Matthew Hoffman is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He previously worked at Edward Jones for eight years before joining Wells Fargo in 2016. Hoffman is also a licensed attorney in Missouri, Kansas, and Illinois. Wells Fargo Advisors serves individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with a nationwide network of over 14,000 financial advisors. The firm offers both brokerage and advisory solutions and integrates research and analytics to support investment decisions.

Michael Lindsay is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Citigroup, TD Ameritrade, and in self-employed roles. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies.

Cathy Beffa is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent a year at A. G. Edwards & Sons, Inc. She serves as an executor for her late mother’s estate. 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 range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Peter Talluto is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as power of attorney for his parents in matters related to investments. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and specialized areas such as business-owner transition planning and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Ashley Warren Deleiko is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. She has been with Wells Fargo Clearing in various roles since 2009. 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 process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Daniel Schroeder is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. He has been affiliated with various branches of Wells Fargo since 2014. Outside of his advisory role, he is a Certified Public Accountant based in Jefferson City, MO. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources.

Ryan Dunn is a financial advisor with Fidelity Investments, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for six years before joining Fidelity in 2023. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, providing services such as discretionary portfolio management and fund advisory.

Robert Smith is a financial advisor at Stifel with seven years of industry experience. He has held positions at Stifel Nicolaus & Co Inc since 2022 and previously worked at Wells Fargo Clearing Services from 2021 to 2022. His credentials include Series 63 and Series 65 licenses. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing both 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 decisions.

Alex Morris is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 24 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for seven years before joining Wells Fargo Clearing Services LLC in 2016. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning, using proprietary research and tools to develop tailored client recommendations.

Kara Keys is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and eight years of industry experience. Her prior roles include positions at MassMutual Investors Services, MassMutual Life Insurance, and TD Ameritrade/Scottrade. She is also associated with DiSys. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services from investment policy statement preparation to participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

John Ryan is a financial professional with 10 years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at firms including North Star Resource Group and Securian Financial Services. In addition to his advisory role, he is also an insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and various retirement services through a multi-manager platform with both discretionary and non-discretionary program options.

Brian Dale 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. 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 range of brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Stephanie Smith is a financial advisor at Stifel with 22 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients retaining discretion over implementation.

Sherrie Lawrence is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Wells Fargo Advisors since 2009. Outside of her advisory role, she acts as power of attorney and executor for her daughter. 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 and uses proprietary research and tools to develop tailored recommendations, delivering them through meetings and written summaries.

Michael Landwehr is a Series 66-licensed financial advisor with Wells Fargo Clearing in St. Louis, Missouri. He has 20 years of industry experience, including 10 years with Wells Fargo Clearing. 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 range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Brian Drochelman is a financial advisor at Stifel with 27 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2017 and previously worked at Wells Fargo Clearing. Outside of his advisory role, he serves as a director for the 9/11 Memorial March to the Arch, a commemorative walk honoring victims of the 9/11 attacks. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Robyn Walthall is a financial advisor with Wells Fargo Advisors in Granite City, IL, holding a Series 66 designation and 13 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 offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referrals.

Chris Kuczwara is a financial advisor at Stifel with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors before joining Stifel in 2023. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

James Aloisi is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and possessing 21 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients, supported by research from Wells Fargo Investment Institute and third-party databases.

Tarik Trako is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Edward Jones. Tarik is based in St. Louis, MO. 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 and analytics with diversification principles to offer both brokerage and advisory solutions.