Sharon Jones is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. Her career includes time at Wells Fargo Advisors, Stifel Nicolaus & Co Inc, and Edward Jones. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets, combining brokerage and advisory solutions informed by research from Wells Fargo Investment Institute and third-party sources.

James Burkey is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Howard Underwood is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016, in addition to maintaining self-employment since 2004. Wells Fargo Clearing provides retirement plan consulting services 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 incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

David Khang is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors from 2012 to 2016. Outside of his advisory role, he serves as treasurer for HOPE Apache Missions Inc., where he manages budgeting, accounting, and financial reporting. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Jessica Bailey is a financial advisor at Stifel with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Stifel in 2023, she worked at FCB Banks and Fresh Thyme Farmer's Market. Outside of her advisory role, she has been involved with the YMCA since 2022. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic, fee-based financial planning and investment analysis to assist clients in making informed decisions.

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 11 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors. 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 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.

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. Charles, MO, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he owns and operates an online product sales business called Summit Luxe. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Christopher Marcus is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and was previously with Scottrade from 2009 to 2017. 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, which employs forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

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.

Kyle Fink is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at LPL Financial since 2017 and previously spent 10 years with National Planning Corporation. Outside of his advisory role, he is involved with a group formed to purchase a building in O’Fallon, IL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Gary Basler is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent over a decade at Wells Fargo Advisors LLC and First Clearing, 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 investment services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Sarah Dayton is a financial advisor with Edward Jones in Saint Louis, MO, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies, with additional services such as tax-efficient solutions and securities-based lending.

Toni Mangum is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 1987 to 2016. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options, notably insurance-related vehicles and bank deposit sweep programs.

Harrison Barnard is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked primarily with Wells Fargo Clearing and its related entities since 2017, with brief periods at Crafted and Preferred Family Healthcare. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Alex Kuczka is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade from 2017 to 2020. Outside of his advisory role, he is a lead guitarist and audio engineer. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broader range of financial products than typical large institutional advisers, including insurance-related vehicles and bank deposit sweep options.

David Renken is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at firms including Scottrade/TD Ameritrade and Hightower Securities. Outside of his advisory role, he works as a merchandise associate at Marshalls Department Store in St. Louis. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, offering tailored recommendations supported by Wells Fargo research and planning tools. The firm integrates advisory services with other financial products and referral channels to provide comprehensive financial solutions.

Ashley Dutta is a financial advisor at Stifel with eight years of industry experience. She has worked at Stifel Nicolaus since 2017, following prior roles at KForce Professional Staffing and Bank of America. She holds the Series 66 designation and is based in St. Louis, MO. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic fee-based financial planning and maintains a focus on municipal market activity and affiliated trust and banking services.