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339 advisors near
62254
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Joseph D
Series 63, Series 66
Shiloh, IL
Edward Jones
Joseph Delsignore is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and having 31 years of industry experience. He has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Brenden R
Series 66
Swansea, IL
Merrill
Brenden Rolens is a Financial Advisor at Merrill Lynch Wealth Management, specializing in Education Planning, Family Wealth Management Strategies, and Portfolio Management Services. He brings a strong background in market evaluation and financial analysis to his role, which supports his work with clients to meet their financial objectives. Prior to joining the financial services industry with Lollar and Associates in 2026, Brenden developed his financial analysis skills through roles in manufacturing and private equity financial teams. Brenden holds Series 7 and 66 FINRA registrations and has earned the Personal Investment Advisor (PIA) designation. His educational background includes a High School Diploma from Edwardsville High School and attendance at Northwestern University without degree conferral. Residing in Glen Carbon with his wife Korinne and their two children, Thelma and Clyde, Brenden spends his personal time engaging in activities such as playing with his children, watching crime documentaries with his wife, and analyzing sports data related to Major League Baseball and the National Football League. His personal interests also include baseball, basketball, billiards, chess, football, golfing, reading, running marathons, and table tennis.
Eric E
Series 63, Series 65
Glen Carbon, IL
Cetera
Eric Evers is a financial advisor at Cetera with 26 years of industry experience. He has been with Cetera and its affiliate Cetera Investment Services LLC since 2014, and has also worked with Regions Bank since 2013. He holds Series 63 and Series 65 licenses. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform with various program options.
Richard K
Series 66
O Fallon, IL
Wells Fargo Clearing
Richard Kincheloe is a financial advisor with Wells Fargo Clearing in O Fallon, Illinois, holding a Series 66 designation and 15 years of industry experience. He has been with Fargo Advisors, LLC since 2016. 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 proprietary research with third-party analytics to provide both brokerage and advisory solutions.
Peggy E
ChFC®, Series 63, Series 65
Highland, IL
Cambridge Investment Research Advisors
Peggy Elliott is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 65 licenses. She has 29 years of industry experience, including roles at Massachusetts Mutual Life Insurance Company since 1997 and Cambridge Investment Research since 2007. She also operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms. The firm offers both discretionary and non-discretionary management and maintains proprietary model strategies under the Founders Gate Capital brand.
Kathleen K
Series 63, Series 66
Belleville, IL
Raymond James & Associates
Kathleen Kernan is a financial advisor at Raymond James & Associates with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Raymond James since 2013, following prior roles at Morgan Keegan & Company and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting with a range of portfolio management styles, supported by extensive research and a broad affiliate network.
Kelly Z
Series 66
Aviston, IL
Mass Mutual Investors Services
Kelly Zurliene is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and one year of industry experience. She has worked with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2024. Prior to her advisory roles, she gained experience in education and wellness, including positions at the City of Breese and Four Yoga and Wellness. Mass Mutual Investors Services is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analytical tools.
Ethan A
Series 66
Swansea, IL
LPL Financial
Ethan Albers is a financial advisor at LPL Financial with four years of industry experience. He has previously worked at Wintrust Investments LLC and First County Bank. Outside of his advisory role, he is a business owner of We Bussin, a non-investment related venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services through a large network of advisors, utilizing both proprietary and third-party investment strategies.
Joseph C
Series 63, Series 66
Shiloh, IL
Edward Jones
Joseph Chappell is a financial advisor at Edward Jones with 20 years of industry experience. He has held his current position since 2005 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
Dominick M
Series 63, Series 66
Edwardsville, IL
Charles Schwab
Dominick Moscardelli is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Investments, TD Ameritrade, and Scottrade. 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 affiliated discretionary separately managed accounts and offers a centralized platform for advisory, brokerage, custody, and cash-sweep services.
Timothy F
Series 66
O'Fallon, IL
Edward Jones
Timothy Feeney is a financial advisor at Edward Jones in O'Fallon, IL, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at the Federal Bureau of Investigation from 2014 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.
Denise A
Series 63, Series 65
Glen Carbon, IL
Edward Jones
Denise Arendell is a financial advisor at Edward Jones with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch for six years before joining Edward Jones in 2017. Outside of her advisory role, she is co-owner and CEO of Graceology LLC, a spirits brand that donates a portion of its net profits to local nonprofits. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large national network of financial advisors and branch offices.
Patrick O
Series 66
Belleville, IL
Edward Jones
Patrick Oglesby is a financial advisor with Edward Jones in Belleville, IL, holding a Series 66 designation and seven years of industry experience. He previously worked for Endeavor Capital LLC, doing business as Homestead Financial Mortgage, from 2011 to 2019 before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operates under a fiduciary standard, and maintains a large national network of advisors and branch offices.
Scott L
Series 66
Swansea, IL
Merrill
Scott Lollar is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been advising clients since 1998. He leads a team that focuses on providing high-quality client service with proactive engagement throughout the year. Scott is a qualified Portfolio Manager, capable of building and managing personalized investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment options. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Scott earned a Bachelor's degree in Finance from Southern Illinois University Edwardsville in 1989. He has been recognized for his expertise and was named to the Forbes "Best-in-State Wealth Advisors" list for six consecutive years, including 2024. His client focus areas include Corporate Executive Services, Executive Compensation, and Portfolio Management Services. Residing in Edwardsville, Illinois, Scott and his wife, Kris, are actively involved in their church and have participated in numerous short-term mission trips. Outside of work, he enjoys golfing, music, running, and traveling. Scott values balance in life and takes joy in spending time with his family, particularly his grandchildren.
Emily S
Series 66
Glen Carbon, IL
Edward Jones
Emily Short is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 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, operating under a fiduciary standard.
Ryan B
CFP®, Series 66
O'Fallon, IL
Equitable Advisors
Ryan Brown is a CFP®-certified financial advisor with Equitable Advisors in O'Fallon, Illinois, bringing 25 years of industry experience. He has been with Equitable Advisors since 2001, including its predecessor, Axa Advisors. Brown serves as a board member of the THS Endowment Fund. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models and programs, including third-party asset managers and LPL-sponsored advisory programs, and offers ERISA fiduciary services through credentialed representatives.
Dustin J
Series 66
Glen Carbon, IL
Edward Jones
Dustin Jumper is a financial advisor at Edward Jones in Glen Carbon, Illinois, holding a Series 66 designation with eight years of industry experience. He previously worked at GCS Credit Union for three years before joining Edward Jones in 2018. Outside of his advisory role, he has passive family investments related to construction and sports ventures. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated financial products through a large nationwide network of advisors and branch offices.
David S
Series 63, Series 65
Belleville, IL
Raymond James & Associates
David Schrader is a financial advisor with Raymond James & Associates in Belleville, IL, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Raymond James & Associates since 2013. 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 wide range of clients including individuals, institutional investors, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.
Allison K
Series 66
Aviston, IL
Charles Schwab
Allison Kantner is a financial advisor at Charles Schwab with 11 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC and Stifel Nicolaus. 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 Schwab Center for Financial Research due diligence.
Kyle W
CFP®, Series 66
Collinsville, IL
Edward Jones
Kyle Webster is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Edward Jones in Collinsville, IL, where he has worked since 2022. Prior to that, he spent time at Raymond James Financial Services Advisors, Bank of America N.A., and Merrill. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and maintains a nationwide network of financial advisors and branch offices, with approximately $1.01 trillion in assets under management.
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339 advisors near
62254
within the area shown on the map
Out of 400,000+ nationwide