Holly Woosley is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in St. Louis, MO. She has 19 years of industry experience, including seven years at Wells Fargo Advisors LLC prior to joining Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, investment selection, performance reporting, and participant education.

Wendy Penrod is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes seven years at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and municipal entities, delivering advice on a non-discretionary basis supported by extensive research and affiliate capabilities.

Brandon Bersett is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Wells Fargo Clearing, Charles Schwab & Co., Inc, and First 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 and integrates advisory offerings with other financial products and referral channels.

Angela Jansen is a Series 66 licensed financial advisor at Stifel with 13 years of industry experience. She has been with Stifel since 2002. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and fee-based advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning decisions.

Timothy Meirink is a financial advisor at Stifel with a Series 66 credential and three years of industry experience. He has worked at Stifel since 2018 and previously held positions at United Airlines and Scottrade. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Kian Homayoonfar is a CFA® charterholder with 16 years of industry experience currently serving as a financial advisor at Stifel Nicolaus & Co Inc. He joined Stifel in 2021 after six years at Edward Jones. He holds a Series 66 license and is based in St. Louis, MO. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Tyrel Fawson is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds Series 63 and Series 66 credentials. Outside of his advisory role, he has been involved with Us Tech Solutions, Inc. since 2022. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with flexibility in how clients implement recommendations.

Baron Ross Jr. is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2020, following prior experience at TD Ameritrade. His background also includes roles with the YMCA, St. Louis Arc, and the American Red Cross. 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 uses modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Spencer Koetting is a financial advisor at Edward Jones in Shiloh, IL, holding a Series 66 designation and with 10 years of industry experience, all at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Candice Mueller is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked in defense information technology contracting and served at the Air Mobility Command. She also spent six years at Nestle Purina PetCare Company. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm serves a broad client base including individuals, pension plans, corporations, and government entities, offering wealth advisory planning and investment consulting through a non-discretionary model.

Joseph Sardo is a Series 66 licensed financial advisor with 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2014 to 2016. Outside of his advisory role, he has been involved in retail clothing sales at two St. Louis-based stores. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Emily Bast is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at First Clearing. Outside of her advisory role, she serves as an executor for her parent's estate. 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jacques Darwin is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses. He has one year of industry experience and prior work history with Equitable Advisors, LLC, Bankers Life Securities, Inc., and Bankers Life & Casualty, Inc. He is also involved with Digital Intelligence Systems. 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 combines research and analytics from Wells Fargo Investment Institute and third-party databases with diversification principles and modern portfolio theory.

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 Wealth Services and has been involved with Renaissance Financial as a financial advisor since 2024. Outside of his advisory role, he has worked 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, offering investment advisory services, financial planning, and retirement plan consulting with a focus on research-driven, diversified investment strategies.

Jason Voss is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 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 investment advisory services. The firm’s process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs in its offerings.

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 with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2016. Chambers serves as co-trustee for a family trust related to investment matters. 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 uses research-driven investment strategies alongside a range of financial products offered through affiliated banks and insurance companies.

Peter Tassinari is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kyle Plassmeyer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with 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 discretionary and non-discretionary solutions. 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.

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.”