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Joshua K

Series 65

Bethalto, IL

Raymond James Financial

Joshua Keister is a Series 65 registered advisor with Raymond James Financial Services Advisors, Inc., bringing three years of industry experience. He previously worked at Commonwealth Financial Network for 11 years and KCH Financial for 10 years. Outside of his advisory role, he is involved in an agricultural business based in Bethalto, Illinois. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary consulting using analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Sara H

CFP®, Series 66

Bethalto, IL

Raymond James Financial

Sara Hinthorne is a CFP® professional with 19 years of industry experience, currently advising at Raymond James Financial Services Advisors Inc. She previously worked at KCH Financial, Commonwealth Financial Network, and Brian E. Keister & Associates. Outside of her advisory role, she also assists clients with insurance needs as a licensed insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, institutional, and charitable organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports various advisory programs and institutional consulting through a large network of advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Lindsay W

Series 63, Series 65, Series 66

Alton, IL

Thrivent Investment Management

Lindsay Waters is a financial advisor with Thrivent Investment Management, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. Waters has worked at Thrivent Financial and Thrivent Investment Management since 2022, following 18 years at Country Insurance & Financial Services. 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 financial analyses and planning that can be combined with managed-account services under a consolidated billing option called WealthPlan.

Business ownership considerations
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Matthew G

Series 66

Alton, IL

Edward Jones

Matthew Gorton is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Bancorp Investments, U.S. Bank, and LPL Financial. Outside of his advisory career, he owned a power washing business from 2020 to 2023. 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 approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services through a 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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Dalton G

CFP®, Series 66

Godfrey, IL

Edward Jones

Dalton Gray is a CFP® with nine years of experience in the financial industry. He has worked at Edward Jones since 2017 and previously held roles at Madison County and for State Representative Dwight Kay. Outside of his advisory work, Gray organizes college students to circulate petitions for political candidates. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients. The firm offers a range of investment strategies, tax-efficient services, and affiliated financial products, supported by a large network of advisors and branches nationwide.

General estate planning guidance Multi-generational wealth transfer Retirement income strategy Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive Values-based investing Religious/faith focused
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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.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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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.

General estate planning guidance
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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.

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

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

Series 66

Florissant, MO

Merrill

Rodney Bozeman II is a financial advisor at Merrill with Series 66 registration and one year of industry experience. His previous roles include positions at TD Ameritrade/Charles Schwab and Fidelity. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Arthur F

Series 66

Alton, IL

Edward Jones

Arthur Fahrner is a financial advisor with Edward Jones in Alton, Illinois. He holds a Series 66 designation and has 11 years of industry experience, having been with Edward Jones since 2014. Outside of his advisory role, he is the owner of an LLC involved in commercial property management. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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

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

Series 63, Series 66

Alton, IL

Wells Fargo Clearing

Timothy Brueggeman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 33 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for seven years before joining Wells Fargo in 2016. Outside of his advisory role, he is a 50% owner of The Temple, an entertainment and reception hall in Alton, IL, where he is involved in management and event planning. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a network of more than 14,000 financial advisors.

Retired Founder/Business Owner
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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.

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

CFP®, Series 63

Bethalto, IL

Raymond James Financial

Brian Keister is a CFP® credentialed advisor with 38 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He previously worked for Commonwealth Financial Network for 23 years and operated his own firm, Brian E. Keister & Associates, for 15 years. Outside of his advisory role, he is a partner in Accessible Storage LLC and serves as a commissioner for the St. Louis Regional Airport. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools, supporting implementation through advisory programs or other providers.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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William Z

Series 63, Series 65, Series 66

Granite City, IL

Cambridge Investment Research Advisors

William Ziebold is a financial advisor with Cambridge Investment Research Advisors. He holds Series 63, 65, and 66 credentials and has 34 years of industry experience. Outside of his advisory work, he is involved in a rock band called ZB'S BAND. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base across multiple platforms.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Brianne E

Series 63, Series 66

Alton, IL

Edward Jones

Brianne Edgington is a financial advisor at Edward Jones in Alton, Illinois, with 15 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Stifel for nine years. Outside of her advisory role, she is involved with Levy Restaurants. 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 large network of financial advisors and branch offices across the United States.

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

ChFC®, Series 63

Edwardsville, IL

Raymond James Financial

Joshua Schuette is a financial advisor with Raymond James Financial, holding the ChFC® and Series 63 designations, and has two years of industry experience. He has previously worked at several financial institutions including First Mid Bank & Trust, where he serves as Senior Investment Officer and Vice President. Schuette is also the treasurer of Sunshine Living, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored planning and analytical tools to support client goals and offers a range of advisory programs and institutional consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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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.

General estate planning guidance
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John H

CFP®, Series 66

Alton, IL

Raymond James Financial

John Hoelscher is a CFP® and holds a Series 66 license with four years of experience in financial advising at Raymond James Financial Services Advisors, Inc. Prior to his financial advisory career, he worked for 14 years at John Deere. He is also the owner of Confluence Wealth Management in Alton, IL. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice through advanced analytical tools and supports programs such as wrap-fee advisory and institutional consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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