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159 advisors near
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Kyle V
Series 63, Series 66
Maryville, IL
LPL Financial
Kyle Viehl is a financial advisor with LPL Financial in Maryville, Illinois, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.
Steven S
Series 66
New Baden, IL
Edward Jones
Steven Schultheis is a financial advisor at Edward Jones in New Baden, IL with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Finish Line and in the education sector. 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 variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Kelly M
Series 63, Series 66
O Fallon, IL
Wells Fargo Clearing
Kelly Murphy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Wells Fargo in 2019, Murphy worked at TD Ameritrade and held positions at DexYP and YP Holdings LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
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 licenses and has worked at various Fidelity entities since 2014. Outside of his advisory role, he serves as an onsite manager for Event Transportation Solutions, Inc., overseeing staff facilitating transportation at Formula 1 events. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.
Thomas M
Series 63, Series 65
O'Fallon, IL
STIFEL
Thomas Mulherin is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006 and also has a longstanding role at Magna Bank. Outside of his advisory work, he serves on the Endowment Committee for St. John's Lutheran Church and is a board member of the Southwestern Illinois College Foundation. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment process is based on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to inform client decisions.
Keith C
Series 66
Mascoutah, IL
Edward Jones
Keith Cook is a financial advisor at Edward Jones with seven years of experience. Prior to joining Edward Jones in 2019, he spent 33 years at Regions Financial. He serves as a community board member at Memorial Hospital East and occasionally works as an election judge in St. Clair County, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.
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.
Matthew S
Series 66
Mascoutah, IL
Equitable Advisors
Matthew Schroeder is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has 12 years of industry experience with prior roles at Stifel Independent Advisors, Edward Jones, Bank of America, and Merrill. Schroeder serves on the school board for Holy Childhood School and holds several volunteer positions with the Mascoutah Chamber of Commerce and the City of Mascoutah Economic Business Commission. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers, emphasizing both discretionary and non-discretionary advisory solutions.
Gregory H
Series 63, Series 66
O'Fallon, IL
Edward Jones
Gregory Holcomb is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Constitution Bank and Country Financial. He is based in O'Fallon, Illinois. Edward Jones is a full-service wealth management firm serving 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Salvador P
Series 66
Shiloh, IL
Robert Baird & Co.
Salvador Planells is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. His prior roles include positions at Revantage Corporate Services and academic involvement at Indiana University and Clayton High School. Robert Baird & Co.’s DDK Group operates within the Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services with a focus on manager selection, tax management, and model-traded SMA strategies.
Brian B
Series 66
Highland, IL
Edward Jones
Brian Becker is a Series 66 licensed financial advisor with Edward Jones, based in Highland, IL. He has four years of industry experience, all with Edward Jones, following a 15-year career at Leonardo DRS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Jason S
Series 63, Series 66
O Fallon, IL
Edward Jones
Jason Stone is a financial advisor at Edward Jones in O’Fallon, Illinois, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Kyle K
Series 66
O Fallon, IL
Equitable Advisors
Kyle Koprowitz is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2017 and previously held roles at Axa Advisors, Gill Industries, KML Architectural Concrete, and Davenport University. He is also involved with Trailhead Capital Management Group LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.
Christina R
Series 66
O Fallon, IL
Edward Jones
Christina Rask is a Series 66 licensed financial advisor with Edward Jones in O Fallon, Illinois, and has one year of industry experience. She previously worked at Edward Jones from 2007 to 2026. Outside of advising, she is a distributor for Rodan & Fields, a direct selling skincare program. 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 investment solutions, supported by a large national network of financial advisors and branch offices.
Kyle O
Series 63, Series 66
O'Fallon, IL
Edward Jones
Kyle Osterhage is a financial advisor with Edward Jones in O'Fallon, IL, holding Series 63 and Series 66 credentials and 13 years of industry experience. He previously worked at Farmers Financial Solutions and Farmers Insurance Group 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 programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.
Katherine C
Series 66
O Fallon, IL
LPL Financial
Katherine Clark is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Before joining LPL Financial in 2023, she worked at Divorce Dollars and Sense and has a background that includes roles in law firms and court reporting. Clark maintains a notary role as part of her professional activities. 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, utilizing model portfolios and research from multiple sources to support diversified investment strategies.
Mary R
Series 66
O'Fallon, IL
Edward Jones
Mary Ruettgers is a financial advisor with Edward Jones in O'Fallon, Illinois, holding a Series 66 designation and having three years of industry experience. Prior to joining Edward Jones, she worked at Southwestern Illinois College and Lindenwood University. She serves as co-owner of Crashing Waves, LLC, a company managing commercial and residential buildings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.
Jessica K
CFP®, Series 66
Troy, IL
Edward Jones
Jessica Ketcham is a CFP® and Series 66-registered financial advisor with Edward Jones in Troy, Illinois. She has eight years at Edward Jones and three years of industry experience. Prior to joining Edward Jones, she was self-employed for sixteen years and worked in education at Highland CUSD #5 for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products through a nationwide network of more than 23,000 advisors.
Thomas S
CFP®, Series 63, Series 66
Germantown, IL
Edward Jones
Thomas Scott is a CFP® professional with 24 years of industry experience, currently affiliated with Edward Jones since 2020. Prior to this, he worked at MFS Fund Distributors, Inc. for six years. He holds the Series 63 and Series 66 licenses and is based in Germantown, Illinois. 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 strategies, separately managed accounts, and affiliated mutual funds.
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Finding advisors...
159 advisors near
62293
within the area shown on the map
Out of 400,000+ nationwide