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Michael M
Series 63, Series 66
St. Louis, MO
STIFEL
Michael Mc Namee is a financial advisor at Stifel with 26 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is based in St. Louis, MO. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and engages in various activities such as municipal placement and services alongside affiliated trust companies and banks.
Alison M
Series 66
St. Louis, MO
STIFEL
Alison Mc Quaid is a financial advisor at Stifel with 17 years of industry experience and holds a Series 66 designation. She has worked at Stifel Nicolaus & Co Inc since 2018, following four years at Scottrade, Inc. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.
Austin S
Series 66
St. Louis, MO
STIFEL
Austin Stout is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and one year of industry experience. Prior to joining Stifel in 2022, he worked at Enterprise Rent-A-Car, Dierbergs, and Schnucks. 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, providing asset allocation and planning analyses to support client decision-making.
Jeffrey C
CFP®, Series 66
Edwardsville, IL
Edward Jones
Jeffrey Crehan is a CFP® and Series 66 holder with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. Based in Edwardsville, IL, he has maintained a rental property in Troy, IL, as a side business. 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 managed solutions, supported by a large network of financial advisors and branch offices across the United States.
Elijah H
Series 66
St. Louis, MO
Wells Fargo Clearing
Elijah Hall is a financial advisor with Wells Fargo Clearing in Saint Louis, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Clearing in 2022, he worked at NewRez LLC and BBVA Compass/PNC Bank. Outside of his advisory role, he owns H.E. Travels LLC, a travel-related business through which he builds a social media presence. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.
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 in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.
John K
Series 66, Series 63
St. Louis, MO
Wells Fargo Advisors
John Knowles is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009, with prior experience at Wachovia Bank, N.A. Outside of finance, he is a guitar player, hosts an interview-based podcast, and serves as a volunteer firefighter in Mount Olive, Illinois. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu including specialized services such as business-owner transition and special-needs planning. The firm uses proprietary research and tools to develop tailored recommendations and integrates advisory services with a range of financial products and referral channels.
Katie L
Series 66
St. Louis, MO
Wells Fargo Clearing
Katie Leone is a Series 66-licensed financial advisor with Wells Fargo Clearing in St. Louis, MO, and has six years of industry experience. She has been with Wells Fargo Clearing Services since 2018 and previously worked at First Clearing. Outside of her advisory work, she is employed at Pevely Car Wash on a part-time basis. 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 supported by research from Wells Fargo Investment Institute and third-party data.
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 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.
John S
Series 63
St Louis, MO
OSAIC
John Sabio Sr. is a financial advisor at OSAIC with 42 years of industry experience and holds a Series 63 designation. His prior experience includes roles at Securities America Advisors, Inc. and SSN Advisory, Inc. He serves on the Executive Advisory Board of the Chaefitz School of Business at St. Louis University. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services along with access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that may include a range of investment products managed on discretionary or non-discretionary bases.
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 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.
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 Certified Financial Planner (CFP®) with 21 years of industry experience. He is currently affiliated with Wells Fargo Advisors Financial Network and has held various roles within Wells Fargo firms since 2009. Based in St. Louis, MO, he holds Series 63 and Series 66 licenses. 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 planning menu, including specialized services such as business-owner transition planning and special-needs analysis, using Wells Fargo research and planning tools to develop tailored client recommendations.
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.
Joseph R
Series 63, Series 66
St. Louis, MO
Wells Fargo Clearing
Joseph Rich is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo since 2016, including time at WELLS FARGO Advisors, LLC. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets across more than 14,000 financial advisors.
Sean S
Series 66
St. Louis, MO
Wells Fargo Clearing
Sean Sanders is a financial advisor with Wells Fargo Clearing in Ofallon, MO, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo, he worked at Digital Intelligence Systems LLC and has experience in other roles including at Missouri State University and Chipotle Mexican Grill. Outside of his advisory role, he has a minority ownership interest in a family recreational property. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving a broad range of plan objectives with investment options that include insurance-related vehicles and bank deposit sweep programs.
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