Terri Schneider is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing nine years of industry experience. She has worked at Raymond James in various capacities since 2016. Schneider also serves as an independent contractor financial advisor with Claywell Asset Management and Embark Wealth Partners, and she is involved in succession planning through ownership of JEN Holdings, LLC. 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, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary investment consulting using detailed risk profiling and modeling tools, and it supports clients through various advisory programs and institutional consulting arrangements.

Samuel Bickel is a CFP® and holds a Series 66 license, with 12 years of industry experience. He has worked at Edward Jones since 2014, with a four-year period at Wells Fargo Clearing between 2016 and 2020. Outside of his advisory work, he is a member of Bickel Properties LLC. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Kenneth Harmon is a financial advisor with Edward Jones in Bethalto, IL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Edward Jones for 28 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices nationwide.

Stephen Strinni is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked with Cetera since 2019 and has prior experience at PNC Investments and Regions Bank. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with portfolio management, financial planning, and access to third-party managers, overseeing more than $256 billion in assets through a network of over 10,000 advisors.

Mark Korte is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has been associated with LPL since 2020. Korte 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 that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary research and third-party strategies.

Lisa Hock is a financial advisor with Raymond James Financial, holding the ChFC® designation and Series 63 and 65 licenses. She has 29 years of industry experience, including roles at UMB Financial Services and Benjamin F. Edwards & Company. Hock also serves as a volunteer member of the Finance Committee for 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 institutions. The firm offers tailored non-discretionary planning and supports its clients with risk profiling and analytical tools designed to illustrate potential investment outcomes.

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.

Jesse Simmons is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and has prior experience at firms including Confluence Wealth Management and Rexencore LLC. Outside of advisory work, he coordinates and facilitates insurance policy placement as a broker. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm employs tailored, non-discretionary planning using analytical tools to align with client goals and supports a large network of advisors with a focus on municipal and public-finance work.

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.

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.

Scott Mandrell is a Series 66 licensed financial advisor with Edward Jones, based in Godfrey, IL, and has six years of industry experience. Prior to joining Edward Jones in 2020, he worked for 20 years at the School District of Clayton and since 2018 has been associated with Hazelwood School District. 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 large network of financial advisors and branch offices nationwide.

Andrea Kessler is a financial advisor with Edward Jones in Staunton, IL, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, she worked at Illinois Farm Business Farm Management and First National Bank. She also helps manage and operate a family grain farming operation in Alhambra, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its large network of advisors and branches, as well as its affiliated capabilities beyond advisory services.

Angela Wakeford is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney, Morgan Stanley, and Wells Fargo Clearing. She is based in Edwardsville, IL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Christopher Ray is a financial advisor at Stifel with 13 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus since 2012. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach uses proprietary methodology and probabilistic modeling developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.