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Ryleigh F

Series 66

Collinsville, IL

Thrivent Investment Management

Ryleigh Farar is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning their advisory career in 2025. Prior to joining Thrivent, Ryleigh worked at Eckhardt Financial Group and held a variety of roles outside finance, including management positions at The Happy Bakery and Crazy Bowls and Wraps. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary trading authority and allowing clients to combine planning with managed-account services under a consolidated billing arrangement.

Business ownership considerations
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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 18 years of industry experience. He previously worked at Stifel Nicolaus and Stifel Financial Corp before joining Raymond James in 2018. Raymond James & Associates, Inc. is a large, dually registered broker‑dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and governmental entities, offering a range of financial planning and consulting services, with an emphasis on tailored, non-discretionary advice supported by firm research and multiple portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Joseph B

Series 63, Series 66

Collinsville, IL

Wells Fargo Clearing

Joseph Bordoni is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent a year at A.G. Edwards & Sons, Inc. Outside of his advisory role, Bordoni co-owns a family LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and other sources.

Retired Founder/Business Owner
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Devon H

Series 66

Swansea, IL

Merrill

Devon Howard is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018, as well as Bank of America since 2019. His prior experience includes positions at FCB Banks, Hibbett Sports, and Lindenwood University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal teams and third-party managers.

Tax-loss harvesting Active portfolio management Wealth management
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Gregory F

Series 63, Series 65

Bethalto, IL

LPL Financial

Gregory Frazier is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Grove Point Investments LLC, Woodbury Financial Services INC, and First National Bank in Staunton. He also owns Frazier Tax Services, Inc., which provides tax preparation and accounting services. 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 through a large network of investment adviser representatives, utilizing 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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David D

Series 66

Bethalto, IL

Edward Jones

David Devall is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2013. He has 16 years of industry experience. 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 advisory programs, including discretionary and non-discretionary wrap fee 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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Jessica W

ChFC®, Series 66

Swansea, IL

Edward Jones

Jessica Williamson is a financial advisor at Edward Jones with eight years of industry experience. She holds the ChFC® and Series 66 designations and has worked at Edward Jones since 2004. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Founder/Business Owner Doctor or Medical Professional
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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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Leah J

Series 66

Collinsville, IL

Thrivent Investment Management

Leah Joyce is a Series 66-credentialed financial advisor with 10 years of experience, currently serving at Thrivent Investment Management since 2016. She is located in Collinsville, IL. Outside of her advisory role, she acts as a trustee for a family trust that manages farms and rental properties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a wide range of financial planning topics without discretionary trading authority. The firm allows clients to combine planning with managed-account programs while keeping the services separate.

Business ownership considerations
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Darren W

CFA®

Edwardsville, IL

Raymond James Financial

Darren Wright is a CFA® charterholder based in Edwardsville, IL, with two years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and First Mid Wealth Strategies since 2024, following prior roles at CNB Bank & Trust, NA, Busey Bank, and TheBANK of Edwardsville. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm offers tailored non-discretionary planning and uses advanced analytical tools, supporting clients through advisory programs and maintaining notable municipal and public-finance advisory capabilities.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Anthony M

Series 63, Series 65

Fairview Heights, IL

Edward Jones

Anthony Mc Kinzie is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2026, he worked at various Wells Fargo entities from 2013 to 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large 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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Meaghan S

Series 63, Series 65

O'Fallon, IL

STIFEL

Meaghan Schulte is a financial advisor with Stifel in O'Fallon, Illinois, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has been with Stifel since 2015. Outside of her advisory role, she is a commissioned Illinois Notary Public. Stifel serves a diverse client base including individuals, institutional clients, and municipalities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning, while clients retain discretion over implementation decisions.

General retirement planning Income planning
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Amy W

Series 63, Series 65

Edwardsville, IL

Equitable Advisors

Amy Winfrey is a financial advisor with Equitable Advisors in Edwardsville, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked with Equitable Advisors since 2008 and previously held positions at Axa Advisors, LLC and Stifel. Outside of advising, she participates in market research activities on a monthly basis. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services. The firm offers a range of investment programs and fiduciary services, leveraging both proprietary and third-party solutions without sponsoring its own wrap fee program.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Darick H

Series 63, Series 66

Edwardsville, IL

Charles Schwab

Darick Hayes is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at TD Ameritrade, Northwestern Mutual, and Apex Network Physical Therapy. Charles Schwab 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

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

Series 63, Series 65

Edwardsville, IL

Cambridge Investment Research Advisors

John Graney is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Nicol Investors Corporation, Lexow Financial Services, and Forvis Mazars Wealth Advisors, LLC. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Austin S

Series 66

Swansea, IL

LPL Enterprise

Austin Snider is a financial advisor at LPL Enterprise with three years of industry experience and holds a Series 66 designation. His work history includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory career, he has been involved with Wilke Window and Door as well as Lawn Wranglers for several years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and affiliated insurance and trust services.

Tax-loss harvesting
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Anthony S

Series 63, Series 66

Swansea, IL

Merrill

Anthony Segobiano is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in goals-based wealth management, serving affluent families, accomplished professionals, successful business owners, and individual investors. His areas of expertise include education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, socially responsible and values-based investing, tax minimization, and retirement income planning. Anthony has over 22 years of experience in wealth management, preceded by 17 years in the insurance industry, which provided a foundation for expanded estate planning services and a strong customer service model. He holds professional designations as an Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Western Illinois University. In addition to his professional responsibilities, Anthony volunteers with student athletes in the St. Louis area and has served as an assistant and associate head coach for girls and boys soccer teams at Belleville West High School and Columbia High School, respectively. He is also a member of the Elks Club. Outside of work, Anthony enjoys spending time with his wife Gina and their children, traveling, and participating in various sports including basketball, boating, football, golfing, ice hockey, running, and soccer.

Wealth management ESG / Sustainable investing General estate planning guidance Retirement income strategy
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Leland R

Series 66

O'Fallon, IL

STIFEL

Leland Roider II is a financial advisor at Stifel with 23 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Company Inc since 2016. His prior experience includes positions at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Ameriprise. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

General retirement planning Income planning
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Robin K

CFP®, Series 66

Wood River, IL

Edward Jones

Robin Karpan is a CFP® charterholder with seven years of industry experience. She has been with Edward Jones since 2004, working continuously at the firm’s Wood River, IL office. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Retirement income strategy College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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Michael R

Series 66

Highland, IL

LPL Financial

Michael Riffel is a financial advisor with LPL Financial and holds the Series 66 designation. He has 23 years of industry experience, including prior roles at Kestra Advisory Services, KESTRA Investment Services, and M Financial Services. Outside of his advisory work, he has operated a financial management business based in Highland, IL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing various portfolio strategies and technology tools to support its network of over 22,800 advisors.

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