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Reece G
Series 63, Series 65
Belleville, IL
Mass Mutual Investors Services
Reece Goddard is a financial advisor with Mass Mutual Investors Services. He holds Series 63 and Series 65 licenses and has recently begun his career in the industry. Prior to joining Mass Mutual, he held various roles including positions at Corpay and educational institutions. Mass Mutual Investors Services operates as a broker‑dealer and SEC‑registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved tools and offers specialized programs such as Divorce Planning and estate-settlement services.
Michael D
Series 63, Series 65
Belleville, IL
LPL Financial
Michael Dunnigan Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and with 40 years of industry experience. Prior to joining LPL Financial in 2018, he worked at SII Investments, Inc. and Primerica Advisors. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and tactical investment options.
Leland R
Series 66
O'Fallon, IL
STIFEL
Leland Roider II is a financial advisor at Stifel with 23 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Company Inc since 2016, following seven years at Wells Fargo Advisors LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.
Mark H
Series 66
O Fallon, IL
Edward Jones
Mark Hansen is a financial advisor with Edward Jones in O’Fallon, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. He is also a trustee and one of three beneficiaries of a family trust. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Natalie C
Series 66
O'Fallon, IL
Edward Jones
Natalie Cortese is a Series 66 credentialed financial advisor with Edward Jones in O'Fallon, IL, where she has worked since 2014. She has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a wide range of households and organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory strategies and affiliated investment products through a large nationwide network of advisors and branch offices.
Javon T
Series 66
Swansea, IL
Merrill
Javon Taylor is a Financial Advisor at Merrill Lynch Wealth Management. Based primarily in the St. Louis area, he works with individuals, local union laborers, business owners, and professionals to develop personalized financial strategies. His focus areas include retirement planning, wealth accumulation, and providing long-term financial confidence. He has particular expertise serving clients in the construction, HVAC, and roofing industries, understanding the distinct opportunities and challenges they encounter. Javon leverages Merrill's investment capabilities and Bank of America's resources to offer coordinated financial advice and guidance. Javon's professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his High School Diploma from Althoff Catholic High School. His client services span corporate executive services, executive compensation, family wealth management strategies, tax minimization, and retirement income planning among others. Outside of his professional work, Javon enjoys basketball, fishing, spending time with his family, and watching movies.
Cal C
Series 66
O Fallon, IL
LPL Financial
Cal Clossen is a financial advisor at LPL Financial holding a Series 66 designation. He has been with LPL Financial since 2023. Prior to his current role, his background includes positions at Munie Greencare Professionals and Missouri State University. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various allocation approaches.
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.
Anna K
Series 63, Series 66
Belleville, IL
LPL Financial
Anna Kamp is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2022, she spent 15 years with Cuna Mutual Group and Cuna Brokerage Services, Inc. Outside of her advisory role, she is involved with Golden Eagle Land Crop Restoration Program. 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 model portfolios, third-party asset management, and institutional platforms, supported by tools such as machine learning for operational and research purposes.
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.
Jonathan J
Series 66
Swansea, IL
LPL Financial
Jonathan Joelner is a financial advisor with LPL Financial holding a Series 66 license and 21 years of industry experience. He previously worked at Century Securities Associates, Stifel Nicolaus, J.P. Morgan Securities, Chase Investment Services, and Banc One Securities. In addition to his advisory role, he is a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and oversight of significant discretionary assets.
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.
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.
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.
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.
Tricia E
Series 63, Series 66
O'Fallon, IL
Edward Jones
Tricia Earnest is a financial advisor at Edward Jones with eight years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at TD Ameritrade and Midwest BankCentre. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets across a large nationwide network of advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.
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.
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.
Brenden R
Series 66
Swansea, IL
Merrill
Brenden Rolens is a Financial Advisor at Merrill Lynch Wealth Management, specializing in Education Planning, Family Wealth Management Strategies, and Portfolio Management Services. He brings a strong background in market evaluation and financial analysis to his role, which supports his work with clients to meet their financial objectives. Prior to joining the financial services industry with Lollar and Associates in 2026, Brenden developed his financial analysis skills through roles in manufacturing and private equity financial teams. Brenden holds Series 7 and 66 FINRA registrations and has earned the Personal Investment Advisor (PIA) designation. His educational background includes a High School Diploma from Edwardsville High School and attendance at Northwestern University without degree conferral. Residing in Glen Carbon with his wife Korinne and their two children, Thelma and Clyde, Brenden spends his personal time engaging in activities such as playing with his children, watching crime documentaries with his wife, and analyzing sports data related to Major League Baseball and the National Football League. His personal interests also include baseball, basketball, billiards, chess, football, golfing, reading, running marathons, and table tennis.
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.
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