Danielle Narike is a financial advisor at Stifel with the Series 66 designation and two years of industry experience. She has been with Stifel since 2015 and was previously involved with Sign of the Arrow from 2014 to 2022. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

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.

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.

Julie Johnson is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds the Series 66 designation and previously worked at First Allied Securities, Inc. from 2016 to 2021. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

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.

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.

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.

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.

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.

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.

Quinton Kujawa is a financial advisor at Edward Jones with three years of industry experience. He previously worked at Charles Schwab (formerly TD Ameritrade) and has been affiliated with DoorDash Inc. outside of his advisory role. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

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.

Michael Marchi is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at The Investment Center Inc for 12 years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with discretionary and non-discretionary management supported by proprietary and third-party research.

Logan Hepburn is a financial advisor with Thrivent Investment Management in Collinsville, IL, holding a Series 66 credential and six years of industry experience. He previously worked at Bank of America from 2016 to 2019 before joining Thrivent Financial in 2019. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm provides a consolidated billing option that combines planning with managed-account services while maintaining them as separate offerings.

Lindsay Luebbehusen is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 14 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2011 to 2016. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, serving a broad client base with a comprehensive investment approach.

Ryan Heine is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, TD Ameritrade, and Cofco-International. Heine is based in Edwardsville, Illinois. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and due diligence on alternative investments, supported by Schwab’s integrated operational structure.

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.

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.

Mark Nielsen is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials with over 13 years of industry experience. His prior roles include positions at Fidelity Investments and Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes both non-discretionary and discretionary options, with a notable breadth of financial product offerings including insurance-related vehicles and bank deposit sweep options.

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.