Jason Harness is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and previously worked 22 years at Mass Mutual Investors Services and Massmutual Life Insurance Co. Harness also operates a non-variable insurance business. 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.

Ezra Stein is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and based in St. Louis, MO. He has experience at Ameriprise and Randstad prior to joining Wells Fargo Clearing. His background also includes diverse roles outside finance, such as working at Fenix Pest Control and Martin Brower Distribution Company, alongside periods of full-time education. 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 brokerage and advisory solutions, supported by extensive research and analytics, and manages approximately $671 billion in assets with a large network of advisors.

Eric Keling is a financial advisor at Stifel with 10 years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual and Scottrade. Outside of his advisory role, he owns Backyard Bounce LLC, a party supply rental business in O'Fallon, Missouri. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling.

Mitchell Lauder is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing Services since 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business transitions, special needs, and divorce, using Wells Fargo research and planning tools.

James Campbell is a financial advisor at Stifel with 17 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co Inc. since 2003. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services built on a proprietary investment methodology developed by its Investment Strategy Group.

Christina Torrez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she works as a consultant for Pampered Chef and participates in grocery and product delivery services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through 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 databases.

Paul Kampwerth is a financial advisor with LPL Enterprise, holding a Series 66 designation and having one year of industry experience. His prior roles include positions at PepsiCo, Northern Trust, and Young America Realty, alongside ongoing service in the Air National Guard since 2019. He is also involved with Innovate Event Co in a non-investment related capacity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL Research and third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Ziauddin Mahmood is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Royal Alliance Associates, Inc. and Thebeau-Kelly, Inc. Mahmood also serves as president of a religious community–based housing cooperative corporation and is involved in a family-owned real estate construction and management business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by a broad range of investment options and proprietary asset-allocation tools.

Anthony Garrett is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Buckingham Strategic Wealth and multiple stints within Wells Fargo Clearing Services. Outside of finance, he was involved in managing Sky Park Airport Parking for 15 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services using proprietary research and planning tools, with a focus on tailored recommendations and multiple financial products.

Nicole Clayton is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Edward Jones, TD Ameritrade, and Scottrade. Outside of her advisory role, she serves as an executor for an estate. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, providing investment services to a broad client base.

Patrick Murphy is a financial advisor at Wells Fargo Clearing with a Series 66 designation and 10 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and was previously with Scottrade, Inc. from 2016 to 2018. 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.

Durham Brandt is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he worked at Stifel Financial Corp. Brandt also participates as a running back and slot player for the Missouri Cyclones, a semi-pro football team. 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 extensive research and analytics with both brokerage and advisory solutions across a broad range of financial products.

Alyssa Martin is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. She has been with Wells Fargo Clearing Services LLC since 2018 and previously worked in associate staffing and at Bandana's Bar-B-Q. Outside of her advisory work, she operates an online shop on Etsy. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from the Wells Fargo Investment Institute and third-party sources to support its investment solutions.

Kyle Koprowitz is a financial advisor with Equitable Advisors in O’Fallon, IL, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2017 and previously held roles at Axa Advisors, Gill Industries, KML Architectural Concrete, and Davenport University. He is also involved with Trailhead Capital Management Group LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with suitable program models or discretionary managers, offering a range of investment options through third-party sponsors and proprietary resources.

Dalton Stockton is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has eight years of industry experience. His work history includes roles at Principal Securities, Principal Life Insurance Company, Uber, and Ameriprise Financial Services. 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 roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Geoffrey Miller is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with 10 years of industry experience. He has been with Stifel since 2013. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Jeff Daugherty is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 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 both brokerage and advisory solutions.

William Littrell is a Series 66-licensed financial advisor at Stifel with eight years of industry experience. His work history includes roles at Stifel Financial, Convergence Financial, Plancorp Wealth Management, and the State of Missouri Securities Division. Stifel serves a diverse client base 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 to provide asset allocation and planning analyses.

Michael Mayer is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. He previously worked at Wells Fargo Clearing and RBC Capital Markets. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with engagements that are generally discrete and optional for clients.

Kathryn Black is a financial advisor at Wells Fargo Advisors with seven years of industry experience. She holds the Series 66 and Series 63 designations. Her prior work includes multiple roles at Wells Fargo Clearing Services and a position at Washington University in Saint Louis. 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, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.