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Landon C

Series 66

Flora, IL

Benjamin F. Edwards & Company, Inc.

Landon Carder is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and four years of industry experience. He has worked with Benjamin F. Edwards since 2021 and has prior experience at First National Bank of Olney, Olney Central College, Specialty Polymer Services, and Flora School District. Carder is also involved with AssistX LLC, a role he has held since 2019. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a range of investment management and consulting services through various fee-based wrap programs and employs both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

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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Steven D

Series 63, Series 65

Flora, IL

Benjamin F. Edwards & Company, Inc.

Steven Duke is a financial advisor at Benjamin F. Edwards & Company, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edward D. Jones & Co., L.P. for 20 years before joining his current firm in 2019. Outside of his advisory role, he is a part-owner of an antique car collection and a jointly owned private airplane used for personal purposes. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension and profit-sharing plans, charitable organizations, and institutions. The firm offers a range of investment management and financial planning services through fee-based wrap programs, utilizing both internal and third-party strategies monitored by an Investment Strategy Committee.

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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Matthew P

CFP®, Series 66

Flora, IL

Edward Jones

Matthew Pyatt is a CFP®-certified financial advisor with Edward Jones, where he has worked for 10 years. He holds the Series 66 designation and operates out of Flora, IL. Outside of his advisory role, he is a partner in CSquared Works LLC, a real estate and storage business in Mt Carmel, IL, where he manages groundskeeping, maintenance, advertising, and customer service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing over $1 trillion in assets through 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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Brenda M

Series 66

Johnsonville, IL

Fidelity

Brenda Milner is a Series 66 licensed financial advisor with seven years of industry experience, currently with Fidelity. Her prior roles include positions at Fidelity Brokerage Services LLC and several other firms, with experience spanning areas such as energy and consulting. Outside of her advisory work, she has been involved as a representative for Young Living, a company focused on essential oils and wellness. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including for registered investment companies and charitable funds.

Charitable giving & philanthropy Active portfolio management
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Abbigayle M

CFP®, Series 65, Series 63

Fairfield, IL

Edward Jones

Abbigayle Mosson is a CFP®-certified financial advisor at Edward Jones with five years of industry experience. She has held roles at Edward Jones since 2021 and previously worked at Mutual of Omaha Investor Services, Mutual of Omaha, Morgan Stanley, and other organizations. 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.

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

Series 66

Flora, IL

Edward Jones

Cody Fisher is a financial advisor with Edward Jones in Flora, Illinois, holding a Series 66 designation and seven years of industry experience. His career includes positions at American Fidelity, Dever Distribution, and J. Williams Farms Inc. He serves as a board officer for the Olney Basketball League in Olney, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions backed by a large national network of advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Christopher C

Series 63, Series 66

Fairfield, IL

Raymond James Financial

Christopher Conard is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2015. Outside of his advisory role, Conard owns and manages commercial and rental properties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm delivers non-discretionary planning and consulting tailored to client goals, supported by analytical tools and risk profiling.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Andrew D

CFP®, Series 66

Fairfield, IL

Edward Jones

Andrew Diesel is a CFP® professional with 20 years of experience in the financial industry. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a volunteer assistant basketball coach at Jasper Grade School in Fairfield, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Heather B

Series 66

Flora, IL

Edward Jones

Heather Blank is a financial advisor with Edward Jones in Flora, Illinois, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she is the owner of H D Blank LLC, a rental business in Louisville, 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

General retirement planning Retired Founder/Business Owner Executive
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Dillon J

Series 66

Flora, IL

Edward Jones

Dillon Johnson is a financial advisor with Edward Jones in Flora, IL, holding a Series 66 designation and having one year of industry experience. His prior work includes roles at Edward Jones, Glass and Schuffet LTD, Greer Management Services, and other companies in various capacities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment strategies supported by a nationwide network of thousands of financial advisors and branch offices.

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

Series 66

Flora, IL

Edward Jones

Andrea Merrick is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2016. She has a total of 10 years of industry experience, including seven years prior at Jos A Bank Clothiers. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by 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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