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Dimitar M
Series 66
Belleville, IL
Cetera
Dimitar Mushkov is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. He has worked at Cetera and its related entities since 2017 and previously spent one year at PNC Investments. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.
Michael H
Series 66
O'Fallon, IL
STIFEL
Michael Hatley is a financial advisor at Stifel with 22 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006 and holds a Series 66 designation. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which supports asset allocation, retirement, insurance, and estate planning analyses.
Ryan M
Series 66
Belleville, IL
LPL Financial
Ryan Miller is a financial advisor with LPL Financial in Belleville, IL, holding a Series 66 designation and 15 years of industry experience. He previously worked at SII Investments, Inc. for seven years before joining LPL Financial in 2018. Outside of his advisory role, Miller provides administrative support for a metal recycling 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, including access to model portfolios, third-party asset managers, and institutional platforms.
Sloane E
Series 66
Belleville, IL
Edward Jones
Sloane Egan is a financial advisor at Edward Jones with one year of industry experience. Sloane holds the Series 66 designation and has worked at Edward Jones since 2023. Prior to joining Edward Jones, Sloane has experience in various roles, including at St. Clair Country Club and in educational institutions such as Saint Louis University and Nerinx Hall High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.
Samantha K
Series 63, Series 66
Bellville, IL
Thrivent Investment Management
Samantha Koester is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Thrivent Financial and Thrivent Investment Management since 2024. Outside of her advisory role, she is involved in auction assistance, pet care services as a dog walker and sitter, and grocery shopping and delivery through various platforms. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and written recommendations on a broad range of topics. The firm emphasizes planning without discretionary trading authority and integrates planning with managed-account programs under a consolidated billing option.
Steven S
Series 66
New Baden, IL
Edward Jones
Steven Schultheis is a financial advisor at Edward Jones in New Baden, IL with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Finish Line and in the education sector. 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 variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
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 63, Series 66
Fairview Height, IL
Edelman Financial Engines
Michael Streeto is a CFP® with 24 years of industry experience. He is currently with Edelman Financial Engines and has 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 to offer diversified model portfolios and both discretionary and non-discretionary management options.
Molly K
Series 66
Swansea, IL
LPL Enterprise
Molly Kim is a Series 66-licensed financial advisor at LPL Enterprise with one year of industry experience. She has held roles outside of finance, including positions at Mass General Brigham and Wheaton College. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and affiliated trust and insurance services.
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 63, Series 66
Swansea, IL
LPL Enterprise
Timothy Burgess is a financial advisor at LPL Enterprise with 4 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and TD Ameritrade. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.
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.
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