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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.
Ashley T
Series 66
Maryland Heights, MO
Edward Jones
Ashley Talesky is a financial advisor with Edward Jones in Maryland Heights, MO, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones, she worked in the Indiana University Biology Department and briefly with B&N College Booksellers. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a wide range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.
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.
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.
John B
Series 66
Maryland Heights, MO
Edward Jones
John Brady is a financial advisor with Edward Jones in Maryland Heights, MO. He holds the Series 66 designation and has 14 years of industry experience, all with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory services under a fiduciary standard.
Timothy B
Series 63, Series 66
Alton, IL
Wells Fargo Clearing
Timothy Brueggeman is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he is a 50% owner of The Temple, an entertainment and reception hall in Alton, Illinois, where he contributes to management and event planning. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.
Morgan L
Series 66
Edwardsville, IL
LPL Financial
Morgan Langendorf is a financial advisor with LPL Financial, holding a Series 66 designation and currently based in Edwardsville, IL. Langendorf joined LPL Financial in 2026 and has prior experience working at Northwestern Mutual as well as roles outside the financial sector, including positions at Apple Creek Golf Club and Walker's Bluff Casino and Resort. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
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, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been associated with Cambridge since 2025 and has longstanding roles with several related entities including Nicol Advisors Corporation and Kevin G. Nicol & Associates, Inc. Outside of his advisory work, he is involved as a musician in the rock band ZB'S. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing a range of portfolio management options and access to both proprietary and third-party strategies.
Sarah F
Series 66
Maryland Heights, MO
Edward Jones
Sarah Fagnani is a Series 66-licensed financial advisor at Edward Jones with 17 years of industry experience. She previously worked at Wells Fargo Clearing Services and Signature Consultants before rejoining Edward Jones, where she has worked for a combined total of 15 years. Outside of her advisory role, she is co-owner of a weightlifting coaching business in Saint Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.
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 at Raymond James Financial Services Advisors, Inc. with the ChFC® designation and two years of industry experience. He has held various roles in regional banks, including First Mid Bank & Trust, where he serves as Vice President and Senior Investment Officer. Schuette is also Treasurer of the nonprofit Sunshine Living, assisting with financial statement preparation and budgeting. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by risk profiling and analytical tools, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Eva K
Series 65, Series 63
Maryland Heights, MO
Edward Jones
Eva Kalir is a financial advisor at Edward Jones with Series 65 and Series 63 licenses and four years of industry experience. She previously worked at Goldman Sachs for nine years before joining Edward Jones. 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 including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
George H
Series 63, Series 65
Maryland Heights, MO
Primerica Advisors
George Hamilton is a financial advisor with Primerica Advisors in Maryland Heights, MO, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Primerica Financial Services since 2005 and PFS Investments Inc. since 2016. In addition to his advisory work, he has been involved with the YWCA Head Start program since 2018 and previously with YWCA Metro. Primerica Advisors is a discretionary portfolio manager offering a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.
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.
Russell G
Series 66
Maryland Heights, MO
Edward Jones
Russell Gatewood is a Series 66-credentialed financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and services supported by a large network of advisors and branch offices nationwide.
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.
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