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Sam T

CFP®, Series 63, Series 65, AIF®

Castle Rock, CO

Fidelis Wealth Advisors

Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter. Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.

Wealth management Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Dentist Attorney Retired Founder/Business Owner Executive Established Professionals Approaching retirement Retired Mid-Career Professionals Divorced

36 advisors near 62230

Out of 400,000+ nationwide

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Nicholas R

Series 65

Highland, IL

Powers Advisory Group, LLC

Nicholas Rutz is a financial advisor at Powers Advisory Group, LLC with two years of industry experience. He holds a Series 65 designation and has been involved in business ventures including ownership of a child care company and a real estate investment company. Prior to joining Powers Advisory Group, he was associated with Siblings & Company LLC and operated a restaurant business under Rutz Group II DBA Popeye's Chop House. Powers Advisory Group provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, and corporate retirement plans. The firm manages approximately $250.9 million on a discretionary basis, focusing on asset allocation, security selection, and dividend-producing securities within ETF-based portfolios.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Matthew P

Series 63, Series 65

Highland, IL

Powers Advisory Group, LLC

Matthew Powers is a financial advisor at Powers Advisory Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Powers Advisory Group since 2014. Powers Advisory Group provides discretionary investment management, financial planning, and pension consulting to individual and high-net-worth clients as well as corporate retirement plans. The firm manages approximately $250.9 million on a discretionary basis and focuses on asset allocation and security selection with an emphasis on quality, income generation, and low internal costs.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Richard R

Series 65, Series 66

Highland, IL

Powers Advisory Group, LLC

Richard Ringwald is a financial advisor at Powers Advisory Group, LLC with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Powers Advisory Group since 2017. Prior to this, he was employed at Commerce Bank for two years and has been associated with Stifel Nicolaus since 2001. Powers Advisory Group provides discretionary investment management, financial planning, and pension consulting to individual and high-net-worth clients as well as corporate retirement plans. The firm manages approximately $250 million in assets and emphasizes asset allocation, quality income generation, and low internal costs through dividend-producing securities and ETF-based portfolios.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Ian T

Series 66

Breese, IL

Midwestern Securities Trading Company, LLC

Ian Timimmermann is a financial advisor at Midwestern Securities Trading Company, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Bradford National Bank and Knights of Columbus. Midwestern Securities Trading Company, LLC provides portfolio management, financial planning, and retirement-plan fiduciary services to individual and high-net-worth clients. The firm supports a large retail client base through both discretionary and non-discretionary managed accounts and integrates fundamental and technical analysis in its investment approach.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Charitable giving & philanthropy Founder/Business Owner Executive
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Donald P

ChFC®, Series 63, Series 65

Highland, IL

M Holdings Securities, INC.

Donald Portell is a financial advisor with M Holdings Securities, Inc. and DBP Wealth Advisory Group, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including roles at Portell Financial Services and M Holdings Securities. He serves on the board of directors for the Highland Country Club. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of advisors. The firm offers investment management, retirement plan consulting, financial planning, sub-advisory services, and insurance advisory services, utilizing multiple sponsored platforms and custodial providers.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner Retired
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David B

Series 63, Series 65

Highland, IL

M Holdings Securities, INC.

David Bargetzi is a financial advisor with M Holdings Securities, Inc., holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with M Holdings since 2012 and is also involved with Lucco Management Company LLC and Portell Financial Services, Inc. His activities include financial planning and group term insurance administration. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients nationwide. The firm offers a range of advisory services including discretionary investment management, retirement plan consulting, and insurance-contract advisory services through a network of independent Financial Professionals.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner Retired
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Donstan P

Series 66

Highland, IL

M Holdings Securities, INC.

Donstan Portell is a financial advisor with M Holdings Securities, Inc., holding a Series 66 designation and six years of industry experience. He has been with M Holdings since 2019 and currently leads DBP Wealth Advisory Group. Prior to his advisory career, he worked with the St. Louis Cardinals, LLC. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of Investment Advisor Representatives and independently operated Member Firms. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, sub-advisory, and insurance-contract advisory services.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner Retired
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Matthew S

Series 66

Mascoutah, IL

Stifel Independent Advisors, LLC

Matthew Schroeder is a financial advisor with Stifel Independent Advisors, LLC, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Edward Jones, Bank of America, and Merrill. Outside of his advisory work, Schroeder serves on the boards of the Holy Childhood School and the Mascoutah Chamber of Commerce, where he is involved in community events and scholarship committees. Stifel Independent Advisors serves a diverse client base, including individuals, corporations, trusts, and public entities, offering both brokerage and investment advisory services. The firm employs a collaborative planning process using proprietary market models to tailor asset allocation and provides a range of services from fee-based financial planning to discretionary portfolio management.

General retirement planning Income planning Wealth management
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Zachary T

Series 63, Series 65

Mascoutah, IL

Stifel Independent Advisors, LLC

Zachary Thurston is a financial advisor with Stifel Independent Advisors, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. He has been with Stifel Independent Advisors since 2016 and also works with Stifel Financial since 2026. Outside of his advisory work, Thurston is an assistant high school football coach and an athletic department gameday worker for Mascoutah High School. Stifel Independent Advisors serves a diverse client base, including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services. The firm uses a collaborative planning process supported by proprietary market assumptions and probabilistic modeling to tailor asset allocation recommendations.

