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Robert F

Series 63, Series 65

Lebanon, IL

Markowski Investments

Robert Freshour is a financial advisor at Markowski Investments with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wealth Quest Planning and Wedgewood Partners, Inc. He has been with Freshour Financial since 2021. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a multi-asset strategic allocation approach that combines technical, fundamental, and chart analysis with cyclical and tactical adjustments, focusing on buy-and-hold strategies complemented by periodic portfolio reviews.

Active portfolio management Options & derivatives strategies Founder/Business Owner
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Ian T

Series 66

Breese, IL

Midwestern Securities Trading Company, LLC

Ian Timimmermann is a financial advisor with Midwestern Securities Trading Company, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Bradford National Bank and Knights of Columbus. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, charitable organizations, and community financial institutions. The firm offers financial planning, portfolio management, and fiduciary services, utilizing a combination of discretionary model portfolios and advisory recommendations supported by fundamental and technical research.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Passive / index investing
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Ned B

CFP®, Series 63

Nashville, IL

AssuredPartners Investment Advisors

Ned Burns Jr. is a CFP® professional at AssuredPartners Investment Advisors with 32 years of industry experience. He has previously worked with Kestra Advisory and Kestra Investment Services, LLC, and has a longstanding career including roles at Benefit Planning Services Inc and Herling & Schmitt. He is also associated with Modern Woodmen of America. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets through a team of advisors across multiple offices and offers both discretionary and non-discretionary portfolio management using model and custom portfolios.

Wealth management General estate planning guidance College savings (529s, UTMA, etc.)
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Troy P

Series 66

Nashville, IL

AssuredPartners Investment Advisors

Troy Pedtke is a financial advisor with AssuredPartners Investment Advisors, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Kestra Advisory and Carrollton Bank. He is a member and volunteer with the Million Dollar Round Table, an association for financial services professionals. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm manages several billion in discretionary assets across multiple offices and offers both discretionary and non-discretionary portfolio management, including ERISA plan services and participant education.

Wealth management General estate planning guidance College savings (529s, UTMA, etc.)
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Leo B

Series 63, Series 65

Nashville, IL

AssuredPartners Investment Advisors

Leo Barczewski is a financial advisor with AssuredPartners Investment Advisors, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He previously worked at Kestra Advisory Services, LLC and KESTRA Investment SERVICES, LLC. Barczewski is involved in a family farm operation outside of his advisory role. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices.

Wealth management General estate planning guidance College savings (529s, UTMA, etc.)
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Ashley K

Series 66

Nashville, IL

AssuredPartners Investment Advisors

Ashley Kolweier is a financial advisor with AssuredPartners Investment Advisors in Nashville, Illinois, holding a Series 66 designation and six years of industry experience. She has worked at Kestra Advisory and Kestra Investment Services, LLC, and is also involved with Financial Solutions Midwest, LLC, where she directs trade processing and client requests. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets across multiple offices and offers both discretionary and non-discretionary portfolio management using model and custom portfolios.

Wealth management General estate planning guidance College savings (529s, UTMA, etc.)
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Mason M

Series 66

Nashville, IL

AssuredPartners Investment Advisors

Mason Meyer is a financial advisor with AssuredPartners Investment Advisors in Nashville, IL. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Private Client Services and FSM Wealth. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets across multiple offices and offers both discretionary and non-discretionary portfolio management, including ERISA plan services and client education.

Wealth management General estate planning guidance College savings (529s, UTMA, etc.)
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Brian H

ChFC®, Series 63

Nashville, IL

AssuredPartners Investment Advisors

Brian Heckert is a financial advisor at AssuredPartners Investment Advisors with over 40 years of industry experience. He holds the ChFC® and Series 63 designations. His previous roles include positions at KeStra Advisory Services, LLC, and KESTRA Investment Services, LLC. Outside of advisory work, he is involved in international speaking engagements and participates in mentoring and coaching through organizations such as Top Producers Int, LLC, and Ultimate Advisor Coaching, LLC. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a multi-office team, offering both discretionary and non-discretionary portfolio management along with fiduciary and third-party administrator capabilities.

Wealth management General estate planning guidance College savings (529s, UTMA, etc.)
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Kyler K

Series 66

Nashville, IL

AssuredPartners Investment Advisors

Kyler Klingenberg is a financial advisor at AssuredPartners Investment Advisors with four years of industry experience. He holds the Series 66 designation and previously worked at Kestra Investment Services LLC and FSM Wealth. Outside of advising, Kyler is a volunteer member of MDRT, a professional association for financial services professionals. AssuredPartners Investment Advisors provides portfolio management, financial planning, and pension consulting services to individuals, trusts, retirement plans, and other entities. The firm manages several billion dollars in discretionary assets through a team of advisors across multiple offices and offers a range of discretionary and non-discretionary portfolio management solutions.

Wealth management General estate planning guidance College savings (529s, UTMA, etc.)
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Suzanne M

Series 66

Germantown, IL

Benjamin F. Edwards & Company, Inc.

