Patrick Mooney is a financial advisor with Wells Fargo Clearing and holds the Series 66 designation. He has 17 years of industry experience and has been with Wells Fargo Clearing since 2016. Based in St. Louis, MO, he serves clients through a large institutional firm. 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 offers both brokerage and advisory solutions, utilizing research and analytics to support its investment approach.

Jennifer Ruzicka Goeke is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. She has worked at Wells Fargo Advisors since 2018 and previously spent eight years at Stifel Nicolaus. 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 IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Eric Judd is a financial advisor at Stifel in St. Louis, Missouri, holding a Series 66 designation with eight years of industry experience. He has been with Stifel Financial since 2016. Stifel serves a broad range of clients, including individuals, institutional investors, 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, with clients retaining discretion over implementation.

Gregory Waters is a financial advisor at Stifel with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones, Markell Estate Planning and Elder Law, and Stifel Nicolaus & Co Inc since 2020. Stifel serves a wide range of clients, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Darrien Cooper is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and five years of industry experience. Prior to his current role, he has worked at RHI and held multiple positions at Saint Louis University. Outside of advising, he co-owns and manages finances for a residential and commercial remodeling business, Cooper Property Design LLC. 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 operates at scale with over 14,000 advisors and $671 billion in assets under management, providing both brokerage and advisory solutions.

Chad Conner is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, with prior experience at Truist Investment Services and an earlier tenure at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. 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 databases.

Scott Mandrell is a Series 66 licensed financial advisor with Edward Jones, based in Godfrey, IL, and has six years of industry experience. Prior to joining Edward Jones in 2020, he worked for 20 years at the School District of Clayton and since 2018 has been associated with Hazelwood School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Mary Ruettgers is a financial advisor with Edward Jones in O'Fallon, Illinois, holding a Series 66 designation and having three years of industry experience. Prior to joining Edward Jones, she worked at Southwestern Illinois College and Lindenwood University. She serves as co-owner of Crashing Waves, LLC, a company managing commercial and residential buildings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Sara Borgmann is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. Her work history includes roles at Wells Fargo Clearing, TD Ameritrade, and Scottrade. 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 Wells Fargo Investment Institute and third-party sources.

Ashley Matheis is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. She has six years of industry experience and has worked at several firms including Wells Fargo and Citigroup. Matheis is currently based in Fairview Heights, Illinois. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their approach combines systematic quantitative screens and qualitative research to deliver customized, non-discretionary asset allocation advice and performance reporting.

Sean Morrissey is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and 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 combines research and analytics with a broad range of brokerage and advisory solutions.

Richard Krueger is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad range of planning options, utilizing firm research and tools to develop tailored recommendations.

Jonathan Brandt is a financial advisor at Stifel with 15 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Stifel in 2020, he worked at Scottrade for nine years and spent time at Saleeby & Associates and Cutter and Company. He is the founder of Battling Together, an initiative that raises funds for the Leukemia and Lymphoma Society through races and golf events, and he serves on the LLS Visionary Leadership Committee. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and forward-looking capital market assumptions.

Josue Stores is a financial advisor at Wells Fargo Advisors with Series 66 and Series 63 licenses and four years of industry experience. He has held positions at Wells Fargo Clearing Services, TD Ameritrade, and Combs Law Group, among others. Outside of his advisory work, he delivers food for DoorDash. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients meeting a net-worth threshold and integrates advisory services with other financial products and referral channels.

Joseph Mesnier is a financial advisor at Wells Fargo Clearing with the Series 66 designation and two years of industry experience. He has worked at Wells Fargo Clearing Services, LLC since 2025 and previously held roles at Cetera and Renaissance Financial. 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 research and analytics with diversification principles to provide both brokerage and advisory solutions across a wide range of financial products.

Jeffrey Stark is a CFP® professional with 16 years of industry experience, currently serving at Edward Jones in Collinsville, IL since 2009. He is also a part-time ride-sharing driver with Uber and Lyft. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and maintaining affiliated capabilities beyond standard investment services.

James Andrew is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Stifel Nicolaus & Co Inc and MSI Financial Services, Inc. based in St. Louis, MO. 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 offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Angela Wakeford is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney, Morgan Stanley, and Wells Fargo Clearing. She is based in Edwardsville, IL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Zachary Fisher is a financial advisor at Stifel with eight years of industry experience. He holds a Series 66 designation and has worked at Ernst & Young and Stifel Financial prior to his current role. Outside of his advisory work, he is a co-owner of a family farm in Payson, Illinois. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and government entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing analysis and guidance to support client decision-making.

Charles Milton is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and having 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Edward D. Jones and Co. since 1994. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions that include retirement, education, risk, and wealth-transfer planning, with advisory services supported by proprietary research and planning tools.