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Curtis H

Series 66

Waterloo, IL

Edward Jones

Curtis Haentzler is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked at Americom Imaging Systems, Inc and Purity Source. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets across a broad network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Retirement income strategy General retirement planning Founder/Business Owner
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Deborah E

PFS™, Series 66

Belleville, IL

Cetera

Deborah Edwards is a financial advisor with Cetera, holding PFS™ and Series 66 designations and bringing 17 years of industry experience. She has worked at Avantax Advisory Services and 1st Global Advisors, Inc. Prior to her financial advisory career, she has been president of a CPA firm since 1984. Edwards also serves on the finance council and Ministry Formation board of the Diocese of Belleville and is a board member and treasurer for the Waterloo Country Club. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and retirement plan services, managing over $256 billion in assets with 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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Devon H

Series 66

Swansea, IL

Merrill

Devon Howard is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018, as well as Bank of America since 2019. His prior experience includes positions at FCB Banks, Hibbett Sports, and Lindenwood University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal teams and third-party managers.

Tax-loss harvesting Active portfolio management Wealth management
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Larry T

Series 63, Series 65

Millstadt, IL

Cetera

Larry Toenjes is a financial advisor at Cetera with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with VOYA Financial Advisors and Cetera Wealth Services. In addition to his advisory role, he serves on the Parish Council and Finance Committee of St. James Catholic Church in Millstadt, IL. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and a multi-manager platform.

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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Jessica W

ChFC®, Series 66

Swansea, IL

Edward Jones

Jessica Williamson is a financial advisor at Edward Jones with eight years of industry experience. She holds the ChFC® and Series 66 designations and has worked at Edward Jones since 2004. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Founder/Business Owner Doctor or Medical Professional
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Austin S

Series 66

Swansea, IL

LPL Enterprise

Austin Snider is a financial advisor at LPL Enterprise with three years of industry experience and holds a Series 66 designation. His work history includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory career, he has been involved with Wilke Window and Door as well as Lawn Wranglers for several years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and affiliated insurance and trust services.

Tax-loss harvesting
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Anthony S

Series 63, Series 66

Swansea, IL

Merrill

Anthony Segobiano is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in goals-based wealth management, serving affluent families, accomplished professionals, successful business owners, and individual investors. His areas of expertise include education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, socially responsible and values-based investing, tax minimization, and retirement income planning. Anthony has over 22 years of experience in wealth management, preceded by 17 years in the insurance industry, which provided a foundation for expanded estate planning services and a strong customer service model. He holds professional designations as an Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Western Illinois University. In addition to his professional responsibilities, Anthony volunteers with student athletes in the St. Louis area and has served as an assistant and associate head coach for girls and boys soccer teams at Belleville West High School and Columbia High School, respectively. He is also a member of the Elks Club. Outside of work, Anthony enjoys spending time with his wife Gina and their children, traveling, and participating in various sports including basketball, boating, football, golfing, ice hockey, running, and soccer.

Wealth management ESG / Sustainable investing General estate planning guidance Retirement income strategy
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Reece G

Series 65, Series 63

Belleville, IL

Mass Mutual Investors Services

Reece Goddard is a financial advisor with Mass Mutual Investors Services holding Series 65 and Series 63 licenses. He has recently started his career in the financial industry, joining the firm in 2026. His prior work experience includes roles at Pioneer Wealth Management and Corpay, as well as various positions in education and the military. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing financial planning, asset management, and educational seminars. The firm structures its financial planning as annual, collaborative engagements that use approved analytical tools to deliver written recommendations without investment discretion by advisors.

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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Michael D

Series 63, Series 65

Belleville, IL

LPL Financial

Michael Dunnigan Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and with 40 years of industry experience. Prior to joining LPL Financial in 2018, he worked at SII Investments, Inc. and Primerica Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and tactical investment options.

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

Series 66

Waterloo, IL

Edward Jones

Chad Boyette is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. 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 nationwide network of more than 23,700 financial advisors.

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

Series 66

Swansea, IL

Merrill

Javon Taylor is a Financial Advisor at Merrill Lynch Wealth Management. Based primarily in the St. Louis area, he works with individuals, local union laborers, business owners, and professionals to develop personalized financial strategies. His focus areas include retirement planning, wealth accumulation, and providing long-term financial confidence. He has particular expertise serving clients in the construction, HVAC, and roofing industries, understanding the distinct opportunities and challenges they encounter. Javon leverages Merrill's investment capabilities and Bank of America's resources to offer coordinated financial advice and guidance. Javon's professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his High School Diploma from Althoff Catholic High School. His client services span corporate executive services, executive compensation, family wealth management strategies, tax minimization, and retirement income planning among others. Outside of his professional work, Javon enjoys basketball, fishing, spending time with his family, and watching movies.

General retirement planning Wealth management Retirement income strategy Tax-loss harvesting Business ownership considerations Founder/Business Owner Union Employee HENRY (High Earners, Not Rich Yet)
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Dustin W

CFP®, Series 66

Waterloo, IL

Edward Jones

Dustin West is a CFP®-designated financial advisor with Edward Jones in Waterloo, Illinois, and has 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory work, Dustin is involved in managing a vacation real estate rental business through Best Bros Sandy Toes, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Wealth management Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Melissa S

Series 66

Millstadt, IL

Edward Jones

Melissa Schaffer is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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

Series 66

Waterloo, IL

Edward Jones

Christopher Kean is a financial advisor at Edward Jones in Waterloo, IL, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies 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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Anna K

Series 63, Series 66

Belleville, IL

LPL Financial

Anna Kamp is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2022, she spent 15 years with Cuna Mutual Group and Cuna Brokerage Services, Inc. Outside of her advisory role, she is involved with Golden Eagle Land Crop Restoration Program. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including model portfolios, third-party asset management, and institutional platforms, supported by tools such as machine learning for operational and research purposes.

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

Series 66

Belleville, IL

Raymond James & Associates

Daniel Lane is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 21 years of industry experience. He has been with Raymond James since 2013 and also works as a freshman boys basketball coach at Waterloo High School. Raymond James & Associates 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, and municipal entities, providing financial planning, investment consulting, and municipal advisory services.

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

Series 66

Waterloo, IL

Edward Jones

Nickolas Mehner is a financial advisor with Edward Jones in Waterloo, IL, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors with a range of advisory programs that include discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

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

Series 63, Series 66

Millstadt, IL

Edward Jones

Jeff Pratl is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2016. Outside of his advisory role, he is president of Pratl LLC, a commercial rental property business in Millstadt, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

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

Series 66

Swansea, IL

LPL Financial

Jonathan Joelner is a financial advisor with LPL Financial holding a Series 66 license and 21 years of industry experience. He previously worked at Century Securities Associates, Stifel Nicolaus, J.P. Morgan Securities, Chase Investment Services, and Banc One Securities. In addition to his advisory role, he is a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and oversight of significant discretionary assets.

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

Series 63, Series 66

Belleville, IL

Cetera

Kevin Edwards is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked with multiple firms including Avantax and CEC Financial Group, where he serves as a member and financial advisor. Outside of his advisory roles, Edwards manages an LLC that owns a plane rented to students at a flight school. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that provides access to both affiliated and third-party money managers.

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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