Adam Swip is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses with nine years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked at 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 offers a combination of brokerage and advisory solutions supported by extensive research and analytics.

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.

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.

Benjamin Kirchoff is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has been associated with Morgan Stanley in various roles since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services utilizing structured discovery processes and firm-approved planning tools.

Chad Burns is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked at LPL Financial since 2012 and previously spent three years with Edward Jones. Burns also operates Scheffel Financial Services, Inc. in Edwardsville, IL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

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.

Carl Brown is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. Outside of finance, he worked for Doordash for four years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

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.

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.

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 financial advisor at Stifel with 25 years of industry experience. She holds the CFP® designation along with Series 65 and Series 63 licenses. Her prior experience includes eight years at Wells Fargo Clearing before joining Stifel. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

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.