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Katherine C

Series 66

O Fallon, IL

LPL Financial

Katherine Clark is a financial advisor with LPL Financial in O’Fallon, Illinois. She holds the Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, she worked at Divorce Dollars and Sense and has a background that includes roles in legal and court reporting firms. She is also a notary and operates a business named Haven by Clark. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment services, including access to model portfolios, third-party asset managers, and institutional platforms, supported by extensive advisor resources and technology.

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

Charitable giving & philanthropy Business ownership considerations General estate planning guidance General retirement planning Wealth management Military & Veterans Founder/Business Owner
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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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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.

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