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John H

Series 66

St. Louis, MO

Wells Fargo Clearing

John Howard III is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. 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 across a broad platform.

Retired Founder/Business Owner
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Vicky W

Series 63, Series 65

St. Louis, MO

Wells Fargo Clearing

Vicky Weber is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Wells Fargo in 2016, she worked at Heartland Corporation for 10 years. Outside of finance, she works as a hostess waitress and bus person at Powhatan Restaurant in Pocahontas, Illinois. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through more than 14,000 financial advisors.

Retired Founder/Business Owner
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Vincent B

Series 66

St. Louis, MO

Wells Fargo Clearing

Vincent Borgmann is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo Bank since 2019 and previously worked at Wells Fargo Clearing from 2016 to 2019. Outside of his advisory role, he is involved as a managing member in Four Brothers Mead, a honey-winery business, overseeing production, sales, and regulatory compliance. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Retired Founder/Business Owner
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Benjamin M

Series 66

St. Louis, MO

STIFEL

Benjamin Maurer is a financial advisor at Stifel with three years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2023. Prior to his advisory role, Maurer held various positions including teaching at St. Louis University and other educational institutions. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Benjamin M

Series 66

St. Louis, MO

Wells Fargo Clearing

Benjamin Manga is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 25 years of industry experience. His prior experience includes a one-year tenure at Legg Mason Wood Walker, Incorporated. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Scott S

Series 66

St. Louis, MO

Wells Fargo Clearing

Scott Smith is a Series 66 licensed financial advisor with eight years of industry experience. He has been with Wells Fargo Clearing since 2016, including prior roles at Wells Fargo Bank. 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.

Retired Founder/Business Owner
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Christopher W

CFP®, Series 63

St Louis, MO

Edward Jones

Christopher Wallace is a CFP®-designated financial advisor with Edward Jones in St. Louis, MO, and has 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices, offering a range of advisory services under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Andreas T

Series 66

St Louis, MO

Fidelity

Andreas Taylor is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity since 2021, following roles at Wells Fargo Clearing Services and other firms. Outside of his advisory work, he operates a sports content YouTube channel as a sole proprietor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it also serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
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Robert M

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Robert Menard III is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and 10 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc and Scottrade. Wells Fargo Advisors is a large institutional firm serving a broad client base with a range of investment services.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Andrew P

Series 66

St. Louis, MO

Wells Fargo Clearing

Andrew Pollman is a Series 66 licensed financial advisor with Wells Fargo Clearing, based in St. Louis, MO, and has 14 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support portfolio construction and manager evaluation.

Retired Founder/Business Owner
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Gregory H

Series 63, Series 66

O'Fallon, IL

Edward Jones

Gregory Holcomb is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Constitution Bank and Country Financial. He is based in O'Fallon, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Zachary L

Series 66

St. Louis, MO

STIFEL

Zachary Litzinger is a financial advisor at Stifel with four years of industry experience. He holds the Series 66 designation and has worked at several firms including Wells Fargo Clearing Services, TD Ameritrade, and Stifel Nicolaus & Co. Inc. Prior to his advisory career, he held roles at Missouri State University and Springfield Parking Company. Stifel serves a broad range of clients including individual investors, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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Nicholas B

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Nicholas Bockstanz is a financial advisor with Wells Fargo Clearing in St. Louis, MO. He holds Series 63 and Series 66 licenses and has five years of industry experience. Outside of his advisory role, he works as a delivery driver for DoorDash. 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.

Retired Founder/Business Owner
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Richard E

Series 63, Series 66

St Louis, MO

Edward Jones

Richard Ernst is a financial advisor at Edward Jones with 21 years of industry experience. He has held his current role at Edward Jones since 2006 and holds Series 63 and Series 66 registrations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Aaron L

Series 63, Series 65

Belleville, IL

Mass Mutual Investors Services

Aaron Laramore is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 registrations and 23 years of industry experience. He previously worked at Northwestern Mutual in wealth management and investment management roles for 22 years. Outside his advisory work, he is involved in insurance brokerage and real estate through various business entities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring collaborative, annual planning engagements using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Charles S

Series 63, Series 65

St. Louis, MO

STIFEL

Charles Schaeffer is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Stifel, Nicolaus & Company since 2025 and was previously with Stifel Independent Advisors, LLC from 2019 to 2025. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses intended to guide client decisions.

General retirement planning Income planning
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Katelyn S

Series 66

St. Louis, MO

Wells Fargo Clearing

Katelyn Sutterer is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. She has worked at Wells Fargo Clearing since 2017 and has been involved with SSM Health Rehabilitation Network since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and other sources.

Retired Founder/Business Owner
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Margaret B

Series 63, Series 65

St. Louis, MO

Wells Fargo Clearing

Margaret Bordoni is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked at Wells Fargo Advisors since 2015 and transitioned to Wells Fargo Clearing in 2017. Outside of her advisory role, she serves as secretary for the Pride Kids Sports Booster Club in Collinsville, IL, where she participates in fundraising and event activities. 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 combines research from Wells Fargo Investment Institute with diversification principles to support its investment approach across brokerage and advisory solutions.

Retired Founder/Business Owner
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Nikki S

Series 63, Series 66

St. Louis, MO

STIFEL

Nikki Stueckel is a financial advisor at Stifel with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, following four years at Scottrade. Outside of her advisory role, she serves as a board member and heads the Birdie Bag care program at 3 Little Birds 4 Life, which provides celebration parties and care bags to cancer patients. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Michael S

Series 66

Belleville, IL

Edward Jones

Michael Staley is a financial advisor at Edward Jones in Belleville, IL, with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

General estate planning guidance Retirement income strategy General retirement planning Wealth management Military & Veterans
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