John Kuhn is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes discretionary and non-discretionary services tailored to plan objectives and risk tolerances, with a notable inclusion of insurance-related products and bank deposit sweep options.

Adam West is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise, Charles Schwab, Santander Bank, and TD Bank. Based in St. Louis, MO, he joined Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services using proprietary research and tools, with an emphasis on tailored recommendations and optional implementation through various brokerage or advisory programs.

Justin Carr is a financial advisor at Stifel with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2015. Based in St. Louis, MO, Carr focuses on serving a range of clients under the firm's institutional framework. Stifel serves individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services along with fee-based financial planning. The firm’s proprietary investment methodology is designed to provide asset allocation and planning analyses, with clients maintaining discretion over implementation.

Michael Kratz is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 1999. Kratz serves as a board member for St. Matthew Cemetery in St. Louis, where he contributes to discussions on investment policy adherence and advisor performance. 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 financial products, such as insurance-related vehicles and bank deposit sweep options.

Joey Mcintyre is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with First Clearing, LLC since 2012 before joining Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations.

Katherine Clark is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Before joining LPL Financial in 2023, she worked at Divorce Dollars and Sense and has a background that includes roles in law firms and court reporting. Clark maintains a notary role as part of her professional activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Brady Woelfel is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 66 and Series 63 licenses. His prior work includes positions at TD Ameritrade and experience outside finance in roles at Walgreens and Raging Rivers Waterpark. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Andrea Kramer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has worked at Edward Jones since 2009, including prior roles before becoming an advisor. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Robert Bushway is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and four years of industry experience. His prior work history includes roles at Charles Schwab and Co., Inc., TD Ameritrade, and Knights of Columbus. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party resources.

Dionna Falls is a financial advisor with Wells Fargo Clearing in St. Louis, Missouri, holding Series 63 and Series 66 credentials and seven years of industry experience. Her work history includes roles at Wells Fargo Clearing Services and a brief period at Dorvia Falls. 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 manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jacob Scharr is a financial advisor at Stifel with a Series 66 designation and less than one year of industry experience. Prior to joining Stifel, he has held various roles including positions at Enterprise and Winghaven Country Club. While in college, he was involved as a member and owner of Wilkins & Scharr, LLC, an automotive detailing business that did not generate revenue. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses intended as a basis for client decisions.

Joseph Rathert is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 credential and seven years of industry experience. Prior to joining Stifel in 2018, he worked at Tomerlin Law Office from 2014 to 2018. Outside of his financial advisory role, Rathert serves as a sports official for the Illinois High School Association and holds trustee and finance committee positions with local organizations. Stifel serves individual and institutional clients with a range of brokerage and investment advisory services, utilizing proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Scott Turner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. His prior roles include 14 years at Edward Jones and a brief tenure at Randstad before joining Wells Fargo Clearing in 2022. 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 vehicles and bank deposit sweep options among its investment offerings.

Patrick Mooney 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 since 2008, initially with Wells Fargo Advisors LLC and currently with Wells Fargo Clearing for the past 10 years. 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 employs over 14,000 financial advisors, providing both brokerage and advisory solutions.

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 with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and possessing 19 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 discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, including a broader range of financial product options such as insurance-related vehicles and bank deposit sweep programs.

Christine Proctor is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. She has worked within Wells Fargo's financial services affiliates since 2009. Outside of her advisory role, she is a distributor for an essential oils company and serves as an administrative assistant for a benefits-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to client needs, utilizing Wells Fargo research and tools, with flexible implementation options through brokerage or advisory programs.