Overwhelmed by options?
Answer a few questions to see advisors matched to you.
235 advisors near
62258
within the area shown on the map
Out of 400,000+ nationwide
Kelly M
Series 63, Series 66
O Fallon, IL
Wells Fargo Clearing
Kelly Murphy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Wells Fargo in 2019, Murphy worked at TD Ameritrade and held positions at DexYP and YP Holdings LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
Thomas M
Series 63, Series 65
O'Fallon, IL
STIFEL
Thomas Mulherin is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006 and also has a longstanding role at Magna Bank. Outside of his advisory work, he serves on the Endowment Committee for St. John's Lutheran Church and is a board member of the Southwestern Illinois College Foundation. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment process is based on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to inform client decisions.
Spencer B
Series 66
Swansea, IL
LPL Financial
Spencer Beckmann is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. He has previously worked at FCB Banks and has two decades of experience with REA Electric and ProBuild Inc. Outside of his advisory role, he is involved in managing 9 Little Acres Cattle Co. LLC, a farming 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, utilizing both proprietary and third-party strategies, and supports over 22,800 advisors with extensive operational and research tools.
Eric K
Series 66
Swansea, IL
LPL Enterprise
Eric Klino is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. His background includes military service in the United States Air Force from 2011 to 2021 and a role at Superlative Technologies from 2021 to 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated trust and insurance services.
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 who holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment implementation is primarily model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.
Michael S
CFP®, Series 66, Series 63
Fairview Height, IL
Edelman Financial Engines
Michael Streeto is a CFP®-credentialed financial advisor with 24 years of industry experience. He is currently with Edelman Financial Engines, having joined in 2024, and previously worked at Charles Schwab & Co., Inc and TD Ameritrade. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term strategies.
Molly K
Series 66
Swansea, IL
LPL Enterprise
Molly Kim is a Series 66 licensed advisor at LPL Enterprise with one year of industry experience. She has held roles at Mass General Brigham since 2022 and has previous work experience at College Church, Wheaton College, and Quincy Senior High School. 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 emphasizes model-driven investment implementation using portfolios developed by internal and third-party strategists and offers financial planning, access to third-party asset managers, and participation in wrap programs.
Sara S
Series 66
Belleville, IL
Edward Jones
Sara Sutherland is a Series 66 licensed financial advisor with Edward Jones in Belleville, IL, with two years of industry experience. She has been with Edward Jones since 2008, including a recent role starting in 2024. 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 services including discretionary and non-discretionary 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 at LPL Enterprise with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and TD Ameritrade. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, high-net-worth individuals, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various affiliated financial services.
Matthew S
Series 66
Mascoutah, IL
Equitable Advisors
Matthew Schroeder is a financial advisor with Equitable Advisors, holding a Series 66 designation and 12 years of industry experience. Prior to joining Equitable Advisors in 2026, he worked at Stifel Independent Advisors, Edward Jones, Bank of America, and Merrill. Schroeder serves on the school board for Holy Childhood School and is involved in multiple roles with the Mascoutah Chamber of Commerce, including event planning and scholarship committee work, as well as participating in the City of Mascoutah's Economic Business Commission. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and institutions. The firm utilizes a range of investment programs and collaborates with third-party asset managers and advisory platforms to deliver tailored advice and implementation.
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.
Nicholas C
Series 66
Belleville, IL
Edward Jones
Nicholas Cortese is a financial advisor at Edward Jones with the Series 66 designation. He has been with Edward Jones since 2023 and has prior work experience in various roles outside the financial industry, including positions at The Southerner, Golden Oak Pancake House, and Green Mount Harley-Davidson. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
235 advisors near
62258
within the area shown on the map
Out of 400,000+ nationwide