Jefferson City, MO Emerald Lane Office

Nicholas Eisenmenger is a financial advisor with Wells Fargo Advisors in Jefferson City, MO, holding Series 66 and Series 63 registrations and four years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at American Century Investment Services, Inc. from 2022 to 2025. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients through a wide range of financial planning and investment services. The firm offers tailored recommendations using proprietary research and tools, with planning services that cover areas including retirement, education, and business-owner transition planning.

Damon Johanns is a financial advisor with Wells Fargo Advisors holding a Series 66 designation and two years of industry experience. Prior to his current role, he held positions in education and local community organizations, including the University of Missouri and Jefferson City Country Club. Wells Fargo Advisors serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services with a focus on tailored recommendations supported by Wells Fargo’s research and planning tools.

Dale Rosenthal is a financial advisor with Wells Fargo Advisors in Jefferson City, MO, holding Series 63, 65, and 66 licenses and 25 years of industry experience. He has worked within various Wells Fargo entities since 2011. Outside of his advisory role, he serves as co-trustee for a family trust. 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 using proprietary research and tools, with services tailored to clients who meet certain net-worth criteria.

Christine Rodgers is a CFP® professional with 26 years of industry experience, currently affiliated with Wells Fargo Advisors in Jefferson City, MO since 2022. She previously worked with Wells Fargo Clearing from 2016 to 2022 and Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as treasurer for a philanthropic educational organization chapter in Des Moines, IA. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser offering investment and fee‑based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory offerings with various financial products and referral channels.

Chad Horton is a financial advisor with Wells Fargo Advisors in Jefferson City, MO, holding Series 63 and Series 66 licenses and accumulating 23 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2009. Outside of his advisory work, he serves as a hunting guide at Budges Wilderness Lodge. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations supported by Wells Fargo research and a broad range of planning options.

Nichole Brinker is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Jefferson City, MO, and has four years of industry experience. Her prior roles include positions at Money Concepts, Missouri State University, and Bank of Franklin County. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various specialized areas and uses proprietary research and tools to develop tailored recommendations for clients.

Jeffrey Holtmeier is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various capacities since 2016. Outside of his advisory role, he is involved in investment-related business activities through ownership interests in several private investment entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and strategies supported by extensive research and planning tools, with advisory and brokerage implementation options tailored to client needs.

Jonathan Rost is a financial advisor with Wells Fargo Advisors in Jefferson City, MO, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with various Wells Fargo entities since 2010. Rost serves as an investment committee member for the Diocese of Jefferson City. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients using extensive research and planning tools. The firm offers a broad range of planning services that cater to clients meeting net-worth thresholds, including specialized areas like business-owner transition and special-needs planning.

Keith Wallis Jr. is a financial advisor with Wells Fargo Advisors in Jefferson City, MO, holding a Series 66 designation and having nine years of industry experience. He previously worked with Wells Fargo Clearing and Wells Fargo Clearing Services, LLC, and has also been involved in landscaping. Wallis has ownership interests in several investment-related businesses, including WWM LLC and FINTERIS EAST LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services with a broad range of planning options tailored to clients meeting net-worth thresholds. The firm utilizes Wells Fargo research and planning tools to develop recommendations, with implementation options available through various brokerage and advisory programs.

Katina Heggemann is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has worked in various capacities within Wells Fargo, including Wells Fargo Clearing and Wells Fargo Advisors LLC, since 2009. 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 tailored to clients meeting net-worth thresholds, and utilizes proprietary research and tools to develop customized recommendations.

Wesley Weider is a financial advisor with Wells Fargo Advisors in Jefferson City, MO, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Advisors and affiliated entities since 2009. Outside of his work at Wells Fargo, he has ownership interests in multiple investment-related businesses, including FINTERIS Wealth Management LLC. 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 investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis, utilizing Wells Fargo research and planning tools.

Brian Zerr is a CFP® with 30 years of experience in the financial industry, currently with Wells Fargo Advisors since 2020. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory work, he has involvement in several business ventures, including co-owning a family farm engaged in crop growing and selling. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment options, utilizing proprietary research and planning tools to provide tailored recommendations through a network of financial advisors.

Christy Engemann is a financial advisor with Wells Fargo Advisors, holding a Series 66 license and 17 years of industry experience. She has been with Wells Fargo in various capacities since 2009. Outside of her advisory work, Engemann serves as a finance council member for St. Ignatius of Loyola Catholic Church and School in Marthasville, MO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Jacob Zerr is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds a Series 66 designation and has prior work experience at the University of Missouri, Hyvee, Helias Catholic, and St. Peter's. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses its proprietary research and tools to develop tailored recommendations.

Andrew Beckerman is a CFP® certified financial advisor with 28 years of industry experience. He has been with Wells Fargo Advisors since 2022, following prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. He holds ownership interests in several financial-related entities based in Washington, MO. 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 planning menu tailored to clients meeting net-worth thresholds, utilizing internal research and tools to develop personalized recommendations delivered through meetings and written summaries.