Matthew Russell Hefley

Current Employers

Employment History

• 07/2009 → 09/2025
  Avanatx Investment Services, Inc.
  Fairfield, IL
• 06/2009 → Present
  Richard I Montgomery
  Fairfield, IL
• 01/2012 → Present
  Richard I. Montgomery Pc
  Fairfield, IL
• 01/2012 → Present
  Hefley & Associates
  Fairfiled, IL
• 07/2014 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Fairfield, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Mt Vernon, IL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2012-06-21 → 2025-09-05
  Avantax Advisory Services
  Fairfield, IL
  Mt Vernon, IL

Other Businesses

1) BCMP Properties, LLC~'NIR'~204 SE Third Street~Fairfield~IL~62837~Rental Property Owner/Management~Partner/General Partner~1/1/2015~5hrs~0hrs~Maintain Rental Property 2) JEFFERSON COUNTY CEO INC. POSITION: Treasurer/Board Member NATURE: To assist high school students in Jefferson County Illinois with entrepreneurial skills. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 11/17/2021 ADDRESS: 14344 N Two Mile Creek Ln, Mount Vernon IN 62864, United States DESCRIPTION: Voting Board Member, Treasurer, Accounting, Check signing 3) Fairfield Memorial Hospital Foundation~'NIR'~303 NW 11th Street~Fairfield~IL~62837~Other~Member of the Board of Directors~1/1/2013~5hrs~0hrs~Voting Member 4) Hefley & Associates, P.C.~'NIR'~204 S.E. Third Street~Fairfield~IL~62837~Tax Preparation/Accounting~Partner/General Partner~1/1/2012~200hrs~150hrs~Complete various accounting and tax engagements

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-06-11
• S63 Uniform Securities Agent State Law Examination
  2009-10-26

Designations