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Tommy S
Series 63, Series 66
Swansea, IL
LPL Enterprise
Tommy Silveus Jr. is a financial advisor at LPL Enterprise with nine years of industry experience and holds Series 63 and Series 66 credentials. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Charles Schwab, TD Ameritrade, and Scottrade. Outside of advising, he owns and maintains rental properties. 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, operating an integrated platform that combines adviser programs with the sale of financial products and lending services.
Christine S
Series 63, Series 65
St. Louis, MO
Wells Fargo Clearing
Christine Stevens is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following a three-year tenure at Wells Fargo Advisors, LLC. Outside of her advisory role, she serves as a power of attorney for a family member. 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 investment process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than many peers, including insurance-related vehicles and bank deposit sweep options.
Maurice Y
Series 66
St. Louis, MO
Wells Fargo Clearing
Maurice Young is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing Services LLC 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 supported by research from Wells Fargo Investment Institute and third-party databases.
Ryan M
Series 66
St. Louis, MO
Wells Fargo Advisors
Ryan Meyler is a financial advisor with Wells Fargo Advisors in Collinsville, Illinois, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo in various capacities since 2013. Wells Fargo Advisors is a large institutional firm serving a broad client base with a comprehensive range of investment products and services.
Shane K
Series 66
St. Louis, MO
Wells Fargo Clearing
Shane Karr is a financial advisor with Wells Fargo Clearing Services LLC, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Wells Fargo since 2015, with prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, Karr serves as a co-captain for Team Zoot Sports, where he assists in annual team member selection and communication. Wells Fargo Advisors is a national securities firm managing approximately $671 billion in assets with over 14,000 financial advisors. The firm provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, using research and analytics from the Wells Fargo Investment Institute alongside diversification and modern portfolio theory principles.
Kevin D
Series 66
St. Louis, MO
Wells Fargo Clearing
Kevin Dielschneider is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Kennedy Capital Management, SCOTTRADE, and Robert Half Management Resources. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets across more than 14,000 advisors and offers both brokerage and advisory solutions.
Kathleen C
Series 66
St Louis, MO
Merrill
Kathleen Campbell is a Series 66-credentialed financial advisor at Merrill with 13 years of industry experience, all with her current firm since 2013. She is based in St. Louis, MO. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations. The firm is integrated into Bank of America’s corporate platform, providing access to a wide range of investment products and related services.
Mark N
Series 63, Series 66
St. Louis, MO
Wells Fargo Clearing
Mark Nolan is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Wells Fargo Clearing Services, Us Tech Solutions, Loan Depot, and several other firms. Outside of his advisory work, he serves as a game official for the Missouri State High School Activities Association, officiating baseball, basketball, and football games. 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 advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.
Nicholas W
Series 66
St. Louis, MO
STIFEL
Nicholas Wilhelm is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation. He has experience working at several firms, including Prudential Financial and LPL Enterprise LLC, and has a background that includes roles at Adaptive Solutions Group, Enterprise Holdings, and in education at Southeast Missouri State University and Francis Howell High School. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary methodologies developed by its Investment Strategy Group to provide capital market analyses and asset allocation guidance.
Noah P
Series 66
St Louis, MO
Cetera
Noah Prelutsky is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He has worked at Cetera Wealth Services, Renaissance Financial Corp, and Minnesota Life Insurance Co. Outside of his advisory work, Prelutsky serves as a board member of the Prelutsky-Jasper Family Foundation, a charitable organization focused on donations to qualified nonprofits. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services across multiple program structures and custodial relationships.
Kevin P
Series 66
St. Louis, MO
Wells Fargo Clearing
Kevin Pelhank is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following four years at WELLS FARGO Advisors, LLC. Outside of his advisory role, he serves as Treasurer for Restoration Matters, Inc., where he provides values-based financial and organizational guidance. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.
Christopher J
Series 66
St Louis, MO
Cetera
Christopher Jones is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has worked at Cetera since 2023 and concurrently serves as Registered Sales Staff at Renaissance Financial Corporation, where he has been involved since 2018. Cetera Investment Advisers LLC is an SEC-registered firm that delivers portfolio management, financial planning, and retirement services through a nationwide network of independent advisors, serving a range of client types including individuals, employer-sponsored plans, corporate, charitable, and institutional accounts.
Jeffrey E
Series 63, Series 65, Series 66
St. Louis, MO
Wells Fargo Clearing
Jeffrey Etter is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63, 65, and 66 licenses and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. In addition to his advisory role, he serves as a FINRA arbitrator in the St. Louis area. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.
John L
Series 63, Series 66
St. Louis, MO
Wells Fargo Clearing
John Levendoski is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment evaluations.
Matthew W
Series 66
St Louis, MO
Edward Jones
Matthew Wilke is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in roles at Ameren, Huvepharma, Home Depot, Missouri University of Science and Technology, Schnucks, and Lindbergh High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets 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.
Aerien C
Series 63, Series 65
St. Louis, MO
Wells Fargo Advisors
Aerien Connelley is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses. Connelley has been with Wells Fargo Clearing Services since 2026 and previously worked at MyMedic for six years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, and niche services that require specific credentials.
Kevin O
Series 63, Series 65
St. Louis, MO
STIFEL
Kevin Ortmeyer is a financial advisor at Stifel with 38 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a board member for United Cerebral Palsy, Heartland in St. Louis. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.
Dzenana P
Series 66
St. Louis, MO
Wells Fargo Advisors
Dzenana Palalija is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo since 2015, including time at Wells Fargo Clearing. Wells Fargo Advisors is a large institutional firm serving a broad client base with a range of investment services.
Clayton R
Series 66
St. Louis, MO
Wells Fargo Clearing
Clayton Runzo is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and two years of industry experience. His prior work includes roles at TalentBridge and Casey's General Store, as well as time spent at Southern Illinois University Edwardsville. 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 and analytics from Wells Fargo Investment Institute and third-party sources.
Jennifer H
Series 66
St. Louis, MO
Wells Fargo Advisors
Jennifer Henderson is a Series 66 licensed financial advisor with Wells Fargo Advisors in St. Louis, Missouri. She has 20 years of industry experience, including 12 years with Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a wide range of planning services tailored to clients who meet a net-worth threshold, using proprietary research and planning tools.
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