Anthoney Lograsso is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2010. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving plan sponsors with tailored investment solutions and a broader set of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Arsalan Khan is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Citigroup Global Markets Inc and TD Ameritrade. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a broader range of financial product offerings than many large institutional advisers.

Matt Willis is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2013 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 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 menu.

Gregory Ashley is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2002. 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 and investment strategies, manages approximately $1.01 trillion in assets, and operates a large nationwide network of financial advisors and branch offices.

Leslie Gordley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. Leslie has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of advisory work, Leslie is involved in agricultural activities through ownership of GG Farms LLC with a spouse. 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Gerti Beta is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a large institutional firm with over 2,200 advisors serving a broad client base through a range of investment services.

Timothy Gilligan is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. He has worked at First Clearing, LLC since 2013. 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 fee-based financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. The firm combines its advisory services with other financial products, offering clients tailored recommendations developed through comprehensive research and planning tools.

Le Tasha Sain is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 credential and previously worked at Edward Jones from 2016 to 2022. Outside of her advisory role, she serves as Treasurer for the St. Louis chapter of Delta Sigma Theta Sorority, Inc. and as Vice President of the National Association of Black Accountants in St. Louis. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Russell Eilers is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing comprehensive, fee-based wealth planning services to affluent families and individuals, particularly those who own and operate large privately held businesses, medical practices, and farms in the St. Louis area. With expertise in areas such as education planning, family wealth management strategies, legacy planning, retirement income, tax minimization, and small business strategies, Russell focuses on developing personalized financial strategies tailored to his clients’ long-term goals. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Russell earned his bachelor's degree from the Southern Illinois University System and a master's degree from Western Governors University. In addition to his advisory work, Russell is involved with the Susan G. Komen organization. His personal interests include adventure sports, boating, chess, fishing, golfing, music, and reading.

John Klaus is a Series 66-licensed financial advisor with Stifel Nicolaus & Co. Inc. in St. Louis, Missouri, where he has worked since 2005. He has 22 years of industry experience. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Gerard Lakin is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab, TD Ameritrade, C2FO, and Sungevity. Outside of his advisory role, he co-owns and helps manage a mobile home park in Perryville, Missouri. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Matthew Gallo is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He worked at Edward Jones for 16 years before joining Wells Fargo Clearing in 2020. 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 process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Daniel Kiley is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing Services LLC since 2016. Outside of his advisory role, he works as a driver for a ride-sharing service. 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.

Stephen Rataj is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He previously worked at Stifel Financial Corporation for five years before joining Wells Fargo in 2018. Outside of his advisory role, he manages a rental property in St. Louis. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services guided by an investment policy statement and modern portfolio theory.

Deborah Hermerding is a financial advisor at Merrill with 25 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch since 1974. Outside of her advisory role, she serves as a national judge for the National Archery Association and provides independent contracting services related to archery judging and teaching. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, implementing model-based and discretionary investment strategies for a broad client base including individuals, high-net-worth clients, and institutional investors.

Jeffrey Guidry is a financial advisor with Edward Jones in Brentwood, MO, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he serves as a boys basketball coach at Triad High School in Troy, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm provides a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Ryan Kohl is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Central Bank, Centene, and Northwestern Mutual, as well as a tenure at the University of Missouri - Columbia. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Emily Foley is a CFP® and Series 66 credentialed financial advisor with over three years of industry experience. She is currently with Edward Jones in St. Louis, MO, where she has worked since 2022, and previously held roles at DeanHouston, Inc. and Price Hill Will. Early in her career, she participated in the Williams Scholar Program at Xavier University, working as an MBA office assistant. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is notable for its extensive advisor and branch network, as well as affiliated offerings including trust services and proprietary mutual funds.

Donna Harris is a financial advisor at Edward Jones with 20 years of industry experience. She has held the Series 63 and Series 66 designations and has been with Edward Jones since 2005. Outside of her advisory role, she serves as a director for Harris Construction Inc. and is involved with the Smithton Chamber, assisting the board in decision-making. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and operates an SEC-registered advisory program with approximately $1.01 trillion in assets under management.

Noah Mosqueda is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at firms including Renaissance Financial and Securian Financial Services. Outside of his advisory role, Mosqueda serves as a platoon leader in the Army National Guard and is on the advisory board for Friends of Kids with Cancer, a community outreach organization. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a range of managed account platforms with both discretionary and non-discretionary options.