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Suzanne E
Series 66
Sparta, IL
D.A. DAVIDSON & Co.
Suzanne Evans is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 1998, accumulating 28 years with the firm. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for clients with significant net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.
Thomas L
Series 66
Sparta, IL
Edward Jones
Thomas Lewis is a Series 66-licensed financial advisor with Edward Jones, based in Sparta, IL. He has two years of industry experience, including five years in the United States Marine Corps and five years at Ameren Missouri prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm operates under a fiduciary standard and supports its advisory services with a large network of financial advisors and branch offices nationwide.
Timothy S
Series 66
Sparta, IL
LPL Financial
Timothy Stamps is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and has previously worked at Private Client Services, Kestra Advisory, Kestra Investment Services, LLC, and CRDN of Greater St. Louis. Outside of advisory work, he is also a licensed notary in Sparta, Illinois. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.
Tyler T
Series 66
Steeleville, IL
LPL Financial
Tyler Thompson is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and previously worked at The Boeing Company for nine years. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households, offering a range of financial planning and asset management solutions supported by an in-house research team.
Katie K
Series 66
Steeleville, IL
LPL Financial
Katie Keller is a financial advisor with LPL Financial in Sparta, Illinois, holding a Series 66 designation and five years of industry experience. She previously worked at Regions Bank from 2014 to 2019 and briefly at Howell Financial Services, Inc. in 2020 before joining LPL. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory solutions supported by an in-house research team and combines large-scale advisory operations with a variety of non-advisory product offerings.
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 bringing 36 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 1998. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.
Michael H
Series 63, Series 65
Sparta, IL
LPL Financial
Michael Howell is a financial advisor with LPL Financial in Sparta, Illinois, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 1998 and also operates Howell Financial Services, Inc. Additionally, Howell is an attorney and CPA with over 37 years of experience, providing legal advice on elder law and estate planning. Outside of his advisory work, he serves as controller for the Amateur Trapshooting Association and the Trapshooting Hall of Fame, both nonprofit organizations. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and nonprofits. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with access to insurance products, cash-management services, and a variety of portfolio management options.
Brian P
Series 63, Series 65
Sparta, IL
Raymond James Financial
Brian Patton is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Investment Centers of America, Inc., as well as a longstanding association with First National Bank of Sparta. Outside of his advisory work, he manages a small residential rental property with family members and provides fixed annuities and life insurance products through his own business. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes advisory and implementation support, utilizing asset-allocation analysis and firm research, and maintains a broad affiliate network to support municipal and institutional clients.
Steven P
Series 63, Series 66
Sparta, IL
Edward Jones
Steven Papenberg is a financial advisor with Edward Jones in Sparta, Illinois, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.
Alan G
Series 66
Sparta, IL
Edward Jones
Alan Gerstenschlager is a financial advisor with Edward Jones, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he owns and manages an agricultural farm in Murphysboro, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products. The firm supports a large nationwide network of advisors and branch offices and operates under a fiduciary standard.
Regina H
Series 66
Sparta, IL
Edward Jones
Regina Heller is a Series 66-licensed financial advisor with Edward Jones in Sparta, IL, where she has worked since 2020. She has six years of industry experience and previously worked at Liberty Mutual Insurance for 22 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.
Logan J
Series 66
Sparta, IL
LPL Financial
Logan Jones is a financial advisor with LPL Financial, holding a Series 66 credential and beginning his advisory career in 2023. His prior work experience includes roles at McKendree University, Howell Financial Services, and Zanders Sporting Goods. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning, model-portfolio advisory programs, and third-party asset management options supported by an in-house research team.
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