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.

Stacy Wilkie is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory work, Wilkie serves as an assistant volleyball coach for Thunderbolt Volleyball in O'Fallon, MO. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Ross Wolff is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. He has worked at Wells Fargo Clearing since 2018, with prior roles at Severin Investments, Waddell & Reed, Merrill, and various insurance carriers. 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 third-party sources.

Jeffery Miloszewski is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has 11 years of industry experience, including 10 years with Wells Fargo Clearing. Outside of his advisory role, he composes instrumental music that is distributed on major digital streaming platforms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of 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 and analytics.

Shane Lyday is a financial advisor at Stifel in St. Louis, MO, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has previously worked at Wells Fargo Clearing, H.D. Vest Investment Services, and Wells Fargo Advisors. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary methodology developed by its Investment Strategy Group.

Mark Slocomb is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined the firm in 1987 following eight years of experience in corporate finance and investment banking with Centerre Bank of St. Louis and Lloyds Bank, PLC in London. Mark serves as a Portfolio Manager, managing personalized investment strategies on a discretionary basis that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment solutions. Mark holds a Bachelor of Science degree in Finance from Northern Illinois University and the professional designation of Personal Investment Advisor (PIA). His expertise focuses on providing a holistic approach to financial management, working with senior executives and families to develop customized strategies tailored to complex financial situations. Mark was recognized by Barron’s magazine five times between 2010 and 2015 as one of America’s Top 1,200 Financial Advisors, an honor attained by a limited number of advisors in Missouri. In addition to his professional role, Mark has been involved with The National Children’s Cancer Society for 28 years and currently serves as Chairman of the Board. His team at Merrill Lynch Wealth Management emphasizes a comprehensive process that begins with understanding clients’ overall financial goals and aims to create risk-managed portfolios designed to preserve capital while seeking to maximize returns.

Brandon Shemonia is a financial advisor with Wells Fargo Clearing based in St. Louis, MO, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Fidelity Investments, Citigroup, and The Vanguard Group. 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.

Michael Dunnigan is a Series 66-licensed financial advisor at LPL Financial with 15 years of industry experience. He previously worked at SII Investments, Inc. for eight years before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Victoria Krylov is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2018, following nine years at Scottrade, Inc. Outside of her advisory role, she is involved in promotional sales for 4 Hands Brewing Company in St. Louis, participating in various tasting events. 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 and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Regan Strinni is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining Wells Fargo Clearing in 2022, Regan worked at TD Ameritrade from 2019 to 2022 and has held roles outside the financial industry, including positions at Rock & Brews and Olive Garden. 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 through over 14,000 financial advisors and offers both brokerage and advisory solutions.

Julie Shumake is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Scottrade and LPL Financial. Since 2019, she has served as a dispute resolution arbitrator for FINRA. 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 and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Bret Steffenauer is a financial advisor with Cetera, holding Series 65 and Series 66 credentials and bringing 26 years of industry experience. He has worked at Cetera Financial Specialists LLC since 2000 and owns Steffenauer & Associates CPAs, Inc. Outside of financial advising, he is a 50% stockholder in a real estate investment management business focused on non-residential rental properties in Columbia, Illinois. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a nationwide network of advisors, utilizing multiple program structures and investment strategies.

Matthew Wilhelm is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Financial Corp. since 2014 in various roles. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to inform asset allocation and financial planning.

Jacob Brinkman is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. His work history includes multiple periods at Wells Fargo Clearing Services and a year at Stifel Nicolaus & Co Inc. 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 a combination of brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Joey Huynh is a Series 66-licensed financial advisor with Wells Fargo Advisors in St. Louis, MO, and has 12 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he works as a fitness instructor at F45 Training Chesterfield. 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 and integrates advisory services with various financial products and referral channels.

Jeffrey Thompson is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 25 years of industry experience. He previously worked at Fidelity for seven years before joining Wells Fargo in 2016. Outside of financial advising, he co-owns a small business called All Beauty by Amy T with his spouse. 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 utilizes research and analytics to evaluate investment options, offering both brokerage and advisory solutions across a broad client base.