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178 advisors near
62002
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Out of 400,000+ nationwide
Allen I
Series 63, Series 65
Edwardsville, IL
Corient
Allen Injijian is a financial advisor at Corient with nine years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at JPMorgan Chase Bank NA and Geller Advisors, LLC. Injijian has been affiliated with Washington University during his career. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines internal security and fixed-income strategies with third-party manager solutions and customized asset allocation.
Richard R
CFP®, Series 66
Edwardsville, IL
Benjamin F. Edwards & Company, Inc.
Richard Rehg is a CERTIFIED FINANCIAL PLANNER™ professional with 16 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2023 and spent 14 years at Edward Jones prior to that. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management through a combination of in-house and third-party managed strategies.
Carl T
Series 63, Series 66
Hazelwood, MO
Lincoln Investment
Carl Thoenen is a financial advisor with Lincoln Investment and holds Series 63 and Series 66 credentials. He has 32 years of industry experience, including roles at Lincoln Investment since 2010 and Aag Securities, Inc. since 1996. Outside of advising, he serves as Vice President on the Board of Directors for The Cries of a Child charity and is involved in local Boy Scout troop leadership and various community and church activities. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment programs managed through strategic and dynamic approaches, overseeing $22.9 billion in advisory assets as of the end of 2025.
John M
Series 63, Series 65
Edwardsville, IL
Benjamin F. Edwards & Company, Inc.
John Morrissey is a financial advisor at Benjamin F. Edwards & Company, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Hightower Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as treasurer for the Lafayette Square Condo Association. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management, utilizing a range of managed strategies and an internal trading desk.
Marcy P
Series 63, Series 66
Edwardsville, IL
Benjamin F. Edwards & Company, Inc.
Marcy Pinnell is a financial advisor with Benjamin F. Edwards & Company, Inc. in Edwardsville, IL, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment strategies through fee-based wrap programs, financial planning, and retirement plan consulting, supported by several hundred advisors and tens of billions in assets under management.
Jacob M
Series 66
Hazelwood, MO
Lincoln Investment
Jacob Mitchell is a financial advisor with Lincoln Investment and holds a Series 66 designation. He has one year of industry experience and previously worked with several companies, including Wild M Brands, LLC, where he serves as COO and co-founder, managing day-to-day operations in manufacturing and consumer product sales. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of managed portfolio programs using both strategic and dynamic investment approaches.
Whitney C
Series 66
Glen Carbon, IL
Commonwealth Financial Network
Whitney Cadagin is a Series 66-registered financial advisor with Commonwealth Financial Network, based in Glen Carbon, Illinois, and has two years of industry experience. Prior to entering the financial advisory field, Cadagin has worked for the Department of Veterans Affairs since 2002 and currently serves as an occupational therapist at the St. Louis VA Medical Center. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 affiliated advisors and managing roughly $213 billion in client assets. The firm offers a range of managed-account programs, access to third-party asset managers, and back-office services for individual and institutional clients.
Allison M
Series 66
Hazelwood, MO
Lincoln Investment
Allison Mitchell is a financial advisor with Lincoln Investment, holding a Series 66 designation and five years of industry experience. She has worked at Lincoln Investment since 2020, with prior roles at Fidelity Brokerage Services and Alliance Credit Union. Outside of advising, she has experience in client relations and administrative support within financial services. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and manages a variety of model portfolios using both strategic and tactical investment approaches.
Brian R
Series 66
Edwardsville, IL
Benjamin F. Edwards & Company, Inc.
Brian Randall is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Benjamin F. Edwards in 2020, he worked at Larson Financial Group, LLC, and has held positions at the University of Missouri - St. Louis as well as with the nonprofit organization Doctors Without Quarters. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of wrap programs and investment strategies monitored by an Investment Strategy Committee, and it combines custody and execution services with an internal trading desk.
Deric R
Series 63, Series 65
East Alton, IL
Integrity Alliance, LLC
Deric Rees is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Integrity Alliance since 2014. In addition to his advisory role, he is involved in fixed annuity and life insurance sales. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio strategies and custodial platforms.
David K
CFP®, Series 63, Series 65
Edwardsville, IL
Guardian Life
David Krouse Jr. is a CFP® professional with 15 years of industry experience, currently affiliated with Primerica Advisors in Edwardsville, IL. His work history includes multiple roles at Guardian Life Insurance Company and Park Avenue Securities dating back to 2015. Outside of his advisory work, he has acted alongside his wife in occasional productions. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement consulting. The firm employs a variety of investment strategies through proprietary models and third-party managers, supporting both discretionary and non-discretionary accounts.
Angela W
Series 63, Series 66
Alton, IL
Benjamin F. Edwards & Company, Inc.
Angela Waits is a financial advisor at Benjamin F. Edwards & Company, Inc. with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Raymond James and Associates for seven years before joining Benjamin F. Edwards in 2020. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of strategies monitored by an Investment Strategy Committee.
Elizabeth E
Series 66
Edwardsville, IL
Oppenheimer
Elizabeth Ehlen is a financial advisor with Oppenheimer, holding a Series 66 designation and 11 years of industry experience. She has been with Oppenheimer since 2017 and previously worked at Commerce Brokerage Services Inc from 2013 to 2017. Oppenheimer serves individuals, including high-net-worth clients, corporations, pooled vehicles, and retirement plans. The firm offers a variety of advisory programs and services, including portfolio management, consulting, and financial planning, with investment approaches that vary by program and advisor to include strategic and tactical asset allocation and manager selection.
Lionell S
Series 66
Florissant, MO
Empower Advisory Group
Lionell Stovall Jr. is a financial advisor at Empower Advisory Group with a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo Clearing Service LLC and Amazon LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services through proprietary and third-party methodologies, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.
Gregory W
Series 66
Glen Carbon, IL
Commonwealth Financial Network
Gregory Wiegers is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 26 years of industry experience. He has been with Commonwealth and co-owner at Cadagin & Prosser Financial Group since 2015, where he also sells fixed insurance products. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to model portfolios managed by its Investment Management and Research team.
Kevin C
Series 63, Series 66
Glen Carbon, IL
Commonwealth Financial Network
Kevin Cadagin is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Commonwealth since 2014. Outside of his advisory role, he is co-owner of Cadagin & Prosser Financial Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad clientele. The firm provides a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.
Donovan E
Series 63, Series 66
Godfrey, IL
LPL Financial
Donovan Ehrman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2020, he worked at CUNA Brokerage Services, Inc. and 1st Midamerica Credit Union. Outside of his advisory role, Ehrman serves as an assistant baseball coach and JV basketball coach at Father McGivney Catholic High School. LPL Financial is a nationally registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.
Thomas S
Series 63, Series 66
Edwardsville, IL
Edward Jones
Thomas Schulz is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2007. 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.
David E
Series 66
Edwardsville, IL
Morgan Stanley
David Elbe is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked in various capacities within Morgan Stanley entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.
Richard S
Series 63
Edwardsville, IL
STIFEL
Richard Sims is a financial advisor at Stifel with 40 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2014. Outside of his advisory role, he is a partner in V&H LLC, a real estate development business. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.
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Finding advisors...
178 advisors near
62002
within the area shown on the map
Out of 400,000+ nationwide