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230 advisors near
62258
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Keith C
Series 66
Mascoutah, IL
Edward Jones
Keith Cook is a financial advisor at Edward Jones with seven years of experience. Prior to joining Edward Jones in 2019, he spent 33 years at Regions Financial. He serves as a community board member at Memorial Hospital East and occasionally works as an election judge in St. Clair County, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.
Andrew K
Series 63, Series 65
Swansea, IL
LPL Enterprise
Andrew Kueker is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Prudential Insurance Company of America since 2012 and joined LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, and access to third-party asset management, combining adviser programs with the sale of other financial products and services.
Michael S
CFP®, Series 66, Series 63
Fairview Height, IL
Edelman Financial Engines
Michael Streeto is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. His prior roles include positions at Charles Schwab & Co., Inc and TD Ameritrade. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary services across a wide range of account types.
Molly K
Series 66
Swansea, IL
LPL Enterprise
Molly Kim is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining LPL Enterprise, she has experience working in healthcare at Mass General Brigham since 2022, and previously held roles in education at Wheaton College and Quincy Senior High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs within an integrated platform that includes brokerage and insurance products.
Sara S
Series 66
Belleville, IL
Edward Jones
Sara Sutherland is a Series 66 licensed financial advisor with Edward Jones, based in Belleville, IL. She has 18 years of experience at Edward Jones, including her current role since 2024. 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 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.
Timothy B
Series 66, Series 63
Swansea, IL
LPL Enterprise
Timothy Burgess is a financial advisor with LPL Enterprise holding Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and TD Ameritrade. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.
Matthew S
Series 66
Mascoutah, IL
Equitable Advisors
Matthew Schroeder is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has 12 years of industry experience with prior roles at Stifel Independent Advisors, Edward Jones, Bank of America, and Merrill. Schroeder serves on the school board for Holy Childhood School and holds several volunteer positions with the Mascoutah Chamber of Commerce and the City of Mascoutah Economic Business Commission. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers, emphasizing both discretionary and non-discretionary advisory solutions.
Brandon V
Series 66
Swansea, IL
Merrill
Brandon Voss is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of The Gray Group team. He works with select relationships to support their financial goals through a comprehensive wealth planning process. Brandon and his team serve as a resource across all aspects of clients’ financial lives, providing investment advice, guidance, and wealth planning tailored to individuals such as corporate executives, small business owners, medical and legal practitioners, and families preparing for their next stage of financial life. Brandon specializes in a wide range of advisory areas, including college education planning, retirement and income strategies, family wealth management, business transition planning, socially responsible investing, and defined contribution plan consulting. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Brandon earned his bachelor’s degree from McKendree University and maintains active involvement in professional and community organizations such as the Freeburg and Mascoutah Chambers of Commerce and the McKendree University Alumni Board. Outside of his professional commitments, Brandon enjoys biking, camping, golfing, playing piano, coaching youth baseball, and spending time with family. He contributes to community causes including the Boy Scouts of America, Children’s Hospital, the National Foundation for Syndactyly, and youth baseball programs.
Gregory H
Series 63, Series 66
O'Fallon, IL
Edward Jones
Gregory Holcomb is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Constitution Bank and Country Financial. He is based in O'Fallon, Illinois. 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 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.
Aaron L
Series 63, Series 65
Belleville, IL
Mass Mutual Investors Services
Aaron Laramore is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 registrations and 23 years of industry experience. He previously worked at Northwestern Mutual in wealth management and investment management roles for 22 years. Outside his advisory work, he is involved in insurance brokerage and real estate through various business entities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring collaborative, annual planning engagements using firm-approved analytical tools.
Michael S
Series 66
Belleville, IL
Edward Jones
Michael Staley is a financial advisor at Edward Jones in Belleville, IL, with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
Salvador P
Series 66
Shiloh, IL
Robert Baird & Co.
Salvador Planells is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. His prior roles include positions at Revantage Corporate Services and academic involvement at Indiana University and Clayton High School. Robert Baird & Co.’s DDK Group operates within the Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services with a focus on manager selection, tax management, and model-traded SMA strategies.
Charles G
ChFC®, Series 66
Smithton, IL
Edward Jones
Charles Geringer is a financial advisor at Edward Jones in Smithton, IL, holding the ChFC® designation and Series 66 license with 13 years of industry experience. He has been with Edward Jones since 2012. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Tiffany C
Series 66
Swansea, IL
Merrill
Tiffany Chiarodo is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2002 and at Bank of America, N.A. since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Jason S
Series 63, Series 66
O Fallon, IL
Edward Jones
Jason Stone is a financial advisor at Edward Jones in O’Fallon, Illinois, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Paul F
Series 66
Belleville, IL
Raymond James & Associates
Paul Feder is a financial advisor with Raymond James & Associates in Belleville, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advising, he serves as Treasurer for the Capistrano Condominium Association, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, and is notable for its municipal advisory services and extensive affiliate network.
Paul K
Series 66
Swansea, IL
LPL Enterprise
Paul Kampwerth is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and one year of industry experience. His prior work experience includes roles at PepsiCo, Northern Trust, Young America Realty, and ongoing service in the Air National Guard since 2019. Outside of his advisory role, he is involved with Innovate Event Co and continues his military duties. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to various investment products through an integrated platform combining advisory and brokerage channels.
Kyle K
Series 66
O Fallon, IL
Equitable Advisors
Kyle Koprowitz is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2017 and previously held roles at Axa Advisors, Gill Industries, KML Architectural Concrete, and Davenport University. He is also involved with Trailhead Capital Management Group LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.
Christina R
Series 66
O Fallon, IL
Edward Jones
Christina Rask is a Series 66 licensed financial advisor with Edward Jones in O Fallon, Illinois, and has one year of industry experience. She previously worked at Edward Jones from 2007 to 2026. Outside of advising, she is a distributor for Rodan & Fields, a direct selling skincare program. 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 investment solutions, supported by a large national network of financial advisors and branch offices.
Kyle O
Series 63, Series 66
O'Fallon, IL
Edward Jones
Kyle Osterhage is a financial advisor with Edward Jones in O'Fallon, IL, holding Series 63 and Series 66 credentials and 13 years of industry experience. He previously worked at Farmers Financial Solutions and Farmers Insurance Group 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 programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.
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Finding advisors...
230 advisors near
62258
within the area shown on the map
Out of 400,000+ nationwide