Mark Nolan is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Wells Fargo Clearing Services, Us Tech Solutions, Loan Depot, and several other firms. Outside of his advisory work, he serves as a game official for the Missouri State High School Activities Association, officiating baseball, basketball, and football games. 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, grounded in modern portfolio theory, and includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Nicholas Wilhelm is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation. He has experience working at several firms, including Prudential Financial and LPL Enterprise LLC, and has a background that includes roles at Adaptive Solutions Group, Enterprise Holdings, and in education at Southeast Missouri State University and Francis Howell High School. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary methodologies developed by its Investment Strategy Group to provide capital market analyses and asset allocation guidance.

Kevin Pelhank is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo since 2016 and previously worked at Ameriprise from 2004 to 2006. He serves as treasurer for Restoration Matters, Inc., where he provides values-based financial and organizational guidance. Wells Fargo Advisors is a large national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, utilizing research and analytics to support diversified investment strategies.

Jeffrey Etter is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63, 65, and 66 licenses. He has 28 years of industry experience, including prior work at A. G. Edwards & Sons, Inc. from 2005 to 2008. In addition to his advisory role, he serves as a FINRA arbitrator. 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 from Wells Fargo Investment Institute with portfolio theory to offer brokerage and advisory solutions across a broad client base.

John Levendoski is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following a brief tenure at Scottrade Investment Management. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kevin Ortmeyer is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2017, with prior experience at Wells Fargo Clearing and Prudential Equity Group. Outside of his advisory role, he serves on the board of United Cerebral Palsy, Heartland, and acts as treasurer for his local homeowners association. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, while clients maintain discretion over implementation.

Dzenana Palalija is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following a brief tenure at Edward Jones. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with tailored recommendations delivered through both meetings and written summaries.

Clayton Runzo is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and three years of industry experience. His prior work includes roles at TalentBridge and Casey's General Store, as well as time spent at Southern Illinois University Edwardsville. 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 Wells Fargo Investment Institute and third-party sources.

Jennifer Henderson is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. She holds a Series 66 designation and previously worked at Saxony Capital Management, LLC for eight years before joining her current firm in 2014. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with engagements typically discrete and tailored to client needs.

Alonzo Adams is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Facet Wealth and HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Tameika Thomas is a Financial Advisor affiliated with Merrill Lynch Wealth Management. She supports families, women, small business owners, entrepreneurs, and retirees by providing personalized financial guidance that focuses on education, empowerment, and clarity. Her approach centers on simplifying complex financial concepts to help clients make informed decisions aligned with their unique goals and values. With a background as an entrepreneur and nonprofit founder, Tameika brings a broad perspective to her advisory role. She holds a Personal Investment Advisor (PIA) designation and has earned a Bachelor's Degree from Lamar University, an Associate's Degree from Southwestern Illinois College, an MBA from Texas Southern University, and a High School Diploma from Memorial High School. Tameika is a member of the National Association of African American Insurance Agents (NAAIA). Beyond her professional work, Tameika is involved in community organizations including Avery & Aubrey's Way and The Exhale Collective. Her personal interests include basketball, reading, singing, spending time with her family, traveling, and watching movies.

Christopher Monaco is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and previously worked at The Boeing Company and Tegus. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies executed through its network of investment adviser representatives.

Eric Counts is a financial advisor at Stifel with 24 years of industry experience. He has held positions at Stifel Nicolaus & Co Inc since 2018 and previously worked at Scottrade, Inc. from 2005 to 2018. Counts holds Series 63 and Series 66 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, which incorporate forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Ryan Russell is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses. He has 24 years of industry experience, including prior roles at Wells Fargo Advisors, Charles Schwab, and Citigroup Global Markets. Outside of his advisory work, he serves as a power of attorney for family members on investment matters. 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, employing over 14,000 financial advisors, and offers a range of brokerage and advisory solutions supported by research and analytics.

Ronald Bender is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously held roles at TD Ameritrade and Scottrade. 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 among its investment offerings.

Edgar Umana is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 19 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, managing approximately $671 billion in assets. The firm offers both brokerage and advisory solutions and employs research and analytics grounded in diversification principles and modern portfolio theory.

Glenn Ryan is a financial advisor with Cetera who holds a Series 66 designation and has seven years of industry experience. He has worked at several firms including Securian Financial Services and Minnesota Life Insurance Company. Outside of his advisory roles, he serves as an assistant hockey coach for a high school junior varsity hockey club. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services with access to both affiliated and third-party managers across varied program structures.

Adam Swip is a financial advisor at Wells Fargo Clearing in St. Louis, MO, with nine years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at Wells Fargo Clearing and Associate Staffing since 2017, as well as prior experience with DMR Events and The Bridge at Florissant. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Anthony Goodson is a financial advisor at Stifel with three years of industry experience. He holds a Series 66 designation and previously worked at Hollywood Casino St. Louis for nine years. Stifel serves a broad client base including individual investors, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Melissa Roessler is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds a Series 66 designation and 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, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics grounded in diversification principles and modern portfolio theory.