Paul Clever is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and 30 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 to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Justin Olwig is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. His work history includes roles at Wells Fargo Clearing Services, Wells Fargo Bank, and Enterprise Fleet Management. 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.

Stacey Hayes is a financial advisor at Stifel with a Series 66 designation and nine years of industry experience. She has been with Stifel, Nicolaus & Company since 2012. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach includes proprietary asset allocation and planning methodologies developed by its Investment Strategy Group.

Kimberly Robinson is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 65 designation and nine years of industry experience. Her prior roles include positions at Buckingham Asset Management, Stifel, and Fiduciary Advisors, Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving clients with tailored investment solutions and acting as an ERISA fiduciary when providing investment advice.

Ryan Miller is a financial advisor with LPL Financial in Belleville, IL, holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL Financial in 2018, he worked for SII Investments, Inc. from 2011 to 2018. Outside of his advisory role, he provides administrative support in a metal recycling business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

L Walker is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. They hold Series 63 and Series 66 licenses and have been with Wells Fargo Clearing since 2017. Wells Fargo Advisors is an institutional firm with a large network of over 2,200 advisors, serving a broad client base with a wide range of investment services.

Victoria Foster is a financial advisor at Cetera with 12 years of industry experience. She holds a Series 66 designation and has worked with Renaissance Financial and Minnesota Life, among other firms. Foster serves on the board of Caring for Kids and is a partner in Foster Barre STL, an online fitness studio where she acts as the primary instructor. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and advisory services through a nationwide network of over 10,000 advisors.

Damon Wiemar is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds a Series 63 designation and has prior work experience at Lumeris and Spectrum Communications. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and both brokerage and advisory solutions.

Aaron Martin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has held multiple roles since 1996, including positions at Renaissance Financial Corp and Securian Financial Services, and is also the owner of several business ventures outside of his advisory work, including Malia Enterprises LLC and roles involving authorship and charitable advisory services. Martin provides securities, insurance, and advisory services, and he participates on a charitable giving advisory committee. Cetera Investment Advisers LLC serves a broad client base ranging from individuals to institutional accounts through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party money managers. The firm supports a variety of program structures and custodial relationships, managing over $256 billion in assets through a network of more than 10,000 advisors.

Kenneth Carrico is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 and 65 licenses, and has 44 years of industry experience. He has worked at OSAIC since 2023 and has been affiliated with Sagepoint Financial, Inc. since 2011. Outside of advising, Carrico serves on the finance council of his local parish, assisting with financial review. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and access to third-party money managers to construct diversified portfolios across various asset classes.

Lynette Lodholz is a financial advisor at Edward Jones in St. Louis, Missouri, holding a Series 66 designation with one year of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management. The firm is notable for its large network of advisors and branch offices, as well as affiliated capabilities beyond advisory services.

Matthew Hoffman is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors. Hoffman is also a licensed attorney in Missouri, Kansas, and Illinois. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Lindsay is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Citigroup, TD Ameritrade, and in self-employed roles. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies.

Cathy Beffa is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and with 28 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as executor for her mother's estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Peter Talluto is a financial advisor with Wells Fargo Advisors in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and Wells Fargo Advisors since 2013. Outside of his advisory role, he acts as power of attorney for his parents in matters related to investments. Wells Fargo Advisors is a large institutional firm with over 2,200 advisors, serving a broad client base through a wide range of investment and financial planning services.

Ashley Warren Deleiko is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. She has been with Wells Fargo Clearing in various roles since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. 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.

James Wright is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Securian Financial Services Inc. and Renaissance Financial, where he has been active since 2014. Wright serves in the U.S. Navy Reserve and holds the position of Post Commander for Veterans of Foreign Wars Post 3500. Cetera Investment Advisers LLC operates as a multi-manager platform providing investment advisory services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning solutions through a nationwide network of independent advisors.

Daniel Schroeder is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and has worked at various Wells Fargo entities since 2011. Outside of his advisory role, Schroeder is a Certified Public Accountant based in Jefferson City, MO. 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 investment process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Lisa Guthrie is a financial advisor at Cetera with 10 years of industry experience and holds a Series 66 license. She has worked at Cetera and Cetera Wealth Services since 2023 and previously spent eight years with Securian Financial Services. Outside of her advisory work, she owns and operates Cozy Crochet by Lisa, creating handmade crochet items. Cetera Investment Advisers LLC is an SEC-registered firm serving both individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, retirement plan services, and access to third-party managers across various program structures.

Ryan Mc Ghee is a CFP® certificant with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He is based in St. Louis, MO, and holds a Series 63 license. 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 network of financial advisors and branch offices nationwide.