Andrew Johnson is a financial advisor at Stifel with 30 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Stifel Nicolaus & Co Inc in 2017, he worked at Saybrus Partners and Saybrus Equity Services, Inc. from 2015 to 2017. 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 is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Preston Gann is a CFP® professional with 27 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. His prior experience includes roles at A. G. Edwards & Sons, Inc. and Stifel. He is based in St. Louis, MO. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory services.

Erin Orourke is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Wells Fargo in 2016, Erin worked at Cornerstone Wealth Management, Morgan Stanley, and Merrill. 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 employs research and analytics to guide investment decisions and offers a broad range of brokerage and advisory solutions.

Christopher Lindenbusch is a financial advisor with Wells Fargo Clearing in Manchester, MO, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at Farmers Financial Solutions and Farmers Insurance. He has been with Wells Fargo Clearing and DiSys since 2019. 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. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Keven Sheehy is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and having five years of industry experience. His prior work includes roles at Walgreens Boots Alliance, Us Tech Solutions, and Best Buy. Outside of his financial advisory work, he is a content creator on the video streaming platform Twitch. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services utilizing its research and planning tools, with advisory services integrated alongside various financial products and referral channels.

Nathan Mcreynolds is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior experience includes roles at Stifel and the Federal Reserve Bank of St. Louis. Outside of finance, he has worked at the Highlands Golf and Tennis Club and has been affiliated with academic institutions including the University of Missouri and University of Arkansas. 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 approach is IPS-driven and based on modern portfolio theory, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Kelley Hartman is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 21 years of industry experience. She 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. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Maynard Hudson Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 registrations and one year of industry experience. Before entering the financial services field, he worked for 14 years with the Illinois Department of Corrections. Outside of advising, he owns and manages multiple business ventures through Bricktown Holdings LLC, overseeing operations of a subshop, gaming lounge, laundromat, dry cleaners, and rental properties. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that delivers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers a variety of investment and event-driven planning programs.

Hector Gonzalez is a financial advisor at Stifel with 24 years of industry experience and holds a Series 66 designation. He has been with Stifel since 2002 and worked at Stifel Independent Advisors, LLC from 2007 to 2026. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, which clients use as a basis for their own implementation decisions.

Matthew Pflueger is a financial advisor with Wells Fargo Advisors in Columbia, Illinois, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent one year at Ameriprise. Outside of his advisory role, he serves as co-executor and holds power of attorney duties for his mother. 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 and integrates advisory solutions with other financial product offerings.

Todd Stonewater is a financial advisor with Edward Jones in O Fallon, IL, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Edward Jones since 2006. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Jill Anderson is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 20 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized offerings such as business-owner transition planning and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with clients deciding on implementation through various brokerage or advisory programs.

Aerial Loewen is a financial advisor at Wells Fargo Clearing with a Series 66 designation and six years of industry experience. Prior to joining Wells Fargo in 2026, Loewen worked at Stifel, Nicolaus & Company, Incorporated from 2019 to 2025 and served in the United States Air Force from 2013 to 2018. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other third-party sources.

Deborah Lauer is a CFP® professional at Stifel with 25 years of industry experience. She previously worked at Wells Fargo Clearing for eight years and has also been with First Mid Bank and Trust. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Craig Mcintosh is a financial advisor at Stifel with 15 years at the firm and a total of 10 years in the industry. He holds the Series 63 and Series 66 designations and is based in St. Louis, MO. Prior to his current role, he worked at Stifel Independent Advisors, LLC for one year. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Jeffrey Thomason is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016 and previously at Stifel from 2008 to 2011. He is co-trustee of a family irrevocable trust related to estate planning. 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 planning menu tailored to clients meeting a net-worth threshold, with recommendations supported by Wells Fargo research and delivered through meetings and client summary letters.

Daniel Strobo is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. He has been with Stifel Nicolaus since 2008. Stifel serves a diverse client base, including individual, institutional, charitable, and municipal clients, offering 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 market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Clayton Mason is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds a Series 66 designation and is based in Freeburg, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions under a fiduciary standard. The firm is notable for its extensive nationwide network of advisors and branches, as well as affiliated services including a trust company and proprietary investment products.

Matthew Miller is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation with 10 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is involved in a marketing and parts design business called JH Choppers & Machine in Maryville, IL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services that include cash-flow, retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients having flexibility in implementing those through various brokerage or advisory programs.

Shawn Haider is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and having seven years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2013. Outside of his advisory role, he serves as Secretary for White Top Inc., a position involving meeting attendance, minute-taking, and client invoicing. 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.