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Logan I
Series 63, Series 66
Breese, IL
Eagle Strategies (NY Life)
Logan Isaak is a financial advisor with Eagle Strategies (NY Life) based in Breese, IL. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Eagle Strategies, he has worked with Nylife Securities LLC and has been associated with The Timmermann Group for seven years, operating under its DBA name to service insurance and financial product clients. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients. The firm offers a range of advisory services, emphasizing tailored recommendations and managing a significant portion of assets on a non-discretionary basis within the New York Life affiliate structure.
Richard S
CFP®, Series 63, Series 66
O'Fallon, IL
Benjamin F. Edwards & Company, Inc.
Richard Stone is a CFP® professional with 26 years of experience in the financial services industry. He has been with Benjamin F. Edwards & Company, Inc. since 2012, and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. His career spans roles at several well-known firms in the industry. 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 advisory programs, financial planning, retirement consulting, and investment management services using both proprietary strategies and third-party models.
Michael F
Series 66
O'Fallon, IL
First Command Advisory Services
Michael Fallert is a financial advisor at First Command Advisory Services with six years of industry experience. He holds a Series 66 credential and has worked previously at Wm. Nobbe & Co. and Sabreliner Aviation. Outside of advising, he is the owner of a small retail business, Show-Me Shop, which is managed by his wife. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team and Wealth Portfolio Managers using prescreened managers and model portfolios.
Leann T
Series 63, Series 66
O'Fallon, IL
Benjamin F. Edwards & Company, Inc.
Leann Trampe is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds Series 63 and Series 66 registrations and has 11 years of industry experience. Prior to joining Benjamin F. Edwards in 2022, she worked at Charles Schwab Bank, Charles Schwab, Stifel Nicolaus & Co Inc, and Scottrade. She also has experience in education from her time at Aviston Elementary. 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 a range of advisory programs and financial services, combining proprietary strategies with third-party models and operating an internal trading desk alongside Pershing custody services.
Quinten S
Series 63, Series 66
O'Fallon, IL
Benjamin F. Edwards & Company, Inc.
Quinten Spivey IV is a financial advisor at Benjamin F. Edwards & Company, Inc. with 31 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Benjamin F. Edwards since 2012, following two years at Wells Fargo Clearing. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. Benjamin F. Edwards 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.
Kayden B
Series 63, Series 66
Fairview Heights, IL
Kestra Advisory
Kayden Besher is a financial professional at Kestra Advisory with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Kestra Advisory Services, LLC in 2026, Besher worked at Cetera Advisors, Burgdorf Wealth Managers, and Wells Fargo Advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, employee education, and access to multiple management platforms, serving clients such as plan sponsors and sovereign wealth funds.
Sally D
Series 66
O'Fallon, IL
Benjamin F. Edwards & Company, Inc.
Sally Davis is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 23 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. 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. The firm offers a range of services, including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management consulting, and brokerage services.
John K
Series 63, Series 65
O'Fallon, IL
First Command Advisory Services
John Kafer is a financial advisor with First Command Advisory Services in O'Fallon, Illinois, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with First Command Financial Services and related entities since 2012. Outside of advising, he serves on the finance committee of the non-profit Airlift Tanker Association, assisting with budgeting and spending plans. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized investment team that selects and monitors model portfolios and third-party managers.
Scott S
Series 66
Swansea, IL
Prime Capital Financial
Scott Szymula is a financial advisor at Prime Capital Financial with 17 years of industry experience. He holds the Series 66 designation and previously worked at Financial Engines Advisors L.L.C. and Tmfs Advisors, Llc. In addition to his advisory role, he is involved in the sale and service of fixed insurance products through PCRM, LLC. Prime Capital Financial is an SEC-registered firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified plan sponsor and trustee services, and family office offerings. The firm employs varied investment strategies and provides tax planning and consolidated reporting services through its affiliated accounting subsidiary and family office practice.
Matthew B
Series 63, Series 65
Breese, IL
Eagle Strategies (NY Life)
Matthew Becker is a financial advisor with Eagle Strategies (NY Life) based in Breese, Illinois. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. In addition to his advisory work, he serves as a substitute teacher and volunteer assistant boys basketball coach at Mater Dei Catholic High School. He has operated Becker Financial since 2016, focusing on brokering insurance products. Eagle Strategies serves a diverse client base, including individuals, institutions, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis and a notable emphasis on retirement plan advisory within an integrated New York Life affiliate structure.
