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Mary C

Series 63, Series 65

St. Louis, MO

STIFEL

Mary Contreras is a financial advisor at Stifel with 24 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Stifel, Nicolaus & Co., Inc. since 1999. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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John W

Series 66

St. Louis, MO

STIFEL

John Wichlenski is a financial advisor at Stifel with a Series 66 credential and three years of industry experience. He has worked at Stifel since 2022, following brief tenures at Noble Financial, Plancorp, and FCS Private Wealth Management. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance relies on proprietary methodologies developed by its Investment Strategy Group, combining forward-looking market assumptions and probabilistic modeling to support client decision-making.

General retirement planning Income planning
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Katherine T

Series 63, Series 66

St. Louis, MO

STIFEL

Katherine Tripp is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 66 designations and seven years of industry experience. Her career includes roles at Wells Fargo Clearing Services, Citigroup, and TD Ameritrade prior to joining Stifel in 2023. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Nicholas C

Series 66

Belleville, IL

Edward Jones

Nicholas Cortese is a financial advisor at Edward Jones with the Series 66 designation. He has been with Edward Jones since 2023 and has prior work experience in various roles outside the financial industry, including positions at The Southerner, Golden Oak Pancake House, and Green Mount Harley-Davidson. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

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

Series 63, Series 65

St. Louis, MO

STIFEL

David Vogan is a financial advisor at Stifel with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co. Inc since 2020. Prior to that, he was employed at TD Ameritrade and Dierbergs Markets. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to offer capital market analyses and asset allocation guidance.

General retirement planning Income planning
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Jason S

Series 63, Series 66

O Fallon, IL

Edward Jones

Jason Stone is a financial advisor at Edward Jones in O’Fallon, Illinois, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Multi-generational wealth transfer Wealth management Military & Veterans
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Jonathan R

Series 66

Edwardsville, IL

STIFEL

Jonathan Ratterman is a financial advisor with Stifel in Edwardsville, IL, holding a Series 66 designation. He has been with Stifel Financial Corporation since 2019, with a total of five years of experience at the firm. Prior to joining Stifel, he was affiliated with The University of Mississippi from 2018 to 2022. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

General retirement planning Income planning
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Jeremy Y

CFP®, Series 66

St Louis, MO

Edward Jones

Jeremy Yoder is a CFP®-designated financial advisor with Edward Jones in St. Louis, Missouri, where he has worked since 2008. He has 17 years of industry experience. Outside of his advisory role, he is involved in managing rental properties as a sole proprietor and partner. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a broad range of investment advisory services and maintains a large national presence with over 23,000 financial advisors.

Retirement income strategy Business ownership considerations Multi-generational wealth transfer Wealth management Founder/Business Owner Intergenerational Families
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Katelynn S

Series 66

Collinsville, IL

Edward Jones

Katelynn Schuetz is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and previously worked at McKendree University and ARCO Business Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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

Series 66

St. Louis, MO

STIFEL

Sean Darroch is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and has prior work history with State Farm, Durham Region Works Department, and Lindenwood University. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm uses a proprietary investment methodology from its Investment Strategy Group to support asset allocation and planning analyses, with clients retaining discretion over implementation.

General retirement planning Income planning
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Paul F

Series 66

Belleville, IL

Raymond James & Associates

Paul Feder is a financial advisor with Raymond James & Associates in Belleville, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advising, he serves as Treasurer for the Capistrano Condominium Association, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, and is notable for its municipal advisory services and extensive affiliate network.

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

Series 63, Series 66

St. Louis, MO

STIFEL

Eric Keling is a financial advisor at Stifel with 10 years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual and Scottrade. Outside of his advisory role, he owns Backyard Bounce LLC, a party supply rental business in O'Fallon, Missouri. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling.

General retirement planning Income planning
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Chelsea S

CFP®, Series 66

Granite City, IL

Edward Jones

Chelsea Safe is a financial advisor with Edward Jones in Granite City, IL, holding the CFP® designation and Series 66 license. She has 13 years of industry experience and has been with Edward Jones since 2013. 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 strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Wealth management Founder/Business Owner Intergenerational Families
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James C

Series 66

St. Louis, MO

STIFEL

James Campbell is a financial advisor at Stifel with 17 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co Inc. since 2003. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services built on a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Paul K

Series 66

Swansea, IL

LPL Enterprise

Paul Kampwerth is a financial advisor with LPL Enterprise, holding a Series 66 designation and having one year of industry experience. His prior roles include positions at PepsiCo, Northern Trust, and Young America Realty, alongside ongoing service in the Air National Guard since 2019. He is also involved with Innovate Event Co in a non-investment related capacity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL Research and third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Tax-loss harvesting
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Kyle K

Series 66

O Fallon, IL

Equitable Advisors

Kyle Koprowitz is a financial advisor with Equitable Advisors in O’Fallon, IL, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2017 and previously held roles at Axa Advisors, Gill Industries, KML Architectural Concrete, and Davenport University. He is also involved with Trailhead Capital Management Group LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with suitable program models or discretionary managers, offering a range of investment options through third-party sponsors and proprietary resources.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Geoffrey M

Series 66

St. Louis, MO

STIFEL

Geoffrey Miller is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with 10 years of industry experience. He has been with Stifel since 2013. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

General retirement planning Income planning
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William L

Series 66

St. Louis, MO

STIFEL

William Littrell is a Series 66-licensed financial advisor at Stifel with eight years of industry experience. His work history includes roles at Stifel Financial, Convergence Financial, Plancorp Wealth Management, and the State of Missouri Securities Division. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering 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.

General retirement planning Income planning
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Richard M

Series 66

St. Louis, MO

STIFEL

Richard Murphy II is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Principal Securities Inc, Kuhlmann Financial Services, and American Burglary and Fire, as well as service in the United States Marine Corps. He is also associated with The Pennsylvania State University. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group, designed to support client decision-making.

General retirement planning Income planning
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Brenden W

Series 63, Series 66

St. Louis, MO

STIFEL

Brenden Wheeler is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 66 licenses and having two years of industry experience. He previously worked at Charles Schwab and Artemis Academy and has managed his own advisory business. Stifel serves a broad range of clients, including individual investors, institutional clients, 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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