Brandon Miles is a CFP® professional with 13 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked with Wells Fargo Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with an investment menu that notably includes insurance-related vehicles and bank deposit sweep options.

Patrick Keane is a financial advisor with Edward Jones in Quincy, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience, including over two decades at Edward Jones and a longstanding affiliation with Metlife Securities Inc. Outside of his advisory role, he serves as an information officer for Little League Baseball of Adams County, providing communications support through the league’s public and social media channels. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary advisory programs, along with affiliated mutual funds, trust services, and securities-based lending.

Matthew Welding is a financial advisor with Wells Fargo Clearing in Quincy, IL, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Wells Fargo, he spent over a decade in the brewing industry with roles at GT Brewing LLC, Five Cities Brewing LLC, and Front Street Brewery. 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 combines research from Wells Fargo Investment Institute with diversified portfolio principles and offers both brokerage and advisory solutions.