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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

23 advisors near 62245

Out of 400,000+ nationwide

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Robert F

Series 63, Series 65

Lebanon, IL

Markowski Investments

Robert Freshour is a financial advisor at Markowski Investments with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wealth Quest Planning and Wedgewood Partners, Inc. He has been with Freshour Financial since 2021. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a multi-asset strategic allocation approach that combines technical, fundamental, and chart analysis with cyclical and tactical adjustments, focusing on buy-and-hold strategies complemented by periodic portfolio reviews.

Active portfolio management Options & derivatives strategies Founder/Business Owner
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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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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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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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Quinton K

Series 63, Series 66

Lebanon, IL

Edward Jones

Quinton Kujawa is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and three years of industry experience. Before joining Edward Jones, he worked at Charles Schwab (formerly TD Ameritrade) and has a background that includes roles outside of finance, such as working for DoorDash. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients through a network of over 23,000 advisors, offering a range of advisory services and investment solutions under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer 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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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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Paul J

Series 66

Lebanon, IL

Edward Jones

Paul Jansen is a financial advisor at Edward Jones in Lebanon, Illinois, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. 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 under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Wealth management Military & Veterans 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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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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