Zachary Rankin is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked primarily at Wells Fargo Clearing Services, with a brief tenure at Robert Half International. 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 brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party data.

John Hall is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation. Prior to joining Stifel, he held various roles in the food and service industries, including positions at Randy James Inc. and Goodcents Inc. 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 is based on proprietary analysis and forward-looking market assumptions developed by its Investment Strategy Group.

Matthew Feldhaus is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in St. Louis, MO. He has been with Wells Fargo entities since 2015, including nearly a decade at Wells Fargo Clearing. Outside of his advisory role, he is involved in community governance as a member of the Highlands of Chesterfield Highland Valley Homeowners Association. Wells Fargo Advisors Financial Network 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 a focus on tailored client recommendations delivered through both meetings and written summaries.

James Duncan is a financial advisor at Stifel with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel since 2017, including a role with Stifel Independent Advisors since 2022. His prior experience includes positions at BMO Harris Financial Advisors and BMO Harris Bank. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Courtenay Spencer is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has prior experience at Principal Securities, Principal Life Insurance, LPL Financial, and Mass Mutual Investors Services. Spencer holds a real estate license in North Carolina, though she does not engage in related activities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Nicole Roesch Rundle is a financial advisor at Stifel with 12 years of industry experience. She holds Series 66 and Series 63 designations and has worked at Stifel Nicolaus & Co Inc since 2018, following prior roles at TD Ameritrade and Scottrade. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology from its Investment Strategy Group to support asset allocation and planning analyses, which clients use to guide their investment decisions.

Tommy Silveus Jr. is a financial advisor at LPL Enterprise with nine years of industry experience and holds Series 63 and Series 66 credentials. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Charles Schwab, TD Ameritrade, and Scottrade. Outside of advising, he owns and maintains rental properties. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, and access to third-party asset management, operating an integrated platform that combines adviser programs with the sale of financial products and lending services.

Christine Stevens is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following a three-year tenure at Wells Fargo Advisors, LLC. Outside of her advisory role, she serves as a power of attorney for a family member. 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 investment process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than many peers, including insurance-related vehicles and bank deposit sweep options.

Maurice Young is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing Services LLC 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. 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 databases.

Ryan Meyler is a financial advisor with Wells Fargo Advisors in Collinsville, Illinois, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo in various capacities since 2013. Wells Fargo Advisors is a large institutional firm serving a broad client base with a comprehensive range of investment products and services.

Shane Karr is a financial advisor with Wells Fargo Clearing Services LLC, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Wells Fargo since 2015, with prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, Karr serves as a co-captain for Team Zoot Sports, where he assists in annual team member selection and communication. Wells Fargo Advisors is a national securities firm managing approximately $671 billion in assets with over 14,000 financial advisors. The firm provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, using research and analytics from the Wells Fargo Investment Institute alongside diversification and modern portfolio theory principles.

Kevin Dielschneider is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Kennedy Capital Management, SCOTTRADE, and Robert Half Management Resources. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets across more than 14,000 advisors and offers both brokerage and advisory solutions.

Kathleen Campbell is a Series 66-credentialed financial advisor at Merrill with 13 years of industry experience, all with her current firm since 2013. She is based in St. Louis, MO. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations. The firm is integrated into Bank of America’s corporate platform, providing access to a wide range of investment products and related services.

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 at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following four years at WELLS FARGO Advisors, LLC. Outside of his advisory role, he serves as Treasurer for Restoration Matters, Inc., where he provides values-based financial and organizational guidance. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Jeffrey Etter is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63, 65, and 66 licenses and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. In addition to his advisory role, he serves as a FINRA arbitrator in the St. Louis area. 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 approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

John Levendoski is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 utilizes research and analytics from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment evaluations.

Aerien Connelley is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses. Connelley has been with Wells Fargo Clearing Services since 2026 and previously worked at MyMedic for six years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, and niche services that require specific credentials.

Kevin Ortmeyer is a financial advisor at Stifel with 38 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a board member for United Cerebral Palsy, Heartland in St. Louis. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.