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Katelynn S

Series 66

Collinsville, IL

Edward Jones

Katelynn Schuetz is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and previously worked at McKendree University and ARCO Business Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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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.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Paul K

Series 66

Swansea, IL

LPL Enterprise

Paul Kampwerth is a financial advisor with LPL Enterprise, holding a Series 66 designation and having one year of industry experience. His prior roles include positions at PepsiCo, Northern Trust, and Young America Realty, alongside ongoing service in the Air National Guard since 2019. He is also involved with Innovate Event Co in a non-investment related capacity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL Research and third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Tax-loss harvesting
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Kyle K

Series 66

O Fallon, IL

Equitable Advisors

Kyle Koprowitz is a financial advisor with Equitable Advisors in O’Fallon, IL, 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 clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with suitable program models or discretionary managers, offering a range of investment options through third-party sponsors and proprietary resources.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Ronald F

Series 63, Series 65

Edwardsville, IL

Equitable Advisors

Ronald Franzen is a financial advisor with Equitable Advisors in Edwardsville, IL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with several firms including Militello Wealth Management, M Financial Services, and Axa Advisors. He is also involved with Franzen Wealth Strategies, LLC, an independent entity he manages alongside his advisory role. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm delivers its services through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs to implement customized investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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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.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Katherine C

Series 66

O Fallon, IL

LPL Financial

Katherine Clark is a financial advisor with LPL Financial in O’Fallon, Illinois. She holds the Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, she worked at Divorce Dollars and Sense and has a background that includes roles in legal and court reporting firms. She is also a notary and operates a business named Haven by Clark. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment services, including access to model portfolios, third-party asset managers, and institutional platforms, supported by extensive advisor resources and technology.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Stephen T

Series 66

Swansea, IL

LPL Financial

Stephen Torre is a financial advisor with LPL Financial in Swansea, IL, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Wintrust Investments LLC for two years. Torre's background includes roles outside the financial industry, such as positions with Eastern Illinois University and in landscaping. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers diverse investment programs and platforms, combining technology-driven support with a broad range of investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christine B

Series 63, Series 66

Swansea, IL

LPL Enterprise

Christine Boykin is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 licenses and has 10 years of industry experience. She has held roles at Prudential Insurance Company of America, Pruco Securities, Cetera, and Foresters Financial Services. Outside of financial services, she is involved in vintage audio and vinyl record retailing and restoration through her ownership and management of Frenchtown Records and Frenchtown Audio. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and various brokerage and insurance products.

Tax-loss harvesting
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Justin R

Series 66

Swansea, IL

LPL Enterprise

Justin Rueter is a financial advisor with LPL Enterprise, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, PNC Investments, Edward Jones, and Compass Retirement Solutions. 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 typically uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Tax-loss harvesting
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Joel P

Series 63, Series 65

Swansea, IL

Edward Jones

Joel Pierce is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edward Jones since 2017. Prior to that, he was employed at Midwestern Securities Trading Company, LLC and Neighbors Credit Union from 2012 to 2017. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Military & Veterans Government Employee
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Mary R

Series 66

O'Fallon, IL

Edward Jones

Mary Ruettgers is a financial advisor with Edward Jones in O'Fallon, Illinois, holding a Series 66 designation and having three years of industry experience. Prior to joining Edward Jones, she worked at Southwestern Illinois College and Lindenwood University. She serves as co-owner of Crashing Waves, LLC, a company managing commercial and residential buildings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Business ownership considerations General estate planning guidance General retirement planning Wealth management Military & Veterans Founder/Business Owner
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Ashley M

Series 66

Fairview Heights, IL

J.P. Morgan Securities

Ashley Matheis is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. She has six years of industry experience and has worked at several firms including Wells Fargo and Citigroup. Matheis is currently based in Fairview Heights, Illinois. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their approach combines systematic quantitative screens and qualitative research to deliver customized, non-discretionary asset allocation advice and performance reporting.

Founder/Business Owner
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Jeffrey S

CFP®, Series 66

Collinsville, IL

Edward Jones

Jeffrey Stark is a CFP® professional with 16 years of industry experience, currently serving at Edward Jones in Collinsville, IL since 2009. He is also a part-time ride-sharing driver with Uber and Lyft. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and maintaining affiliated capabilities beyond standard investment services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jessica K

CFP®, Series 66

Troy, IL

Edward Jones

Jessica Ketcham is a CFP® and Series 66-registered financial advisor with Edward Jones in Troy, Illinois. She has eight years at Edward Jones and three years of industry experience. Prior to joining Edward Jones, she was self-employed for sixteen years and worked in education at Highland CUSD #5 for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products through a nationwide network of more than 23,000 advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Brendan S

Series 66

Belleville, IL

Raymond James & Associates

Brendan Sawyer is a financial advisor with Raymond James & Associates holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, he worked at Wells Fargo Clearing Services LLC for eight years. Outside of his advisory role, he is involved with Amazon Flex, delivering packages on weekends. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships and a range of portfolio management strategies.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Thomas S

CFP®, Series 63, Series 66

Germantown, IL

Edward Jones

Thomas Scott is a CFP® professional with 24 years of industry experience, currently affiliated with Edward Jones since 2020. Prior to this, he worked at MFS Fund Distributors, Inc. for six years. He holds the Series 63 and Series 66 licenses and is based in Germantown, Illinois. 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 services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ruth C

CFP®, Series 63

Swansea, IL

Financial & Business Consultants

Ruth Chady is a CFP® certificant with 42 years of industry experience. She is affiliated with Financial & Business Consultants, an independent firm based in Swansea, IL, where she has worked since 1989. She also has a long tenure with Arlington Securities, Inc., beginning in 1990. In addition to her advisory role, she works as an insurance sales agent focusing on life and health products. Financial & Business Consultants is an independent advisory firm providing financial guidance to individual clients.

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