Jeffrey Younger is a Series 66 designated advisor with Wells Fargo Clearing, based in St. Louis, MO, and has 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has also worked with First Clearing, LLC since 2006. Outside of his financial advisory role, he owns and operates a general fitness business, CrossFit Kirkwood Holdings LLC. 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 combines research and analytics with diversified investment strategies, offering both brokerage and advisory solutions.

Alisha Burnett is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo since 2016. Outside of her advisory work, she serves as a board member for Moon Brothers Lofts, a nonprofit organization in St. Louis focused on maintaining common areas and upholding bylaws. 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 manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Scott Gassen is a CFP® with 19 years of experience in financial advisory roles. He is currently with Cetera and has held positions at Renaissance Financial and various insurance firms since 2006. His professional activities include offering securities, insurance, and advisory services, as well as selling fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management, financial planning, and retirement services through a multi-manager platform with over $256 billion in assets under management.

Joseph Samson is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016. Prior to that, he worked at Edward Jones from 2010 to 2011. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services like business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.

Evan Wilson is a Series 66-licensed financial advisor with Stifel in St. Louis, MO, and has five years of industry experience. He has worked at Stifel Financial since 2020 and has held various positions prior to his current role. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodology from its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Matthew Truty is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has four years of industry experience. His prior roles include positions at Wells Fargo Advisors, Fidelity Investments, and The Vanguard Group, among others. Truty also serves as a Compliance Supervision Specialist at Renaissance Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary strategies across various program structures.

Leigh Funke is a financial advisor with Merrill in Clayton, MO, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2014. 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, and various institutional investors, supported by internal and third-party asset managers.

Patrick Leichliter is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at First Clearing, LLC since 2012. Outside of his advisory role, he operates an independent sports memorabilia business selling items on eBay. 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 modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jason Larch is a financial advisor with Morgan Stanley in Clayton, MO, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at Morgan Stanley and its affiliated Private Bank since 2017 and previously at Bank of America from 2013 to 2017. Outside of his advisory role, Larch is the sole owner of Larch Developments LLC, a real estate property management business. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and strategies developed by its Global Investment Committee.

John Schuelke is a financial advisor with Merrill and holds a Series 66 designation. He has 11 years of industry experience and has worked at Merrill since 2014 and Bank of America, N.A. since 2015. Outside of his advisory role, he serves as an advisory board member and vice-chair of an allocations committee for the United Way of Greater St. Louis. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Lindsay McMillin is a financial advisor with Wells Fargo Clearing holding a Series 65 designation and two years of industry experience. She previously worked at Clark Wealth Partners, LLC and has been involved with Zyia Active and Rodan + Fields. 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 and analytics to evaluate managers and investment options.

Benny Ellerbe is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Edward Jones, U.S. Bancorp Investments, PNC Investments, LPL Financial, TD Ameritrade, and Wells Fargo Advisors. 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, combining research from the Wells Fargo Investment Institute with a focus on diversification and modern portfolio theory.

Nicholas Brueggeman is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he coaches junior varsity lacrosse at the high school level in St. Louis. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including niche areas like business-owner transition and special-needs analysis.

John Streett is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 registrations and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory work, he serves on the board of trustees for the Scarsdale Subdivision Homeowners Association in Richmond Heights, MO. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to client needs and supported by in-house research and tools.

Evan Paulsen is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at TD Ameritrade and D24 Printing. Outside of advising, he has a 50% ownership interest in an investment-related partnership. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Thomas Guignon is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following earlier experience at First Clearing, LLC starting in 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Kristen Campbell is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Wells Fargo Advisors since 2014. 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, including specialized areas such as business-owner transition and special-needs analysis, using Wells Fargo's research and planning tools to develop tailored recommendations.

Jeffrey Mcmillian is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 65 and Series 63 licenses and having 16 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is a small business owner and works as a disc jockey under the name DJ JEFF MAC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers specialized planning services and integrates advisory offerings with other financial products and referral channels.

Dori Stegmann is a Series 66-licensed financial advisor with Morgan Stanley, based in Clayton, MO, with 17 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning uses structured discovery conversations and proprietary tools, focusing on advisory services without individual security recommendations in its standalone planning programs.

Christopher Koertge is a financial advisor at Stifel with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and Scottrade Investment Management. Outside of advising, he occasionally takes on freelance graphic design projects. Stifel serves a wide range of clients including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and planning methodologies.