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Nora S

Series 66

Godfrey, IL

Edward Jones

Nora Steiner is a financial advisor with Edward Jones, holding the Series 66 designation and beginning her advisory career in 2024. Prior to joining Edward Jones, she worked in various roles including at Starbucks and Southern Illinois University Edwardsville. Edward Jones is a full-service wealth management firm serving over four million clients with a broad range of discretionary and non-discretionary investment strategies, supported by a nationwide network of more than 23,700 financial advisors and managing approximately $1.01 trillion in assets.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Paul S

Series 63, Series 65

St. Louis, MO

Wells Fargo Advisors

Paul Sankovich is a financial advisor with Wells Fargo Advisors in St. Louis, Missouri, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Advisors since 2009. Outside of his advisory role, he is the owner of Encierro Productions LLC, which provides production funding and advice on movie projects. Wells Fargo Advisors is an institutional firm with over 2,200 advisors that serves a broad client base using a comprehensive investment approach.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Daniel L

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Daniel Licata is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He previously worked at Edward Jones for 14 years before joining Wells Fargo Clearing Services LLC in 2017. 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 investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research, planning tools, and simulation models.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Anna S

Series 66

Granite City, IL

Edward Jones

Anna Sahrhage is a financial advisor at Edward Jones with the Series 66 designation and seven years of industry experience. She previously worked at TheBank of Edwardsville for sixteen years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Analisa E

Series 66

Edwardsville, IL

STIFEL

Analisa Eilers is a financial advisor with Stifel in Edwardsville, IL, holding a Series 66 designation and 10 years of industry experience. She previously worked at Century Securities from 2014 to 2016 before joining Stifel Nicolaus & Co Inc, where she has been since 2016. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary investment methodology developed by its Investment Strategy Group. The firm also provides access to private funds and municipal market activities and operates affiliated trust companies and banks.

General retirement planning Income planning
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John H

Series 66

Collinsville, IL

Thrivent Investment Management

John Hoagland is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He has held roles at Thrivent Financial since 2015. Hoagland participates as a case study grader for the Wealth Management Certified Planner program at the American College of Finance and serves as a board member for Good Samaritan Ministries, which provides affordable housing and community services in East St. Louis. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across various financial topics, providing written recommendations without offering portfolio management or discretionary trading authority for these services.

Business ownership considerations
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Mark M

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Mark Murray is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory work, he has a partial ownership interest in MRM Land Holdings, LLC, which holds farm land inherited through a family member. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services and integrates advisory recommendations with various financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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John W

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

John Waller is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, leveraging research and analytics to guide its investment approach while offering both brokerage and advisory solutions.

Retired Founder/Business Owner
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Alexander L

Series 66

St. Louis, MO

Wells Fargo Clearing

Alexander Lade is a Series 66 licensed financial advisor with Wells Fargo Clearing in St. Louis, MO. He has 10 years of industry experience, all 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, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Retired Founder/Business Owner
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Neil G

Series 66

St. Louis, MO

Wells Fargo Clearing

Neil Gallagher is a financial advisor with Wells Fargo Clearing in St. Louis, Missouri, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has concurrent experience at First Clearing since 2015. 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.

Retired Founder/Business Owner
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Joshua W

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Joshua Welch Nosko is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He has worked at Wells Fargo Advisors since 2015, including five years at Wells Fargo Clearing Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Amy L

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Amy Liu is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and seven years of industry experience. She has been with Wells Fargo Clearing since 2019 and has prior experience at Aerotek Inc and Charter Communications. Outside of her advisory role, she has worked as a delivery driver for DoorDash. 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 and analytics from Wells Fargo Investment Institute.

Retired Founder/Business Owner
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Julie W

Series 65

St. Louis, MO

Wells Fargo Clearing

Julie Wyttenbach is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. She holds a Series 65 designation and 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, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Steven B

Series 66

St. Louis, MO

Wells Fargo Clearing

Steven Buescher is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation with six years of industry experience. He has worked at Wells Fargo Clearing since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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James M

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

James Marco is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He previously worked at Wells Fargo Advisors for 12 years before joining Wells Fargo Clearing, where he has been since 2022. 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 operates at large scale with over $671 billion in assets under management and more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Retired Founder/Business Owner
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Wineka M

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Wineka Martin is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 28 years of industry experience. She holds Series 63 and Series 66 designations. Her previous roles include positions at A. G. Edwards & Sons, Inc. and Wells Fargo Clearing Services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. Advisors use proprietary research and planning tools to develop tailored recommendations, offering clients optional implementation through various brokerage and advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Stephen D

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Stephen Doeschot is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and 14 years of industry experience. He 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, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Retired Founder/Business Owner
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De Anna B

CFP®, Series 66

Highland, IL

Edward Jones

De Anna Bolt is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Maurices and was involved with All You Fitness & Party Place. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a variety of advisory programs, separately managed accounts, and affiliated investment products under a fiduciary standard.

Retirement income strategy Divorce financial planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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James P

CFP®, Series 66

Bethalto, IL

Edward Jones

James Pipkin is a financial advisor at Edward Jones in Bethalto, IL, with 11 years of industry experience. He holds the CFP® designation and Series 66 license and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Sean M

Series 65, Series 63

St. Louis, MO

Wells Fargo Advisors

Sean Murphy is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 65 and Series 63 licenses and 11 years of industry experience. His prior roles include positions at Natixis Global Asset Management and Alternative Fund Advisors, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning through a large network of advisors. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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