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Mary C

Series 63, Series 65

St. Louis, MO

STIFEL

Mary Contreras is a financial advisor at Stifel with 24 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Stifel, Nicolaus & Co., Inc. since 1999. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Steve S

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Steve Schneider is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing Services since 2018, with a brief period at Stifel Nicolaus & Co Inc, and previously spent 16 years at Edward Jones. Outside of his advisory role, Schneider owns and operates a business selling dehydrated spices. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm combines advisory services with various financial products and planning specialties to address diverse client needs.

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

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Gaston Nieto is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Wells Fargo Clearing Services, he worked with firms including Edward Jones, Charles Schwab, and TD Ameritrade. Outside of advisory work, he owns a car brokerage business, Car Connect, where he sources and negotiates new and used vehicle sales. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including niche services, and integrates advisory capabilities with banking, lending, and trustee services.

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

Series 63, Series 65

St. Louis, MO

Wells Fargo Advisors

John Williamson Jr. is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials. He has 28 years of industry experience, including 17 years with Wells Fargo Advisors since 2009. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that serves 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, special-needs analysis, and divorce planning.

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

Series 66

St. Louis, MO

STIFEL

John Wichlenski is a financial advisor at Stifel with a Series 66 credential and three years of industry experience. He has worked at Stifel since 2022, following brief tenures at Noble Financial, Plancorp, and FCS Private Wealth Management. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance relies on proprietary methodologies developed by its Investment Strategy Group, combining forward-looking market assumptions and probabilistic modeling to support client decision-making.

General retirement planning Income planning
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Katherine T

Series 63, Series 66

St. Louis, MO

STIFEL

Katherine Tripp is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 66 designations and seven years of industry experience. Her career includes roles at Wells Fargo Clearing Services, Citigroup, and TD Ameritrade prior to joining Stifel in 2023. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Michael R

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Michael Rimmey is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, DiSys, TD Ameritrade, JCPenney, and Washington University in St. Louis. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and uses its research and tools to develop tailored recommendations delivered through meetings and written summaries.

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

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Alissa Swip is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with four years of industry experience. She holds Series 63 and Series 66 registrations and has previously worked at Charles Schwab, TD Ameritrade, American Family Insurance, and State Farm. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and tailored recommendations supported by firm research and tools.

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

Series 66

St. Louis, MO

Wells Fargo Clearing

Matthew Brandi is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. 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 approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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David V

Series 63, Series 65

St. Louis, MO

STIFEL

David Vogan is a financial advisor at Stifel with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co. Inc since 2020. Prior to that, he was employed at TD Ameritrade and Dierbergs Markets. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to offer capital market analyses and asset allocation guidance.

General retirement planning Income planning
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Jason S

Series 63, Series 66

O Fallon, IL

Edward Jones

Jason Stone is a financial advisor at Edward Jones in O’Fallon, Illinois, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Multi-generational wealth transfer Wealth management Military & Veterans
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Nicholas S

CFP®, Series 66

St. Louis, MO

Wells Fargo Clearing

Nicholas Stork is a CFP® with five years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing in St. Louis, MO. His prior experience includes roles at Citigroup, Edward Jones, and OSAIC Wealth, Inc. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Retired Founder/Business Owner
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Jeremy Y

CFP®, Series 66

St Louis, MO

Edward Jones

Jeremy Yoder is a CFP®-designated financial advisor with Edward Jones in St. Louis, Missouri, where he has worked since 2008. He has 17 years of industry experience. Outside of his advisory role, he is involved in managing rental properties as a sole proprietor and partner. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a broad range of investment advisory services and maintains a large national presence with over 23,000 financial advisors.

Retirement income strategy Business ownership considerations Multi-generational wealth transfer Wealth management Founder/Business Owner Intergenerational Families
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Katelynn S

Series 66

Collinsville, IL

Edward Jones

Katelynn Schuetz is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, she worked at ARCO Business Services and attended McKendree University. 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 and provides a range of advisory strategies, including both discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.

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

Series 66

St. Louis, MO

STIFEL

Sean Darroch is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and has prior work history with State Farm, Durham Region Works Department, and Lindenwood University. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm uses a proprietary investment methodology from its Investment Strategy Group to support asset allocation and planning analyses, with clients retaining discretion over implementation.

General retirement planning Income planning
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Paul F

Series 66

Belleville, IL

Raymond James & Associates

Paul Feder is a financial advisor with Raymond James & Associates in Belleville, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advising, he serves as Treasurer for the Capistrano Condominium Association, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, and is notable for its municipal advisory services and extensive affiliate network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Peter K

CFP®, Series 66

St. Louis, MO

Cetera

Peter Krewet Jr. is a CFP®-certified financial professional with nine years of industry experience. He is currently with Cetera and Cetera Wealth Services, LLC, having joined in 2023, and has prior experience with North Star Resource Group and Minnesota Life Insurance Co. He is also involved as a financial professional with North Star Consultants of Texas, a financial services DBA. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with various program structures and custodial relationships.

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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Jason H

Series 66

Saint Louis, MO

LPL Financial

Jason Harness is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and previously worked 22 years at Mass Mutual Investors Services and Massmutual Life Insurance Co. Harness also operates a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, 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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Eric K

Series 63, Series 66

St. Louis, MO

STIFEL

Eric Keling is a financial advisor at Stifel with 10 years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual and Scottrade. Outside of his advisory role, he owns Backyard Bounce LLC, a party supply rental business in O'Fallon, Missouri. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling.

General retirement planning Income planning
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Mitchell L

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Mitchell Lauder is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing Services since 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business transitions, special needs, and divorce, using Wells Fargo research and planning tools.

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