at Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, combining brokerage and advisory solutions while utilizing research and analytics from Wells Fargo Investment Institute to guide investment decisions.

Charles Eller is a financial advisor with Cetera in Saint Louis, MO, holding Series 63 and Series 66 designations and 26 years of industry experience. He previously worked at Cornerstone Wealth Management, LLC and LPL Financial, LLC for 11 years. Outside of his advisory work, he is involved with Silver Saddle Ranch, LLC, an ongoing business since 2010. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

Howard Underwood is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 registrations and 29 years of industry experience. His career includes over 10 years at Wells Fargo Clearing and more than two decades as a self-employed advisor, with brief tenure at Northwestern Mutual Investment Management. 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 institutions, offering a broad range of planning solutions tailored to clients meeting specific net-worth criteria.

David Khang is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has been with Wells Fargo since 2016. Outside of his advisory role, he serves as treasurer for HOPE Apache Missions Inc., where he manages budgeting, accounting, and donation tracking. 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 diversified investment strategies and provides a range of brokerage and advisory solutions.

Jessica Bailey is a financial advisor with Stifel in St. Louis, MO. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Stifel, she worked at FCB Banks and Fresh Thyme Farmer's Market. Outside of her advisory role, she is involved with the YMCA. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Stephen Bard is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including H.D. Vest Investment Services since 2010 and Wells Fargo Advisors since 2009. He serves as chair of the FINRA Communication Committee, attending meetings to discuss rulemaking topics within the industry. 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 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.

Ryan Mccauley is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following a brief period at Edward Jones in 2014. 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 combines research-driven investment strategies with a broad range of financial products and services through its bank and insurance affiliates.

Shelly Kohrmann is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. She has worked at Cetera Investment Services LLC since 2017 and also has over 20 years of experience with Regions Bank. Kohrmann serves on the boards of the Cystic Fibrosis Foundation and Hospice of Southern Illinois and assists with religious education at St. Boniface Parish. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform with various investment strategies and program structures.

Christina Hannah is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at OSAIC, Charles Schwab, TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Stifel serves a broad client base that includes individuals, institutional clients, charitable organizations, and municipal entities. The firm provides both brokerage and investment advisory services, using proprietary methodologies developed by its Investment Strategy Group to support asset allocation and financial planning.

Christian Mikkelsen is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he owns and operates Summit Luxe, an online product business. 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.

Christopher Marcus is a CFP® certificant with 17 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously spent eight years at Scottrade. Marcus is based in St. Louis, MO. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach leverages proprietary analysis by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling for planning and allocation guidance.

Michael Pope is a financial advisor at Stifel with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2018, following a 19-year tenure at Scottrade, Inc. He is based in St. Louis, MO. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to support investment analysis and allocation guidance.