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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 with LPL Financial, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at LPL Financial since 2017, following a decade at National Planning Corporation and three years at American General Securities Incorporated. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a range of investment strategies and operational tools.

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

Series 66

Maryville, IL

Edward Jones

Rose Fisher is a Series 66-credentialed financial advisor with Edward Jones, based in Maryville, Illinois. She has one year of industry experience and has worked at Edward Jones since 2018, following a role at Vatterott College. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management through a large national network of advisors and branch offices.

Retirement income strategy Wealth management ESG / Sustainable investing General estate planning guidance Charitable giving & philanthropy Retired Founder/Business Owner Executive Women Professionals Women's Finance
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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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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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Joseph H

Series 66

Highland, IL

LPL Financial

Joseph Horstmann is a financial advisor with LPL Financial in Highland, Illinois, holding a Series 66 designation and 18 years of industry experience. He has been associated with LPL Financial since 2012 and founded Horstmann Premier Financial in 2015. Outside of his advisory work, he is involved in family-owned businesses including an ice vending enterprise and a related vending business partnership. 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, supported by extensive resources and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired 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 holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services Inc, Trinity Financial Group, and Sii Investments. He is also the owner of Selkirk Advisors, LP, a limited partnership involved in financial advising and insurance brokerage. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach supported by portfolio optimization tools and offers a range of brokerage and advisory services through its multi-advisor platform.

Annuities Private / alternative investments
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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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Kevin D

Series 63, Series 66

Highland, IL

Edward Jones

Kevin Dewaele is a financial advisor at Edward Jones with 27 years of industry experience. He has held his current position since 1999 and holds Series 63 and Series 66 licenses. He is based in Highland, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large nationwide 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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Quinton K

Series 63, Series 66

Lebanon, IL

Edward Jones

Quinton Kujawa is a financial advisor at Edward Jones with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Edward Jones in 2024, he worked at Charles Schwab (formerly TD Ameritrade) from 2022 to 2024. Outside of his advisory career, Kujawa is registered as a food delivery driver for DoorDash, though he has not driven in several years. 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 advisors and branch offices nationwide.

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

Series 66

Highland, IL

Edward Jones

Lisa Driscoll is a financial advisor at Edward Jones in Highland, IL, with two years of industry experience and a Series 66 designation. She has been associated with Edward Jones since 2011. Outside of her advisory role, she works as an independent consultant selling jewelry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
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Daniel M

CFP®, Series 63, Series 66

Troy, IL

Edward Jones

Daniel Marsh is a Certified Financial Planner (CFP®) with 25 years of industry experience, currently serving as an advisor at Edward Jones since 2014. He occasionally serves as an arbitrator on FINRA panels in Chicago. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions, with approximately $1.01 trillion in assets under management across a nationwide network of more than 23,700 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, 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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Samantha T

CFP®, Series 66

O'Fallon, IL

Equitable Advisors

Samantha Trankler is a CFP® and holds a Series 66 license, with two years of experience in financial advising. She is currently with Equitable Advisors and previously worked at Stifel Independent Advisors and KPMG LLP. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

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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Joshua S

Series 66

Troy, IL

Edward Jones

Joshua Strieter is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at PNC Bank/Midland Loan Services, Spectrum Brands, and State Street Corporation. 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 and investment strategies supported by a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Jeremy K

Series 66

Breese, IL

Edward Jones

Jeremy Kueper is a financial advisor with Edward Jones in Breese, Illinois. He holds a Series 66 designation and has seven years of industry experience, all with Edward Jones since 2015. 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 both discretionary and non-discretionary strategies, as well as tax-efficient services and alternative investment options.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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Christopher W

Series 66

Highland, IL

Raymond James & Associates

Christopher Wiegand is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He previously worked at Stifel Nicolaus and Stifel Financial Corp before joining Raymond James in 2018. Raymond James & Associates, Inc. is a large, dually registered broker‑dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and governmental entities, offering a range of financial planning and consulting services, with an emphasis on tailored, non-discretionary advice supported by firm research and multiple portfolio management styles.

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

Series 63, Series 66

Highland, IL

Edward Jones

Carl Dempsey is a financial advisor with Edward Jones in Highland, IL, holding Series 63 and Series 66 licenses and over 22 years of industry experience. He has worked with Edward Jones since 2009. Outside of his advisory role, he owns a hunting property in Illinois for which he receives CRP government payments related to wildlife habitat management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices, providing both discretionary and non-discretionary strategies under a fiduciary standard.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Military & Veterans Founder/Business Owner
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Blake S

Series 66

Greenville, IL

Cambridge Investment Research Advisors

Blake Snyder is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and nine years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and operates Frank Snyder Financial. Cambridge Investment Research Advisors serves a diverse group of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Meaghan S

Series 63, Series 65

O'Fallon, IL

STIFEL

Meaghan Schulte is a financial advisor with Stifel in O'Fallon, Illinois, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has been with Stifel since 2015. Outside of her advisory role, she is a commissioned Illinois Notary Public. Stifel serves a diverse client base including individuals, institutional clients, and municipalities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning, while clients retain discretion over implementation decisions.

General retirement planning Income planning
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