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John Y
Series 65
Centralia, IL
Terrapene Capital
John Yardley is a financial advisor at Terrapene Capital with one year of industry experience. He holds a Series 65 designation and has professional background managing several family businesses related to heating and cooling, property, and repairs. Terrapene Capital offers portfolio management through separately managed accounts and a private pooled vehicle, serving accredited, qualified, and institutional investors. The firm employs quantitative long/short equity strategies that combine machine learning and human risk oversight, operating with a focus on systematic equity trading and maintaining both fund management and general partnership roles.
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.
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.
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.
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.
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.
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.
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.
Madeline S
CFP®
Centralia, IL
Plancorp, LLC
Madeline Shores is a CFP® professional with experience at Plancorp, LLC and Hoyt Advisors PC. She has worked in accounting and advisory roles at BKD CPAs & Advisors and Kemper CPA Group, and also has a background that includes teaching at Southeast Missouri State University. Outside of financial services, she was involved with Hair of the Dog Centralia LLC. Plancorp serves individuals, business owners, trustees, and organizations by providing wealth management, financial planning, pension consulting, and tax preparation services. The firm’s investment approach utilizes Modern Portfolio Theory and documented Investment Policy Statements, offering both discretionary and non-discretionary management with a focus on fiduciary standards and tax-aware strategies.
Lea A
Series 66
Salem, IL
Benjamin F. Edwards & Company, Inc.
Lea Ashby is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and with 22 years of industry experience. She has worked at Benjamin F. Edwards since 2018 and previously spent 16 years at Raymond James Financial Services. Outside of her advisory role, she is involved in the USDA CRP Tree Program in Salem, Illinois. Benjamin F. Edwards & Company serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a comprehensive range of services, including advisory programs, financial planning, investment management, and brokerage services. The firm combines proprietary strategies with third-party models and operates its own equity and fixed income trading desk, offering both discretionary and non-discretionary managed solutions.
Rebecca T
Series 63, Series 65
Salem, IL
Benjamin F. Edwards & Company, Inc.
Rebecca Timmerman is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has worked at Benjamin F. Edwards since 2018 and previously spent over 16 years with Raymond James Financial and its affiliates. Outside of her advisory role, she is a partner in real estate development ventures. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of over 500 advisors. The firm offers a range of advisory and brokerage services, including managed solutions that leverage proprietary and third-party strategies.
Christopher K
Series 63, Series 65, Series 66
Centralia, IL
Centaurus Financial, Inc.
Christopher Krupp is a financial advisor at Centaurus Financial, Inc. with 10 years of industry experience. He holds Series 63, 65, and 66 licenses. His work history includes roles at Centaurus Financial since 2017 and at DICK's Sporting Goods since 2016, among other positions. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a variety of investment analyses and both discretionary and non-discretionary management arrangements.
Nicholas H
Series 63, Series 65
Salem, IL
Benjamin F. Edwards & Company, Inc.
Nicholas Harris is a financial advisor at Benjamin F. Edwards & Company, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Benjamin F. Edwards & Co. since 2018, following prior roles at Raymond James Financial Services. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm provides a range of services such as financial planning, investment management, retirement plan consulting, and brokerage, utilizing both proprietary and third-party strategies with in-house equity and fixed-income trading capabilities.
Travis E
Series 63, Series 65
Centralia, IL
Money Concepts Capital Corp
Travis Etheridge is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Nationwide Financial and currently owns several businesses including The Insurance Alliance, an insurance agency, and Hank's Lounge, a video gaming parlor in Centralia, IL. He is also involved in technology and virtual employee services through NexAgency and Casridge LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment approaches, including model portfolios and third-party sub-advisers, serving approximately 14,700 clients with around $3.33 billion in assets under management.
Darren D
CFP®, Series 66
Salem, IL
Edward Jones
Darren Dwyer is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds the Series 66 credential and is based in Salem, IL. Edward Jones is a full-service wealth management firm advising over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
William D
Series 63, Series 66
Salem, IL
Edward Jones
William Dwyer is a financial advisor at Edward Jones with 43 years of industry experience. He has been with Edward Jones since 1982 and holds Series 63 and Series 66 credentials. Outside of his advisory role, he is an investor in a health-related company, Propel Health. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Seth S
ChFC®, Series 66
Centralia, IL
Edward Jones
Seth Silger is a financial advisor at Edward Jones with the designations ChFC® and Series 66 and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Ward Chrysler Center Inc for 14 years. 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 discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Scott W
Series 63, Series 66
Centralia, IL
Edward Jones
Scott Williams is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.
Jay L
CFP®, Series 63, Series 66
Centralia, IL
Edward Jones
Jay Luse is a CFP®-designated financial advisor with Edward Jones in Centralia, Illinois, and has 24 years of industry experience. He has been with Edward Jones for 23 years. Outside of his advisory role, he holds inherited oil royalties through Bi Petro Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.
Kyla M
Series 66
Salem, IL
Edward Jones
Kyla Motch is a financial advisor at Edward Jones with a Series 66 designation and one year of experience in the industry. Prior to joining Edward Jones, she worked in education for over a decade at various schools in 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 offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.
Douglas M
Series 63, Series 66
Salem, IL
LPL Financial
Douglas Malan is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at National Planning Corporation for 10 years before joining LPL Financial in 2017. Malan also operates Malan Financial Group, where he sells fixed insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, leveraging both proprietary and third-party strategies across discretionary and non-discretionary platforms.
Bronson M
CFP®, Series 66
Centralia, IL
Edward Jones
Bronson Meyer is a CFP®-designated financial advisor with Edward Jones, based in Centralia, IL, and has 19 years of industry experience. He has been with Edward Jones since 2006. 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 discretionary and non-discretionary investment strategies, supplemented by affiliated mutual funds and a trust company.
Shawn G
Series 63, Series 65
Salem, IL
Edward Jones
Shawn Garrett is a financial advisor with Edward Jones in Salem, IL, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at Serve & Protect Financial of Kinmundy Inc and National Planning Corporation. Outside of his advisory role, he owns and operates Garrett Farm and Kennel, a dog breeding business, and is involved in managing agricultural land and equipment leasing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.
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.
Kirby V
Series 66
Carlyle, IL
Edward Jones
Kirby Vance is a financial advisor with Edward Jones in Carlyle, IL, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. 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 network of financial advisors and branch offices, and operates under a fiduciary standard.
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