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Elijah H
Series 66
St. Louis, MO
Wells Fargo Clearing
Elijah Hall is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He previously worked at NewRez LLC and BBVA Compass/PNC Bank. Outside of finance, he owns H.E. Travels LLC, a travel-related business, and is involved in various delivery services and product distribution activities. 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 combines research-driven investment strategies with brokerage and advisory solutions.
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.
Angela H
Series 66
St. Louis, MO
Wells Fargo Clearing
Angela Hoover 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 three years at Stifel. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.
John K
Series 66, Series 63
St. Louis, MO
Wells Fargo Advisors
John Knowles is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 66 and Series 63 credentials and 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. Outside of his advisory role, he is active as a volunteer firefighter and hosts an interview-based podcast, in addition to playing guitar in a music group. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes specialized services such as business-owner transition and special-needs planning. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients able to choose implementation options through brokerage or advisory programs.
Katie L
Series 66
St. Louis, MO
Wells Fargo Clearing
Katie Leone is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and six years of industry experience. She has worked with Wells Fargo Clearing and its predecessor, First Clearing, since 2012. Outside of her advisory role, she is employed at Pevely Car Wash. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of brokerage and advisory services, including investment advisory, financial planning, and retirement plan consulting.
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.
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.
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. His prior work includes sixteen years at SSN Advisory, Inc., and four years with Securities America Advisors, Inc. He serves on the Executive Advisory Board of the Chaifetz School of Business at St. Louis University. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, advisor-managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various risk management tools and access to third-party managers.
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.
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.
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 firms including IFG Advisory, LPL Financial, and Morris Shank Wealth Management. She has been with Stifel since 2020. 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 utilizes proprietary methodologies for asset allocation and planning, with services spanning fee-based financial planning, wrap programs, and third-party adviser recommendations.
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.
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.
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.
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.
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.
Michael S
CFP®, Series 66, Series 63
Fairview Height, IL
Edelman Financial Engines
Michael Streeto is a CFP®-credentialed financial advisor with 24 years of industry experience. He is currently with Edelman Financial Engines, having joined in 2024, and 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, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term strategies.
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.
Molly K
Series 66
Swansea, IL
LPL Enterprise
Molly Kim is a Series 66 licensed advisor at LPL Enterprise with one year of industry experience. She has held roles at Mass General Brigham since 2022 and has previous work experience at College Church, Wheaton College, and Quincy Senior High School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm emphasizes model-driven investment implementation using portfolios developed by internal and third-party strategists and offers financial planning, access to third-party asset managers, and participation in wrap programs.
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.
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