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.

Jesse Simmons is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and has prior experience at firms including Confluence Wealth Management and Rexencore LLC. Outside of advisory work, he coordinates and facilitates insurance policy placement as a broker. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm employs tailored, non-discretionary planning using analytical tools to align with client goals and supports a large network of advisors with a focus on municipal and public-finance work.

Chelsea Safe is a financial advisor with Edward Jones in Granite City, IL, holding the CFP® designation and Series 66 license. She has 13 years of industry experience and has been with Edward Jones since 2013. 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 strategies, separately managed accounts, and affiliated mutual funds.

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.

Ziauddin Mahmood is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and over 42 years of industry experience. He has worked at OSAIC since 2023 and previously spent 26 years with Royal Alliance Associates, INC. Mahmood has taught at Webster University since 1997. Outside of his advisory role, he serves as president of a religious community housing cooperative corporation. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers both brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and access to third-party money managers.

Anthony Garrett is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses with four years of industry experience. He previously worked at Buckingham Strategic Wealth and has a background that includes managing Sky Park Airport Parking for 15 years. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing a broad range of planning solutions supported by Wells Fargo research and tools.

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.

Christopher Neff is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Fred Harre. 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 utilizes research from Wells Fargo Investment Institute and third-party sources, offering a range of brokerage and advisory solutions supported by a large network of financial advisors.

Richard Murphy II is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Principal Securities Inc, Kuhlmann Financial Services, and American Burglary and Fire, as well as service in the United States Marine Corps. He is also associated with The Pennsylvania State University. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group, designed to support client decision-making.