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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 credentials and 18 years of industry experience. She 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, retirement plan consulting, and brokerage solutions. The firm manages roughly $671 billion in assets and uses research and analytics from Wells Fargo Investment Institute along with third-party data to inform its investment approach.

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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Matthew W

Series 66

Clayton, MO

Wells Fargo Clearing

Matthew Wacker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 10 years of industry experience. He 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 approximately $671 billion in assets and offers both brokerage and advisory solutions while utilizing research from Wells Fargo Investment Institute and third-party databases.

Retired Founder/Business Owner
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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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Ethan S

Series 63, Series 66

St. Louis, MO

Cetera

Ethan Staples is a financial advisor at Cetera with Series 63 and Series 66 credentials and three years of industry experience. He has held roles at several firms including Wells Fargo Clearing Services and Charles Schwab & Co., Inc. Ethan is currently involved with Renaissance Financial, where he serves as an Investment Advisory Operations Associate. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms, managing over $256 billion in assets with a network of more than 10,000 advisors.

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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Lindsay L

Series 66

St. Louis, MO

Wells Fargo Advisors

Lindsay Luebbehusen is a financial advisor at Wells Fargo Advisors with 15 years of industry experience and a Series 66 designation. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Brendan D

Series 66

Saint Louis, MO

Cetera

Brendan Durbin is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has worked at Renaissance Financial Corporation and Wells Fargo Clearing, among other firms. He currently serves as an Annuity Solutions Specialist at Renaissance Financial Corporation, advising on and reviewing annuity products for financial advisors and their teams. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a large network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of program options 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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Patricia K

Series 66

St. Louis, MO

Wells Fargo Clearing

Patricia Kempfer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent five years at Edward Jones. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines brokerage and advisory solutions supported by its extensive research and analytics capabilities.

Retired Founder/Business Owner
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Matthew K

Series 66

St. Louis, MO

Cetera

Matthew Kilburn is a financial advisor with Cetera, holding a Series 66 designation and possessing 23 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2013 and joined Cetera in 2024. Kilburn is also involved in two financial services businesses in St. Louis, including Prosperity Financial LLC and O'Connor Insurance Agency. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management and consulting services, supporting both discretionary and non-discretionary account structures.

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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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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Emily G

Series 66

St Louis, MO

Cetera

Emily George Hubb is a financial advisor at Cetera with 12 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc. and Merrill. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

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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Mark I

Series 66

St. Louis, MO

Cetera

Mark Indelicato is a financial advisor with Cetera in St. Louis, MO, holding a Series 66 designation and over 20 years of industry experience. He has been associated with Cetera and its affiliated entities since 2005 and has operated The Indelicato Investment Group, LLC since 2009. Outside of advisory services, he owns and operates an accounting and tax firm, Mark S. Indelicato, CPA, LLC, and is involved in selling health insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and retirement services. The firm operates a multi-manager platform that allows advisors to implement various investment strategies through affiliated and unaffiliated managers, managing over $256 billion in assets nationwide.

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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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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Michael K

Series 63, Series 66

Clayton, MO

Wells Fargo Clearing

Michael Karasick is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 66 designations, bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for over a decade before joining Wells Fargo Clearing. Karasick serves on the investment committee for the Jewish Federation of St. Louis and is a pension board member for the Creve Coeur Pension Fund. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Kyle B

Series 63

Belleville, IL

Edward Jones

Kyle Bechtold is a financial advisor at Edward Jones with 28 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 1998. 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 under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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