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, 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 investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Dalton Stockton is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Principal Securities, Principal Life Insurance Company, and Ameriprise Financial Services. Prior to his financial services career, he spent six years at Uber. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research-based portfolio evaluation with a wide range of brokerage and advisory solutions.

Geoffrey Miller is a Series 66 licensed financial advisor with Stifel in St. Louis, MO, where he has worked since 2013, bringing nine years of industry experience. He has been with Stifel for his entire advisory career. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group to provide forward-looking asset allocation and planning analyses.

Jeff Daugherty is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances.

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 in St. Louis, MO, with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles including positions at Wells Fargo Clearing Services and Washington University in Saint Louis. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Christopher Neff is a financial advisor at Wells Fargo Clearing in St. Louis, Missouri, holding Series 66 and Series 63 licenses with 13 years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017 and previously worked 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, 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.

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.

Nathan Book is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a power of attorney for his parents in investment-related matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s approach is IPS-driven and based on modern portfolio theory, including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Robert Schmitt is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior work includes roles at Charles Schwab & Co., TD Ameritrade, Scottrade, and Edward Jones. Outside of advising, he works as an independent contractor shopper for Instacart. 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.

Ronald Franzen is a financial advisor with Equitable Advisors in Edwardsville, IL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors since 2008 and also operates Franzen Wealth Strategies, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing multiple third-party advisory programs and offering both advisory and brokerage/insurance channels.

Brenden Wheeler is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 66 licenses and having two years of industry experience. He previously worked at Charles Schwab and Artemis Academy and has managed his own advisory business. Stifel serves a broad range of clients, including individual investors, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Alexander Anderson is a financial advisor with Stifel in St. Louis, MO, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Stifel, he worked at Northwestern Mutual in various capacities and has experience with Charles Schwab. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Jackie Stern is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christina Rask is a Series 66 licensed financial advisor with Edward Jones in O Fallon, Illinois, and has one year of industry experience. She previously worked at Edward Jones from 2007 to 2026. Outside of advising, she is a distributor for Rodan & Fields, a direct selling skincare program. 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 solutions, supported by a large national network of financial advisors and branch offices.

Kyle Osterhage is a financial advisor with Edward Jones in O'Fallon, IL, holding Series 63 and Series 66 credentials and 13 years of industry experience. He previously worked at Farmers Financial Solutions and Farmers Insurance Group before joining Edward Jones in 2019. 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 nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Thomas Van Uffelen is a financial advisor at Stifel with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, following a 15-year tenure at Scottrade, Inc. Based in St. Louis, MO, he provides advisory services within Stifel’s institutional framework. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.