Cody Allsman is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 63 designation and four years of industry experience. His prior work includes roles at US Tech Solutions Inc and Wells Fargo Clearing Services LLC. 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 range of planning options supported by proprietary research and tools, delivering tailored recommendations through discrete engagements.

Tyler Simmons is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. His career includes roles at Renaissance Financial Corporation and Securian Financial Services Inc. Outside of his advisory work, he is involved with Images Agency, a talent agency, where he performs talent acquisition. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, allowing advisors to implement various model portfolios and customized strategies.

Jonathan Laurent is a Series 66-licensed financial advisor with Wells Fargo Clearing in St. Louis, Missouri. He has nine years of industry experience and has been with Wells Fargo Clearing Services LLC 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 combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Michael Connors Jr. is a financial advisor at Stifel with seven years of industry experience. He holds the Series 66 designation and has been with Stifel Financial Corporation since 2015. Located in St. Louis, MO, his work is based within a large institutional firm. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

Eric Schmittgens is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Rachel Finnerty is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and five years of industry experience. She has worked with Wells Fargo Advisors from 2015 to 2020 and has been with Wells Fargo Clearing since 2020. Outside of her advisory role, she is an authorized signer for Finnerty Insurance Group, LLC, a business owned by her spouse. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ryan Alvey is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds the Series 66 designation and has worked with Wells Fargo in various capacities since 2010. Based in St. Louis, MO, his career includes a decade at Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo 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 special‑needs analysis, using proprietary research and tools to develop tailored client recommendations.

Thomas Spitler 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 been with Wells Fargo Clearing since 2017 and previously worked at Scottrade, Inc. in 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 advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Anthony Stanius is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes discretionary options, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Richard Fox is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and three years of industry experience. His prior work includes roles at US Tech Solutions Inc, Larken Logistics, and Sunnyhill Inc, as well as a six-year tenure at the University of Missouri, Columbia. 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, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Bryan Rumping is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked at several firms including Renaissance Financial and Cetera Wealth Services, LLC. Outside his advisory role, he has experience working at Bellerive Country Club. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers various portfolio management and retirement services, utilizing a multi-manager platform that includes affiliated and unaffiliated third-party managers across discretionary and non-discretionary program structures.

Steven Morse is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses. He has 32 years of industry experience, including roles at Wells Fargo Clearing since 2016 and Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold, using proprietary research and planning tools.

Eldar Rizvanov is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and seven years of industry experience. His background includes roles at Edward Jones, Randstad, and The Maries County Bank, as well as four years of service in the United States Army. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo 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 niche areas such as business-owner transition and special-needs analysis, using Wells Fargo research and tools to develop tailored recommendations.

Jennifer Peiffer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and eight years of industry experience. Her work history includes roles at Wells Fargo Clearing Services, DiSys, Stifel Nicolaus & Co Inc, TD Ameritrade, and Scottrade. Outside of finance, she is involved in eBay and online sales through her own business, Pei's Resale Rendezvous LLC, and works as a delivery driver for DoorDash. 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 a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Albert Koesterer is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors, LLC from 2014 to 2016. Based in St. Louis, MO, he is part of a large institutional team. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach 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 offerings.

Alyssa Boles is a financial advisor at LPL Enterprise with a Series 66 designation and under one year of industry experience. Her prior work history includes roles outside the financial services industry as well as founding Living Blyss, LLC, an entrepreneurial venture she has operated since 2019. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

Charles Long III is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Cetera and Cetera Wealth Services since 2013. Outside of his advisory role, he is a lead guitar player and background vocalist in a blues band and provides guitar lessons. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with over $256 billion in assets under management.

Micah Alsobrook is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Ameren Corporation and Lockton Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Jared Nuxoll is a financial advisor with Edward Jones in Columbia, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Maurice Young is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He has worked at First Clearing, LLC since 2014. Outside of his advisory role, he is involved in photography through his ownership of My Creative Lens LLC and has ownership in a plus-size women's clothing boutique, Honey's Child Boutique LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.