Suzanne Markus is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has eight years of industry experience. Prior to joining Benjamin F. Edwards in 2022, she worked with firms including Raymond James Financial Services and UBS Financial Services. Outside of her advisory role, she is involved as a marketing partner in a hair care product business. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services through consolidated wrap fee programs and employs both strategic and tactical portfolio management approaches.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Logan I

Series 63, Series 66

Breese, IL

Eagle Strategies (NY Life)

Logan Isaak is a financial advisor with Eagle Strategies (NY Life) based in Breese, IL. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Eagle Strategies, he has worked with Nylife Securities LLC and has been associated with The Timmermann Group for seven years, operating under its DBA name to service insurance and financial product clients. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients. The firm offers a range of advisory services, emphasizing tailored recommendations and managing a significant portion of assets on a non-discretionary basis within the New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Matthew B

Series 63, Series 65

Breese, IL

Eagle Strategies (NY Life)

Matthew Becker is a financial advisor with Eagle Strategies (NY Life) based in Breese, Illinois. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. In addition to his advisory work, he serves as a substitute teacher and volunteer assistant boys basketball coach at Mater Dei Catholic High School. He has operated Becker Financial since 2016, focusing on brokering insurance products. Eagle Strategies serves a diverse client base, including individuals, institutions, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis and a notable emphasis on retirement plan advisory within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Nathan D

Series 66

Aviston, IL

Mass Mutual Investors Services

Nathan Duncan is a financial advisor with Mass Mutual Investors Services in Aviston, Illinois. He holds the Series 66 designation and has three years of industry experience. Prior to his current role, he worked for the Federal Bureau of Prisons for ten years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved analytical tools to develop written recommendations tailored to client goals.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Michael M

CFP®, Series 66

Mascoutah, IL

Cetera

Michael Mcvey is a CFP® professional with 21 years of industry experience and is currently affiliated with Cetera. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC, and has taught business management at Southwestern Illinois College since 2012. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management and financial planning services across multiple program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Amy K

Series 66

Aviston, IL

Edward Jones

Amy Kruse is a financial advisor with Edward Jones in Aviston, Illinois, holding a Series 66 credential and having 11 years of industry experience. She has been with Edward Jones since 2015. In addition to her advisory role, she serves as a board member overseeing the operation of Central Community High School in Breese, 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 under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

General retirement planning Wealth management Retired Founder/Business Owner Executive
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Eileen K

Series 63, Series 65

Mascoutah, IL

Cetera

Eileen Kanoski is a financial advisor at Cetera with 25 years of industry experience. She holds Series 63 and Series 65 designations and has been with Cetera and its related entities since 2015. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, featuring both affiliated and third-party managers, and manages over $256 billion in assets through a network of more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Michael C

Series 63, Series 65

Trenton, IL

OSAIC

Michael Coracy is a financial advisor at Osaic with 27 years of industry experience. He has held previous roles at Woodbury Financial Services Inc, Trinity Financial Group, and Sii Investments. Coracy is also the owner of Selkirk Advisors, LP, a limited partnership involved in financial advising and insurance brokerage. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing advanced asset-allocation and portfolio management tools alongside access to third-party money managers and wrap programs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Quinton K

Series 63, Series 66

Lebanon, IL

Edward Jones

Quinton Kujawa is a financial advisor at Edward Jones with three years of industry experience. He previously worked at Charles Schwab (formerly TD Ameritrade) and has been affiliated with DoorDash Inc. outside of his advisory role. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by 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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Andrew T

Series 66

Mascoutah, IL

Edward Jones

Andrew Thompson is a financial advisor at Edward Jones in Mascoutah, Illinois, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at CDS Office Technologies and Da-Com Corporation, and taught at Freeburg Community High School. Outside of his advisory role, he is a partner and cohost of a trivia podcast called Bankshot Media. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Retirement withdrawal strategies General retirement planning Wealth management Cash flow / budgeting Retired Founder/Business Owner Executive
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Jeremy K

Series 66

Breese, IL

Edward Jones

Jeremy Kueper is a financial advisor with Edward Jones in Breese, Illinois. He holds a Series 66 designation and has seven years of industry experience, all with Edward Jones since 2015. 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 programs, including both discretionary and non-discretionary strategies, as well as tax-efficient services and alternative investment options.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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Kelly Z

Series 66

Aviston, IL

Mass Mutual Investors Services

Kelly Zurliene is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and one year of industry experience. She has worked with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2024. Prior to her advisory roles, she gained experience in education and wellness, including positions at the City of Breese and Four Yoga and Wellness. Mass Mutual Investors Services is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Rochelle B

Series 66

Germantown, IL

Wells Fargo Clearing

Rochelle Biggs is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes both non-discretionary and discretionary investment services, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Allison K

Series 66

Aviston, IL

Charles Schwab

Allison Kantner is a financial advisor at Charles Schwab with 10 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC and Stifel Nicolaus. Kantner is based in Aviston, Illinois. 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Andre S

Series 66

Trenton, IL

LPL Financial

Andre Stafford is a financial advisor with LPL Financial in Trenton, Illinois, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Home Bank and the 15th Judicial District Court Family Court Intervention. From 2017 to 2020, he was involved with Lafayette Habitat for Humanity. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Luke N

Series 65, Series 63

Aviston, IL

Mass Mutual Investors Services

Luke Niemeyer is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 65 licenses. He has four years of industry experience, including previous roles at Knights of Columbus and Knights of Columbus Asset Advisors. He serves on the finance committee of All Saints Academy, providing advisory support on budgets and general finances. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Paul J

Series 66

Lebanon, IL

Edward Jones

Paul Jansen is a financial advisor at Edward Jones in Lebanon, Illinois, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. 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 under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Business ownership considerations Business succession planning Wealth management Military & Veterans Executive Founder/Business Owner
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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.

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

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Multi-generational wealth transfer Military & Veterans
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Terry S

CFP®, ChFC®, Series 63, Series 66

Carlyle, IL

Edward Jones

Terry Stilt is a financial advisor at Edward Jones with 37 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 66 licenses. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Retirement income strategy Wealth management Founder/Business Owner
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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.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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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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