Alexander Lade is a Series 66 licensed financial advisor with Wells Fargo Clearing in St. Louis, MO. He has 10 years of industry experience, all 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 a range of brokerage and advisory solutions.

Neil Gallagher is a financial advisor with Wells Fargo Clearing in St. Louis, Missouri, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has concurrent experience at First Clearing since 2015. 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 Wells Fargo Investment Institute and third-party sources.

Joshua Welch Nosko is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He has worked at Wells Fargo Advisors since 2015, including five years at Wells Fargo Clearing Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Aaron Pyle is a financial advisor with Equitable Advisors in St. Louis, MO, holding Series 63 and Series 66 designations and having 25 years of industry experience. He previously worked at Edward Jones and Axa Advisors, LLC before joining Equitable Advisors in 2012. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm uses a range of investment models and third-party managers to tailor advice according to client risk tolerance and objectives.

Fabio Estrella De Assis is a Financial Advisor at Merrill Lynch Wealth Management. He has been working with Merrill since 2020, providing personalized wealth management and long-term financial strategies to individuals and families. As a Senior Portfolio Advisor, he manages custom investment strategies and selects from a wide range of Merrill model portfolios and third-party investment options on a discretionary basis. Fabio brings a deep understanding of the financial considerations involved in relocating to another country, drawing from his background as a Brazilian with firsthand international perspective. He has extensive experience assisting relocated individuals and families in navigating cross-border financial transitions such as investment alignment, cash flow planning, and coordinating long-term goals within new financial systems. His approach is relationship-driven, disciplined, and focused on delivering clarity and confidence through life's transitions. He holds the FINRA Series 7, Series 66, and SIE licenses, the Chartered Retirement Planning Counselor™ (CRPC™) designation, and carries the Personal Investment Advisor (PIA) title. Fabio earned his Bachelor's Degree from Fundacao Armando Alvares Penteado and his Masters of Business Administration (MBA) from Business School Sao Paulo. He is fluent in English, Portuguese, and Spanish. Outside of work, Fabio enjoys biking, cooking, reading, spending time with his family, and traveling.

Amy Liu is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and seven years of industry experience. She has been with Wells Fargo Clearing since 2019 and has prior experience at Aerotek Inc and Charter Communications. Outside of her advisory role, she has worked 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 supported by research and analytics from Wells Fargo Investment Institute.

Julie Wyttenbach is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. She holds a Series 65 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, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Steven Buescher is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation with six years of industry experience. He has worked at Wells Fargo Clearing since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Sean Hogan is a financial advisor at Stifel with 15 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which utilizes forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

James Marco is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He previously worked at Wells Fargo Advisors for 12 years before joining Wells Fargo Clearing, where he has been since 2022. 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 operates at large scale with over $671 billion in assets under management and more than 14,000 financial advisors, offering both brokerage and advisory solutions.

David Rath is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings extensive experience to his role, having transitioned from a ten-year career as an estate planning attorney to nearly nine years advising clients on their financial futures. Based in St. Louis, where he lives with his wife and two children, David works closely with families across the country to develop comprehensive wealth management strategies tailored to their objectives. His expertise encompasses a broad range of financial services, including wealth forecasting, retirement and education planning, executive compensation strategies, portfolio management, and tax and estate planning coordination with clients’ other advisors. The Connell-Rath Group leverages the resources of Merrill Lynch, Bank of America, and Bank of America Private Bank to provide clients with an expansive array of cash management, credit, lending, and fiduciary services designed to fit their overall financial plans. David holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, the Personal Investment Advisor (PIA) credential, and the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) accreditation. David earned both his bachelor's degree and Juris Doctorate from Saint Louis University. He is involved in the community through organizations such as the Donald Danforth Plant Science Center and The Sheldon Concert Hall & Art Galleries. Outside of work, he enjoys cooking, music, reading, running, swimming, traveling, and spending time with his family.

Mark Allenspach is a financial advisor at Morgan Stanley with 41 years of industry experience. He has held positions at Morgan Stanley Private Bank, N.A. since 2015, Morgan Stanley Smith Barney LLC since 2009, and previously at Citigroup Global Markets from 1995 to 2009. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and modeling techniques.

Wineka Martin is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 28 years of industry experience. She holds Series 63 and Series 66 designations. Her previous roles include positions at A. G. Edwards & Sons, Inc. and Wells Fargo Clearing Services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. Advisors use proprietary research and planning tools to develop tailored recommendations, offering clients optional implementation through various brokerage and advisory programs.

Stephen Doeschot is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and 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 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, offering both brokerage and advisory solutions.

Cal Clossen is a financial advisor at LPL Financial holding a Series 66 designation. He has been with LPL Financial since 2023. Prior to his current role, his background includes positions at Munie Greencare Professionals and Missouri State University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various allocation approaches.

Sean Murphy is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 65 and Series 63 licenses and 11 years of industry experience. His prior roles include positions at Natixis Global Asset Management and Alternative Fund Advisors, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning through a large network of advisors. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Scott Smith is a Series 66-licensed financial advisor with Wells Fargo Advisors in St. Louis, Missouri, where he has worked since 2016. He has 21 years of industry experience. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with specialized planning options for clients meeting certain net-worth thresholds.

Lauren Von Qualen is a financial advisor at Edward Jones in Edwardsville, IL, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked at Carrollton Financial Advisors and Mike Fahnestock State Farm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of advisors and branch offices.

Catherine Mcdermott is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and PNC Investments during her career. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Claire Gettemeier is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Her prior roles include positions at American Campus Communities, University of Missouri - Columbia, and Renaissance Financial. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.