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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, MO, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a FINRA arbitrator for financial services disputes. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, providing investment and fee-based financial planning services. The firm offers a broad range of planning services and tools, allowing advisors to deliver tailored recommendations across various financial needs.

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® with 11 years of industry experience, currently at Wells Fargo Advisors in St. Louis, MO. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Outside of his advisory role, he owns and operates an online goods store named Epsilon Company, LLC. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options tailored to clients meeting certain net-worth thresholds. Advisors use Wells Fargo’s research and tools to deliver customized recommendations, with implementation options available through the firm’s brokerage or 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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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 designations and 18 years of industry experience. She has been with Wells Fargo Clearing and its affiliated entities since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and uses research and analytics from the Wells Fargo Investment Institute along with third-party data to guide investment selections.

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 with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 credential and 15 years of industry experience. She has been with Wells Fargo Clearing and its affiliated brokerage since 2011, totaling over a decade at the firm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm utilizes proprietary research and planning tools to develop customized recommendations, with services spanning cash-flow, retirement, education, risk, and wealth-transfer planning, among other specialized areas.

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 in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors. 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 incorporates modern portfolio theory, with a notable breadth of investment options that include insurance-related vehicles and bank deposit sweep programs.

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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Kathleen T

Series 66

St. Louis, MO

STIFEL

Kathleen Thomas is a financial advisor at Stifel with 11 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus and Facet prior to her current role. Outside of her advisory work, she operates an Etsy shop specializing in print-on-demand products. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes proprietary investment methodologies developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

General retirement planning Income planning
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Eric F

Series 63, Series 66

St. Louis, MO

STIFEL

Eric Finch is a financial advisor at Stifel with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing Services, TD Ameritrade, Home Depot, and Summit Center LLC. Stifel serves a broad range of clients including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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