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John S
Series 63, Series 66
Quincy, IL
Wells Fargo Clearing
John Stevenson Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with Wells Fargo since 2016. Outside of his advisory role, Stevenson serves as president of two family foundations that make charitable donations. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory.
Jeffrey T
Series 63, Series 66
Quincy, IL
Cambridge Investment Research Advisors
Jeffrey Tweedell is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 licenses and has 14 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and is also a partner and producer at Winters LLP, where he has been active since 1991. In addition, he serves as a board member for the Transitions Foundation. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, using a variety of portfolio management and investment implementation options tailored to client objectives.
Andrew E
Series 66
Quincy, IL
Cambridge Investment Research Advisors
Andrew Eaton is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and four years of industry experience. He has also worked with Winters Insurance Group and held roles in education prior to his advisory career. Additionally, Eaton acts as an independent insurance agent, representing various independent insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using multiple custody and platform arrangements, with both discretionary and non-discretionary investment strategies.
Darell F
Series 63, Series 65
Quincy, IL
Cambridge Investment Research Advisors
Darell Faust is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at Cambridge Investment Research, Investment Planners Inc., IPI Wealth Management, and First Heartland Capital Inc. He is also the owner of Faust Financial & Tax Advisory, where he provides tax preparation, accounting services, and operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm delivers tailored investment strategies through a broad network of independent Financial Professionals, using both proprietary and third-party model solutions across multiple custody platforms.
John M
Series 63, Series 65
Quincy, IL
LPL Financial
John Miller is a financial advisor with LPL Financial based in Quincy, IL, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Raymond James Financial, Raymond James Financial Services, and Cetera Investment Services. 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 financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and various strategic investment approaches.
Hannah M
Series 66
Quincy, IL
Merrill
Hannah Marcolla is a Financial Advisor based in the Quincy, Illinois office at Merrill Lynch Wealth Management. She works alongside the advisor team to develop financial strategies tailored to clients' goals, values, and long-term plans. Prior to joining Merrill, Hannah gained experience at KPMG in St. Louis, where she worked as a CPA and manager, providing her with a strong foundation in tax planning, financial analysis, and problem solving. Hannah's background as a CPA combined with her expertise in areas such as college education planning, family wealth management strategies, legacy planning, and tax minimization informs her approach to delivering thoughtful guidance to clients. She holds a Personal Investment Advisor (PIA) designation and earned both her bachelor's and master's degrees from the University of Missouri System. Originally from Quincy, Hannah is actively involved in her community through organizations such as Horizons Social Services, Mardi Gras Inc., Quincy Art Center, and Women of Impact - Quincy. In her personal time, she enjoys basketball, cooking, dancing, music, pickleball, running marathons, traveling, watching movies, and spending time with family.
James F
Series 63, Series 66
Quincy, IL
Edward Jones
James Fisher is a financial advisor with Edward Jones in Quincy, IL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is involved in managing several farmland investments with family members in Iowa, Illinois, and Minnesota. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over one trillion dollars in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
William S
Series 66
Quincy, IL
Edward Jones
William Sanders is a financial advisor at Edward Jones with 24 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services through a nationwide network of financial advisors and branch offices.
James F
Series 66
Quincy, IL
LPL Financial
James Farmer is a Series 66–licensed financial advisor with LPL Financial in Quincy, Illinois, and has seven years of industry experience. He has worked at LPL Financial and First Bankers Trust Co. since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Trenton M
CFP®, Series 66
Quincy, IL
Edward Jones
Trenton Murfin is a CFP® and holds a Series 66 license with 10 years of industry experience, all at Edward Jones since 2016. He is based in Quincy, IL. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients and manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Timothy M
Series 66
Quincy, IL
LPL Financial
Timothy Miller is a financial advisor with LPL Financial holding a Series 66 designation and three years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, Inc., Benson Financial Group, The Knapheide Manufacturing Co., and United Way of Adams County. He is also commissioned as a notary public in Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment options and platforms, utilizing LPL Research model portfolios and third-party subadvisors, and supports advisors with technology tools while maintaining oversight of substantial discretionary assets.
