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Dennis U

Series 66

Edwardsville, IL

LPL Financial

Dennis Ulrich is a financial advisor with LPL Financial in Edwardsville, IL, holding a Series 66 designation and over 24 years of industry experience. He has been affiliated with LPL Financial since 2002 and also maintains a long-standing connection with Scheffel & Company dating back to 1977. Outside of his advisory work, he manages family farm operations in Edwardsville. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement consulting services.

College savings (529s, UTMA, etc.)
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Stanley B

Series 66, Series 63

Edwardsville, IL

LPL Financial

Stanley Beltramea is a financial advisor at LPL Financial with six years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at the Reinsurance Group of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management along with access to model portfolios and research.

College savings (529s, UTMA, etc.)
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Drew A

CFP®, Series 66, Series 63

Edwardsville, IL

LPL Financial

Drew Achter is a CFP® professional with 11 years of industry experience, currently affiliated with LPL Financial since 2024. He has previously worked at Charles Schwab & Co. Inc., Schwab Wealth Advisory, TD Ameritrade Investment Management, and Scottrade. Outside of his advisory role, he is a co-owner of real estate rental businesses in Missouri. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Chad B

Series 63, Series 66

Edwardsville, IL

LPL Financial

Chad Burns is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with LPL Financial since 2012. Burns is also involved with Scheffel Financial Services, Inc., a firm he owns in Edwardsville, IL. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and advanced technologies.

College savings (529s, UTMA, etc.)
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Morgan L

Series 66

Edwardsville, IL

LPL Financial

Morgan Langendorf is a financial advisor with LPL Financial, holding a Series 66 designation and currently based in Edwardsville, IL. Langendorf joined LPL Financial in 2026 and has prior experience working at Northwestern Mutual as well as roles outside the financial sector, including positions at Apple Creek Golf Club and Walker's Bluff Casino and Resort. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Mark K

Series 66

Edwardsville, IL

LPL Financial

Mark Korte is a financial advisor at LPL Financial with a Series 66 designation and five years of industry experience. He has been with LPL since 2020 and has a long-standing affiliation with Scheffel Boyle dating back to 1993. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

College savings (529s, UTMA, etc.)
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