Christopher Green is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and 15 years of industry experience. He has worked at Prudential Insurance Company of America since 2010 and joined LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm utilizes model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Stephen Martin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes long tenures at Royal Alliance Associates and Martin Financial Services, prior to joining LPL Financial. Outside of advising, he is president of Martin Accounting Services, Inc., a CPA firm, and a minority partner in a restaurant business. 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, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary platforms.

Timothy Strazinsky is a financial advisor at LPL Enterprise with over 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Mass Mutual Investors Services. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and various non-securities products and services.

Timothy Guthrie is a CFP® with 33 years of industry experience, currently affiliated with Stifel Nicolaus since 2006. He holds the Series 63 and Series 65 licenses. Outside of his advisory work, he co-owns Farmer's Garden, managing general upkeep alongside his wife. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary methodology from its Investment Strategy Group.

Gregory Lhamon is a financial advisor with Edward Jones, holding a Series 66 designation and bringing five years of industry experience. He has worked at Edward Jones since 2020 and maintains a role with Market Edge LLC, where he sells products on Amazon and earns residual income from audiobooks he narrated. Prior to his financial services career, he spent four years at Salem Radio Network, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a broad range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Joel Albers is a financial advisor at Merrill Lynch Wealth Management with a background in retirement actuarial work. He has over 15 years of experience in retirement plans, having started his career at Willis Towers Watson as a traditional retirement consultant. He subsequently served as the in-house corporate actuary for Emerson Electric Co. before joining Bank of America in the Workplace Benefits line of business, focusing on defined benefit consulting, and later transitioned to financial advising. Joel holds a bachelor's degree in mathematics from Southern Illinois University – Edwardsville. He is an Associate of the Society of Actuaries (ASA) and has earned the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Additionally, he contributes to the Society of Actuaries as an elected member of the Retirement Practice Community Advisory Team.

Robert Stone is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in multi-family real estate ownership. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, annual recommendations through a centralized consulting team.

Karl Walz is a financial advisor at Equitable Advisors with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Stifel Independent Advisors and multiple Morgan Stanley affiliates. Equitable Advisors serves individual clients across various wealth levels, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party managers.

Danny Reeves is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Wayne Hummer Investments L.L.C. for 19 years and has been involved with Focused Investments L.L.C. for over 27 years. Outside of his advisory work, he is a business owner of FitZone 161 in Germantown, Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research purposes.

Michelle Sabo is a financial advisor at Stifel with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and A. G. Edwards & Sons. Outside of her advisory role, she serves as a mentor in the Belleville CEO Mentoring Program, which supports local high school students in exploring business ideas. Stifel serves a diverse client base including individuals, institutions, and municipal entities, providing both brokerage and investment advisory services. The firm employs a proprietary methodology for investment analysis and allocation developed by its Investment Strategy Group, offering clients guidance intended to support their decision-making.

Robin Heiken is a financial advisor with Raymond James & Associates in Belleville, IL, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Raymond James & Associates since 2013. He serves as a co-trustee of a family trust for his deceased father, a role in which he is not compensated. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning and advisory services that are generally non-discretionary, supported by a range of portfolio management styles and proprietary research.

Paul Jansen is a financial advisor with Edward Jones in Lebanon, Illinois, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones for his entire advisory career. 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 strategies supported by a nationwide network of financial advisors and branch offices.

Phillip Caravia is a financial advisor with Raymond James Financial Services Advisors, Inc. in Fairview Heights, IL, holding Series 63 and Series 66 credentials and with 21 years of industry experience. He previously worked at Edward Jones from 2007 to 2016. Caravia serves on the board of the Belleville Public Schools District #118 Educational Foundation and advises the Violence Prevention Center of SW Illinois on financial matters. He is also the owner of a business focused on competitive golf tournaments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers customized, non-discretionary planning and employs risk profiling and modeling tools to support client goals.

Stephen Shevlin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining LPL Financial in 2024, he spent 25 years at Stifel, Nicolaus & Co., Inc. He is associated with 1818 Wealth Advisors LLC, an investment-related business entity connected to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a broad operational and research support infrastructure.

Dimitar Mushkov is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. He has worked at Cetera and its related entities since 2017 and previously spent one year at PNC Investments. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Michael Hatley is a financial advisor at Stifel with 22 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006 and holds a Series 66 designation. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which supports asset allocation, retirement, insurance, and estate planning analyses.

Ryan Miller is a financial advisor with LPL Financial in Belleville, IL, holding a Series 66 designation and 15 years of industry experience. He previously worked at SII Investments, Inc. for seven years before joining LPL Financial in 2018. Outside of his advisory role, Miller provides administrative support for a metal recycling business. 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 financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Sloane Egan is a financial advisor at Edward Jones with one year of industry experience. Sloane holds the Series 66 designation and has worked at Edward Jones since 2023. Prior to joining Edward Jones, Sloane has experience in various roles, including at St. Clair Country Club and in educational institutions such as Saint Louis University and Nerinx Hall High School. 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 and investment strategies, managing approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Samantha Koester is a financial advisor with Thrivent Investment Management in Bellville, IL, holding Series 63 and Series 66 licenses and having two years of industry experience. Her prior work includes roles at Thrivent Financial and various service sector positions. Outside of advising, she is involved in community activities such as working with VOSS Auctions, providing pet care through Rover, and delivering groceries via Instacart. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm enables clients to integrate planning with managed accounts through a consolidated billing option while maintaining separate service arrangements.

Steven Schultheis is a financial advisor at Edward Jones in New Baden, IL with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Finish Line and in the education sector. 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 variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.