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Andre S

Series 66

Trenton, IL

LPL Financial

Andre Stafford is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, he worked at Home Bank and has had roles in family court intervention and community service with Lafayette Habitat for Humanity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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

Series 65, Series 63

Aviston, IL

Mass Mutual Investors Services

Luke Niemeyer is a financial advisor with MassMutual Investors Services, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked at MassMutual Investors Services since 2022 and previously spent 13 years with Knights of Columbus and its affiliated asset advisory firm. Outside of his advisory role, Niemeyer serves on the finance committee for All Saints Academy, providing budget and financial oversight. MassMutual Investors Services is a subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative annual planning engagements using firm-approved software to analyze client goals and deliver written recommendations.

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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Matthew A

CFP®, Series 66

Highland, IL

Edward Jones

Matthew Armentrout is a CFP® with 19 years of industry experience. He has been with Edward Jones since 2013. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 63, Series 65

Aviston, IL

Mass Mutual Investors Services

Matthew Albers is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 65 licenses. He has been with MML Investors Services, LLC and MassMutual Life Insurance Company since 2022 and previously worked with the Knights of Columbus from 2014 to 2022. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring engagements as annual, collaborative relationships based on client goals and firm-approved analytical tools.

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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Todd S

Series 63, Series 66

O Fallon, IL

Edward Jones

Todd Stonewater is a financial advisor with Edward Jones in O Fallon, IL, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Edward Jones since 2006. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Divorce financial planning Business ownership considerations Planning for children with special needs Military & Veterans Attorney Founder/Business Owner
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Paul J

Series 66

Lebanon, IL

Edward Jones

Paul Jansen is a financial advisor with Edward Jones in Lebanon, Illinois, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones for his entire advisory career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Business ownership considerations Business succession planning Wealth management Military & Veterans Executive Founder/Business Owner
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Steven S

Series 66

New Baden, IL

Edward Jones

Steven Schultheis is a financial advisor at Edward Jones in New Baden, IL with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Finish Line and in the education sector. 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 variety 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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Keith C

Series 66

Mascoutah, IL

Edward Jones

Keith Cook is a financial advisor at Edward Jones with seven years of experience. Prior to joining Edward Jones in 2019, he spent 33 years at Regions Financial. He serves as a community board member at Memorial Hospital East and occasionally works as an election judge in St. Clair County, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Multi-generational wealth transfer Military & Veterans
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Terry S

CFP®, ChFC®, Series 63, Series 66

Carlyle, IL

Edward Jones

Terry Stilt is a financial advisor at Edward Jones with 37 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 66 licenses. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm 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.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Retirement income strategy Wealth management Founder/Business Owner
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Matthew S

Series 66

Mascoutah, IL

Equitable Advisors

Matthew Schroeder is a financial advisor with Equitable Advisors, holding a Series 66 designation and 12 years of industry experience. Prior to joining Equitable Advisors in 2026, he worked at Stifel Independent Advisors, Edward Jones, Bank of America, and Merrill. Schroeder serves on the school board for Holy Childhood School and is involved in multiple roles with the Mascoutah Chamber of Commerce, including event planning and scholarship committee work, as well as participating in the City of Mascoutah's Economic Business Commission. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and institutions. The firm utilizes a range of investment programs and collaborates with third-party asset managers and advisory platforms to deliver tailored advice and implementation.

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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Kirby V

Series 66

Carlyle, IL

Edward Jones

Kirby Vance is a financial advisor with Edward Jones in Carlyle, IL, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. 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 large network of financial advisors and branch offices, and operates under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Government Employee
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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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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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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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