Daniel Lensing is a financial advisor with Wells Fargo Clearing in St. Louis, MO. He holds a Series 66 designation and has 20 years of industry experience. His prior roles include four years at Wells Fargo Advisors, LLC before joining Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment menus.

Gregory Michel is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials with 16 years of industry experience. He has worked with Wells Fargo in various capacities since 2013, including roles at Wells Fargo Clearing and Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and tools to develop tailored recommendations for its clients.

Peter Auffenberg Jr. is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, KForce, and Walmart. 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 the Wells Fargo Investment Institute.

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.

Ruth Chady is a CFP® certificant with 42 years of industry experience. She is affiliated with Financial & Business Consultants, an independent firm based in Swansea, IL, where she has worked since 1989. She also has a long tenure with Arlington Securities, Inc., beginning in 1990. In addition to her advisory role, she works as an insurance sales agent focusing on life and health products. Financial & Business Consultants is an independent advisory firm providing financial guidance to individual clients.

Robert Hillard is a financial advisor with Arlington Securities, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Arlington Securities since 1990 and also operates a tax preparation and accounting service as a CPA. Arlington Securities provides financial planning and investment supervisory services to individuals, trusts, estates, and business clients, using various investment approaches including traditional asset allocation, rules-based models, and third-party asset managers. The firm manages approximately $116.9 million in assets and serves both retail and high-net-worth clients.