Chuck Cooper

StrongBox Wealth LLC is an independent, SEC-registered investment advisor headquartered in Lee's Summit, Missouri. The firm was founded by Chuck Cooper in 2019. StrongBox Wealth provides financial planning and wealth management services for high-net-worth individuals and their families. Their clients include lifelong savers, entrepreneurs, business owners, professionals, executives, and community leaders.

Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.