Beth Trueman is a financial advisor with Wells Fargo Clearing in Saint Louis, MO, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2017 and previously spent 13 years at Scottrade, Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment 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.

Katie Kuehler is a CFP®-certified financial advisor with Edward Jones in Clayton, MO, where she has five years of industry experience. Prior to joining Edward Jones in 2021, she worked for eight years at Maritz Global Events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated investment products supported by a nationwide network of more than 23,700 advisors.

Gabe Phillips is a financial advisor at Charles Schwab with six years of industry experience. He previously worked at TD Ameritrade, Bank of Springfield, and has held positions at Southeast Missouri State University and Cape Girardeau Country Club. Phillips holds Series 63 and Series 66 designations and is based in St. Louis, MO. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and a centralized operational structure.

Jeffrey Shaffer is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His prior roles include positions at Regions Bank and First State Financial Management. Outside of his advisory work, he has a 25% ownership interest in Shaffer Family Hill Farm in Ursa, IL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering both discretionary and non-discretionary plan services.

Matthew Erbacher is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Wells Fargo Advisors since 2020, following four years at Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, utilizing proprietary research and planning tools.

Lauren Howell is a financial advisor with Morgan Stanley in Clayton, MO, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2021. Prior to her advisory career, she operated a clothing boutique for ten years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its financial planning process.

Jack Waters is a financial advisor with LPL Financial in Chesterfield, MO, holding Series 65 and Series 63 credentials and five years of industry experience. He has worked with LPL Financial and his own Waters Financial Group since 2019. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by research and technology tools.

Melissa Smith is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She 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, retirement plan consulting, and a range of brokerage and advisory solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

James Klingler is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. He founded the Missouri Hedge Fund Association, a networking group, in 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with planning engagements that are typically discrete and tailored to client needs.

James Summers is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Fidelity Investments, Stifel, Nicolaus & Company Inc., and KPMG Inc. Outside of finance, he is the owner and teacher at Lesson League Inc., a music instruction and performance business. 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 broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Sara Friedman is a financial advisor with Merrill in Clayton, MO, holding a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2022, she worked at Wells Fargo Clearing Services for five years. Outside of finance, she serves as a part-time House Manager at the Touhill Performing Arts Center, where she manages front-of-house staff during performances. Merrill, along 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, retirement plans, corporations, and charitable organizations.

David Phan is a financial advisor with Wells Fargo Clearing in St. Louis, Missouri, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he contributes photographs as a Shutterstock contributor and is involved in entrepreneurial ventures with his spouse, including managing a health and cosmetic care business and operating a media website featuring book reviews. 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 to provide diversified investment solutions through both brokerage and advisory platforms.

Andre Walker is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously spent 15 years at Securities America Advisors. Outside of his advisory role, he serves as a board member for Forest Park Advisory Board, providing feedback on local park improvements. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with comprehensive planning and advisory services, using model-based asset allocation and portfolio optimization tools.

Justin Novak is a financial advisor at RBC Capital Markets with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for 10 years. Novak also serves as a FINRA arbitrator in investment-related cases. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients through various advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm uses tailored strategies based on clients’ risk profiles and utilizes both in-house and third-party investment managers.

Thomas Schlag is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as a trustee for family investment trusts and is a commissioner on the Municipal Park Grant Commission of St. Louis County, Missouri. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets with a team of over 14,000 advisors.

April Sterne is a financial advisor with Edward Jones, holding a Series 66 designation and having one year of industry experience. She has been with Edward Jones since 2009, including firm tenure under a previous name. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brian Hook is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Wells Fargo Clearing Services, Bank of America, Merrill, and LPL Financial. 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 retirement, education, risk management, and specialized services such as business-owner transition and special-needs planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through client meetings and written summaries.

Tondalaya Parker is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Stifel Independent Advisors, STIFEL, TD Ameritrade, and Scottrade. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Jennyliz Hernandez is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with advisory services, financial planning, and retirement plan consulting. The firm uses research from Wells Fargo Investment Institute and third-party sources to evaluate investment options, offering both brokerage and advisory solutions.

William Turnbough is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 designations and has 45 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves on the finance committee of Mt. Zion United Methodist Church in St. Louis and acts as a trustee for his wife's trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm uses a research-driven approach incorporating diversification principles and modern portfolio theory, while offering a broad range of brokerage and advisory solutions.