Andrew T
Series 63, Series 65
Quincy, IL
Merrill
Andrew Tappe is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2004, bringing extensive experience from roles such as licensed personal banker, branch manager, financial advisor at JPMorgan Chase, and commercial loan officer and business development manager at Heartland Bank & Trust. Andrew works closely with families and business owners to develop customized financial strategies centered on their goals. He focuses on wealth planning, drawing from his background in banking, lending, and investment planning to manage clients' comprehensive financial needs. Andrew is a CERTIFIED FINANCIAL PLANNER® professional and Personal Investment Advisor, continuously advancing his knowledge to better serve his clients. A native of Quincy, Andrew graduated from Quincy Notre Dame and Quincy University, where he majored in finance and played baseball. He is involved in the community through leadership and volunteer roles with organizations such as the CFP Board, Gem City Breakfast Kiwanis, Quincy University Mart Heinen Club, Quincy Notre Dame, and the Salvation Army in Quincy. Outside of work, he enjoys baseball, basketball, cooking, football, golfing, music, photography, traveling, yoga, and spending time with his wife Michaela, their foster daughter Ja'Niya, and their three dogs.
Larry G
Series 63, Series 65
Quincy, IL
Wells Fargo Clearing
Larry Gorrell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 54 years of industry experience. He has been with Wells Fargo since 2016. Outside of his advisory role, he serves as treasurer of Longview Farm Inc. and Bodley Lodge #1 Afam, teaches investment classes and serves as a trustee and chair of the investment committee at Culver-Stockton College, and participates on various investment committees and local boards, including the Illinois Scottish Rite Scholarship Fund and the Canton Historical Preservation Commission. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm utilizes a research-driven approach incorporating diversification and modern portfolio theory and operates at large scale with over $670 billion in assets under management and more than 14,000 financial advisors.
Derek H
CFP®, Series 66
Quincy, IL
Edward Jones
Derek Harris is a CFP® professional with 12 years of experience in the financial industry, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Quincy, IL. Edward Jones is a full-service wealth management firm with over 23,000 advisors, serving individual and institutional clients through a variety of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and offers additional services such as tax-efficient solutions, separately managed accounts, and affiliated mutual funds.
Michael B
Series 63, Series 65
Quincy, IL
Merrill
Michael Brennan is a financial advisor with Merrill in Quincy, Illinois, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been associated with Merrill Lynch since 2008 and Bank of America since 2009. Outside of his advisory work, Brennan owns and manages a farm through a sole proprietorship and a trust, focusing on grain crop farming with no direct physical involvement. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.
John E
Series 63, Series 66
Quincy, IL
Edward Jones
John Ernst is a financial advisor at Edward Jones in Quincy, Illinois, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones for 18 years. Outside of advising, he is involved as a limited partner in a commercial real estate business and holds a partnership interest in a horse racing and breeding enterprise. Edward Jones is a full-service wealth management firm serving a wide range of clients from individual households to institutional investors, managing approximately $1.01 trillion in assets. The firm provides various advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Meredith F
Series 66
Quincy, IL
Edward Jones
Meredith Fisher is a financial advisor at Edward Jones in Quincy, IL with one year of industry experience. She holds the Series 66 designation. Prior to joining Edward Jones, she worked at Taylor University in various roles and has experience in education and construction. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
Thomas C
Series 63, Series 66
Quincy, IL
Merrill
Thomas Cutrone is a financial advisor with Merrill in Quincy, IL, holding Series 63 and Series 66 designations and possessing 38 years of industry experience. His career includes tenures at Bank of America, N.A., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and A. G. Edwards & Sons, Inc. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.
William H
Series 66
Quincy, IL
Wells Fargo Clearing
William Hayden is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2006 to 2008. Outside of his advisory role, he owns and operates a farm in Pittsfield, Illinois, where he raises cattle and horses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.
Thomas C
Series 63, Series 65
Quincy, IL
LPL Financial
Thomas Cherington is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He previously worked at Bates Securities, Inc. for 38 years before joining LPL Financial in 2023. 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 portfolio programs, third-party asset management, and institutional platforms.
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