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Julie J

Series 66

O'Fallon, IL

Raymond James & Associates

Julie Johnson is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds the Series 66 designation and has worked previously at First Allied Securities, INC. before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Quinton K

Series 63, Series 66

Lebanon, IL

Edward Jones

Quinton Kujawa is a financial advisor at Edward Jones with three years of industry experience. He previously worked at Charles Schwab (formerly TD Ameritrade) and has been affiliated with DoorDash Inc. outside of his advisory role. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by 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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Kyle B

Series 63

Belleville, IL

Edward Jones

Kyle Bechtold is a financial advisor at Edward Jones with 28 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 1998. 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 under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

CFP®, Series 66

O'Fallon, IL

Equitable Advisors

Samantha Trankler is a CFP® and Series 66 holder currently with Equitable Advisors, bringing two years of industry experience. Prior to joining Equitable Advisors, she worked at Stifel Independent Advisors and spent six years at KPMG LLP. Equitable Advisors serves a diverse clientele including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a dual registration as an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Lauren L

Series 66

Swansea, IL

Merrill

Lauren Lindhorst is a Series 66-licensed financial advisor at Merrill with seven years of industry experience. She has worked at Merrill since 2018 and has prior experience with Kozeny & McCubbin LC. Outside of her advisory role, Lindhorst leads the Children's Ministry at Kirkwood United Methodist Church, planning lessons and coordinating volunteers. 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, offering both 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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Andrew T

Series 66

Mascoutah, IL

Edward Jones

Andrew Thompson is a financial advisor at Edward Jones in Mascoutah, Illinois, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at CDS Office Technologies and Da-Com Corporation, and taught at Freeburg Community High School. Outside of his advisory role, he is a partner and cohost of a trivia podcast called Bankshot Media. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Retirement withdrawal strategies General retirement planning Wealth management Cash flow / budgeting Retired Founder/Business Owner Executive
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Jeremy K

Series 66

Breese, IL

Edward Jones

Jeremy Kueper is a financial advisor with Edward Jones in Breese, Illinois. He holds a Series 66 designation and has seven years of industry experience, all with Edward Jones since 2015. 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 and offers a range of advisory programs, including both discretionary and non-discretionary strategies, as well as tax-efficient services and alternative investment options.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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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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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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Anthony M

Series 63, Series 65

Fairview Heights, IL

Edward Jones

Anthony Mc Kinzie is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2026, he worked at various Wells Fargo entities from 2013 to 2025. 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 approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Meaghan S

Series 63, Series 65

O'Fallon, IL

STIFEL

Meaghan Schulte is a financial advisor at Stifel with 10 years of industry experience. She has been with Stifel since 2015 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she is a commissioned Illinois Notary Public. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

General retirement planning Income planning
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Austin S

Series 66

Swansea, IL

LPL Enterprise

Austin Snider is a Series 66-registered advisor with LPL Enterprise, based in Swansea, IL, and has three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has involvement with Wilke Window And Door and Lawn Wranglers. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to diversified investment platforms through both advisory and brokerage channels.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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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 at Mass Mutual Investors Services with Series 63 and Series 65 credentials and less than one year of industry experience. His prior work includes roles at Pioneer Wealth Management, CreativeOne Wealth, Corpay, and the United States Military Academy. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software tools to develop collaborative, annual planning relationships.

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 in Belleville, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining LPL Financial in 2018, he worked at SII Investments, Inc. from 2011 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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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 a Series 66 designation and has been with Stifel Nicolaus & Company Inc since 2016, following seven years at Wells Fargo Advisors LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

General retirement planning Income planning
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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.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Military & Veterans
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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.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Retirement income strategy Retirement withdrawal strategies Military & Veterans Founder/Business Owner
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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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