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Jennifer S

Series 66

St. Louis, MO

Wells Fargo Clearing

Jennifer Smith is a Series 66-licensed financial advisor with Wells Fargo Clearing in St. Louis, MO, where she has worked since 2018. She has 21 years of industry experience. 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 combines brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
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Daniel W

Series 63, Series 65

St. Louis, MO

Wells Fargo Clearing

Daniel Whitney Jr is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following previous roles at A. G. Edwards & Sons, Inc. and U.S. Bancorp Investments, Inc. Outside of his advisory work, he performs as a musician in a band. 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, relying on research and analytics to support its investment approach.

Retired Founder/Business Owner
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Danielle N

Series 66

St. Louis, MO

STIFEL

Danielle Narike is a financial advisor at Stifel with two years of industry experience. She holds a Series 66 designation and has been with Stifel Financial Corp since 2016. Prior to her current role, she was associated with Sign of the Arrow for eight years. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment analysis is based on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning tools intended to support client decision-making.

General retirement planning Income planning
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Timothy N

Series 66

St. Louis, MO

STIFEL

Timothy Noa is a Series 66-licensed financial advisor at Stifel with two years of industry experience. Before joining Stifel in 2024, he held roles at Patrick Accounting and Whirks and The Collective Blueprint. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

General retirement planning Income planning
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Christopher H

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Christopher Hoover is a financial advisor with Wells Fargo Advisors in St. Louis, Missouri, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as an industry arbitrator for FINRA. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, risk management, and specialized services that require specific credentials.

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

Series 66

O'Fallon, IL

Raymond James & Associates

Julie Johnson is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds the Series 66 designation and has worked previously at First Allied Securities, INC. before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Abbey I

Series 63, Series 65

St. Louis, MO

STIFEL

Abbey Inlow is a financial advisor at Stifel with 21 years of industry experience. She has been with Stifel Nicolaus & Co since 2008 and holds Series 63 and Series 65 licenses. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients retaining discretion over implementation.

General retirement planning Income planning
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Matthew N

Series 66

St. Louis, MO

Wells Fargo Clearing

Matthew Ney is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 license with five years of industry experience. His prior roles include positions at Edward Jones and Morrinson Wealth Management, as well as community involvement with Hollywood Casino and Santa Clara University. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with more than 14,000 advisors, providing 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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Prem V

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Prem Vareedayah is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes roles at Wells Fargo Clearing Services since 2018, as well as positions at RHI General Group, Connect DFW, State Farm, and the University of Missouri - Columbia. 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 and employing over 14,000 financial advisors.

Retired Founder/Business Owner
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David F

CFP®, CFA®, Series 63, Series 65

St. Louis, MO

Wells Fargo Advisors

David Furst is a CFP® and CFA® credentialed advisor with 12 years of industry experience, currently with Wells Fargo Advisors in St. Louis, MO. He has been with Wells Fargo Clearing since 2016 and has operated Woodcraft of St. Louis since 2007. Outside of financial advising, he owns and manages an online goods store, Epsilon Goods, which he operates part-time. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, 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 with other financial products, utilizing Wells Fargo’s research and planning tools.

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

Series 66

St. Louis, MO

STIFEL

Christopher Reichert Jr. is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with four years of industry experience. He has worked at Stifel since 2017, with additional experience at PNC Bank and Tempus in earlier years. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and guidance, while clients retain discretion over implementation.

General retirement planning Income planning
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Leysa T

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Leysa Turner is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and 18 years of industry experience. She 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, retirement plan consulting, and brokerage solutions. The firm manages roughly $671 billion in assets and uses research and analytics from Wells Fargo Investment Institute along with third-party data to inform its investment approach.

Retired Founder/Business Owner
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Quinton K

Series 63, Series 66

Lebanon, IL

Edward Jones

Quinton Kujawa is a financial advisor at Edward Jones with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Edward Jones in 2024, he worked at Charles Schwab (formerly TD Ameritrade) from 2022 to 2024. Outside of his advisory career, Kujawa is registered as a food delivery driver for DoorDash, though he has not driven in several years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

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

Series 63, Series 66

St. Louis, MO

STIFEL

Shuzhen Shao is a financial advisor at Stifel with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2019, following prior roles at Vestech Securities and Parkway School District. Based in St. Louis, MO, she has focused her career primarily within the financial services sector. Stifel serves a diverse client base including individuals, institutional clients, and nonprofit organizations, providing both brokerage and investment advisory services. The firm uses proprietary investment methodologies developed by its Investment Strategy Group to deliver asset allocation and planning analyses that support client decision-making.

General retirement planning Income planning
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Michael M

Series 63, Series 66

St. Louis, MO

LPL Financial

Michael Marchi is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior roles include positions at The Investment Center Inc, FSC Securities Corporation, and Edward Jones. Marchi is also involved in Consolidated Insurance Benefits, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services utilizing various strategies, including model portfolios and third-party subadvisors, supported by technological tools for operational and research purposes.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Logan H

Series 66

Collinsville, IL

Thrivent Investment Management

Logan Hepburn is a financial advisor with Thrivent Investment Management in Collinsville, IL, holding a Series 66 designation and seven years of industry experience. He previously worked at Bank of America before joining Thrivent Financial in 2019. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a consolidated WealthPlan option that combines planning with managed-account services while maintaining them as separate engagements.

Business ownership considerations
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Lindsay L

Series 66

St. Louis, MO

Wells Fargo Advisors

Lindsay Luebbehusen is a financial advisor at Wells Fargo Advisors with 15 years of industry experience and a Series 66 designation. She has been with Wells Fargo Clearing since 2016. 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.

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

Series 66

St. Louis, MO

Wells Fargo Clearing

Patricia Kempfer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent five years at Edward Jones. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines brokerage and advisory solutions supported by its extensive research and analytics capabilities.

Retired Founder/Business Owner
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Scott M

Series 63, Series 66

St. Louis, MO

STIFEL

Scott Mues is a financial advisor with Stifel in St. Louis, Missouri, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and was previously with Scottrade from 2006 to 2018. Stifel serves a diverse client base including individuals, institutional clients, and organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing analyses and guidance to support client decision-making.

General retirement planning Income planning
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Mark S

Series 63, Series 65

St. Louis, MO

STIFEL

Mark Schuette is a financial advisor at Stifel with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC, and Prudential Insurance Company of America for nine years. Outside of his advisory role, he is a member and manager of Schuette Investments LLC, a real estate investment business. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and planning tools developed by its Investment Strategy Group.

General retirement planning Income planning
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