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Monica C

Series 66

Decatur, IL

LPL Financial

Monica Clevenger is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Benjamin F. Edwards, Wells Fargo Clearing, and Archer Daniels Midland. She is a part owner of Idle Clevenger Wealth Management, LLC, where she provides financial planning and investment management services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, employing various investment strategies and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Stephen C

CFP®, Series 66

Decatur, IL

LPL Financial

Stephen Clevenger is a CFP® with five years of industry experience and is currently affiliated with LPL Financial. His prior roles include positions at Benjamin F. Edwards, First Mid Bank and Trust, and Soy Capital Bank and Trust. He serves as chair and board member of the Richland Community College Foundation and is a council member at Renaissance Church, both involving oversight of financial operations and fundraising. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a broad range of solutions including financial planning, model portfolios, and institutional platforms, supported by extensive technology and operational resources.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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