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David B

Series 63, Series 66

Swansea, IL

Edward Jones

David Brown is a financial advisor with Edward Jones in Swansea, IL, holding Series 63 and Series 66 credentials and with 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 manages approximately $1.01 trillion in assets under management through a wide range of advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Retirement income strategy College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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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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Daniel L

Series 66

Belleville, IL

Raymond James & Associates

Daniel Lane is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 21 years of industry experience. He has been with Raymond James since 2013 and also works as a freshman boys basketball coach at Waterloo High School. 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, and municipal entities, providing financial planning, investment consulting, and municipal advisory services.

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

Series 66

Swansea, IL

LPL Financial

Jonathan Joelner is a Series 66-licensed financial advisor with 21 years of industry experience. He has worked at LPL Financial since 2024 and previously spent 16 years with Century Securities Associates, Inc. and Stifel Nicolaus. Joelner also serves as a notary in Swansea, Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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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Kevin E

Series 63, Series 66

Belleville, IL

Cetera

Kevin Edwards is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 24 years of industry experience. His prior roles include positions at Avantax Investment Services and 1ST Global Capital Corp., and he is a member of CEC Financial Group LLC and Creason-Edwards & Cimarollo, PC, where he also prepares tax returns. He manages an LLC that owns a plane rented to flight school students. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money 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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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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Brenden R

Series 66

Swansea, IL

Merrill

Brenden Rolens is a Financial Advisor with Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA). Rolens completed his high school education at Edwardsville High School. He also attended Northwestern University but did not earn a degree. Further details about his experience, expertise areas, or personal interests have not been provided.

Wealth management
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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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Kathleen K

Series 63, Series 66

Belleville, IL

Raymond James & Associates

Kathleen Kernan is a financial advisor with Raymond James & Associates in Belleville, IL, holding Series 63 and Series 66 credentials and having 29 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm offers tailored financial planning and consulting services, supported by a wide 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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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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Ethan A

Series 66

Swansea, IL

LPL Financial

Ethan Albers is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2025, he worked at Wintrust Investments LLC for three years and has been associated with First County Bank since 2017. Outside of his advisory role, he is a business owner of We Bussin, a non-investment business based in Dieterich, Illinois. 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 advisory programs and financial planning services supported by model portfolios, third-party research, and technology-driven strategies.

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

Series 66

Belleville, IL

Edward Jones

Patrick Oglesby is a financial advisor with Edward Jones in Belleville, IL, holding a Series 66 designation and seven years of industry experience. He previously worked for Endeavor Capital LLC, doing business as Homestead Financial Mortgage, from 2011 to 2019 before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operates under a fiduciary standard, and maintains a large national network of advisors and branch offices.

Divorce financial planning Retirement income strategy Retirement withdrawal strategies Business ownership considerations Wealth management Founder/Business Owner
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Scott L

Series 66

Swansea, IL

Merrill

Scott Lollar is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been advising clients since 1998. He leads a team that focuses on providing high-quality client service with proactive engagement throughout the year. Scott is a qualified Portfolio Manager, capable of building and managing personalized investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment options. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Scott earned a Bachelor's degree in Finance from Southern Illinois University Edwardsville in 1989. He has been recognized for his expertise and was named to the Forbes "Best-in-State Wealth Advisors" list for six consecutive years, including 2024. His client focus areas include Corporate Executive Services, Executive Compensation, and Portfolio Management Services. Residing in Edwardsville, Illinois, Scott and his wife, Kris, are actively involved in their church and have participated in numerous short-term mission trips. Outside of work, he enjoys golfing, music, running, and traveling. Scott values balance in life and takes joy in spending time with his family, particularly his grandchildren.

Wealth management Active portfolio management Retirement income strategy Retirement withdrawal strategies Executive Financial Professional
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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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