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Zachary R

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Zachary Rankin is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked primarily at Wells Fargo Clearing Services, with a brief tenure at Robert Half International. 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 brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party data.

Retired Founder/Business Owner
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Collin T

Series 66

St Louis, MO

Cetera

Collin Turnbeaugh is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has held roles at Cetera, Renaissance Financial Corp, Minnesota Life Insurance Co, and Securian Financial Services Inc. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporations, charities, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to various third-party money managers through a multi-manager platform.

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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John H

Series 66

St. Louis, MO

STIFEL

John Hall is a Series 66-credentialed advisor at Stifel with two years of industry experience. He has worked at Stifel since 2021 and has prior experience in various roles including with Randy James Inc. and Missouri State University. Stifel serves a broad range of clients 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 for asset allocation and financial planning.

General retirement planning Income planning
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Joy S

Series 66

St Louis, MO

Cetera

Joy Straney is a financial advisor with Cetera based in St. Louis, Missouri, holding a Series 66 credential and eight years of industry experience. She has worked at Cetera and its related entities since 2023 and previously served at Renaissance Financial Group and Securian Financial Services. Outside of advisory work, she is involved in agriculture as the owner of Straney Farm Land and serves as a director on the St. Louis Agribusiness Club board. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a nationwide network of independent advisors and utilizes multiple program platforms and manager affiliations.

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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Matthew F

CFP®, Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Matthew Feldhaus is a CFP® professional with 15 years of industry experience, currently with Wells Fargo Advisors since 2025. He previously worked at Wells Fargo Clearing from 2016 to 2025. Outside of his advisory role, Feldhaus serves on the homeowners association board for The Highlands of Chesterfield in Wildwood, MO. 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 planning menu tailored to clients meeting certain net-worth thresholds, using proprietary research and tools to develop financial recommendations.

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

Series 63, Series 66

Clayton, MO

Merrill

Diane Johnson is an International Wealth Advisor with Merrill Lynch Wealth Management. She specializes in developing personalized financial strategies tailored to clients’ unique goals, with expertise in areas such as college education planning, divorce transition planning, family wealth management, international wealth management, retirement income, and services for endowments, foundations, and non-profits. Diane holds a Bachelor's Degree from Illinois State University and maintains professional designations including Certified Financial Planner (CFP) and Personal Investment Advisor (PIA). She draws on Merrill’s investment insights and banking resources from Bank of America to provide comprehensive wealth management solutions. In addition, Diane is committed to community involvement and volunteers with local organizations. Outside of work, she enjoys gardening, reading, and spending time with her family.

Wealth management College savings (529s, UTMA, etc.) Divorce financial planning Family Business Retirement income strategy Women Professionals
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James D

Series 63, Series 65

St. Louis, MO

STIFEL

James Duncan is a financial advisor at Stifel with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including BMO Harris Financial Advisors and M&I Investment Management Corp. He is based in St. Louis, MO. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

General retirement planning Income planning
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Stacy W

Series 63, Series 66

Clayton, MO

Merrill

Stacy Wieser is a financial advisor at Merrill based in Clayton, MO, with 31 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 1989. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Nicole R

Series 66, Series 63

St. Louis, MO

STIFEL

Nicole Roesch Rundle is a financial advisor at Stifel with 12 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, following roles at TD Ameritrade and Scottrade. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing 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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Tommy S

Series 63, Series 66

Swansea, IL

LPL Enterprise

Tommy Silveus Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Charles Schwab, TD Ameritrade, and Scottrade. Outside of his advisory work, he owns and manages rental properties. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm utilizes a model-driven investment approach and offers access to third-party asset managers, financial planning, and various non-securities products.

Tax-loss harvesting
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Christine S

Series 63, Series 65

St. Louis, MO

Wells Fargo Clearing

Christine Stevens is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as a power of attorney for a family member. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Retired Founder/Business Owner
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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.

Retired Founder/Business Owner
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Ryan M

Series 66

St. Louis, MO

Wells Fargo Advisors

Ryan Meyler is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding a Series 66 credential with 13 years of industry experience. He has been with Wells Fargo Advisors since 2018, following two years at Wells Fargo Clearing. 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 financial planning services and investment solutions, utilizing proprietary research and planning tools to develop tailored recommendations.

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

Series 66

St. Louis, MO

Wells Fargo Clearing

Shane Karr is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various capacities since 2008. Outside of his advisory role, he serves as co-captain for Team Zoot, assisting with team member engagement and communication. 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 combines research from its Investment Institute with third-party data to evaluate investment options, and it offers both brokerage and advisory solutions at scale.

Retired Founder/Business Owner
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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.

Retired Founder/Business Owner
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Kathleen C

Series 66

St Louis, MO

Merrill

Kathleen Campbell is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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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.

Retired Founder/Business Owner
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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.

General retirement planning Income planning
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Noah P

Series 66

St Louis, MO

Cetera

Noah Prelutsky is a financial advisor with Cetera who holds a Series 66 designation and has five years of industry experience. He has worked at Renaissance Financial Corp and Minnesota Life Insurance Co among other firms. Outside of advisory work, he serves as a board member of the Prelutsky-Jasper Family Foundation, a charitable organization that donates to qualified 501(c)(3) entities. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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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Timothy V

Series 63, Series 65

Clayton, MO

Merrill

Timothy Van Rhein is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been serving clients in financial advisory roles since 1996, focusing on areas such as managing new wealth, personal retirement planning, and retirement income. Timothy emphasizes a comprehensive, goals-based approach, working closely with clients to develop personalized financial strategies that align with their long-term objectives. Before entering financial services, Timothy practiced law in the St. Louis area. He holds a Juris Doctorate from St. Louis University School of Law and a Bachelor of Arts degree in Psychology from the University of Michigan–Dearborn. Timothy has earned professional designations including the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA). Outside of his professional career, Timothy is a member of the Missouri Athletic Club and is involved in his community as a soccer referee. He enjoys various sports including basketball, golf, running, soccer, and tennis, as well as traveling.

Wealth management General retirement planning Retirement income strategy Income planning
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