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Andrew K

Series 63, Series 65

Swansea, IL

LPL Enterprise

Andrew Kueker is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment implementation is primarily model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Tax-loss harvesting
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John S

Series 63

St Louis, MO

OSAIC

John Sabio Sr. is a financial advisor with OSAIC in St. Louis, MO, holding a Series 63 designation and 43 years of industry experience. He has held positions at several firms including Securities America Advisors, Inc., SSN Advisory, Inc., and Pines Financial Group, Inc. He serves on the Executive Advisory Board for the Chaefitz School of Business at St. Louis University. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisors, utilizing various investment tools and third-party platforms to construct and manage portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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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 63, Series 66

St. Louis, MO

STIFEL

Amy Thien is a financial advisor at Stifel with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2020. Her prior experience includes roles at IFG Advisory, LLC, LPL Financial, LLC, and Morris Shank Wealth Management. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services that integrate proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

General retirement planning Income planning
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Evan S

Series 66

St. Louis, MO

Wells Fargo Clearing

Evan Schulte is a financial advisor at Wells Fargo Clearing with six years of industry experience and holds the Series 66 designation. He has been with Wells Fargo Clearing Services since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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David W

CFP®, Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

David Walsh is a CFP® professional with 22 years of experience in the financial industry. He is currently with Wells Fargo Advisors in St. Louis, MO, where he has worked since 2016, including time with Wells Fargo Clearing and previously A. G. Edwards & Sons, Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, using proprietary research and planning tools to develop tailored recommendations across various planning needs.

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

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Joseph Rich is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Sean S

Series 66

St. Louis, MO

Wells Fargo Clearing

Sean Sanders is a financial advisor with Wells Fargo Clearing in St. Louis, MO. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at Digital Intelligence Systems LLC and Missouri State University. 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.

Retired Founder/Business Owner
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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 63, Series 66

Fairview Height, IL

Edelman Financial Engines

Michael Streeto is a CFP® with 24 years of industry experience. He is currently with Edelman Financial Engines and has previously worked at Charles Schwab & Co., Inc. and TD Ameritrade. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools to offer diversified model portfolios and both discretionary and non-discretionary management options.

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

Series 66

St. Louis, MO

Wells Fargo Clearing

Joseph Moore is a financial advisor at Wells Fargo Clearing with a Series 66 designation and approximately three years of industry experience. His prior work includes contract roles supporting Wells Fargo Advisors and positions in the education sector. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and combines brokerage and advisory solutions with research-based investment approaches.

Retired Founder/Business Owner
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Molly K

Series 66

Swansea, IL

LPL Enterprise

Molly Kim is a Series 66-licensed financial advisor at LPL Enterprise with one year of industry experience. She has held roles outside of finance, including positions at Mass General Brigham and Wheaton College. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Tax-loss harvesting
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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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Amanda B

Series 63, Series 66

Saint Louis, MO

LPL Financial

Amanda Barcliff is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked with LPL Financial since 2009 and has also been involved with Vantage Credit Union, 1st Financial Federal Credit Union, and Alltru Credit Union in investment-related roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of offerings including financial planning, third-party asset management, and institutional platforms.

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

Series 63

St. Louis, MO

Wells Fargo Clearing

Marilee Wieland is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation with 27 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, and retirement plan consulting. The firm uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions across a broad range of financial products.

Retired Founder/Business Owner
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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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