user avatar

Matthew Alepra

Advisor at LPL Financial

Updated today

Location

Gillespie, IL

Credentials

Series 66

Industry experience

23 years

About

Matthew Alepra is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved with Alepra Investment Group. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

Gillespie, IL

Most active in

Illinois · Texas

Work history

LPL Financial

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Carl Z

CFP®, Series 63, Series 65

Carlinville, IL

Wall Street Financial Group, Inc.

Carl Zeidler is a CFP® professional with 43 years of industry experience, currently serving as president and owner of Wall Street Financial Group, Inc. in Carlinville, IL. His prior experience includes roles at Kestra Advisory Services, LLC and NFP Securities, Inc. Outside of his advisory work, he owns and operates an insurance agency under Carl W Zeidler, PLC. Wall Street Financial Group, Inc. provides financial advice to individuals, businesses, local governments, and pension plans, offering portfolio management, pension consulting, and insurance services. The firm tailors investment portfolios based on client suitability and serves a diverse client base, including state and municipal entities.

Retirement plans for business owners (SEP, solo 401k) Annuities Long-term care insurance Life insurance needs analysis Disability insurance Self-Employed Founder/Business Owner
user avatar

Jamie P

Series 65

Bunker Hill, IL

Genesis Wealth Management

Jamie Payne is a Series 65-licensed advisor with Genesis Wealth Management Group, LLC, based in Alton, IL. He has three years of industry experience and has previously worked at Franklin & Vaughn, LLC. Genesis Wealth Management Group serves individual clients, trusts, estates, and charitable organizations with financial planning and portfolio management, offering discretionary and non-discretionary advisory services along with retirement plan consulting. The firm uses an IPS-driven process and a combination of in-house management, sub-advisors, and third-party platforms to tailor investment strategies to client objectives and risk profiles.

Long-term care insurance Elder care planning Tax strategies for small businesses Retired Founder/Business Owner
user avatar

John Z

CFP®, PFS™, Series 65

Carlinville, IL

Wall Street Financial Group, Inc.

John Zeidler is a CFP® and PFS™ credentialed advisor with eight years of industry experience, currently serving at Wall Street Financial Group, Inc. since 2017. Prior to his advisory role, he worked at Sam's Club and Panera Bread. Outside of his advisory duties, he is a licensed insurance agent specializing in life, health, critical illness, disability, and long-term care insurance, and he also manages a tax preparation business as a CPA. Wall Street Financial Group advises individuals, businesses, local governments, and pension and profit-sharing plans, offering discretionary portfolio management, pension consulting, financial planning, and insurance services. The firm serves both high-net-worth and non-HNW clients and is noted for its work with state and municipal clients and pension plan sponsors.

Retirement plans for business owners (SEP, solo 401k) Annuities Long-term care insurance Life insurance needs analysis Disability insurance Self-Employed Founder/Business Owner
user avatar

Brenden B

CFP®, Series 65

Carlinville, IL

Wall Street Financial Group, Inc.

Brenden Brown is a CFP® and Series 65 licensed financial advisor with three years of industry experience. He has worked at Wall Street Financial Group, Inc. since 2022 and previously held positions at United Community Bank and Central Stone & Landscape Supply. Wall Street Financial Group, Inc. advises individuals, businesses, local governments, and pension and profit-sharing plans, offering discretionary portfolio management, pension consulting, financial planning, and insurance services. The firm tailors portfolios using a range of investment products and serves state and municipal clients with pension consulting, distinguishing itself within the industry.

Retirement plans for business owners (SEP, solo 401k) Annuities Long-term care insurance Life insurance needs analysis Disability insurance Self-Employed Founder/Business Owner

Kelly S

Series 66

Litchfield, IL

Edward Jones

Kelly Steiner is a financial advisor with Edward Jones in Litchfield, IL, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she is involved as a distributor for Advocare, a supplements and vitamins business. 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 offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, 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

Michael H

CFP®, Series 66

Carlinville, IL

Edward Jones

Michael Hadley is a Certified Financial Planner® professional with 11 years of industry experience, all with Edward Jones since 2015. He is based in Carlinville, IL. Outside of advisory work, he owns land that generates farming income under a conservation reserve program. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Retirement income strategy Divorce financial planning General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")