General retirement planning Income planning Wealth management
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Suzanne M

Series 66

Germantown, IL

Benjamin F. Edwards & Company, Inc.

Suzanne Markus is a Series 66-licensed financial advisor with seven years of industry experience. She currently works at Benjamin F. Edwards & Company, Inc., where she has been since 2022. Her prior experience includes roles at Raymond James Financial Services Advisors, Old North State Investment, The Mike Brown Financial Group, and UBS Financial Services. Outside of her advisory work, she is a marketing partner for Monat, a hair care product company. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies with oversight from its Investment Strategy Committee.

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

Series 63, Series 66

Breese, IL

Eagle Strategies (NY Life)

Logan Isaak is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 designations. He has two years of industry experience and has been associated with Eagle Strategies since 2025. Prior to this, he has worked with Nylife Securities LLC, The Timmermann Group, and The Maschhoffs. He operates under the DBA name The Timmermann Group to service insurance and financial product clients. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, including high net worth clients, as well as employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Matthew B

Series 63, Series 65

Breese, IL

Eagle Strategies (NY Life)

Matthew Becker is a financial advisor with Eagle Strategies (New York Life) holding Series 63 and Series 65 credentials and has 22 years of industry experience. He operates Becker Financial, which offers New York Life products and brokers non-registered insurance products. Outside of his advisory work, Becker serves as an assistant boys basketball coach and substitute teacher at Mater Dei Catholic High School in Breese, IL. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients through a network of over 2,000 representatives. The firm emphasizes client-directed solutions using third-party managers and model portfolios and manages approximately $25.4 billion in regulatory assets.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Nathan D

Series 66

Aviston, IL

Mass Mutual Investors Services

Nathan Duncan is a financial advisor with Mass Mutual Investors Services in Aviston, Illinois. He holds the Series 66 designation and has three years of industry experience. Prior to his current role, he worked for the Federal Bureau of Prisons for ten years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved analytical tools to develop written recommendations tailored to client goals.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Amy K

Series 66

Aviston, IL

Edward Jones

Amy Kruse is a financial advisor with Edward Jones in Aviston, Illinois, holding a Series 66 credential and having 11 years of industry experience. She has been with Edward Jones since 2015. In addition to her advisory role, she serves as a board member overseeing the operation of Central Community High School in Breese, Illinois. 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 under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

General retirement planning Wealth management Retired Founder/Business Owner Executive
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Eileen K

Series 63, Series 65

Mascoutah, IL

Cetera

Eileen Kanoski is a financial advisor at Cetera with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Cetera and its affiliated entities since 2015. Prior to Cetera, her work history includes Regions Bank, where she has also been active since 2015. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions with retirement and trust capabilities.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Joseph H

Series 66

Highland, IL

LPL Financial

Joseph Horstmann is a financial advisor with LPL Financial in Highland, Illinois, holding a Series 66 designation and 18 years of industry experience. He has been affiliated with LPL Financial since 2012 and operates Horstmann Premier Financial since 2015. Outside of his advisory work, Horstmann is co-owner of Twice the Ice, a family-run ice vending business. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and various delivery options, combining advisory and brokerage services tailored to client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Michael C

Series 63, Series 65

Trenton, IL

OSAIC

Michael Coracy is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services Inc, Trinity Financial Group, and Sii Investments. Coracy is also the owner of Selkirk Advisors, LP, a limited partnership involved in financial advisory and insurance brokerage. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Kevin D

Series 63, Series 66

Highland, IL

Edward Jones

Kevin Dewaele is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 1999 and holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and affiliated investment products through a nationwide network of advisors and branch offices.

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

Series 66

Highland, IL

Edward Jones

Lisa Driscoll is a financial advisor at Edward Jones in Highland, IL, holding a Series 66 designation with one year of industry experience. She has been with Edward Jones since 2011 in various capacities. Outside of her advisory role, she works as an independent consultant selling jewelry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of investment strategies and advisory services, supported by a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
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Andrew T

Series 66

Mascoutah, IL

Edward Jones

Andrew Thompson is a financial advisor at Edward Jones in Mascoutah, Illinois, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at CDS Office Technologies and Da-Com Corporation, and taught at Freeburg Community High School. Outside of his advisory role, he is a partner and cohost of a trivia podcast called Bankshot Media. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Wealth management Passive / index investing Retired Founder/Business Owner Executive
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Jeremy K

Series 66

Breese, IL

Edward Jones

Jeremy Kueper is a financial advisor with Edward Jones in Breese, Illinois. He holds a Series 66 designation and has seven years of industry experience, all with Edward Jones since 2015. 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 advisory programs, including both discretionary and non-discretionary strategies, as well as tax-efficient services and alternative investment options.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies Retired Founder/Business Owner Executive
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Christopher W

