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Rafe T

Series 66

Murphysboro, IL

Edward Jones

Rafe Tuttle is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. He has worked exclusively at Edward Jones since 2024 and has prior experience at Murray State University and Black Diamond Harley Davidson. Outside of his advisory role, he creates and sells designs on merchandise through an online platform. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory strategies and affiliated financial services, supported by a nationwide network of advisors and branch offices.

Retirement income strategy Wealth management General estate planning guidance Inheritance planning Multi-generational wealth transfer Retired Founder/Business Owner Executive
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David C

CFP®, Series 63, Series 65

Murphysboro, IL

Cetera

David Clarke is a CFP® professional with 24 years of experience, associated with Cetera since 2002. He is also a CPA and provides accounting and tax services through Koberstein Clarke, Ltd. Clarke serves as treasurer for the Murphysboro Apple Festival, Inc. and Specialized Training for Adult Rehabilitation, Inc., both local nonprofit organizations. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients through a range of portfolio management, financial planning, and consulting services. The firm offers multiple program structures and access to third-party money managers, managing over $256 billion in assets.

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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Andrew C

Series 66

Murphysboro, IL

Edward Jones

Andrew Chylewski is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Walgreens for 12 years. Outside of his advisory role, he serves as a board member, coach, and secretary for Murphysboro Trap Inc., where he helps coordinate team activities and administrative tasks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard.

Multi-generational wealth transfer Caretaker Doctor or Medical Professional
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Tyler T

Series 66

Steeleville, IL

LPL Financial

Tyler Thompson is a financial advisor with LPL Financial, holding a Series 66 credential and eight years of industry experience. Prior to joining LPL Financial in 2018, he worked at The Boeing Company for nine years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by research and advisor tools.

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

Series 66

Murphysboro, IL

LPL Enterprise

Brandon Rogowski is a financial advisor at LPL Enterprise with seven years of industry experience. He holds a Series 66 credential and has previously worked at Edward Jones, The Prudential Insurance Company of America, and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and also offers non-securities products such as trust custody services and affiliated insurance agency services.

Tax-loss harvesting
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Stephanie P

Series 66

Murphysboro, IL

Edward Jones

Stephanie Peterein is a financial advisor with Edward Jones in Murphysboro, Illinois. She holds the Series 66 designation and has been with Edward Jones since 2007, accumulating 19 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm is notable for its extensive network of advisors and branches, as well as its fiduciary standard and diverse investment offerings.

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

Series 66

Steeleville, IL

LPL Financial

Katie Keller is a financial advisor at LPL Financial with six years of industry experience. She holds the Series 66 designation and has worked at Regions Bank and Howell Financial Services, Inc. prior to joining LPL in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by various operational and research tools.

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

Series 66

Ava, IL

LPL Financial

Brenta Bevis is a Series 66-credentialed advisor with 16 years of industry experience, currently with LPL Financial. She has worked at LPL Financial since 2008. Outside of her advisory role, she holds a notary public commission, providing services exclusively for LPL clients, and works part-time as a cashier at Walmart. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by a large network of investment adviser representatives.

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

Series 63, Series 65

Carbondale, IL

Cetera

Nicholas Ramsey is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 10 years of industry experience. His work history includes roles at Regions Bank, First Southern Bank, LPL Financial, and Northwestern Mutual. Outside of advising, he is involved in youth volleyball as an IHSA official, head coach, and club director. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors nationwide.

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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Micah C

Series 66

Murphysboro, IL

Cetera

Micah Clarke is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He concurrently leads several related businesses focused on accounting, tax preparation, and financial planning, including Clarke CPA & Consulting Ltd and Koberstein Clarke Ltd. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that allows advisors to use affiliated and third-party model portfolios, discretionary and non-discretionary management, and a range of program options tailored to client needs.

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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Chris M

Series 63, Series 65

Steeleville, IL

LPL Financial

Chris Mincheff is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1998. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

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

CFP®, Series 63, Series 66

Du Quoin, IL

Edward Jones

Andrew Darnell is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he maintains ownership and management responsibilities for a commercial property in Du Quoin, IL. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors.

General retirement planning Retirement income strategy General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Nathanial S

Series 63, Series 65

Du Quoin, IL

LPL Enterprise

Nathanial Shupe is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mwa Financial Services Inc and Modern Woodmen Of America. Outside of advising, he is a business owner of Tomahawk Bar & Grill and serves on the boards of Jr Indians Football and Indian Village Athletic Club. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, and corporate entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
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Lisa V

Series 63, Series 65

Murphysboro, IL

Thrivent Investment Management

Lisa Vorce is a financial advisor with Thrivent Investment Management in Murphysboro, IL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She previously worked with Visionary Wealth Advisors and Financial Engines Advisor Center. Outside of her advisory role, Vorce is involved in several nonprofit and community organizations, including serving as a programming liaison for a professional women’s membership group and participating on boards focused on anti-trafficking efforts and youth evangelism. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across a broad range of topics without discretionary portfolio management, allowing clients to integrate planning with managed-account services through its consolidated WealthPlan billing option.

Business ownership considerations
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Michael H

Series 63, Series 65

Steeleville, IL

LPL Financial

Michael Howell is a financial advisor at LPL Financial with 28 years of experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 1998. In addition to his advisory role, Howell practices law focusing on elder law and estate planning and serves as controller for the Amateur Trapshooting Association, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by both proprietary research and third-party subadvisors.

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

Series 63, Series 65

Duquoin, IL

Cetera

Charles Smith Jr. is a financial advisor at Cetera with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Cetera and its related entities since 2013. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services across various program structures and investment strategies.

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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Earl C

Series 66

Carbondale, IL

Edward Jones

Earl Colboth is a financial advisor with Edward Jones in Carbondale, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked for 14 years at Marion CUSD #2. 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 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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Daniel N

Series 63, Series 66

Murphysboro, IL

Edward Jones

Daniel Nolan is a financial advisor at Edward Jones with 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1990. Outside of his advisory role, he holds an ownership stake in a family-owned sub shop. 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 range of advisory programs, 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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