Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Matthew K
Series 63, Series 65
Glen Carbon, IL
Principal Financial Services
Matthew Kopecky is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Principal Financial Services since 2016 and has been involved with Union Financial Inc. and Principal Life Insurance Company since 2008 and 2007, respectively. Outside of his advisory role, he is active in insurance brokerage for life, disability, long-term care, and fixed annuities. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and business entities. The firm provides financial planning, retirement consulting, and access to third-party money manager programs, with advisory and promoter arrangements designed to support client investment implementation and ongoing portfolio reviews.
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 CFP® professional with 16 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2023 and previously spent 14 years with Edward Jones. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services, including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management using proprietary strategies and third-party models.
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 previously worked at Hightower Advisors and Wells Fargo in various advisory roles. Outside of his advisory work, Morrissey serves as treasurer of the Lafayette Square Condo Association. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers wrap-fee advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage services, insurance products, and certain M&A advisory services, utilizing both proprietary and third-party investment strategies.
Marcy P
Series 63, Series 66
Edwardsville, IL
Benjamin F. Edwards & Company, Inc.
Marcy Pinnell is a financial advisor at Benjamin F. Edwards & Company, Inc. with 25 years of industry experience. She has held positions at Benjamin F. Edwards since 2013 and previously worked at Edward Jones from 2007 to 2013. Pinnell holds Series 63 and Series 66 licenses. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers wrap-fee advisory programs, financial planning, investment management consulting, and other services, employing both proprietary strategies and third-party models including quantitative equity and fixed income portfolios.
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.
Brian R
Series 66
Edwardsville, IL
Benjamin F. Edwards & Company, Inc.
Brian Randall is a financial advisor at Benjamin F. Edwards & Company, Inc. with seven years of industry experience. He holds the Series 66 designation and previously worked at Larson Financial Group, LLC, the University of Missouri - St. Louis, and Doctors Without Quarters. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and certain M&A advisory services.
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.
Elizabeth E
Series 66
Edwardsville, IL
Oppenheimer
Elizabeth Ehlen is a financial advisor at Oppenheimer with 11 years of industry experience. She holds a Series 66 designation and has been with Oppenheimer since 2017, previously working at Commerce Brokerage Services Inc from 2013 to 2017. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment and consulting programs, managing both discretionary and non-discretionary portfolios across equity, balanced, and fixed-income strategies.
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.
Virginia S
CFP®, Series 63, Series 65
Glen Carbon, IL
Integrity Alliance, LLC
Virginia Stegeman is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Integrity Alliance, LLC. She previously held roles at Country Trust Bank, Country Insurance & Financial Services, and affiliated companies from 2002 to 2023. Outside of her advisory work, she teaches insurance continuing education courses and serves as Secretary Treasurer for a local business networking group. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers comprehensive asset management, financial planning, and retirement plan consulting using a variety of investment approaches and custodial platforms.
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.
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.
Neil G
Series 63, Series 66
Troy, IL
Edward Jones
Neil Goodwin is a financial advisor at Edward Jones with 34 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1991. Outside of his advisory role, he is involved in real estate investment activities, including managing a real estate LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.
Richard S
Series 63
Edwardsville, IL
STIFEL
Richard Sims is a financial advisor at Stifel with 41 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2014, previously spending time at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, he is a partner in a real estate development business. Stifel serves a broad range of clients including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
Jean T
Series 66
Edwardsville, IL
Morgan Stanley
Jean Tinge is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.
Brad M
Series 66
Glen Carbon, IL
LPL Financial
Brad Meador is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Bank of Springfield, Valic Financial Advisors, Scottrade, Wells Fargo Clearing, and Edward Jones. Outside of his advisory work, he owns an online store called BradsTreasureChest.com. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to various model portfolio and institutional platforms.
Randall D
Series 63, Series 66
Glen Carbon, IL
Edward Jones
Randall Dunn is a financial advisor with Edward Jones in Glen Carbon, IL, holding Series 63 and Series 66 designations and 37 years of industry experience. He has been with Edward Jones since 1984. 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 solutions supported by a large nationwide network of advisors and branch offices.
Michael C
Series 66
Glen Carbon, IL
Merrill
Michael Cohan is the Resident Director of the Metro East office in Swansea, Illinois, with over 20 years of experience at Merrill Lynch Wealth Management. He joined the company in 2002 and has held various roles including more than a decade on the Merrill St. Louis Leadership Team and several years as a Financial Advisor on The Gray Group Wealth Management Team. His focus is on providing advice, planning, and investment guidance, primarily serving affluent families, senior executives, and small business owners. Michael holds Bachelor's degrees in both Finance and Management of Information Systems from Florida State University. His professional designations include Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He supports his colleagues' individual practices and aims to foster an inclusive culture that promotes growth and positively impacts the local community. Outside of work, Michael enjoys spending time with his family and friends, playing golf, traveling, and contributing to community organizations such as the Madison County of Illinois Child Advocacy Center. He lives in Glen Carbon, Illinois, with his family.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide