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Brent K

Series 63, Series 65

Anna, IL

Lombard Advisers Incorporated

Brent Kochel is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and offering eight years of industry experience. He is a partner at the CPA firm Beussink, Hickam & Kochel, PC, where he provides tax preparation, audits, and consulting services. Outside of his advisory and accounting work, he serves as a part-time firefighter with the Murphysboro Pomono Fire Protection District. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary strategies, using a variety of analysis methods and offering access to multiple wrap and separately managed account programs.

College savings (529s, UTMA, etc.)
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Phillip M

Series 66

Anna, IL

Edward Jones

Phillip Mc Grath is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, he serves on the board of RAVE in Anna, Illinois, where he helps with employee and facility decision-making. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services and is notable for its extensive network of financial advisors and branch offices across the country.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Founder/Business Owner
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Amy O

Series 66

Anna, IL

Edward Jones

Amy Otto is a Series 66-registered financial advisor with Edward Jones in Anna, Illinois, and has two years of industry experience. She has been with Edward Jones since 2009, with a brief prior position as a crew member at McDonald's. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 advisors and manages approximately $1.01 trillion in assets.

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

CFP®, Series 66

Anna, IL

Edward Jones

Ricky Johnson is a CFP® and Series 66-registered financial advisor with Edward Jones in Anna, Illinois. He has five years of industry experience, including eight years at Auffenberg of Carbondale prior to joining Edward Jones in 2020. Outside of his advisory role, he coaches junior high boys basketball in Creal Springs, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. 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.

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

Series 66

Anna, IL

Edward Jones

Heather Cochran is a financial advisor with Edward Jones in Anna, Illinois. She holds a Series 66 designation and has been with Edward Jones since 2005. 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 large nationwide network of advisors and branch offices.

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

CFP®, ChFC®, Series 66

Anna, IL

Edward Jones

Kelli Wood is a financial advisor at Edward Jones with 17 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2009. Outside of her advisory work, she is the owner of a rental property in Anna, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services supported by a nationwide network of over 23,700 advisors and more than 15,000 branch offices.

Retirement income strategy Business ownership considerations Planning for children with special needs Wealth management Founder/Business Owner
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John K

Series 66

Vienna, IL

Edward Jones

John Kreuter is a financial advisor at Edward Jones in Vienna, IL, holding a Series 66 designation with 10 years of industry experience. He has worked at 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated services under a fiduciary standard.

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

Series 66

Goreville, IL

Edward Jones

Justin Adams is a financial advisor with Edward Jones, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory work, he owns and maintains a rental property in Marion, Illinois. 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 operates a large network of financial advisors and branch offices, offering a range of investment strategies and affiliated services under a fiduciary standard.

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

Series 66

Vienna, IL

Edward Jones

Heidi Lam is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, she worked for 15 years with the Vienna Grade School District #55 and continues to provide remote support to their special education department. 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 over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

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