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Dalton G
CFP®, Series 66
Godfrey, IL
Edward Jones
Dalton Gray is a CFP® certificant with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he was involved in political work including roles with State Representative Dwight Kay and the House Republican Organization. Outside of advising, he organizes college students to circulate political petitions for candidates in Troy, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.
Brent F
Series 63, Series 66
Jerseyville, IL
LPL Financial
Brent Fulkerson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior experience includes roles at CUNA Mutual Group, CUNA Brokerage Services, TD Ameritrade, and Scottrade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.
Steven M
Series 63, Series 66
Jerseyville, IL
Edward Jones
Steven Medford is a financial advisor with Edward Jones in Jerseyville, IL, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, Medford is involved in coaching basketball at the high school and community college levels and runs a youth basketball camp in Jerseyville. 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 strategies, separately managed accounts, and affiliated mutual funds.
Arthur F
Series 66
Alton, IL
Edward Jones
Arthur Fahrner is a financial advisor with Edward Jones in Alton, Illinois. He holds a Series 66 designation and has 11 years of industry experience, having been with Edward Jones since 2014. Outside of his advisory role, he is the owner of an LLC involved in commercial property management. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Timothy B
Series 63, Series 66
Alton, IL
Wells Fargo Clearing
Timothy Brueggeman is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he is a 50% owner of The Temple, an entertainment and reception hall in Alton, Illinois, where he contributes to management and event planning. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.
Brianne E
Series 63, Series 66
Alton, IL
Edward Jones
Brianne Edgington is a financial advisor at Edward Jones in Alton, Illinois, with 15 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Stifel for nine years. Outside of her advisory role, she is involved with Levy Restaurants. 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 network of financial advisors and branch offices across the United States.
John H
CFP®, Series 66
Alton, IL
Raymond James Financial
John Hoelscher is a CFP® and Series 66-licensed financial advisor with Raymond James Financial, based in Alton, IL, bringing three years of industry experience. Prior to his current role, he worked for John Deere for 14 years. He is the owner of Confluence Wealth Management, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary recommendations aligned with client goals.
Terri S
Series 63, Series 65
Godfrey, IL
Raymond James Financial
Terri Schneider is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing nine years of industry experience. She has worked at Raymond James in various capacities since 2016. Schneider also serves as an independent contractor financial advisor with Claywell Asset Management and Embark Wealth Partners, and she is involved in succession planning through ownership of JEN Holdings, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary investment consulting using detailed risk profiling and modeling tools, and it supports clients through various advisory programs and institutional consulting arrangements.
Stephen S
Series 66
Alton, IL
Cetera
Stephen Strinni is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked with Cetera since 2019 and has prior experience at PNC Investments and Regions Bank. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with portfolio management, financial planning, and access to third-party managers, overseeing more than $256 billion in assets through a network of over 10,000 advisors.
Jesse S
Series 66
Alton, IL
Raymond James Financial
Jesse Simmons is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and has prior experience at firms including Confluence Wealth Management and Rexencore LLC. Outside of advisory work, he coordinates and facilitates insurance policy placement as a broker. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm employs tailored, non-discretionary planning using analytical tools to align with client goals and supports a large network of advisors with a focus on municipal and public-finance work.
Scott M
Series 66
Godfrey, IL
Edward Jones
Scott Mandrell is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2020. He has five years of industry experience and a background that includes two decades in the School District of Clayton and ongoing service with the Hazelwood School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branches.
Christopher R
Series 66
Alton, IL
STIFEL
Christopher Ray is a financial advisor at Stifel with 13 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus since 2012. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach uses proprietary methodology and probabilistic modeling developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.
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