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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.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Barbara C

Series 63, Series 66

Wood River, IL

Edward Jones

Barbara Craft is a financial advisor with Edward Jones in Wood River, Illinois, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she is involved in managing agricultural land adjacent to her residence. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm is notable for its extensive network of advisors and branches, as well as its affiliated capabilities, including a trust company and proprietary mutual funds.

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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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.

General estate planning guidance
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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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Daniel H

Series 66

Collinsville, IL

Thrivent Investment Management

Daniel House is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and previously worked at Greg Stellhorn - Thrivent Financial, Dieterich Bank, and Gateway Region YMCA. Outside of his financial advisory role, he serves as Assistant Minister at First Pentecostal Church of Red Bud, where he assists with event scheduling, preaching, and administrative duties. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and written recommendations across a range of planning topics, with options to combine planning and managed-account services under a consolidated billing arrangement.

Business ownership considerations
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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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Marveena M

Series 66

Florissant, MO

Edward Jones

Marveena Miller is a financial advisor with Edward Jones in Florissant, MO, holding a Series 66 designation and with seven years of industry experience. She previously worked at Mobile Eye Solutions and Ferguson Special Business District. Outside of her advisory role, she serves as a part-time community director for the Ferguson Neighborhood Improvement Program, assisting with grant research and writing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for its extensive retail advisor and branch network.

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

Series 63, Series 66

Collinsville, IL

Edward Jones

William Combs is a financial advisor with Edward Jones in Collinsville, IL, holding Series 63 and Series 66 credentials and 18 years of industry experience. Prior to joining Edward Jones in 2020, he worked with Allstate- Boyd Agency Inc and Scott Combs Agency LLC. He is also a managing partner of Five Wings of Hope LLC, a hunting property business located in Marceline, Missouri. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies and operates under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired 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® certificant with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he was involved in political work including roles with State Representative Dwight Kay and the House Republican Organization. Outside of advising, he organizes college students to circulate political petitions for candidates in Troy, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

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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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.

College savings (529s, UTMA, etc.)
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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 Wealth management Passive / index investing Retirement income strategy Retired Founder/Business Owner Executive
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Robyn W

Series 66

Granite City, IL

Wells Fargo Advisors

Robyn Walthall is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2015 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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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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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.

Charitable giving & philanthropy Active portfolio management
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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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