Joshua P
Series 63, Series 66
Swansea, IL
Bankers Life Advisory Services, Inc.
Joshua Pauli is a financial advisor at Bankers Life Advisory Services, Inc. with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Benjamin F. Edwards, U.S. Bank, U.S. Bancorp Investments, Inc., and TD Ameritrade. Prior to his financial services career, he was involved with Vac It All Services Inc and Assaypro LLC. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerance.
Jeffrey L
Series 63, Series 66
O'Fallon, IL
Benjamin F. Edwards & Company, Inc.
Jeffrey Luechtefeld is a financial advisor at Benjamin F. Edwards & Company, Inc. with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, he owns drive-thru coffee kiosks in Owensboro, Kentucky. Benjamin F. Edwards & Company serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients, offering a range of advisory, brokerage, insurance, and M&A services through over 500 advisors.
Tymothy M
Series 66
O'Fallon, IL
First Command Advisory Services
Tymothy Mc Donell is a financial advisor at First Command Advisory Services with the Series 66 designation and two years of industry experience. His career includes military service in the United States Air Force and ongoing service with the Illinois Air National Guard. He also works as a varsity football coach at Mascoutah High School. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs using a centralized investment management team that selects model portfolios and third-party managers.
Troy C
CFP®, Series 63, Series 65
O'Fallon, IL
Benjamin F. Edwards & Company, Inc.
Troy Cox is a CFP® professional with 29 years of experience in the financial services industry. He has worked with Benjamin F. Edwards & Company, Inc. since 2012 and has prior experience at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., Martin Wier, Inc., and OSAIC. 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 a range of advisory programs, financial planning, retirement consulting, and investment management solutions, combining proprietary strategies with third-party models and operating an internal trading desk alongside custody and clearance services.
Patricia J
Series 63
O'Fallon, IL
Benjamin F. Edwards & Company, Inc.
Patricia Jenks is a financial advisor at Benjamin F. Edwards & Company, Inc. with 49 years of industry experience. She holds a Series 63 designation and has worked at Benjamin F. Edwards since 2012, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individual, high-net-worth, pension, charitable, and corporate clients through over 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement consulting, and investment management, combining proprietary strategies with third-party models across various asset classes.
Jill P
Series 63, Series 65
O'Fallon, IL
First Command Advisory Services
Jill Pietrusinski is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has been with First Command in various capacities since 2001. Outside of her advisory role, she serves as chair of the International Visioning Facilitation Council, a volunteer organization that supports strategic planning for Rotary Clubs globally. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Deborah S
CFP®, Series 63, Series 65
Swansea, IL
&PARTNERS
Deborah Sante is a CFP® with 13 years of industry experience, currently serving as a financial advisor at \u0026Partners. Her prior experience includes roles at Benjamin F Edwards & Co and Purshe Kaplan Sterling Investments. \u0026Partners serves a diverse client base, including high-net-worth individuals and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a mix of fundamental, technical, and quantitative analysis and utilizes both proprietary and third-party strategies through a dual registration as a registered investment adviser and broker-dealer.
Christine C
Series 63, Series 66
O'Fallon, IL
Empower Advisory Group
Christine Clements is a financial advisor at Empower Advisory Group with one year of industry experience. She holds Series 63 and Series 66 designations. Her prior work experience includes roles at AmeriSave and in the fitness industry. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders through an integrated service model linked to Empower’s recordkeeping and administrative platforms.
Benjamin D
Series 66
Belleville, IL
Edward Jones
Benjamin De Mond is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2023. His prior experience includes roles at Busey Bank and TheBank of Edwardsville. 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 advisory programs and investment solutions through a large nationwide network of advisors and branch offices.
Clinton B
Series 63, Series 66
Shiloh, IL
LPL Financial
Clinton Bert is a financial advisor with LPL Financial in Shiloh, IL, holding Series 63 and Series 66 designations and seven years of industry experience. His prior firms include Wells Fargo Clearing Services and Stifel. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions with a range of advisory and brokerage services including financial planning and third-party asset management. The firm supports its advisors with research model portfolios, customized strategies, and technology tools, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.
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