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Shawn H

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Shawn Haider is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and having seven years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2013. Outside of his advisory role, he serves as Secretary for White Top Inc., a position involving meeting attendance, minute-taking, and client invoicing. 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 advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Pamela G

ChFC®, Series 63, Series 65

Clayton, MO

Wells Fargo Clearing

Pamela Glaser is a financial advisor with Wells Fargo Clearing, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 36 years of industry experience, including 21 years at Stifel prior to joining Wells Fargo in 2019. Outside of her advisory role, she serves as president and board member of the Villas of Grand Glaize Homeowners Association in Osage Beach, MO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of investment vehicles, including insurance-related products and bank deposit sweep options.

Retired Founder/Business Owner
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Stacy W

Series 66

St. Louis, MO

Wells Fargo Clearing

Stacy Wilkie 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. Outside of her advisory work, Wilkie serves as an assistant volleyball coach for Thunderbolt Volleyball in O'Fallon, MO. 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, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Devin D

Series 66

Clayton, MO

Merrill

Devin Davis is a Series 66 licensed financial advisor with Merrill in Clayton, MO. He has been with Merrill and Bank of America since 2026, following prior experience at Bank of America and positions in retail and education sectors. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Ross W

Series 66

St. Louis, MO

Wells Fargo Clearing

Ross Wolff is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. He has worked at Wells Fargo Clearing since 2018, with prior roles at Severin Investments, Waddell & Reed, Merrill, and various insurance carriers. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Jeffery M

Series 66

St. Louis, MO

Wells Fargo Clearing

Jeffery Miloszewski is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has 11 years of industry experience, including 10 years with Wells Fargo Clearing. Outside of his advisory role, he composes instrumental music that is distributed on major digital streaming platforms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a 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 supported by research and analytics.

Retired Founder/Business Owner
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Shane L

Series 63, Series 66

St. Louis, MO

STIFEL

Shane Lyday is a financial advisor at Stifel in St. Louis, MO, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has previously worked at Wells Fargo Clearing, H.D. Vest Investment Services, and Wells Fargo Advisors. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Mark S

Series 63, Series 65

Swansea, IL

Merrill

Mark Slocomb is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined the firm in 1987 following eight years of experience in corporate finance and investment banking with Centerre Bank of St. Louis and Lloyds Bank, PLC in London. Mark serves as a Portfolio Manager, managing personalized investment strategies on a discretionary basis that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment solutions. Mark holds a Bachelor of Science degree in Finance from Northern Illinois University and the professional designation of Personal Investment Advisor (PIA). His expertise focuses on providing a holistic approach to financial management, working with senior executives and families to develop customized strategies tailored to complex financial situations. Mark was recognized by Barron’s magazine five times between 2010 and 2015 as one of America’s Top 1,200 Financial Advisors, an honor attained by a limited number of advisors in Missouri. In addition to his professional role, Mark has been involved with The National Children’s Cancer Society for 28 years and currently serves as Chairman of the Board. His team at Merrill Lynch Wealth Management emphasizes a comprehensive process that begins with understanding clients’ overall financial goals and aims to create risk-managed portfolios designed to preserve capital while seeking to maximize returns.

Wealth management Active portfolio management Executive
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Brandon S

Series 66

St. Louis, MO

Wells Fargo Clearing

Brandon Shemonia is a financial advisor with Wells Fargo Clearing based in St. Louis, MO, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Fidelity Investments, Citigroup, and The Vanguard Group. 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 sources.

Retired Founder/Business Owner
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Michael D

Series 66

Belleville, IL

LPL Financial

Michael Dunnigan is a Series 66-licensed financial advisor at LPL Financial with 15 years of industry experience. He previously worked at SII Investments, Inc. for eight years before joining LPL Financial in 2018. 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 wide 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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Erica S

Series 66

St Louis, MO

Edward Jones

Erica Stewart is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with over 18 years of industry experience. She previously worked at First Community Credit Union from 2005 to 2023 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

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

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Victoria Krylov is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2018, following nine years at Scottrade, Inc. Outside of her advisory role, she is involved in promotional sales for 4 Hands Brewing Company in St. Louis, participating in various tasting events. 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 and incorporates 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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Regan S

Series 63, Series 65

St. Louis, MO

Wells Fargo Clearing

Regan Strinni is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining Wells Fargo Clearing in 2022, Regan worked at TD Ameritrade from 2019 to 2022 and has held roles outside the financial industry, including positions at Rock & Brews and Olive Garden. 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 through over 14,000 financial advisors and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Julie S

Series 63, Series 66

St. Louis, MO

Wells Fargo Clearing

Julie Shumake is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Scottrade and LPL Financial. Since 2019, she has served as a dispute resolution arbitrator for FINRA. 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 and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Shannon W

CFP®, Series 66

St Louis, MO

Cetera

Shannon Weber is a CFP® professional with 15 years of experience in financial advisory services. She is currently with Cetera and has previously worked at Renaissance Financial and Securian Financial Services. Weber serves as vice chair on the board of Child Care Aware of Missouri and volunteers with the Alpha Gamma Rho Popp-McBee Memorial Golf Tournament. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and advisory services through a nationwide network of independent advisors, utilizing a multi-manager platform with both discretionary and non-discretionary program options.

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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Bret S

Series 66, Series 65

Columbia, IL

Cetera

Bret Steffenauer is a financial advisor with Cetera, holding Series 65 and Series 66 credentials and bringing 26 years of industry experience. He has worked at Cetera Financial Specialists LLC since 2000 and owns Steffenauer & Associates CPAs, Inc. Outside of financial advising, he is a 50% stockholder in a real estate investment management business focused on non-residential rental properties in Columbia, Illinois. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a nationwide network of advisors, utilizing multiple program structures and investment strategies.

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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Evan M

Series 66

St Louis, MO

Cetera

Evan Mcginnis is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. He has worked with Cetera since 2023 and has a longstanding role at Renaissance Financial beginning in 2010. Outside of his advisory duties, Mcginnis serves on the advisory boards of the SSM Foundation and Cardinal Glennon Development Board, both philanthropic organizations in the St. Louis area. Cetera Investment Advisers LLC is a national SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and planning services through a multi-manager platform that includes affiliated and third-party managers, supporting various discretionary and non-discretionary account structures.

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 W

Series 63, Series 66

St. Louis, MO

STIFEL

Matthew Wilhelm is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Financial Corp. since 2014 in various roles. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to inform asset allocation and financial planning.

General retirement planning Income planning
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Jacob B

Series 66

St. Louis, MO

Wells Fargo Clearing

Jacob Brinkman is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. His work history includes multiple periods at Wells Fargo Clearing Services and a year at Stifel Nicolaus & Co Inc. 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 a combination of brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Retired Founder/Business Owner
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Joey H

Series 66

St. Louis, MO

Wells Fargo Advisors

Joey Huynh is a Series 66-licensed financial advisor with Wells Fargo Advisors in St. Louis, MO, and has 12 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he works as a fitness instructor at F45 Training Chesterfield. 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 and integrates advisory services with various financial products and referral channels.

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