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.

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.

Lindsay Waters is a financial advisor with Thrivent Investment Management, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. Waters has worked at Thrivent Financial and Thrivent Investment Management since 2022, following 18 years at Country Insurance & Financial Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and planning that can be combined with managed-account services under a consolidated billing option called WealthPlan.

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.

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.

Matthew Gorton is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Bancorp Investments, U.S. Bank, and LPL Financial. Outside of his advisory career, he owned a power washing business from 2020 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services through a nationwide network of financial advisors and branch offices.

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.