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Lea A

Series 66

Salem, IL

Benjamin F. Edwards & Company, Inc.

Lea Ashby is a financial advisor at Benjamin F. Edwards & Company, Inc. with 22 years of industry experience. She holds the Series 66 designation and has worked at Benjamin F. Edwards since 2018, following 16 years at Raymond James Financial Services, Inc. Ashby is involved with the USDA CRP Tree Program in Salem, Illinois. 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 fee-based wrap programs, financial planning, and investment management with a range of managed strategies and operates both internal trading desks and external custodial arrangements.

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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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. She holds Series 63 and Series 65 licenses and has 44 years of industry experience. Her prior work includes nearly two decades at Raymond James Financial and Raymond James Financial Services, Inc. Outside of advising, she is involved in real estate development through a partnership in Coventry Crossing LLC. 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 consulting services through discretionary and non-discretionary wrap programs that incorporate proprietary and third-party managed strategies.

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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Nicholas H

Series 65, Series 63

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 the Series 65 and Series 63 credentials. Prior to joining Benjamin F. Edwards & Co. in 2018, Harris worked at Raymond James Financial Services in various roles from 2016 to 2018. Benjamin F. Edwards & Company is an SEC-registered adviser and broker-dealer serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers a range of fee-based wrap programs, financial planning, retirement consulting, and investment management services, utilizing both in-house and third-party managers.

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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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.

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

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

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

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

Series 63, Series 66

Patoka, IL

Wells Fargo Advisors

John Houston is a financial advisor with Wells Fargo Clearing in Patoka, IL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Wells Fargo Clearing since 2018 and has prior experience at Digital Intelligence Systems, Camping World, Traxx, Southern Illinois University, and UPS. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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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.

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