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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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Angela W

Series 66, Series 63

Edwardsville, IL

Morgan Stanley

Angela Wakeford is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney, Morgan Stanley, and Wells Fargo Clearing. She is based in Edwardsville, IL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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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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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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