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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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Ryan B

CFP®, Series 66

O'Fallon, IL

Equitable Advisors

Ryan Brown is a CFP®-certified financial advisor with Equitable Advisors in O'Fallon, Illinois, bringing 25 years of industry experience. He has been with Equitable Advisors since 2001, including its predecessor, Axa Advisors. Brown serves as a board member of the THS Endowment Fund. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models and programs, including third-party asset managers and LPL-sponsored advisory programs, and offers ERISA fiduciary services through credentialed representatives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Allison K

Series 66

Aviston, IL

Charles Schwab

Allison Kantner is a financial advisor at Charles Schwab with 11 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC and Stifel Nicolaus. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.

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

ChFC®, Series 63

Greenville, IL

Cambridge Investment Research Advisors

Frank Snyder IV is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® and Series 63 credentials. He has 28 years of industry experience and has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2016. He is also the owner of Snyder Financial, Inc., where he provides insurance and tax preparation services. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides access to various platforms, third-party advisers, and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Andre S

Series 66

Trenton, IL

LPL Financial

Andre Stafford is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, he worked at Home Bank and has had roles in family court intervention and community service with Lafayette Habitat for Humanity. 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.

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

Series 66

Greenville, IL

LPL Financial

David Disch is a financial advisor with LPL Financial, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at Waddell & Reed Inc and various insurance carriers, as well as serving on the boards of Greenville Free Methodist Church and STL Wealth LP. He has involvement in nonprofit board activities outside of his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, with investment strategies encompassing discretionary and non-discretionary management and incorporating advanced technology tools for operational support.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities 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, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked at MassMutual Investors Services since 2022 and previously spent 13 years with Knights of Columbus and its affiliated asset advisory firm. Outside of his advisory role, Niemeyer serves on the finance committee for All Saints Academy, providing budget and financial oversight. MassMutual Investors Services is a subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative annual planning engagements using firm-approved software to analyze client goals and deliver written recommendations.

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 A

CFP®, Series 66

Highland, IL

Edward Jones

Matthew Armentrout is a CFP® with 19 years of industry experience. He has been with Edward Jones since 2013. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, 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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Linda M

CFP®, Series 63, Series 66

Troy, IL

Edward Jones

Linda Manley is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. She participates on the Board of Directors for the Girl Scouts of Southern Illinois and plays piano for Sunday mass at St. Paul Catholic Church in Highland, IL. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of investment strategies and affiliated services with approximately $1.01 trillion in assets under management.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Michael O

Series 63, Series 66

O Fallon, IL

Edward Jones

Michael Oestereich is a financial advisor with Edward Jones in O’Fallon, Illinois, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory work, he serves as a parish organist at St. Nicholas Catholic Church in O’Fallon. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

General estate planning guidance Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Wendy P

Series 63, Series 66

Ofallon, IL

Raymond James & Associates

Wendy Penrod is a financial advisor with Raymond James & Associates in Ofallon, IL, holding Series 63 and 66 licenses and bringing 23 years of industry experience. Her work history includes roles at Wells Fargo Clearing and Morgan Keegan & Company, LLC. At Raymond James, she has been with the firm since 2023. 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, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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

Series 63, Series 65

Greenville, IL

LPL Financial

Lisette Ehrat is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 30 years of industry experience. Prior to joining LPL Financial in 2024, she worked for Bradley Tinnin Prudent Investor Services, Inc. for 15 years and Osaic for 24 years. Outside of her advisory work, Ehrat serves as a church organist and musician. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, and institutional platforms, supported by advanced research and operational tools.

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

Series 66

O'Fallon, IL

Raymond James & Associates

Candice Mueller is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Her prior work includes roles at the Defense Information Technology Contracting Office, Air Mobility Command, and Nestle Purina PetCare Company. 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, providing financial planning and non-discretionary investment consulting through various specialized programs and offers municipal advisory services alongside its institutional and individual client solutions.

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

Series 63, Series 65

Aviston, IL

Mass Mutual Investors Services

Matthew Albers is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 65 licenses. He has been with MML Investors Services, LLC and MassMutual Life Insurance Company since 2022 and previously worked with the Knights of Columbus from 2014 to 2022. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring engagements as annual, collaborative relationships based on client goals and 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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Kyle F

Series 63, Series 65

O Fallon, IL

LPL Financial

Kyle Fink is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at LPL Financial since 2017, following ten years at National Planning Corporation and four years at American General Securities Incorporated. He is involved in a building purchase group called Wall Street Advisors in O’Fallon, Illinois. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser offering financial planning, model portfolio programs, and institutional platforms to individuals, retirement plan participants, and institutions. The firm supports advisors with a broad range of services and tools, managing over $819 billion in discretionary assets across a large advisor network.

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

Series 66

O Fallon, IL

Wells Fargo Clearing

Melissa Roessler is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics grounded in diversification principles and modern portfolio theory.

Retired Founder/Business Owner
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Todd S

Series 63, Series 66

O Fallon, IL

Edward Jones

Todd Stonewater is a financial advisor with Edward Jones in O Fallon, IL, holding Series 63 and Series 66 licenses and 19 years of industry experience. He 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 offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Divorce financial planning Business ownership considerations Planning for children with special needs Military & Veterans Attorney Founder/Business Owner
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Christopher R

Series 66

Maryville, IL

Edward Jones

Christopher Rydgig is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has worked 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 manages approximately $1.01 trillion in assets and provides a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Inheritance planning Wealth management Founder/Business Owner
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