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Colby S
Series 63, Series 65
St. Louis, MO
Archford Capital Strategies, LLC
Colby Sherman is a financial advisor with Archford Capital Strategies, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Fidelity Investments, Allstate Insurance Co, and Columbia Management Investment Distributors Inc, along with eight years of service in the Army National Guard. Archford Capital Strategies serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations, offering investment management, financial planning, and retirement plan advisory services. The firm employs a long-term, asset-allocation approach using a range of investment vehicles and provides specialized services such as charitable giving programs and trustee-related support.
Ryan H
Series 65
Swansea, IL
Archford Capital Strategies, LLC
Ryan Haynes is a financial advisor with Archford Capital Strategies, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Archford in 2023, he participated in a work-study program at McKendree University and worked at Papa John's. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a customized, primarily long-term investment approach using a variety of vehicles, including independent managers, mutual funds, ETFs, and privately placed investments for qualified clients.
Isaac Y
Series 65
Swansea, IL
Archford Capital Strategies, LLC
Isaac Young is a financial advisor at Archford Capital Strategies, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at FICO and ByTheYard, as well as teaching at Jordan High School and Jordan Middle School. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses by providing portfolio management, financial planning, and retirement plan advisory services. The firm focuses on customized, primarily long-term portfolio construction using a range of investment vehicles and also offers specialized solutions such as options strategies and Market Participation Structured Products.
Laura W
Series 63, Series 65, Series 66
Swansea, IL
Archford Capital Strategies, LLC
Laura Williams Lawrence is a financial advisor with Archford Capital Strategies, LLC, holding Series 63, 65, and 66 licenses and bringing nine years of industry experience. She has been with Archford Capital Strategies since 2016. Outside of her advisory role, she serves as treasurer for the nonprofit Boots on the Green and as president of a local Soccer Booster Club. Archford Capital Strategies provides portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, pension plans, charitable organizations, and businesses. The firm focuses on customized, primarily long-term portfolio construction using a range of investment vehicles and offers specialized solutions including options strategies and Market Participation Structured Products.
Paul A
CFA®, Series 63
Swansea, IL
Archford Capital Strategies, LLC
Paul Alegnani is a CFA® charterholder with eight years of industry experience. He has been with Archford Capital Strategies, LLC since 2018 and previously worked at Bank of America, N.A. for nine years. Archford Capital Strategies serves a diverse client base including individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory services, and trustee-related services, employing a long-term, asset-allocation approach that incorporates a range of investment vehicles and proprietary models.
Derringer H
CFP®, Series 63, Series 66
Clayton, MO
Archford Capital Strategies, LLC
Derringer Huff is a CFP® with 10 years of industry experience, currently serving at Archford Capital Strategies, LLC. His prior roles include positions at Charles Schwab, Scottrade, and TD AMERITRADE. Outside of his advisory work, he assists as a trainer assistant for group fitness youth classes at Nutriformance. Archford Capital Strategies serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and businesses with investment management, financial planning, and retirement plan advisory services. The firm employs a long-term, asset-allocation approach using a mix of independent managers, mutual funds, ETFs, individual securities, and proprietary models.
John P
Series 65
Swansea, IL
Archford Capital Strategies, LLC
John Perry is a financial advisor with Archford Capital Strategies, LLC, holding a Series 65 designation and starting his advisory career in 2024. Before joining Archford, he worked in educational roles at Wake Forest University, Creighton University, and St. Louis University High School. Archford Capital Strategies serves individuals, including high-net-worth clients, as well as trusts, pension plans, charitable organizations, and businesses by providing portfolio management, financial planning, and retirement plan advisory services. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and offers specialized solutions such as options strategies and Market Participation Structured Products.
Jacob H
Series 65
Swansea, IL
Archford Capital Strategies, LLC
Jacob Hong is a financial advisor at Archford Capital Strategies, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Archford since 2014. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses by providing portfolio management, financial planning, and retirement plan advisory services. The firm focuses on customized, primarily long-term portfolio construction using a range of investment vehicles and offers specialized solutions including options strategies and Market Participation Structured Products.
