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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.

Charitable giving & philanthropy Business ownership considerations Family Business General retirement planning Founder/Business Owner
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Lisa H

ChFC®, Series 63, Series 65

Edwardsville, IL

Raymond James Financial

Lisa Hock is a ChFC® with 29 years of industry experience, currently serving at Raymond James Financial. Her career includes roles at UMB Scout Brokerage and Benjamin F. Edwards, along with her ongoing work at Busey Bank since 2019. She is also a volunteer member of the Finance Committee at the Main Street Community Center in Edwardsville, IL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs analytical tools and non-discretionary consulting tailored to client goals and supports a broad network of advisors with municipal and public finance expertise.

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

Series 66

Edwardsville, IL

STIFEL

Jonathan Ratterman is a financial advisor with Stifel in Edwardsville, IL, holding a Series 66 designation. He has been with Stifel Financial Corporation since 2019, with a total of five years of experience at the firm. Prior to joining Stifel, he was affiliated with The University of Mississippi from 2018 to 2022. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

General retirement planning Income planning
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Andrew B

Series 66

Staunton, IL

Edward Jones

Andrew Brown is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has previously worked at MRP Capital Group and Cushman & Wakefield. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Business ownership considerations Business succession planning General estate planning guidance General retirement planning Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional
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Ronald F

Series 63, Series 65

Edwardsville, IL

Equitable Advisors

Ronald Franzen is a financial advisor with Equitable Advisors in Edwardsville, IL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with several firms including Militello Wealth Management, M Financial Services, and Axa Advisors. He is also involved with Franzen Wealth Strategies, LLC, an independent entity he manages alongside his advisory role. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm delivers its services through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs to implement customized investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Andrea K

Series 66

Staunton, IL

Edward Jones

Andrea Kessler is a Series 66 licensed financial advisor with Edward Jones in Staunton, IL, where she has worked since 2023. She has three years of industry experience, including prior roles at Illinois Farm Business Farm Management and First National Bank. Kessler is also involved in managing and operating family farming operations in Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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Angela W

Series 63, Series 66

Edwardsville, IL

Morgan Stanley

Angela Wakeford is a financial advisor with Morgan Stanley in Edwardsville, IL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked at Morgan Stanley since 2013, including Morgan Stanley Smith Barney since 2022, and previously spent time at Wells Fargo Clearing in 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, emphasizing advisory services without individual security recommendations in standalone plans.

General estate planning guidance
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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.

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