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Matthew B

Series 63, Series 65

Breese, IL

Eagle Strategies (NY Life)

Matthew Becker is a financial advisor with Eagle Strategies (NY Life) based in Breese, Illinois. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. In addition to his advisory work, he serves as a substitute teacher and volunteer assistant boys basketball coach at Mater Dei Catholic High School. He has operated Becker Financial since 2016, focusing on brokering insurance products. Eagle Strategies serves a diverse client base, including individuals, institutions, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis and a notable emphasis on retirement plan advisory within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Jeffrey L

Series 63, Series 66

O'Fallon, IL

Benjamin F. Edwards & Company, Inc.

Jeffrey Luechtefeld is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with Benjamin F. Edwards since 2012. Outside of his advisory role, he owns and operates drive-thru coffee kiosks in Owensboro, Kentucky. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers a range of fee-based wrap programs and investment strategies managed internally and through third parties, supported by an in-house trading desk and oversight from an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Tymothy M

Series 66

O'Fallon, IL

First Command Advisory Services

Tymothy Mc Donell is a financial advisor at First Command Advisory Services with the Series 66 designation and two years of industry experience. His career includes military service in the United States Air Force and ongoing service with the Illinois Air National Guard. He also works as a varsity football coach at Mascoutah High School. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs using a centralized investment management team that selects model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Troy C

CFP®, Series 63, Series 65

O'Fallon, IL

Benjamin F. Edwards & Company, Inc.

Troy Cox is a CFP®-certified financial advisor with 29 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2012. Outside of his advisory role, he serves as a power of attorney for a family member. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers fee-based wrap programs, financial planning, and investment management consulting through a range of discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Patricia J

Series 63

O'Fallon, IL

Benjamin F. Edwards & Company, Inc.

Patricia Jenks is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 63 designation and has 48 years of industry experience. She has been with Benjamin F. Edwards & Co. since 2012. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individual clients, pension plans, charitable organizations, and institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management services utilizing strategies managed internally and by third-party managers.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Jill P

Series 63, Series 65

O'Fallon, IL

First Command Advisory Services

Jill Pietrusinski is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has been with First Command in various capacities since 2001. Outside of her advisory role, she serves as chair of the International Visioning Facilitation Council, a volunteer organization that supports strategic planning for Rotary Clubs globally. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Christine C

Series 66, Series 63

O'Fallon, IL

Empower Advisory Group

Christine Clements is a financial advisor at Empower Advisory Group with one year of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at AmeriSave and various fitness studios. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Tosha A

Series 66

O Fallon, IL

Wells Fargo Clearing

Tosha Adams is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable emphasis on including insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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Jessica G

Series 66

Shiloh, IL

Edward Jones

Jessica Gavin is a financial advisor with Edward Jones in Shiloh, Illinois, holding a Series 66 designation and four years of industry experience. She has worked at Edward Jones since 2015. Outside of her advisory role, she occasionally works as a waitress for a local American Legion post’s Friday night fish fry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and access to affiliated mutual funds and separately managed accounts.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy Inheritance planning Founder/Business Owner Women Professionals Widow/Widower
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Brett F

Series 63, Series 65

O'Fallon, IL

STIFEL

Brett Faulk is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2005. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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Nathan D

Series 66

Aviston, IL

Mass Mutual Investors Services

Nathan Duncan is a financial advisor with Mass Mutual Investors Services in Aviston, Illinois. He holds the Series 66 designation and has three years of industry experience. Prior to his current role, he worked for the Federal Bureau of Prisons for ten years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved analytical tools to develop written recommendations tailored to client goals.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Steven H

Series 63, Series 65

O Fallon, IL

LPL Financial

Steven Hoekstra is a financial advisor at LPL Financial with 30 years of industry experience. He has held positions at LPL Financial since 2017 and previously worked for National Planning Corporation for 10 years. His credentials include Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing research and model portfolios from both internal and third-party sources.

College savings (529s, UTMA, etc.)
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Samuel L

Series 66

O'Fallon, IL

Raymond James & Associates

Samuel Loring is a financial advisor with Raymond James & Associates in O'Fallon, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advising, he is involved in real estate investment, owning and partnering in residential rental properties in the Metro East area. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Michael M

CFP®, Series 66

Mascoutah, IL

Cetera

Michael Mcvey is a CFP® professional with 21 years of industry experience and is currently affiliated with Cetera. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC, and has taught business management at Southwestern Illinois College since 2012. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management and financial planning services across multiple program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Amy K

Series 66

Aviston, IL

Edward Jones

Amy Kruse is a financial advisor with Edward Jones in Aviston, Illinois, holding a Series 66 credential and having 11 years of industry experience. She has been with Edward Jones since 2015. In addition to her advisory role, she serves as a board member overseeing the operation of Central Community High School in Breese, 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 under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

General retirement planning Wealth management Retired Founder/Business Owner Executive
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Jill J

Series 66

O'Fallon, IL

Edward Jones

Jill Juenger is a financial advisor at Edward Jones in O'Fallon, Illinois, holding a Series 66 designation with 20 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she is involved in community activities including customer service at a local winery and coaching at a gymnastics center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services with over $1 trillion in assets under management. The firm is notable for its extensive network of advisors and branch offices as well as its affiliated investment and lending capabilities.

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

Series 63, Series 65

Shiloh, IL

Robert Baird & Co.

Patrick Feeney is a financial advisor at Robert Baird & Co. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird & Co. since 2019. His prior experience includes roles at JJB Hilliard W.L. Lyons LLC and Gabelli & Company, Inc. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio services, employing a range of investment strategies from traditional to non-traditional, with options for discretionary and non-discretionary management.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Eileen K

Series 63, Series 65

Mascoutah, IL

Cetera

Eileen Kanoski is a financial advisor at Cetera with 25 years of industry experience. She holds Series 63 and Series 65 designations and has been with Cetera and its related entities since 2015. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, featuring both affiliated and third-party managers, and manages over $256 billion in assets through a network of more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Michael C

Series 63, Series 65

Trenton, IL

OSAIC

Michael Coracy is a financial advisor at Osaic with 27 years of industry experience. He has held previous roles at Woodbury Financial Services Inc, Trinity Financial Group, and Sii Investments. Coracy is also the owner of Selkirk Advisors, LP, a limited partnership involved in financial advising and insurance brokerage. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing advanced asset-allocation and portfolio management tools alongside access to third-party money managers and wrap programs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Julie J

Series 66

O'Fallon, IL

Raymond James & Associates

Julie Johnson is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds the Series 66 designation and has worked previously at First Allied Securities, INC. before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.

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