user avatar

William Thomas Dwyer

Advisor at Edward Jones — Salem, IL West Main

Updated today

Credentials

Series 63, Series 66

Experience

43 years

Location

Salem, IL 62881

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,151 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

William Dwyer is a financial advisor at Edward Jones with 43 years of industry experience. He has been with Edward Jones since 1982 and holds Series 63 and Series 66 credentials. Outside of his advisory role, he is an investor in a health-related company, Propel Health. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Salem, IL West Main

521 West Main

Salem IL 62881

Advisors at this office

2

Most active in

Illinois · Texas

Work history

43 years of industry experience

Edward D. Jones & CO., L.P.

1982 - Present • 44 years

Salem, IL

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

John Y

Series 65

Centralia, IL

Terrapene Capital

John Yardley is a financial advisor at Terrapene Capital with a Series 65 designation and no prior industry experience. His professional background includes roles at Yardley Heating and Cooling, Yardley Property, and John's Repairs. Terrapene Capital is a state-registered investment adviser that provides quantitative portfolio management to individuals and institutions via a private pooled vehicle and separately managed accounts. The firm employs machine-learning and quantitative long/short equity models with discretionary risk oversight and serves a small client base including accredited and institutional investors.

Active portfolio management Factor investing / smart beta Options & derivatives strategies Self-Employed
user avatar

Madeline S

CFP®

Centralia, IL

Plancorp, LLC

Madeline Shores is a CFP® professional with experience at Plancorp, LLC and Hoyt Advisors PC. She has worked in accounting and advisory roles at BKD CPAs & Advisors and Kemper CPA Group, and also has a background that includes teaching at Southeast Missouri State University. Outside of financial services, she was involved with Hair of the Dog Centralia LLC. Plancorp serves individuals, business owners, trustees, and organizations by providing wealth management, financial planning, pension consulting, and tax preparation services. The firm’s investment approach utilizes Modern Portfolio Theory and documented Investment Policy Statements, offering both discretionary and non-discretionary management with a focus on fiduciary standards and tax-aware strategies.

Tax-loss harvesting Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Executive
user avatar

Lea A

Series 66

Salem, IL

Benjamin F. Edwards & Company, Inc.

Lea Ashby is a financial advisor at Benjamin F. Edwards & Company, Inc. with 22 years of industry experience. She holds the Series 66 designation and has worked at Benjamin F. Edwards since 2018, following 16 years at Raymond James Financial Services, Inc. Ashby is involved with the USDA CRP Tree Program in Salem, Illinois. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management with a range of managed strategies and operates both internal trading desks and external custodial arrangements.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Rebecca T

Series 63, Series 65

Salem, IL

Benjamin F. Edwards & Company, Inc.

Rebecca Timmerman is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds Series 63 and Series 65 licenses and has 44 years of industry experience. Her prior work includes nearly two decades at Raymond James Financial and Raymond James Financial Services, Inc. Outside of advising, she is involved in real estate development through a partnership in Coventry Crossing LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment management and consulting services through discretionary and non-discretionary wrap programs that incorporate proprietary and third-party managed strategies.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Christopher K

Series 65, Series 66, Series 63

Centralia, IL

Centaurus Financial, Inc.

Christopher Krupp is a financial advisor at Centaurus Financial, Inc. with 10 years of industry experience. He holds Series 65, Series 66, and Series 63 designations. Prior to joining Centaurus Financial in 2017, he worked at Novipax and has held a position at DICK's Sporting Goods since 2016. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
user avatar

Nicholas H

Series 65, Series 63

Salem, IL

Benjamin F. Edwards & Company, Inc.

Nicholas Harris is a financial advisor at Benjamin F. Edwards & Company, Inc. with eight years of industry experience. He holds the Series 65 and Series 63 credentials. Prior to joining Benjamin F. Edwards & Co. in 2018, Harris worked at Raymond James Financial Services in various roles from 2016 to 2018. Benjamin F. Edwards & Company is an SEC-registered adviser and broker-dealer serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers a range of fee-based wrap programs, financial planning, retirement consulting, and investment management services, utilizing both in-house and third-party managers.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")