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Louis K

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Louis Kouri is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Wells Fargo Clearing Services LLC and Us Tech Solutions, among others. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial product sales 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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Alexandria M

Series 66

St. Louis, MO

STIFEL

Alexandria Macaluso is a financial advisor at Stifel with five years of industry experience. She holds the Series 66 designation and has worked at Stifel since 2019. Her prior experience includes roles at Avenica, the 375 Air Mobility Wing Public Affairs Unit at Scott Air Force Base, Southern Illinois University Edwardsville, and service in the US Army Reserves. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, providing clients with analysis and allocation guidance intended to support their decision-making.

General retirement planning Income planning
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Adam A

Series 66

St. Louis, MO

Wells Fargo Clearing

Adam Aitken is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously held positions at KForce and Pure Hockey. Outside of his advisory role, he serves as a lacrosse referee for high school and youth games through the Mid America Lacrosse Officials Association. 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 includes a broader set of financial product offerings than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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David O

CFP®, ChFC®, Series 63, Series 65

St Louis, MO

Cetera

David Obedin is a financial advisor at Cetera with 32 years of industry experience. He holds the CFP® and ChFC® designations and has worked with several firms including Securian Financial Services and Coop Insurance Agency. Outside of his advisory role, he serves as a voting commissioner and treasurer for the St. Louis Art Museum and Foundation and holds a position as a city alderman. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of investment options including model portfolios, third-party managers, and bespoke strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Michael C

Series 66

St. Louis, MO

STIFEL

Michael Croce is a financial advisor with Stifel, holding a Series 66 designation and 16 years of industry experience. His work history includes roles at Sierra Pacific Securities, Keefe, Bruyette & Woods, Miller Buckfire & Co., and SunEdison. He is based in St. Louis, MO. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

General retirement planning Income planning
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Quinn J

Series 66

Swansea, IL

LPL Financial

Quinn Jansen is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial in 2025, Jansen worked at Wintrust Investments/FCB Banks for one year and has a background that includes roles at Donnewald Distributing and Germantown Groceries. He holds the Series 66 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

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

Series 66

St Louis, MO

Cetera

Cameron Mc Ginley is a financial advisor with Cetera, holding a Series 66 credential and six years of industry experience. He has worked with firms including Renaissance Financial Corp, Minnesota Life Insurance Company, and Northwestern Mutual. Outside of his advisory role, Mc Ginley coaches hockey and serves as treasurer for a nonprofit organization supporting bereaved young people. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Todd S

Series 66

St. Louis, MO

Wells Fargo Clearing

Todd Soucy is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2015. Outside of his advisory role, he works as a delivery driver for DoorDash. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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John N

Series 63, Series 65, Series 66

St Louis, MO

Cetera

John Noddings is a financial advisor with Cetera who holds Series 63, 65, and 66 licenses and has 16 years of industry experience. He has worked at firms including Securian Financial Services and Renaissance Financial Corp, where he is actively involved in offering securities, insurance, and advisory services. Outside of his financial advising career, he serves as a Secretary for Herring Design & Development and as a Director for DieCon, supporting contract review and event consulting on a voluntary basis. Cetera Investment Advisers LLC is an SEC-registered adviser operating a multi-manager platform that serves individual and institutional clients nationwide. The firm offers a range of portfolio management, financial planning, and retirement services through both discretionary and non-discretionary programs, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Andrew J

CFP®, Series 66

St Louis, MO

Edward Jones

Andrew Jensen is a CFP® and holds a Series 66 license, working with Edward Jones in St. Louis, MO. He has 12 years of industry experience, all 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 range of investment strategies and affiliated products, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.

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

Series 66

St. Louis, MO

STIFEL

Kimberly Perry is a financial advisor at Stifel with 27 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2017, following a 12-year tenure at Edward Jones. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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James A

Series 66, Series 63

St. Louis, MO

Wells Fargo Clearing

James Armistead is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 66 and Series 63 licenses and bringing 28 years of industry experience. He has been with Wells Fargo Clearing in various capacities 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 wrap-fee programs. 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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Darek L

Series 66

St. Louis, MO

Wells Fargo Clearing

Darek Landrum is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he held roles at several firms including Ameriprise and Modern Woodmen of America Fraternal Financial. Outside of his advisory work, he owns and operates Landrum Technical Solutions LLC, a computer repair business. 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 external databases.

Retired Founder/Business Owner
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Christina S

CFP®, Series 63

St. Louis, MO

LPL Financial

Christina Shockley is a CFP®-certified financial advisor with 13 years of industry experience. She is currently with LPL Financial in St. Louis, MO, where she has worked since 2019. Prior to that, she held roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, and supports its advisors with research tools and multiple investment platforms.

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

CFP®, Series 65, Series 63

St. Louis, MO

LPL Financial

John Clemons is a financial advisor at LPL Financial in St. Louis, MO, holding the CFP® designation with eight years of industry experience. His prior roles include positions at M & M Wealth Management and Meridian Wealth Management. He is also a business owner of A & B Enterprise of East KY, LLC, a non-investment related venture. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisory professionals with research tools and diverse investment options.

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

Series 66

St. Louis, MO

Wells Fargo Clearing

Alexis Santiago is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Wells Fargo, Alexis held roles at Merrill and the University of Rochester Simon Business School. Outside of his advisory work, he serves as a Parks and Lake Committee member for the Benton Park Neighborhood Association. 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 combines research from Wells Fargo Investment Institute and third parties with diversification and modern portfolio theory to guide investment decisions, serving a broad client base including pension and charitable organizations.

Retired Founder/Business Owner
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Robert Z

Series 66

St. Louis, MO

Wells Fargo Clearing

Robert Zickus is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. His prior work includes roles at Edward Jones and Stifel. 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, offering both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and other sources.

Retired Founder/Business Owner
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Matthew L

Series 63, Series 65

St. Louis, MO

Wells Fargo Clearing

Matthew Luca is a financial advisor with Wells Fargo Clearing in St. Louis, MO. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Luca 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 roughly $671 billion in assets with more than 14,000 advisors and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Joseph N

Series 66

St. Louis, MO

Wells Fargo Clearing

Joseph Noel is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017, following prior roles at Rhodes 101 Stops and Southeast Missouri State University. 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 through a network of over 14,000 financial advisors and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Samuel L

Series 66

O'Fallon, IL

Raymond James & Associates

Samuel Loring is a financial advisor with Raymond James & Associates in O'Fallon, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advising, he is involved in real estate investment, owning and partnering in residential rental properties in the Metro East area. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

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