Jacques Darwin is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses. He has one year of industry experience and prior work history with Equitable Advisors, LLC, Bankers Life Securities, Inc., and Bankers Life & Casualty, Inc. He is also involved with Digital Intelligence Systems. 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 combines research and analytics from Wells Fargo Investment Institute and third-party databases with diversification principles and modern portfolio theory.

Charles Shocklee is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and one year of industry experience. He previously worked at Cetera Wealth Services and has been involved with Renaissance Financial as a financial advisor since 2024. Outside of his advisory role, he has worked part-time as a bar back at The Midwestern, a local restaurant. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting with a focus on research-driven, diversified investment strategies.

James Maher is a financial advisor at Edward Jones in St Louis, MO, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones, he worked for nine years at the Saint Louis County Government Prosecuting Attorney's Office. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering various advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Gregory Erekson is a CFP®-certified financial advisor with Edward Jones in St. Louis, MO, where he has worked for 20 years since 2006. He serves as the first councilor in the bishopric of the Church of Jesus Christ of Latter-day Saints in St. Louis and participates in the Ways and Means Committee for the City of Frontenac, providing oversight of municipal income and expenditures. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.

Jason Voss is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 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 investment advisory services. The firm’s process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs in its offerings.

Kameron Lawson is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo in 2022, he worked at Edward Jones for seven years. Outside of his advisory role, Lawson serves as a commission member on the City of Ellisville Planning & Zoning Commission. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process is grounded in modern portfolio theory and includes a broad range of investment vehicles, including insurance-related products and bank deposit sweep options.

Christopher Chambers is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2016. Chambers serves as co-trustee for a family trust related to investment matters. 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 uses research-driven investment strategies alongside a range of financial products offered through affiliated banks and insurance companies.

Peter Tassinari is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sara Riley is a financial advisor at Cetera with 10 years of industry experience. She holds a Series 66 designation and has worked at Cetera since 2023, with prior roles at Renaissance Financial and Minnesota Life. Riley is involved in community outreach as a volunteer with organizations including BNI and Kids in the Middle. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and consulting services through a multi-manager platform with discretionary and non-discretionary options.

Kyle Plassmeyer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2012 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 solutions. 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.

Sharon Jones is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. Her career includes time at Wells Fargo Advisors, Stifel Nicolaus & Co Inc, and Edward Jones. 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. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets, combining brokerage and advisory solutions informed by research from Wells Fargo Investment Institute and third-party sources.

James Burkey is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Howard Underwood is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016, in addition to maintaining self-employment since 2004. 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 broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

David Khang is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors from 2012 to 2016. Outside of his advisory role, he serves as treasurer for HOPE Apache Missions Inc., where he manages budgeting, accounting, and financial reporting. 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.

Jessica Bailey is a financial advisor at Stifel with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Stifel in 2023, she worked at FCB Banks and Fresh Thyme Farmer's Market. Outside of her advisory role, she has been involved with the YMCA since 2022. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic, fee-based financial planning and investment analysis to assist clients in making informed decisions.

Stephen Bard is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including H.D. Vest Investment Services since 2010 and Wells Fargo Advisors since 2009. He serves as chair of the FINRA Communication Committee, attending meetings to discuss rulemaking topics within the industry. 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 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.

Rosharette Major is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation. She has been with Edward Jones since 2008. Outside of her advisory role, she is a co-owner of Major Reconstruction, a real estate business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors and offers a range of advisory programs and fiduciary services.

Ryan Mccauley is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors. 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 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.

Shelly Kohrmann is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. She has worked at Cetera Investment Services LLC since 2017 and also has over 20 years of experience with Regions Bank. Kohrmann serves on the boards of the Cystic Fibrosis Foundation and Hospice of Southern Illinois and assists with religious education at St. Boniface Parish. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform with various investment strategies and program structures.

Evan Lucas is a financial advisor with Cetera, holding a Series 66 designation and based in St. Louis, MO. He has been working in the financial services industry since 2023, with prior experience that includes roles at Renaissance Financial and Cetera Wealth Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.