Chesterfield, MO North Outer 40rd Office

Alexander Elger is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He previously worked at Robert W. Baird for six years and has been affiliated with Loyola University Chicago since 2008. Outside of his advisory role, Elger serves as treasurer for the Peoria Public School Foundation and is the athletic director at St. Vincent de Paul School. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Robert Bagby is a CFP® professional with 30 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he owns an RV rental and storage business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s service offerings include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related investment options.

Jeffrey Silverstone is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as power of attorney for his father. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Christine Miller is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. 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 advisory process is IPS-driven and based on modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Robert Hanlon is a financial advisor with Wells Fargo Clearing in Chesterfield, MO, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Li Ming Yin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 19 years of industry experience. Yin has worked with Wells Fargo Clearing and its related entities since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

John Hofman is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, Hofman serves on the finance committee and as a board member for homeowners associations in the Lake Sherwood area and manages a side business selling personal sporting event tickets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm offers a broad range of brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets through a large network of advisors.

Theodore Hellman is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, N.A. Outside of his advisory work, he serves as chair of the Woods Mill Center Redevelopment Association and provides strategic planning consulting to the Phi Kappa Theta Alumni Association. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across a large network of advisors.

Gregory Bennett is a financial advisor with Wells Fargo Clearing in Chesterfield, MO, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC. Outside of his advisory role, he is a 50% owner of B & Y Outdoors LLC, a farm growing corn and soybeans. 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.

Kerry Kulich is a financial advisor with Wells Fargo Clearing in Chesterfield, MO, holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Wells Fargo in 2025, he worked at Charles Schwab and Co., Inc. and TD Ameritrade/Schwab. Outside of his advisory role, he is a brand ambassador for an event company, sampling alcoholic beverages at retail locations. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Mary Schweich is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. She worked at UBS Financial Services from 2013 to 2020 before joining Wells Fargo Clearing, where she has been since 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with services tailored to plan objectives and risk tolerances, and includes a broader set of financial product offerings than typical for large institutional advisers.

Thomas Schlag is a CFP® professional with 32 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked with Wells Fargo Advisors LLC from 2009 to 2016. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Schlag serves as a commissioner on the Municipal Park Grant Commission of St. Louis County, Missouri. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Laughlin Sr. is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Wells Fargo since 2014, including his current role at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Charles Hessler is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He previously worked at Raymond James & Associates for nine years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Hessler 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 Capacity, Cultivation Capital, Stadia Ventures, Indiana University, and Rapsodo. Outside of his advisory work, he owns Worldwide Vending LLC, a vending machine business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.