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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.
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.
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.
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.
Leland R
Series 66
O'Fallon, IL
STIFEL
Leland Roider II is a financial advisor at Stifel with 23 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Company Inc since 2016. His prior experience includes positions at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Ameriprise. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.
Michael R
Series 66
Highland, IL
LPL Financial
Michael Riffel is a financial advisor with LPL Financial and holds the Series 66 designation. He has 23 years of industry experience, including prior roles at Kestra Advisory Services, KESTRA Investment Services, and M Financial Services. Outside of his advisory work, he has operated a financial management business based in Highland, IL. 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 range of financial planning and investment management services, utilizing various portfolio strategies and technology tools to support its network of over 22,800 advisors.
Mark H
Series 66
O Fallon, IL
Edward Jones
Mark Hansen is a financial advisor with Edward Jones in O’Fallon, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. He is also a trustee and one of three beneficiaries of a family trust. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Natalie C
Series 66
O'Fallon, IL
Edward Jones
Natalie Cortese is a Series 66 credentialed financial advisor with Edward Jones in O'Fallon, IL, where she has worked since 2014. She has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a wide range of households and organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory strategies and affiliated investment products through a large nationwide network of advisors and branch offices.
De Anna B
CFP®, Series 66
Highland, IL
Edward Jones
De Anna Bolt is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Maurices and was involved with All You Fitness & Party Place. 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 through a large network of advisors and branch offices, offering a variety of advisory programs, separately managed accounts, and affiliated investment products under a fiduciary standard.
Cal C
Series 66
O Fallon, IL
LPL Financial
Cal Clossen is a financial advisor at LPL Financial holding a Series 66 designation. He has been with LPL Financial since 2023. Prior to his current role, his background includes positions at Munie Greencare Professionals and Missouri State University. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various allocation approaches.
John S
Series 66
O'Fallon, IL
Merrill
John Schuelke is a financial advisor with Merrill and holds a Series 66 designation. He has 11 years of industry experience and has worked at Merrill since 2014 and Bank of America, N.A. since 2015. Outside of his advisory role, he serves as an advisory board member and vice-chair of an allocations committee for the United Way of Greater St. Louis. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.
Lindsay M
Series 65
O Fallon, IL
Wells Fargo Clearing
Lindsay McMillin is a financial advisor with Wells Fargo Clearing holding a Series 65 designation and two years of industry experience. She previously worked at Clark Wealth Partners, LLC and has been involved with Zyia Active and Rodan + Fields. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to evaluate managers and investment options.
Peggy R
Series 63, Series 66
O'Fallon, IL
Raymond James & Associates
Peggy Rakers is a financial advisor with Raymond James & Associates and holds Series 63 and Series 66 designations. She has 29 years of industry experience, including 13 years with Benjamin F. Edwards prior to joining Raymond James in 2025. 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, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
Tricia E
Series 63, Series 66
O'Fallon, IL
Edward Jones
Tricia Earnest is a financial advisor at Edward Jones with eight years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at TD Ameritrade and Midwest BankCentre. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets across a large nationwide network of advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.
Charles R
CFP®, Series 66
O'Fallon, IL
Edward Jones
Charles Richards is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds a Series 66 designation and fulfills duties as a commander in the U.S. Navy Reserve, where he also teaches a reserve leadership course monthly. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services supported by a large nationwide network of advisors and branch offices.
Joseph D
Series 63, Series 66
Shiloh, IL
Edward Jones
Joseph Delsignore is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and having 31 years of industry experience. He has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion 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.
Richard K
Series 66
O Fallon, IL
Wells Fargo Clearing
Richard Kincheloe is a financial advisor with Wells Fargo Clearing in O Fallon, Illinois, holding a Series 66 designation and 15 years of industry experience. He has been with Fargo Advisors, LLC since 2016. 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 combines proprietary research with third-party analytics to provide both brokerage and advisory solutions.
Peggy E
ChFC®, Series 63, Series 65
Highland, IL
Cambridge Investment Research Advisors
Peggy Elliott is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 65 licenses. She has 29 years of industry experience, including roles at Massachusetts Mutual Life Insurance Company since 1997 and Cambridge Investment Research since 2007. She also operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms. The firm offers both discretionary and non-discretionary management and maintains proprietary model strategies under the Founders Gate Capital brand.
Kelly Z
Series 66
Aviston, IL
Mass Mutual Investors Services
Kelly Zurliene is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and one year of industry experience. She has worked with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2024. Prior to her advisory roles, she gained experience in education and wellness, including positions at the City of Breese and Four Yoga and Wellness. Mass Mutual Investors Services is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analytical tools.
Joseph C
Series 63, Series 66
Shiloh, IL
Edward Jones
Joseph Chappell is a financial advisor at Edward Jones with 20 years of industry experience. He has held his current position since 2005 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
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