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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.

Tax-loss harvesting
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Morgan L

Series 66

Edwardsville, IL

LPL Financial

Morgan Langendorf is a financial advisor with LPL Financial and holds the Series 66 designation. Langendorf has been in the industry since 2026 and has prior experience with Northwestern Mutual and State Farm. Outside of financial services, Langendorf has worked in hospitality and retail, including roles at Apple Creek Golf Club and Walker's Bluff Casino and Resort. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to a range of clients including individuals, retirement plans, banks, and institutions. The firm offers various investment options such as model portfolios, third-party asset management, and customized strategies, supported by operational tools and research.

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

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Zachary S

Series 66

Collinsville, IL

Thrivent Investment Management

Zachary Sampl is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and six years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2019, following prior roles at SignalPoint Asset Management and Missouri State University. Outside of his advisory work, he serves as a member of the Parish Council at St. Francis of Assisi Catholic Church, providing advisory support to church leadership. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits. The firm provides holistic, goal-based financial analyses and planning across multiple areas while keeping planning services separate from managed-account programs.

Business ownership considerations
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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. He holds Series 63, 65, and 66 credentials and has 34 years of industry experience. Outside of his advisory work, he is involved in a rock band called ZB'S BAND. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base across multiple platforms.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Joshua S

ChFC®, Series 63

Edwardsville, IL

Raymond James Financial

Joshua Schuette is a financial advisor with Raymond James Financial, holding the ChFC® and Series 63 designations, and has two years of industry experience. He has previously worked at several financial institutions including First Mid Bank & Trust, where he serves as Senior Investment Officer and Vice President. Schuette is also the treasurer of Sunshine Living, a nonprofit organization. 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, corporations, and institutional clients. The firm employs tailored planning and analytical tools to support client goals and offers a range of advisory programs and institutional consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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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.

Tax-loss harvesting
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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.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Attorney Doctor or Medical Professional Military & Veterans Approaching retirement Mid-Career Professionals Parents Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Nathan S

CFP®, Series 66

Collinsville, IL

Edward Jones

Nathan Spudich is a CFP® and Series 66 licensed financial advisor with Edward Jones, based in Collinsville, IL. He has 18 years of industry experience, all of which have been with Edward Jones since 2008. 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 range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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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.

General estate planning guidance
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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.

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

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Samuel B

CFP®, Series 66

Edwardsville, IL

Edward Jones

Samuel Bickel is a CFP® and holds a Series 66 license, with 12 years of industry experience. He has worked at Edward Jones since 2014, with a four-year period at Wells Fargo Clearing between 2016 and 2020. Outside of his advisory work, he is a member of Bickel Properties LLC. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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

Series 63, Series 66

Bethalto, IL

Edward Jones

Kenneth Harmon is a financial advisor with Edward Jones in Bethalto, IL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Edward Jones for 28 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices nationwide.

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

Series 66

Edwardsville, IL

LPL Financial

Mark Korte is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has been associated with LPL since 2020. Korte also has a long-standing affiliation with Scheffel Boyle, dating back to 1993. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary research and third-party strategies.

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

Series 66

Highland, IL

Edward Jones

Brian Becker is a Series 66 licensed financial advisor with Edward Jones, based in Highland, IL. He has four years of industry experience, all with Edward Jones, following a 15-year career at Leonardo DRS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Business ownership considerations Business Financial Management Founder/Business Owner
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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.

Tax-loss harvesting Active portfolio management Wealth management
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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.

Retirement income strategy General retirement planning Multi-generational wealth transfer Wealth management Military & Veterans
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Lisa H

ChFC®, Series 63, Series 65

Edwardsville, IL

Raymond James Financial

Lisa Hock is a financial advisor with Raymond James Financial, holding the ChFC® designation and Series 63 and 65 licenses. She has 29 years of industry experience, including roles at UMB Financial Services and Benjamin F. Edwards & Company. Hock also serves as a volunteer member of the Finance Committee for the Main Street Community Center in Edwardsville, IL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutions. The firm offers tailored non-discretionary planning and supports its clients with risk profiling and analytical tools designed to illustrate potential investment outcomes.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jonathan R

Series 66

Edwardsville, IL

STIFEL

Jonathan Ratterman is a financial advisor with Stifel in Edwardsville, IL, holding a Series 66 designation. He has been with Stifel Financial Corporation since 2019, with a total of five years of experience at the firm. Prior to joining Stifel, he was affiliated with The University of Mississippi from 2018 to 2022. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

General retirement planning Income planning
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