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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 in Quincy, IL, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Wells Fargo since 2009, including prior tenure at Wells Fargo Advisors LLC. 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, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs a research-driven investment approach and provides both brokerage and advisory solutions.

Retired Founder/Business Owner
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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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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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 possessing 43 years of industry experience. His career includes roles at Cambridge Investment Research since 2020, IPI Wealth Management, Investment Planners Inc., and First Heartland Capital Inc. He is also the owner of Faust Financial & Tax Advisory, where he offers tax preparation, accounting, and independent insurance services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing a range of model-based solutions and proprietary and third-party strategies across multiple custody platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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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.

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

Series 66

Quincy, IL

Merrill

Hannah Marcolla is a Financial Advisor with Merrill Lynch Wealth Management based in Quincy, Illinois. She collaborates with a team that has more than 45 years of combined experience to provide clients with personalized financial strategies designed to meet their long-term goals. Hannah's approach emphasizes listening, educating, and developing practical plans that empower clients to make confident financial decisions. Before joining Merrill, Hannah worked as a CPA and audit manager at KPMG in St. Louis, specializing in capital markets clients. This experience provided her with a strong foundation in financial analysis, risk management, and strategic planning. She holds both a Bachelor's and a Master's degree from the University of Missouri System and maintains the Personal Investment Advisor (PIA) designation. Originally from Quincy, Hannah is involved in community organizations such as Mardi Gras Inc. and Women of Impact - Quincy. She values building long-term relationships with clients and supporting individuals and families through various financial stages, including retirement planning, education funding, and wealth transfer strategies.

General retirement planning College savings (529s, UTMA, etc.) General tax planning Multi-generational wealth transfer Wealth management Women Professionals
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James F

Series 63, Series 66

Quincy, IL

Edward Jones

James Fisher is a financial advisor with Edward Jones in Quincy, Illinois, holding Series 63 and Series 66 credentials and over 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Fisher is involved in managing several farmland investments in Iowa, Illinois, and Minnesota, often in partnership with family members. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

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

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

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

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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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.

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

Series 63, Series 65

Quincy, IL

Merrill

Andrew Tappe is a Wealth Management Advisor at Merrill Lynch Wealth Management who focuses on wealth planning by working closely with clients to build customized strategies based on their financial goals. He integrates his banking, lending, and planning experience to help clients manage both sides of their balance sheet, providing regular updates and reviews to maintain lasting client relationships through consistent communication and service. Andrew has been in financial services since 2004, with prior roles including licensed personal banker, branch manager, and financial advisor at JPMorgan Chase in Chicago, followed by positions as a commercial loan officer and business development manager at Heartland Bank & Trust in Quincy. He holds a Bachelor's Degree from Quincy University and a high school diploma from Quincy Notre Dame. Andrew is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor. He is involved in his community through various roles such as mentoring on the CFP Board, serving on the Salvation Army advisory board in Quincy, participating in Quincy University's Mart Heinen Club and Hall of Fame Committee, and involvement with the Gem City Breakfast Kiwanis. Andrew enjoys baseball, basketball, cooking, football, golfing, music, photography, spending time with family, traveling, and yoga.

Wealth management Passive / index investing ESG / Sustainable investing Tax-loss harvesting Charitable giving & philanthropy
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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 credentials and over 54 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside his advisory work, Gorrell is involved in educational and community roles, including serving as a trustee and instructor at Culver-Stockton College, participating in local historical preservation efforts, and holding leadership positions with the Illinois Scottish Rite Scholarship Fund. 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 a large asset base and offers both brokerage and advisory solutions, employing research-driven approaches and providing a range of financial products through its affiliates.

Retired Founder/Business Owner
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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.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner
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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.

Tax-loss harvesting Active portfolio management Wealth management
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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.

General retirement planning Retired Founder/Business Owner Executive
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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.

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

Series 63, Series 66

Quincy, IL

Merrill

Thomas Cutrone is a financial advisor at Merrill with Series 63 and Series 66 credentials and 37 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2007 and has also worked at Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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William H

Series 66

Quincy, IL

Wells Fargo Clearing

William Hayden is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory work, he owns and operates a farm in Pittsfield, Illinois, where he raises cattle and horses. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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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.

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