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Robyn W
Series 66
Granite City, IL
Wells Fargo Advisors
Robyn Walthall is a financial advisor with Wells Fargo Advisors in Granite City, IL, holding a Series 66 designation and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referrals.
Benjamin K
Series 63, Series 65
Edwardsville, IL
Morgan Stanley
Benjamin Kirchoff is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and is also associated with Morgan Stanley Private Bank, National Association. Kirchoff is a partner in the Kirchoff Family LTD Partnership, an investment-related business based in Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients. The firm offers tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.
Jason W
Series 63, Series 65
Troy, IL
Fidelity
Jason Wickersham is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with various Fidelity entities since 2014. Outside of his advisory role, he oversees staff for Event Transportation Solutions, Inc., managing transportation logistics for a Formula 1 venue. Strategic Advisers LLC, a Fidelity Investments company, provides a range of investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.
Timothy W
CFP®, Series 63, Series 66
Edwardsville, IL
Charles Schwab
Timothy Wayman is a CFP® professional with 20 years of industry experience, currently advising at Charles Schwab since 2018. Prior to Schwab, he worked at Fidelity Investments from 2012 to 2018. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and order-routing infrastructure.
Shay G
Series 63, Series 66
Overland, MO
Edward Jones
Shay Garner is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2021, Garner worked at TD Ameritrade and SteadyRain. Outside of advisory work, Garner serves as treasurer for Ritenour Husky Homes, Inc., where he manages receipts, grant money, and donations. 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 over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Alexander C
Series 66
Edwardsville, IL
Edward Jones
Alexander Crehan is a financial advisor at Edward Jones in Edwardsville, IL, with a Series 66 designation. He has experience spanning several roles since 2015, including positions at Moneta Group and multiple appointments at William Penn University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies, affiliated mutual funds, and specialized services such as tax-loss harvesting under a fiduciary standard.
Rodney B
Series 66
Florissant, MO
Merrill
Rodney Bozeman II is a financial advisor at Merrill with Series 66 registration and one year of industry experience. His previous roles include positions at TD Ameritrade/Charles Schwab and Fidelity. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Arthur F
Series 66
Alton, IL
Edward Jones
Arthur Fahrner is a financial advisor with Edward Jones in Alton, Illinois. He holds a Series 66 designation and has 11 years of industry experience, having been with Edward Jones since 2014. Outside of his advisory role, he is the owner of an LLC involved in commercial property management. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Jeffrey C
CFP®, Series 66
Edwardsville, IL
Edward Jones
Jeffrey Crehan is a CFP® and Series 66 holder with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. Based in Edwardsville, IL, he has maintained a rental property in Troy, IL, as a side business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and managed solutions, supported by a large network of financial advisors and branch offices across the United States.
Timothy B
Series 63, Series 66
Alton, IL
Wells Fargo Clearing
Timothy Brueggeman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 33 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for seven years before joining Wells Fargo in 2016. Outside of his advisory role, he is a 50% owner of The Temple, an entertainment and reception hall in Alton, IL, where he is involved in management and event planning. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a network of more than 14,000 financial advisors.
Adam L
Series 66
Overland, MO
Fidelity
Adam Litzau is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked previously at firms including Citigroup, Wells Fargo Clearing, and Mueller Prost. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and serves as an advisor to multiple registered investment companies and fund-of-funds.
Morgan L
Series 66
Edwardsville, IL
LPL Financial
Morgan Langendorf is a financial advisor with LPL Financial and holds the Series 66 designation. Langendorf has been in the industry since 2026 and has prior experience with Northwestern Mutual and State Farm. Outside of financial services, Langendorf has worked in hospitality and retail, including roles at Apple Creek Golf Club and Walker's Bluff Casino and Resort. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to a range of clients including individuals, retirement plans, banks, and institutions. The firm offers various investment options such as model portfolios, third-party asset management, and customized strategies, supported by operational tools and research.
Brian K
CFP®, Series 63
Bethalto, IL
Raymond James Financial
Brian Keister is a CFP® credentialed advisor with 38 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He previously worked for Commonwealth Financial Network for 23 years and operated his own firm, Brian E. Keister & Associates, for 15 years. Outside of his advisory role, he is a partner in Accessible Storage LLC and serves as a commissioner for the St. Louis Regional Airport. 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 clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools, supporting implementation through advisory programs or other providers.
William Z
Series 63, Series 65, Series 66
Granite City, IL
Cambridge Investment Research Advisors
William Ziebold is a financial advisor with Cambridge Investment Research Advisors. He holds Series 63, 65, and 66 credentials and has 34 years of industry experience. Outside of his advisory work, he is involved in a rock band called ZB'S BAND. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base across multiple platforms.
Brianne E
Series 63, Series 66
Alton, IL
Edward Jones
Brianne Edgington is a financial advisor at Edward Jones in Alton, Illinois, with 15 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Stifel for nine years. Outside of her advisory role, she is involved with Levy Restaurants. 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 large network of financial advisors and branch offices across the United States.
Joshua S
ChFC®, Series 63
Edwardsville, IL
Raymond James Financial
Joshua Schuette is a financial advisor with Raymond James Financial, holding the ChFC® and Series 63 designations, and has two years of industry experience. He has previously worked at several financial institutions including First Mid Bank & Trust, where he serves as Senior Investment Officer and Vice President. Schuette is also the treasurer of Sunshine Living, a nonprofit organization. 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, corporations, and institutional clients. The firm employs tailored planning and analytical tools to support client goals and offers a range of advisory programs and institutional consulting services.
Daniel S
CFP®, Series 66
Florissant, MO
Edward Jones
Daniel Schubert is a CFP® professional with 10 years of experience in the financial services industry. He has been with Edward Jones since 2015 and holds the Series 66 designation. Based in Florissant, MO, he serves a diverse client base through his role at the firm. 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 operates a nationwide network of over 23,700 financial advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.
Nathan S
CFP®, Series 66
Collinsville, IL
Edward Jones
Nathan Spudich is a CFP® and Series 66 licensed financial advisor with Edward Jones, based in Collinsville, IL. He has 18 years of industry experience, all of which have been with Edward Jones since 2008. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Christian G
Series 66
Edwardsville, IL
Morgan Stanley
Christian Guyot is a financial advisor with Morgan Stanley in Edwardsville, Illinois, holding a Series 66 designation and nine years of industry experience. He previously worked at Wells Fargo Clearing and has held roles at Valic Financial Advisors, Minnesota Life Insurance, Renaissance Financial, and Securian Financial Services. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services that emphasize advisory planning while leaving implementation and updates to clients.
John H
CFP®, Series 66
Alton, IL
Raymond James Financial
John Hoelscher is a CFP® and holds a Series 66 license with four years of experience in financial advising at Raymond James Financial Services Advisors, Inc. Prior to his financial advisory career, he worked for 14 years at John Deere. He is also the owner of Confluence Wealth Management in Alton, IL. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice through advanced analytical tools and supports programs such as wrap-fee advisory and institutional consulting.
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