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Amy R

Series 66

Waterloo, IL

STIFEL

Amy Rodenmeyer is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and has been with Stifel since 2015 in various roles. Outside of her advisory work, she serves as office manager for Rodenmeyer Automotive LLC, an automotive repair business. Stifel serves a broad range of clients—including individuals, institutional investors, and charitable organizations—and offers brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

General retirement planning Income planning
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Kimberley S

CFP®, Series 63, Series 66

Belleville, IL

Edward Jones

Kimberley Siegel is a financial advisor with Edward Jones in Belleville, IL, holding the CFP® designation and Series 63 and 66 licenses, with 24 years of industry experience. Before joining Edward Jones in 2022, she worked at Stifel Nicolaus & Company INC from 2007 to 2022. She serves as secretary on the board of directors for a staffing company, First Class Workforce Solutions, where she is also a silent owner, and is a member of the Parish Finance Council at Immaculate Conception Catholic Church. 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 programs and affiliated financial services through a nationwide network of advisors and branch offices.

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

Series 66

Waterloo, IL

Thrivent Investment Management

Wendy Stevens is a financial advisor at Thrivent Investment Management with one year of industry experience. Prior to entering the financial services field, she worked at Columbia High School for eleven years. Outside of her advisory role, she is a co-owner responsible for managing rental property affairs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial analyses without discretionary trading authority. The firm enables clients to combine planning with managed-account programs under a consolidated billing option while maintaining separation between services.

Business ownership considerations
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Chandler B

Series 66

Swansea, IL

Merrill

Chandler Bonta is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. His focus is on empowering clients with the knowledge and tools to manage their financial lives effectively. Chandler holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a bachelor's degree from the University of Missouri System. His approach involves helping clients uncover what matters to them and their families to develop strategies aimed at pursuing their financial goals.

General retirement planning Wealth management
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Samuel C

CFP®, Series 66

Swansea, IL

Edward Jones

Samuel Calhoun is a CFP®-certified financial advisor with Edward Jones, where he has worked for six years. Prior to joining Edward Jones, he held roles at Panera Bread Co., Monroe County YMCA, and Missouri State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.

General estate planning guidance Multi-generational wealth transfer Military & Veterans Government Employee
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Daniel K

Series 63, Series 66

Swansea, IL

LPL Enterprise

Daniel Kalvaitis is a financial advisor with LPL Enterprise LLC in Swansea, IL, holding Series 63 and Series 66 licenses. He has four years of industry experience with prior roles at Wells Fargo Advisors, Fidelity Investments, and TD Ameritrade. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm primarily uses model-driven investment implementations and offers financial planning, third-party asset manager access, and participation in Model Wealth Portfolios.

Tax-loss harvesting
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Kyle W

Series 66

Belleville, IL

Cetera

Kyle Williams is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He has a background in tax compliance and consulting as a Senior Tax Manager at CEC Financial Group PC and serves as treasurer for the North American Die Casting Association, Chapter 17. Additionally, he volunteers as a wrestling coach for youth programs in Missouri and Illinois. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

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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Isaac T

Series 66

Swansea, IL

Merrill

Isaac Taylor is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 credential and has worked previously at Bank of America and Discover. 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 offers 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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Alicia O

Series 63, Series 66

Columbia, IL

Edward Jones

Alicia Oglesby is a financial advisor with Edward Jones in Columbia, IL, holding Series 63 and Series 66 licenses and having 10 years of industry experience, all with Edward Jones since 2016. She serves as a board member of the Kiwanis Club of Columbia, where she participates in decision-making regarding the club’s activities and asset distribution. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Wealth management Inheritance planning General estate planning guidance Charitable giving & philanthropy Retired Founder/Business Owner Executive Women Professionals
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Mor W

Series 66

Belleville, IL

Cetera

Mor Wilson is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has been with Cetera and its affiliated entity, Cetera Investment Services LLC, since 2015 and also has experience with Regions Bank since 2014. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to both affiliated and third-party investment managers.

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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Alexis M

Series 63, Series 66

Swansea, IL

Merrill

Alexis Mosely is a financial advisor at Merrill with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services LLC and TD Ameritrade/Charles Schwab. 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 individual, high-net-worth, and institutional clients.

