Cole Anthony is a financial advisor with Wells Fargo Clearing in St. Louis, MO. He holds the Series 63 and Series 66 designations and has six years of industry experience. His prior work includes two years as a self-employed advisor before joining Wells Fargo Clearing in 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Michael Grimm is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior roles include positions at Gallatin Asset Management, UBS Financial Services, and Citigroup Global Markets. He has been with Wells Fargo Clearing since 2016. 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, including specialized areas such as business-owner transition and sports & entertainment planning, and uses proprietary research and tools to develop tailored recommendations.

James Howrey is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent three years with Stifel from 2005 to 2008. 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 combines extensive research and analytics with a range of brokerage and advisory solutions, serving more than 14,000 financial advisors and managing approximately $671 billion in assets.

Matthew Tipton is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 66 and Series 63 licenses with 11 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, catering to clients who meet certain net-worth criteria.

Nathan Burgess is a Series 66-licensed financial advisor with Wells Fargo Clearing in St. Louis, Missouri. He has 22 years of industry experience, including two separate tenures at Wells Fargo Clearing spanning a total of 14 years. 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.

Ryan Trudzinski is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade, Randstad, and The Pisa Group Inc. Outside of his advisory role, he is involved as a chain operator for the Lindbergh Schools High School varsity football program. 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 advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

William Combs is a financial advisor at Edward Jones with 18 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2020, he worked at Allstate and Wells Fargo Clearing. Outside of his advisory role, he is a managing partner in Five Wings of Hope LLC, an LLC involved with hunting property in Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Jameson Klein is a financial advisor at Stifel with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at TD Ameritrade, Prudential Insurance Company of America, and LPL Enterprise. Klein serves on the board and as treasurer of the Bo Arvin Memorial Foundation, a nonprofit organization. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary analysis and modeling to support asset allocation and financial planning, while clients retain discretion over implementation.

Dimitar Mushkov is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. He has worked at Cetera and its related entities since 2017 and previously spent one year at PNC Investments. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Michael Hatley is a financial advisor at Stifel with 22 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006 and holds a Series 66 designation. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which supports asset allocation, retirement, insurance, and estate planning analyses.

Jeremy Harness is a financial advisor with LPL Financial in Saint Louis, MO, holding Series 65 and Series 63 licenses and having seven years of industry experience. Prior to joining LPL Financial in 2025, he worked six years with Mass Mutual Investors Services and Mass Mutual Life Insurance Company, and four years at SSM Health. He serves as a for-profit board member of 1st Advantage Bank and works as an information technology consultant outside of his advisory role. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Paul Bardenheier is a financial advisor at Charles Schwab with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked at several firms including Scottrade, TD Ameritrade, Consolidated Financial Investments, and Saxony Securities. Outside of his advisory role, he owns and manages three single-family rental homes in St. Louis, Missouri. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary portfolios and a formal alternative-investment offering.

Nicholas Derbak is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Wells Fargo Clearing Services LLC since 2021. Derbak also has experience with Us Tech Solutions and has been affiliated with Maryville University since 2020. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition and sports & entertainment planning, supported by Wells Fargo research and planning tools.

Paul Clever is a financial advisor with Wells Fargo Clearing in St. Louis, Missouri, holding a Series 63 designation and 30 years of industry experience. He 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, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Justin Olwig is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. His work history includes roles at Wells Fargo Clearing Services, Wells Fargo Bank, and Enterprise Fleet Management. 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 the Wells Fargo Investment Institute.

Stacey Hayes is a financial advisor at Stifel with a Series 66 designation and nine years of industry experience. She has been with Stifel, Nicolaus & Company since 2012. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach includes proprietary asset allocation and planning methodologies developed by its Investment Strategy Group.

Kimberly Robinson is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 65 designation and 10 years of industry experience. Her work history includes roles at Buckingham Asset Management, Stifel, and Fiduciary Advisors, Inc. prior to joining Wells Fargo. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Ryan Miller is a financial advisor with LPL Financial in Belleville, IL, holding a Series 66 designation and 15 years of industry experience. He previously worked at SII Investments, Inc. for seven years before joining LPL Financial in 2018. Outside of his advisory role, Miller provides administrative support for a metal recycling business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

L Walker is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. They hold Series 63 and Series 66 licenses and have been with Wells Fargo Clearing since 2017. Wells Fargo Advisors is an institutional firm with a large network of over 2,200 advisors, serving a broad client base with a wide range of investment services.

Damon Wiemar is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and two years of industry experience. His prior work includes roles at Lumeris and Spectrum Communications. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a broad range of brokerage and advisory solutions.