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Michael M

CFP®, Series 66

Mascoutah, IL

Cetera

Michael Mcvey is a CFP®-designated financial advisor with 21 years of industry experience. He is currently with Cetera and has previously worked at Wells Fargo Clearing and Regions Bank. Outside of his advisory work, Mcvey serves as a business management instructor at Southwestern Illinois College. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring affiliated and third-party managers, with over 10,000 advisors and $256 billion in assets under management.

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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Austin H

Series 66

Swansea, IL

LPL Enterprise

Austin Hartke is a financial advisor with LPL Enterprise, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he worked in the food service industry with Pizza Man. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, offering access to third-party asset managers and participating in wrap programs, while also providing affiliated trust and insurance services.

Tax-loss harvesting
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Greg S

Series 66

Collinsville, IL

Thrivent Investment Management

Greg Stellhorn is a financial advisor with Thrivent Investment Management in Collinsville, IL, holding a Series 66 credential and possessing 11 years of industry experience. He has been with Thrivent Financial and its investment management arm since 2014. Outside of his advisory role, Stellhorn serves on the board of directors for Camp Wartburg, a Christian retreat and summer camp facility. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based financial planning without discretionary portfolio management, focusing on a wide range of planning topics including retirement, tax, estate, and special needs planning.

Business ownership considerations
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John C

Series 63, Series 66

Swansea, IL

LPL Enterprise

John Coughlin is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he is associated with IGS Financial, a business entity for tax purposes. LPL Enterprise, LLC serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Tax-loss harvesting
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Kyle S

Series 66

Maryville, IL

Edward Jones

Kyle Stein is a financial advisor at Edward Jones in Maryville, IL, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked in physical therapy management for over a decade. Outside of financial advising, Stein manages a rental property in Fairview Heights, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various households, pension plans, corporate clients, and charitable organizations. The firm offers both discretionary and non-discretionary investment strategies, along with affiliated mutual funds and overlay tax-efficient services, supported by a large nationwide network of advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Doctor or Medical Professional
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Brittany E

Series 66

Swansea, IL

LPL Financial

Brittany Elgin is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. She previously worked at Royal Alliance Associates, Inc. for five years before joining LPL Financial in 2019. Outside of her advisory role, she is a 20% owner of Martin Accounting Services, Inc., where she is involved in tax preparation and accounting. 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 advisory and brokerage services, including financial planning, model portfolios, 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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Jill J

Series 66

O'Fallon, IL

Edward Jones

Jill Juenger is a financial advisor at Edward Jones in O'Fallon, Illinois, holding a Series 66 designation with 20 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she is involved in community activities including customer service at a local winery and coaching at a gymnastics center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services with over $1 trillion in assets under management. The firm is notable for its extensive network of advisors and branch offices as well as its affiliated investment and lending capabilities.

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

CFP®, Series 63, Series 66

Belleville, IL

Edward Jones

Walter Weston is a financial advisor at Edward Jones with 20 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses and has been with Edward Jones since 2006. 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 through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and affiliated mutual funds.

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

Series 66

Swansea, IL

Ameriprise

Kurtis Shotts is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services in various capacities since 2016. Outside of his advisory role, he is co-owner of a retail business, Big Firepits, and is involved in tax preparation through Proactive Tax & Advisory LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. Their retirement income service uses a centralized team to produce recommendation reports that integrate investment research and algorithmic tools, supporting non-discretionary implementation by clients or their advisors.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Patrick F

Series 63, Series 65

Shiloh, IL

Robert Baird & Co.

Patrick Feeney is a financial advisor at Robert Baird & Co. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird & Co. since 2019. His prior experience includes roles at JJB Hilliard W.L. Lyons LLC and Gabelli & Company, Inc. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio services, employing a range of investment strategies from traditional to non-traditional, with options for discretionary and non-discretionary management.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Eileen K

Series 63, Series 65

Mascoutah, IL

Cetera

Eileen Kanoski is a financial advisor at Cetera with 25 years of industry experience. She holds Series 63 and Series 65 designations and has been with Cetera and its related entities since 2015. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, featuring both affiliated and third-party managers, and manages over $256 billion in assets through a network of 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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Steven H

Series 63, Series 66

Collinsville, IL

Thrivent Investment Management

Steven Hendry is a financial advisor with Thrivent Investment Management in Collinsville, IL, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses covering a wide range of planning topics and allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Joseph H

Series 66

Highland, IL

LPL Financial

Joseph Horstmann is a financial advisor with LPL Financial in Highland, Illinois, holding a Series 66 designation and 18 years of industry experience. He has been associated with LPL Financial since 2012 and founded Horstmann Premier Financial in 2015. Outside of his advisory work, he is involved in family-owned businesses including an ice vending enterprise and a related vending business partnership. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive resources and technology tools.

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

Series 63, Series 65

Trenton, IL

OSAIC

Michael Coracy is a financial advisor at Osaic with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services Inc, Trinity Financial Group, and Sii Investments. He is also the owner of Selkirk Advisors, LP, a limited partnership involved in financial advising and insurance brokerage. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach supported by portfolio optimization tools and offers a range of brokerage and advisory services through its multi-advisor platform.

Annuities Private / alternative investments
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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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Kevin D

Series 63, Series 66

Highland, IL

Edward Jones

Kevin Dewaele is a financial advisor at Edward Jones with 27 years of industry experience. He has held his current position since 1999 and holds Series 63 and Series 66 licenses. He is based in Highland, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, 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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Quinton K

Series 63, Series 66

Lebanon, IL

Edward Jones

Quinton Kujawa is a financial advisor at Edward Jones with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Edward Jones in 2024, he worked at Charles Schwab (formerly TD Ameritrade) from 2022 to 2024. Outside of his advisory career, Kujawa is registered as a food delivery driver for DoorDash, though he has not driven in several years. 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 strategies, supported by a large network of advisors and branch offices nationwide.

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

Series 66

Collinsville, IL

Thrivent Investment Management

Logan Hepburn is a financial advisor with Thrivent Investment Management in Collinsville, IL, holding a Series 66 designation and seven years of industry experience. He previously worked at Bank of America before joining Thrivent Financial in 2019. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a consolidated WealthPlan option that combines planning with managed-account services while maintaining them as separate engagements.

Business ownership considerations
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Lisa D

Series 66

Highland, IL

Edward Jones

Lisa Driscoll is a financial advisor at Edward Jones in Highland, IL, with two years of industry experience and a Series 66 designation. She has been associated with Edward Jones since 2011. Outside of her advisory role, she works as an independent consultant selling jewelry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning 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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