Tax-loss harvesting Active portfolio management Wealth management
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John P

Series 66

Millstadt, IL

Edward Jones

John Pratl is a financial advisor with Edward Jones in Millstadt, IL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Archford Capital Strategies, and Abstrakt Marketing Group. 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 and investment strategies through a nationwide network of advisors and branch offices.

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy Founder/Business Owner
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Tyson B

Series 66

Swansea, IL

Merrill

Tyson Bowman is a Financial Advisor with Merrill Lynch Wealth Management, focused on developing tailored financial strategies for individuals, families, and retirees. He works closely with clients to help them pursue their financial goals, manage life's transitions, and build lasting financial confidence. As a Merrill Solutions Advisor, Tyson emphasizes attentive listening to understand what clients value most. He collaborates directly with clients to create strategies aimed at helping them achieve their dreams. His role offers clients access to Merrill's global investing resources as well as the credit, lending, and banking services provided by Bank of America. Tyson holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Tyson earned a Bachelor's Degree from the University of Missouri System. Outside of his professional work, he has personal interests in basketball, football, and music.

General retirement planning Retirement income strategy Income planning Wealth management General tax planning
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Devan N

Series 66

Waterloo, IL

Edward Jones

Devan Nussbaumer is a financial advisor at Edward Jones with a Series 66 designation and over eight years of industry experience, including multiple tenures at Edward Jones. His prior work includes roles at Quantum Vision Centers, State Farm, and Citizens Community Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, 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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Spencer K

Series 66

Shiloh, IL

Edward Jones

Spencer Koetting is a financial advisor at Edward Jones in Shiloh, IL, holding a Series 66 designation and with 10 years of industry experience, all at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Tommy S

Series 63, Series 66

Swansea, IL

LPL Enterprise

Tommy Silveus Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Charles Schwab, TD Ameritrade, and Scottrade. Outside of his advisory work, he owns and manages rental properties. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm utilizes a model-driven investment approach and offers access to third-party asset managers, financial planning, and various non-securities products.

Tax-loss harvesting
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Tameika T

Series 63, Series 66

Swansea, IL

Merrill

Tameika Thomas is a Financial Advisor affiliated with Merrill Lynch Wealth Management. She supports families, women, small business owners, entrepreneurs, and retirees by providing personalized financial guidance that focuses on education, empowerment, and clarity. Her approach centers on simplifying complex financial concepts to help clients make informed decisions aligned with their unique goals and values. With a background as an entrepreneur and nonprofit founder, Tameika brings a broad perspective to her advisory role. She holds a Personal Investment Advisor (PIA) designation and has earned a Bachelor's Degree from Lamar University, an Associate's Degree from Southwestern Illinois College, an MBA from Texas Southern University, and a High School Diploma from Memorial High School. Tameika is a member of the National Association of African American Insurance Agents (NAAIA). Beyond her professional work, Tameika is involved in community organizations including Avery & Aubrey's Way and The Exhale Collective. Her personal interests include basketball, reading, singing, spending time with her family, traveling, and watching movies.

General retirement planning Retirement income strategy Divorce financial planning College savings (529s, UTMA, etc.) Financial Professional Women Professionals Retired
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Jacquelyn P

Series 66

Waterloo, IL

STIFEL

Jacquelyn Pleimann Hern is a financial advisor with Stifel based in Waterloo, IL, holding a Series 66 credential and seven years of industry experience. She has been with Stifel for 10 years. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services such as fee-based financial planning and recommendations of third-party advisers. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling.

General retirement planning Income planning
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Maynard H

Series 63, Series 65

Columbia, IL

Mass Mutual Investors Services

Maynard Hudson Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 registrations and one year of industry experience. Before entering the financial services field, he worked for 14 years with the Illinois Department of Corrections. Outside of advising, he owns and manages multiple business ventures through Bricktown Holdings LLC, overseeing operations of a subshop, gaming lounge, laundromat, dry cleaners, and rental properties. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that delivers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers a variety of investment and event-driven planning programs.

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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Matthew P

Series 66

Columbia, IL

Wells Fargo Advisors

Matthew Pflueger is a financial advisor with Wells Fargo Advisors in Columbia, Illinois, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent one year at Ameriprise. Outside of his advisory role, he serves as co-executor and holds power of attorney duties for his mother. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory solutions with other financial product offerings.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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