Daniel Catanzaro is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials with seven years of industry experience. He has been with Wells Fargo Clearing Services since 2018 and has prior experience at RHI General Group and several other organizations. 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 and third-party resources.

Feliz Tovar is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles at Wells Fargo Clearing Services, Randstad, W&S Brokerage Services, Western & Southern Life, Waddell & Reed, MML Investor Services, and MassMutual Life Insurance Company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joshua Schempp is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations with two years of industry experience. His work history includes roles at Wells Fargo Clearing Services and a contract position with DISYS. 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 employs a research-driven approach grounded in diversification and modern portfolio theory, supporting a broad range of financial products and services.

Andrew Hunn is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds a Series 66 designation and has worked with Wells Fargo in various capacities since 2014. 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 institutional clients. The firm provides a broad range of planning services, including niche areas like business-owner transition planning and special-needs analysis, using proprietary research and planning tools.

Katherine Humphreys is a financial advisor with Wells Fargo Clearing in Saint Louis, MO, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked at various Wells Fargo entities since 2012. Outside of her advisory role, she is an associate at Needlepoint Clubhouse, a retail sales organization in St. Louis. 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 process is IPS-driven and includes a range of financial products, including insurance-related vehicles, tailored to plan objectives and risk tolerances.

Joshua Walck is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously held positions at TD Ameritrade, Scottrade, and Edward Jones. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 menu.

Sara Sutherland is a Series 66 licensed financial advisor with Edward Jones, based in Belleville, IL. She has 18 years of experience at Edward Jones, including her current role since 2024. 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 affiliated mutual funds, operating under a fiduciary standard.

Brian Howdeshell is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He previously worked at TD Ameritrade and Lou Fusz Chevrolet. He holds a Series 63 designation. 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 both brokerage and advisory solutions.

Matthew Hickey is a CFP® professional with 20 years of industry experience. He is currently affiliated with Stifel in St. Louis, MO, where he has worked since 2016. His prior experience includes roles at BMO Harris Financial Advisors, PNC Wealth Management, Natcity Investments, and Morgan Stanley. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Richard Yust is a financial advisor with Equitable Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials and 47 years of industry experience. His career includes multiple tenures with Equitable Advisors as well as positions at Mass Mutual and AXA Advisors. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, combining proprietary and third-party advisory solutions delivered primarily through a network of Investment Adviser Representatives.

Jason Wilson is a financial advisor at Stifel with five years of industry experience. He holds a Series 66 designation and previously worked at First Heartland Capital Inc, Toscano & Wilson Law, and Callahan Law Firm. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Katherine Foley is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Keegan & Company, LLC. She has been with Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and planning tools.

Brian Suthers is a financial advisor at Stifel with a Series 66 designation and eight years of experience at the firm. Prior to joining Stifel, he worked at Walgreens for 17 years. Outside of his advisory role, he umpires youth baseball games for several local baseball organizations. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies using forward-looking market assumptions and probabilistic modeling to support client decision-making.

Nicholas Ash is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 credential and three years of industry experience. His work history is primarily with Wells Fargo Clearing Services and Wells Fargo Advisors. 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 and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

De Aunna Thomas is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and six years of industry experience. Prior to joining Wells Fargo in 2026, Thomas worked at Edward Jones for seven years, Commerce Bank for one year, and Scott Credit Union for two years. Outside of finance, Thomas works part-time as a customer service representative at a furniture store. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research and analytics.

Tracy Leader is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining Wells Fargo, Tracy worked at Charles Schwab and Co., Inc., TD Ameritrade, and Scottrade. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research and analytics to support its investment approach.

Timothy Burgess is a financial advisor at LPL Enterprise with 4 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and TD Ameritrade. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Matthew Schroeder is a financial advisor with Equitable Advisors, holding a Series 66 designation and 12 years of industry experience. Prior to joining Equitable Advisors in 2026, he worked at Stifel Independent Advisors, Edward Jones, Bank of America, and Merrill. Schroeder serves on the school board for Holy Childhood School and is involved in multiple roles with the Mascoutah Chamber of Commerce, including event planning and scholarship committee work, as well as participating in the City of Mascoutah's Economic Business Commission. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and institutions. The firm utilizes a range of investment programs and collaborates with third-party asset managers and advisory platforms to deliver tailored advice and implementation.

Brandon Voss is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of The Gray Group team. He works with select relationships to support their financial goals through a comprehensive wealth planning process. Brandon and his team serve as a resource across all aspects of clients’ financial lives, providing investment advice, guidance, and wealth planning tailored to individuals such as corporate executives, small business owners, medical and legal practitioners, and families preparing for their next stage of financial life. Brandon specializes in a wide range of advisory areas, including college education planning, retirement and income strategies, family wealth management, business transition planning, socially responsible investing, and defined contribution plan consulting. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Brandon earned his bachelor’s degree from McKendree University and maintains active involvement in professional and community organizations such as the Freeburg and Mascoutah Chambers of Commerce and the McKendree University Alumni Board. Outside of his professional commitments, Brandon enjoys biking, camping, golfing, playing piano, coaching youth baseball, and spending time with family. He contributes to community causes including the Boy Scouts of America, Children’s Hospital, the National Foundation for Syndactyly, and youth baseball programs.

Matthew Paulsell is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 credentials and 18 years of industry experience. He worked at Evertrade Direct Brokerage for 10 years before joining Wells Fargo Clearing in 2018. 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 advisory solutions. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.