Series 66

Highland, IL

Raymond James & Associates

Christopher Wiegand is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. He has worked at Raymond James Financial Services, Inc. and Raymond James & Associates since 2018, and previously spent 11 years at Stifel Nicolaus followed by one year at Stifel Financial Corp. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a focus that includes public finance and municipal work.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Carl D

Series 63, Series 66

Highland, IL

Edward Jones

Carl Dempsey is a financial advisor with Edward Jones in Highland, IL, holding Series 63 and Series 66 licenses and over 22 years of industry experience. He has worked with Edward Jones since 2009. Outside of his advisory role, he owns a hunting property in Illinois for which he receives CRP government payments related to wildlife habitat management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices, providing both discretionary and non-discretionary strategies under a fiduciary standard.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Military & Veterans Founder/Business Owner
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Michael R

Series 66

Highland, IL

LPL Financial

Michael Riffel is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Kestra Advisory Services, LLC, KESTRA Investment SERVICES, LLC, and NFP Securities, Inc. Outside of his advisory role, he operates Mike Riffel Financial Management, a business entity focused on financial advisory and tax purposes. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and charities. The firm offers a variety of investment solutions supported by an in-house research team and combines advisory services with non-advisory product offerings such as insurance and lending products.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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De Anna B

CFP®, Series 66

Highland, IL

Edward Jones

De Anna Bolt is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Maurices and was involved with All You Fitness & Party Place. 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 through a large network of advisors and branch offices, offering a variety of advisory programs, separately managed accounts, and affiliated investment products under a fiduciary standard.

Retirement income strategy General estate planning guidance Divorce financial planning Wealth management Retired Founder/Business Owner Executive
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Peggy E

ChFC®, Series 63, Series 65

Highland, IL

Cambridge Investment Research Advisors

Peggy Elliott is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 29 years of industry experience and has been associated with Cambridge Investment Research Advisors since 2011. In addition to her advisory role, she operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to third-party sub-advisers through multiple account platforms.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Kelly Z

Series 66

Aviston, IL

Mass Mutual Investors Services

Kelly Zurliene is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and one year of industry experience. She has worked with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2024. Prior to her advisory roles, she gained experience in education and wellness, including positions at the City of Breese and Four Yoga and Wellness. Mass Mutual Investors Services is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Allison K

Series 66

Aviston, IL

Charles Schwab

Allison Kantner is a financial advisor at Charles Schwab with 10 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC and Stifel Nicolaus. Kantner is based in Aviston, Illinois. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Andre S

Series 66

Trenton, IL

LPL Financial

Andre Stafford is a financial advisor with LPL Financial, holding a Series 66 credential and four years of industry experience. Prior to joining LPL Financial, he worked at Home Bank and served with the 15th Judicial District Court in a family court intervention role. He has also been involved with Lafayette Habitat for Humanity. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and charities. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Luke N

Series 63, Series 65

Aviston, IL

Mass Mutual Investors Services

Luke Niemeyer is a financial advisor with Mass Mutual Investors Services in Aviston, Illinois, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked with Knights of Columbus and Knights of Columbus Asset Advisors. Niemeyer serves as a member of the finance committee at All Saints Academy, advising on budgets and general finances. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based financial planning using firm-approved software and offers various specialized planning programs.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Matthew A

CFP®, Series 66

Highland, IL

Edward Jones

Matthew Armentrout is a CFP® with 19 years of industry experience. He has been with Edward Jones since 2013. 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 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
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Steven S

Series 66

New Baden, IL

Edward Jones

Steven Schultheis is a financial advisor with Edward Jones in New Baden, IL, holding a Series 66 designation and serving clients for eight years. He has been with Edward Jones since 2017, following prior roles at Finish Line and UniGroup Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

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

Series 66

Mascoutah, IL

Edward Jones

Keith Cook is a financial advisor at Edward Jones with six years of industry experience. He previously worked at Regions Financial for 33 years before joining Edward Jones in 2019. Outside of his advisory role, he serves as a community board member for Memorial Hospital East and participates occasionally as an election judge in St. Clair County, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a large network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Multi-generational wealth transfer Military & Veterans
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Terry S

CFP®, ChFC®, Series 63, Series 66

Carlyle, IL

Edward Jones

Terry Stilt is a financial advisor at Edward Jones with 37 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 66 licenses. He has been with Edward Jones since 2001. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Retirement income strategy Wealth management Founder/Business Owner
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Brian B

Series 66

Highland, IL

Edward Jones

Brian Becker is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked at Leonardo DRS for 15 years. 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 advisory solutions, including discretionary and non-discretionary strategies, 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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Thomas S

CFP®, Series 63, Series 66

Germantown, IL

Edward Jones

Thomas Scott is a CFP® professional with 24 years of industry experience, currently affiliated with Edward Jones since 2020. Prior to this, he worked at MFS Fund Distributors, Inc. for six years. He holds the Series 63 and Series 66 licenses and is based in Germantown, Illinois. 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 advisory services including discretionary and non-discretionary strategies, 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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