Tyler Wood is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and based in St. Louis, MO. He has worked at Wells Fargo Clearing since 2019 and previously spent four years at the Missouri Attorney General's Office. 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 incorporates modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Justin Weber is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and Equifax, as well as positions outside the financial industry. 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 from Wells Fargo Investment Institute and third-party sources, offering brokerage and advisory solutions to a broad client base.

Mary Dorsey is a CFP® professional with 30 years of industry experience, currently serving as the sole advisor at Money Consultants Advisory, Inc. in St. Louis, MO. She has led Money Consultants, Inc., an accounting and tax preparation firm, as its president since 1990. Money Consultants Advisory, Inc. provides fee-for-service investment advice and management to individuals, trusts, estates, and corporations. The firm primarily offers non-discretionary advisory services focused on fundamental research and long-term strategies, with a distinctive integrated relationship with its affiliated accounting and tax services business.

Robert Hillard is a financial advisor at Arlington Securities, Inc. with 45 years of industry experience. He holds Series 65 and Series 63 credentials and has been with Arlington Securities since 1990. In addition to his advisory role, he operates a tax preparation and accounting service. Arlington Securities provides financial planning and ongoing investment supervisory services to individuals, trusts, estates, and businesses, utilizing a range of investment approaches that include traditional asset allocation, rules-based models, third-party managers, and market-timing strategies.