Ronald Orf is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Walnut Street Securities, Inc. since 1998. 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, including a notable range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Daniel Urschler is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Advisors since 2014. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and planning tools to develop tailored recommendations.

Curtiss Otten is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 registrations with 12 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, and has also been employed at Trader Joe’s for over 18 years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients through comprehensive investment and financial planning services. The firm offers a broad planning menu with tailored recommendations based on proprietary research and tools, supporting various specialized planning needs.

Ciara Latorre is a Series 66-registered financial advisor with 11 years of industry experience. She currently works at Wells Fargo Clearing, where she has been since 2019. Prior to this, she held roles at Edward Jones, MSMF Wealth Management, Cetera, TD Ameritrade, Scottrade, and Wells Fargo Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Harry Witte is a financial advisor at Cetera with 24 years of industry experience. He holds the PFS™ designation and Series 63 license. Witte has held roles at multiple firms, including Renaissance Financial Corp and Securian Financial Services Inc. He serves on the investment committee of the Roman Catholic Foundation of Eastern Missouri and is a permanent deacon with the Archdiocese of St. Louis, where he participates in various community ministries. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting thousands of advisors and hundreds of thousands of clients nationwide.

Carrie Gross is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 credential with four years of industry experience. Before joining Edward Jones in 2022, she worked at the Produce for Better Health Foundation for five years and Bartech for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Jeff Pratl is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2016. Outside of his advisory role, he is president of Pratl LLC, a commercial rental property business in Millstadt, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

Jared Freese is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2021, he worked for Northwestern Mutual in wealth management, investment management, and life insurance from 2011 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individual investors, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by proprietary and third-party research and employs both discretionary and non-discretionary portfolio management approaches.

Jonathan Joelner is a Series 66-licensed financial advisor with 21 years of industry experience. He has worked at LPL Financial since 2024 and previously spent 16 years with Century Securities Associates, Inc. and Stifel Nicolaus. Joelner also serves as a notary in Swansea, Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Roger Macon is a financial advisor with Edward Jones in St. Louis, MO, holding the ChFC® designation and Series 63 license. He has 26 years of industry experience, all with Edward D. Jones & Co., L.P. since 1999. 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 solutions, supported by a large nationwide network of financial advisors and branch offices.

Matthew Jenkins is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, Financial & Tax Architects, and Cetera Investment Services. Outside of financial advising, he sells produce at a local farmer’s market. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning decisions.

Todd Harrell is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs, managed solutions, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

Wendy Castro Fernandes is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise and DiSys. 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 approach is IPS-driven and incorporates modern portfolio theory, including a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jeffrey Younger is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, with prior roles at Wells Fargo Advisors LLC and First Clearing, LLC. Outside of finance, he owns and operates CrossFit Kirkwood Holdings LLC, a general fitness business in Kirkwood, MO. 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 approach 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.

Alisha Burnett is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2008 to 2016 and has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she serves as a board member for Moon Brothers Lofts, where she is involved in maintaining common areas and upholding bylaws. 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 driven by investment policy statements and modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Scott Gassen is a CFP® with 19 years of experience in financial advisory roles. He is currently with Cetera and has held positions at Renaissance Financial and various insurance firms since 2006. His professional activities include offering securities, insurance, and advisory services, as well as selling fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management, financial planning, and retirement services through a multi-manager platform with over $256 billion in assets under management.

Joseph Samson is a financial advisor with Wells Fargo Advisors in Edwardsville, IL, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, serving a broad client base with comprehensive financial services.

Evan Wilson is a Series 66-licensed financial advisor with Stifel in St. Louis, MO, and has five years of industry experience. He has worked at Stifel Financial since 2020 and has held various positions prior to his current role. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodology from its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Brady Nelson is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017 and joined Wells Fargo Advisors Financial Network LLC in 2026. Outside of his advisory role, Nelson teaches English online to children in China through VIPKID and occasionally works as a driver for Lyft. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with various financial product sales and referral channels.

Matthew Truty is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has four years of industry experience. His prior roles include positions at Wells Fargo Advisors, Fidelity Investments, and The Vanguard Group, among others. Truty also serves as a Compliance Supervision Specialist at Renaissance Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary strategies across various program structures.