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Rhiannon S

Series 66

St. Louis, MO

STIFEL

Rhiannon Steinkamp is a financial advisor at Stifel with four years of industry experience. She has been with Stifel since 2019 and previously worked in the car wash industry. Outside of her advisory role, she assists family and friends with travel planning through a personal travel advisory activity. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, providing brokerage and advisory services supported by proprietary investment analysis and planning methodologies.

General retirement planning Income planning
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Stephen C

Series 66

St. Louis, MO

STIFEL

Stephen Czaicki is a financial advisor at Stifel with a Series 66 designation and five years of industry experience. He has been with Stifel, Nicholas and Company, Inc. since 2018, including a prior contractor role through Avenica LLC. His work history also includes positions at the University of Missouri St. Louis. Stifel serves a diverse client base, 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 that utilizes forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

General retirement planning Income planning
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Andrew K

Series 63, Series 65

Swansea, IL

LPL Enterprise

Andrew Kueker is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Prudential Insurance Company of America since 2012 and joined LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, and access to third-party asset management, combining adviser programs with the sale of other financial products and services.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Bradley C

Series 63, Series 65

St. Louis, MO

STIFEL

Bradley Cook is a financial advisor at Stifel with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a diverse group of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment analysis methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

General retirement planning Income planning
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Kyle K

Series 66

St. Louis, MO

STIFEL

Kyle Kaimann is a financial advisor at Stifel based in St. Louis, MO, holding a Series 66 designation with three years of experience at the firm. His prior experience includes roles at Hickory Hills Country Club, Missouri State University, and Pickleman's. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Amy T

Series 66, Series 63

St. Louis, MO

STIFEL

Amy Thien is a financial advisor at Stifel with 15 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at several firms, including IFG Advisory, LPL Financial, and Morris Shank Wealth Management. She has been with Stifel Nicolaus & Co Inc since 2020. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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James Z

Series 63

St. Louis, MO

STIFEL

James Zemlyak is a financial advisor at Stifel with 38 years of industry experience and holds a Series 63 designation. He has been with Stifel and its affiliated entities since 1999 and serves on the board of the Stifel Charitable Foundation. Stifel provides a broad range of brokerage and investment advisory services to individuals, institutional clients, and nonprofit organizations, utilizing proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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James T

CFP®, Series 66

St. Louis, MO

STIFEL

James Taylor is a CFP® and holds a Series 66 license, serving as a financial advisor at Stifel in St. Louis, MO with seven years of industry experience. He spent over three decades at US Bank before joining Stifel in 2019. Outside of his advisory role, Taylor serves as Vice President of the Dunlap Lake Homeowners Association in Edwardsville, IL. Stifel provides a range of brokerage and investment advisory services to individuals, institutional clients, and charitable organizations, utilizing a proprietary investment methodology developed by its Investment Strategy Group. The firm offers episodic fee-based financial planning, including asset allocation and retirement analyses, with clients generally retaining discretion over implementation.

General retirement planning Income planning
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Michael S

CFP®, Series 66, Series 63

Fairview Height, IL

Edelman Financial Engines

Michael Streeto is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. His prior roles include positions at Charles Schwab & Co., Inc and TD Ameritrade. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary services across a wide range of account types.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Patrick T

Series 66, Series 63

St. Louis, MO

STIFEL

Patrick Taylor is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at Wells Trade Clearing Service and TDAmeritrade. Outside of his advisory work, he has been involved in youth soccer officiating in the St. Louis area and manages the liquidation of a family-owned industrial tools business. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Molly K

Series 66

Swansea, IL

LPL Enterprise

Molly Kim is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining LPL Enterprise, she has experience working in healthcare at Mass General Brigham since 2022, and previously held roles in education at Wheaton College and Quincy Senior High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs within an integrated platform that includes brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Amy A

Series 63, Series 66

St. Louis, MO

STIFEL

Amy Aichholz Pachan is a financial advisor at Stifel with 16 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2015 and holds Series 63 and Series 66 licenses. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies.

General retirement planning Income planning
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Craig M

Series 66

St. Louis, MO

STIFEL

Craig Motsinger is a financial advisor at Stifel with 13 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018, with prior experience at TD Ameritrade and Scottrade. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

General retirement planning Income planning
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Amy R

Series 66

St. Louis, MO

STIFEL

Amy Robert is a Series 66-licensed financial advisor at Stifel with 14 years of industry experience. She has worked at Stifel Nicolaus & Co. Inc. since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services such as fee-based financial planning and recommendations of third-party advisers. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing analyses to support client decision-making.

General retirement planning Income planning
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Grant A

Series 66

St. Louis, MO

STIFEL

Grant Ahlheim is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and operated Ahlheim and Dorsey. Outside of his advisory role, he works as a delivery driver for Uber. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation models developed by its Investment Strategy Group.

General retirement planning Income planning
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Zachary S

Series 66

Collinsville, IL

Thrivent Investment Management

Zachary Sampl is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and six years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2019, following prior roles at SignalPoint Asset Management and Missouri State University. Outside of his advisory work, he serves as a member of the Parish Council at St. Francis of Assisi Catholic Church, providing advisory support to church leadership. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits. The firm provides holistic, goal-based financial analyses and planning across multiple areas while keeping planning services separate from managed-account programs.

Business ownership considerations
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William Z

Series 63, Series 65, Series 66

Granite City, IL

Cambridge Investment Research Advisors

William Ziebold is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been associated with Cambridge since 2025 and has longstanding roles with several related entities including Nicol Advisors Corporation and Kevin G. Nicol & Associates, Inc. Outside of his advisory work, he is involved as a musician in the rock band ZB'S. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing a range of portfolio management options and access to both proprietary and third-party strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Sara S

Series 66

Belleville, IL

Edward Jones

Sara Sutherland is a Series 66 licensed financial advisor with Edward Jones, based in Belleville, IL. She has 18 years of experience at Edward Jones, including her current role since 2024. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Divorce financial planning General estate planning guidance Retirement income strategy Educators, Teachers, and Academics Religious/faith focused
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Matthew H

CFP®, Series 66

St. Louis, MO

STIFEL

Matthew Hickey is a CFP® professional with 20 years of experience in financial advising. He has worked at STIFEL since 2016 and is currently with Stifel Independent Advisors, LLC. Hickey is based in St. Louis, MO. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing clients with asset allocation and planning analyses to support informed decision-making.

General retirement planning Income planning
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Jason W

Series 66

St. Louis, MO

STIFEL

Jason Wilson is a financial advisor at Stifel with five years of industry experience. He holds a Series 66 designation and previously worked at First Heartland Capital Inc, Toscano & Wilson Law, and Callahan Law Firm. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

General retirement planning Income planning
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