Julie Ahrens is a financial advisor at Horter Investment Management, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Horter since 2018. In addition to her advisory role, she owns a separate business focused on insurance and annuity sales and assists clients with estate planning documents such as revocable living trusts. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm employs a combination of tactical and passive multi-manager portfolios, firm-managed blended models, and custom portfolios, offering clients access to third-party managers and alternative investments.

Brooke Pettit is a financial advisor at Horter Investment Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked in education and sports organizations, including Covington Community Schools and Chicago Fire Soccer Club. Pettit is also involved in insurance and estate planning as a licensed insurance producer and estate planner. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm uses tactical and passive multi-manager portfolios, model and custom strategies, and offers access to third-party managers and alternative investments as part of its ongoing investment supervision.

Chelsea Paddock is a Series 66-licensed financial advisor with nine years of industry experience, currently serving clients at Kestra Advisory. She has held positions at LPL Financial and Old National Wealth Management, and maintains roles involving bookkeeping and tax preparation outside of her advisory work. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and access to multiple management platforms, with a client base that includes large institutional investors.

Reginald Warfield is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Old National Bank (formerly First Midwest Bank) for eleven years. Outside of his advisory role, he manages a rental property in Danville, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is known for its large retail advisor and branch network and offers fiduciary advisory services alongside trust, lending, and mutual fund capabilities.

Jarron Fleming is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has worked at Shore Wealth Management since 2024 and has prior experience in education at multiple institutions, including Franklin University and Danville Area Community College. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors and institutional clients, offering a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Douglas Ireland is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Raymond James & Associates and The Prudential Insurance Company of America. Ireland is the owner of Ireland Financial Partners and Ireland Insurance and Accounting Group, which provide financial advisory and insurance services. LPL Enterprise delivers advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with insurance product offerings.

Dean Shore is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial since 2018. Prior to joining LPL, he worked at Cetera Advisor Networks LLC and Fidelity Brokerage Services LLC, and he has operated Shore Wealth Management since 2016. He serves as president of CASA of Vermilion County and is a member of the finance committee for the Danville Metropolitan Exposition Auditorium and Office Building Authority. 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 investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Lucas Moriarty is a financial advisor at Morgan Stanley with a Series 66 designation and experience beginning in 2023. Prior to joining Morgan Stanley in 2024, he worked at the Ware Group and has held positions at several country clubs. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and market simulations.

Karla Gifford is a financial advisor with Raymond James & Associates in Danville, IL, holding a Series 66 designation and nine years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a particular focus on public finance and municipal work.

Stacey Ireland is a financial advisor with LPL Enterprise, holding a Series 66 designation and 21 years of industry experience. Prior to joining LPL Enterprise, she worked at Raymond James & Associates, Inc. for 16 years and has held roles at several other firms. Outside of her advisory work, Stacey is involved in property and casualty insurance sales and tax preparation through her Ireland Insurance & Accounting Group, and she also serves as a part-time educator on insurance topics. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm’s approach includes financial planning, access to model wealth portfolios, and third-party asset management programs, with a broad range of securities and insurance products available through its affiliated broker-dealer and insurance agency.

Keith Souza is a financial advisor with LPL Financial in Danville, Illinois, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2006. 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 investment solutions supported by an in-house research team, combining large-scale advisory operations with additional product offerings such as insurance and annuities.

Charles Vergara is a financial advisor at Edward Jones with a Series 66 designation and nine years of industry experience. He previously worked at LPL Financial and Security Federal Savings Bank, among other firms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Daniel Douglass is a CFP® professional with 16 years of industry experience, currently serving with Edward Jones since 2013. Based in Attica, IN, he holds Series 63 and Series 66 licenses. Outside of his advisory role, he coaches high school football at Clinton Central High School in Michigantown, IN. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Lesley Shore is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. She previously worked at Cetera Advisor Networks LLC for five years before joining LPL Financial in 2018. Outside of her advisory role, she operates Shore Wealth Accounting & Tax Services, LLC. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and combines large-scale advisory operations with a broad suite of financial products and services.

Devan Fox is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 11 years of industry experience. Prior to joining LPL Financial in 2024, he worked at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. for six years. Outside of advising, he is a business owner of Fox Venue LLC. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Aaron Immke is a CFP® professional with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Windy Hill Ag, LLC, First Savings Bank of Danville, and Longview Bank & Trust. 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 nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Marcus Provost is a CFP® professional with 16 years of industry experience. He has been with Edward Jones since 2009 in Danville, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, tax-efficient services, and affiliated investment products through a large nationwide network of financial advisors and branch offices.

Chris Kittell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 21 years of industry experience. He has been with Raymond James & Associates since 2006. Kittell serves as an advisory board member for the Danville Police and Fire Pension Investment Funds, a mayor-appointed position involving oversight of pension plan administrative matters. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through a combination of non-discretionary advisory services and institutional consulting.

Tanya Flannery is a financial advisor with Edward Jones in Danville, IL, holding a Series 66 designation and with two years of industry experience. She has worked with Edward Jones since 2002. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Eric Shore is a financial advisor with LPL Financial in Danville, Illinois, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Cetera Advisor Networks LLC for five years. Shore also operates Shore Wealth Accounting & Tax Services, LLC, providing tax-related services. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team and a broad range of investment solutions, combining large-scale advisory operations with various non-advisory product offerings.