Joseph S
Series 65
Swansea, IL
Archford Capital Strategies, LLC
Joseph Schmidt is a financial advisor at Archford Capital Strategies, LLC with a Series 65 designation and one year of industry experience. Prior to joining Archford, he worked with Hartford Athletic and Charleston Battery and has experience in collegiate and high school settings. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses with portfolio management, financial planning, and retirement plan advisory services. The firm employs a customized, primarily long-term investment approach using various vehicles including independent managers, mutual funds, ETFs, and private placements, while also offering specialized solutions such as options strategies and Market Participation Structured Products.
Samuel H
CFP®, ChFC®, Series 63, Series 66
Swansea, IL
Archford Capital Strategies, LLC
Samuel Hanger is a CFP® and ChFC® with 11 years of industry experience. He has been with Archford Capital Strategies, LLC since 2015 and previously worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and Private Client Services. He serves on the Foundation Board of Finance Committee at the Southern Illinois College of Belleville, overseeing investments and expenditures. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses with portfolio management, financial planning, and retirement plan advisory services. The firm offers customized, primarily long-term portfolio construction using various investment vehicles and specialized solutions such as options strategies and Market Participation Structured Products.
Robert S
Series 66
Swansea, IL
Archford Capital Strategies, LLC
Robert Schlueter Jr. is a financial advisor at Archford Capital Strategies, LLC with 25 years of industry experience and holds a Series 66 designation. He has worked at Archford since 2013 and previously was with Purshe Kaplan Sterling Investments and Private Client Services. Archford Capital Strategies serves a broad range of clients including individuals, high-net-worth clients, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan advisory services. The firm uses a long-term, asset-allocation approach with customized portfolios composed of independent managers, mutual funds, ETFs, securities, REITs, options strategies, and proprietary models.
Dustin M
Series 65
Clayton, MO
Archford Capital Strategies, LLC
Dustin Mercer is a financial advisor at Archford Capital Strategies, LLC with a Series 65 credential and one year of industry experience. Prior to joining Archford, he worked at Murray State and Virginia Tech and taught at Weddington High School. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses by providing portfolio management, financial planning, and retirement plan advisory services. The firm emphasizes customized, primarily long-term portfolio construction using a variety of investment vehicles and also offers specialized solutions such as options strategies and Market Participation Structured Products.
Marnie D
Series 63
Swansea, IL
Archford Capital Strategies, LLC
Marnie Deschaine Venneman is a financial advisor at Archford Capital Strategies, LLC with 26 years of industry experience. She holds a Series 63 designation and has been with Archford since 2015. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses, offering portfolio management, financial planning, and retirement plan advisory services. The firm focuses on customized, primarily long-term portfolio construction using a variety of investment vehicles and provides specialized solutions such as options strategies and Market Participation Structured Products.
David S
Series 65
Clayton, MO
Archford Capital Strategies, LLC
David Stoll is a financial advisor at Archford Capital Strategies, LLC in St. Louis, MO, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Severin Investments and Auto Assure. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses with portfolio management, financial planning, and retirement plan advisory services. The firm focuses on customized, primarily long-term portfolio construction using a range of investment vehicles and offers specialized solutions such as options strategies and Market Participation Structured Products.
Daniel O
Series 65
Livingston, NJ
Archford Capital Strategies, LLC
Daniel O'rourke is a financial advisor at Archford Capital Strategies, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining Archford, he was affiliated with the University of South Carolina and Indiana University. Archford Capital Strategies serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and businesses. The firm provides investment management, financial planning, and retirement plan advisory services, employing a customized, long-term asset-allocation approach using a variety of investment vehicles and specialized client offerings.
James M
CFP®, Series 63, Series 66
Swansea, IL
Archford Capital Strategies, LLC
James Maher is a CFP® with 29 years of industry experience, currently serving at Archford Capital Strategies, LLC. He has held roles at Valmark Securities, Inc., Private Client Services, and Purshe Kaplan Sterling Investments, Inc., and has operated his own legal and consulting practices. Maher is a member of several nonprofit boards, including St. Louis Children’s Hospital Foundation and St. Louis Community Foundation. Archford Capital Strategies provides portfolio management, financial planning, and retirement advisory services to individuals, trusts, pension plans, charitable organizations, and businesses. The firm focuses on customized, long-term portfolio construction using a range of investment vehicles and offers specialized solutions such as options strategies and Market Participation Structured Products.
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