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Anna K

Series 63, Series 66

Belleville, IL

LPL Financial

Anna Kamp is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. She has 24 years of industry experience, including 15 years with Cuna Mutual Group and Cuna Brokerage Services, and has been with LPL Financial since 2022. Outside of advising, she is involved with Golden Eagle Land CRP, a crop restoration program. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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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.

Tax-loss harvesting Active portfolio management Wealth management
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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.

Retired Founder/Business Owner
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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.

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

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Military & Veterans Founder/Business Owner Intergenerational Families
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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.

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

Series 63, Series 65

Glen Carbon, IL

Cetera

Eric Evers is a financial advisor at Cetera with 26 years of industry experience. He has been with Cetera and its affiliate Cetera Investment Services LLC since 2014, and has also worked with Regions Bank since 2013. He holds Series 63 and Series 65 licenses. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform with various 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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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.

Retired Founder/Business Owner
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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 along with Series 63 and Series 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. In addition to her advisory work, she operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management approaches and multiple custody platforms.

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

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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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.

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

Series 66

O'Fallon, IL

Edward Jones

Timothy Feeney is a financial advisor at Edward Jones in O'Fallon, IL, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at the Federal Bureau of Investigation from 2014 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Military & Veterans
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Rochelle B

Series 66

Germantown, IL

Wells Fargo Clearing

Rochelle Biggs is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes both non-discretionary and discretionary investment services, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Ryan B

CFP®, Series 66

O'Fallon, IL

Equitable Advisors

Ryan Brown is a CFP® professional with 24 years of industry experience, currently affiliated with Equitable Advisors since 2001. He previously worked at Axa Advisors, LLC for 19 years. Brown serves as a board member of the THS Endowment Fund. Equitable Advisors provides financial planning, retirement-plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm uses a hybrid referral and implementation model, offering advisory and brokerage/insurance channels through LPL programs and a range of third-party asset managers.

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

Series 66

Aviston, IL

Charles Schwab

Allison Kantner is a financial advisor at Charles Schwab with 10 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC and Stifel Nicolaus. Kantner is based in Aviston, Illinois. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Andre S

Series 66

Trenton, IL

LPL Financial

Andre Stafford is a financial advisor with LPL Financial in Trenton, Illinois, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Home Bank and the 15th Judicial District Court Family Court Intervention. From 2017 to 2020, he was involved with Lafayette Habitat for Humanity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Hayden S

CFP®, Series 66

Troy, IL

Edward Jones

Hayden Schmidt is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones in Troy, Illinois. His prior work history includes roles at Yokohama Tire Corp, Express Scripts Inc, and the Madison County Treasurer's Office. Outside of his advisory work, he assists with event coordination for a local wedding venue. 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 General estate planning guidance Doctor or Medical Professional
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Stacy R

CFP®, Series 66

Belleville, IL

Edward Jones

Stacy Richmond is a CFP® and holds a Series 66 license, with 15 years of experience at Edward Jones in Belleville, IL. She has worked exclusively with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Retirement income strategy General retirement planning Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner
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Joshua S

Series 66

Troy, IL

Edward Jones

Joshua Smucker is a Series 66 credentialed financial advisor with Edward Jones in Troy, Illinois. He has 17 years of industry experience, including 19 years at Edward Jones. 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, including discretionary and non-discretionary 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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Luke N

Series 65, Series 63

Aviston, IL

Mass Mutual Investors Services

Luke Niemeyer is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 65 licenses. He has four years of industry experience, including previous roles at Knights of Columbus and Knights of Columbus Asset Advisors. He serves on the finance committee of All Saints Academy, providing advisory support on budgets and general finances. MassMutual 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 financial planning, asset management, wrap and money-manager programs, and educational seminars.

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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