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Benjamin K
Series 66
Edwardsville, IL
Morgan Stanley
Benjamin Kirchoff is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has been associated with Morgan Stanley in various roles since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services utilizing structured discovery processes and firm-approved planning tools.
Chad B
Series 63, Series 66
Edwardsville, IL
LPL Financial
Chad Burns is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked at LPL Financial since 2012 and previously spent three years with Edward Jones. Burns also operates Scheffel Financial Services, Inc. in Edwardsville, IL. 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 provides financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.
Carl B
Series 63, Series 66
Glen Carbon, IL
Fidelity
Carl Brown is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. Outside of finance, he worked for Doordash for four years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.
Charles B
Series 66
Staunton, IL
Cambridge Investment Research Advisors
Charles Buchana is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has 15 years of industry experience, including prior roles at Cetera Advisors LLC, Burgdorf Wealth Managers Inc., and First Allied Advisory Services. Outside of advising, he serves as treasurer for a local Business Networking International chapter and is an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, using a range of portfolio management options and proprietary model strategies.
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.
Matthew H
Series 66
Glen Carbon, IL
Raymond James & Associates
Matthew Hill is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Stifel Independent Advisors, Wells Fargo Clearing, and Wells Fargo Advisors. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a broad network of advisors and affiliated research resources.
Michael B
Series 65
Glen Carbon, IL
Cambridge Investment Research Advisors
Michael Babcock is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 credential. He has five years of industry experience, including prior roles at Pacific Western Bank and Central Bank of St. Louis. Babcock is also involved in insurance brokerage through Babcock & Associates, Inc., and serves as a board member for charitable organizations such as Project Periwinkle and Mountains to Molehills. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing multiple custody arrangements and both proprietary and third-party investment strategies.
Paul B
Series 63, Series 65
Edwardsville, IL
Morgan Stanley
Paul Baeske is a financial advisor at Morgan Stanley with 27 years of industry experience. He has worked with various Morgan Stanley entities since 2009, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He holds Series 63 and Series 65 designations and is based in Edwardsville, IL. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and modeling techniques but does not include individual security recommendations as part of the standalone planning services.
Kyle V
Series 63, Series 66
Maryville, IL
LPL Financial
Kyle Viehl is a financial advisor with LPL Financial in Maryville, IL, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He worked at Edward Jones from 2010 to 2014 before joining LPL Financial in 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party model portfolios and technology tools, while also maintaining significant non-advisory financial activities.
Aaron V
CFP®, Series 66
Edwardsville, IL
Edward Jones
Aaron Von Qualen is a financial advisor at Edward Jones in Edwardsville, Illinois, holding CFP® and Series 66 credentials with seven years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Illinois State University from 2014 to 2018. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products.
Benjamin K
Series 63, Series 65
Edwardsville, IL
Morgan Stanley
Benjamin Kirchoff is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and is also associated with Morgan Stanley Private Bank, National Association. Kirchoff is a partner in the Kirchoff Family LTD Partnership, an investment-related business based in Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients. The firm offers tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.
Jason W
Series 63, Series 65
Troy, IL
Fidelity
Jason Wickersham is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with various Fidelity entities since 2014. Outside of his advisory role, he oversees staff for Event Transportation Solutions, Inc., managing transportation logistics for a Formula 1 venue. Strategic Advisers LLC, a Fidelity Investments company, provides a range of investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.
Timothy W
CFP®, Series 63, Series 66
Edwardsville, IL
Charles Schwab
Timothy Wayman is a CFP® professional with 20 years of industry experience, currently advising at Charles Schwab since 2018. Prior to Schwab, he worked at Fidelity Investments from 2012 to 2018. 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 centralized custody and order-routing infrastructure.
Alexander C
Series 66
Edwardsville, IL
Edward Jones
Alexander Crehan is a financial advisor at Edward Jones in Edwardsville, IL, with a Series 66 designation. He has experience spanning several roles since 2015, including positions at Moneta Group and multiple appointments at William Penn University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies, affiliated mutual funds, and specialized services such as tax-loss harvesting under a fiduciary standard.
Jeffrey C
CFP®, Series 66
Edwardsville, IL
Edward Jones
Jeffrey Crehan is a CFP® and Series 66 holder with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. Based in Edwardsville, IL, he has maintained a rental property in Troy, IL, as a side business. 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 managed solutions, supported by a large network of financial advisors and branch offices across the United States.
Morgan L
Series 66
Edwardsville, IL
LPL Financial
Morgan Langendorf is a financial advisor with LPL Financial and holds the Series 66 designation. Langendorf has been in the industry since 2026 and has prior experience with Northwestern Mutual and State Farm. Outside of financial services, Langendorf has worked in hospitality and retail, including roles at Apple Creek Golf Club and Walker's Bluff Casino and Resort. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to a range of clients including individuals, retirement plans, banks, and institutions. The firm offers various investment options such as model portfolios, third-party asset management, and customized strategies, supported by operational tools and research.
Joshua S
ChFC®, Series 63
Edwardsville, IL
Raymond James Financial
Joshua Schuette is a financial advisor at Raymond James Financial Services Advisors, Inc. with the ChFC® designation and two years of industry experience. He has held various roles in regional banks, including First Mid Bank & Trust, where he serves as Vice President and Senior Investment Officer. Schuette is also Treasurer of the nonprofit Sunshine Living, assisting with financial statement preparation and budgeting. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by risk profiling and analytical tools, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Christian G
Series 66
Edwardsville, IL
Morgan Stanley
Christian Guyot is a financial advisor with Morgan Stanley in Edwardsville, Illinois, holding a Series 66 designation and nine years of industry experience. He previously worked at Wells Fargo Clearing and has held roles at Valic Financial Advisors, Minnesota Life Insurance, Renaissance Financial, and Securian Financial Services. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services that emphasize advisory planning while leaving implementation and updates to clients.
Samuel B
CFP®, Series 66
Edwardsville, IL
Edward Jones
Samuel Bickel is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to that, he worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2016 to 2020. Outside of his advisory work, he is a member of Bickel Properties LLC, a limited liability company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.
Mark K
Series 66
Edwardsville, IL
LPL Financial
Mark Korte is a financial advisor with LPL Financial in Edwardsville, IL, holding a Series 66 designation and five years of industry experience. He has been associated with LPL since 2020 and also has a long-standing affiliation with Scheffel Boyle dating back to 1993. 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 services including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily through investment adviser representatives who implement various investment strategies.
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