Carrie Baalman

Jessica Durand is a financial advisor at First Heartland Consultants, Inc. with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at First Heartland Capital Inc. since 2019 and BPS Financial Advisors since 2018. Prior to her advisory roles, she was affiliated with Blackburn College from 2014 to 2018. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm delivers financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Patrick Hurley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he is involved in Medicare supplement insurance policies. 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 delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Sean Nelson is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, he is involved in the operation of a bar and tavern in Batchtown, Illinois. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, third-party asset management, and participant-directed retirement advice, supported by an in-house research team that constructs model portfolios and offers strategic and tactical implementations.

Mark Shade is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, Shade is involved in farming through Shady Acres Farms. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a broad range of advisory and brokerage services supported by an in-house research team that provides model portfolios and various investment strategies.