Jean Schneider is a CFP® with 39 years of industry experience, currently serving at Berthel, Fisher & Company Financial Services, Inc. since 2003. She also holds leadership roles as president of Insurance Advisers Agency, Inc. and Bailey Financial Group, Inc., both involved in insurance and securities sales since 1989. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm offers a range of asset management platforms and portfolio construction options through approximately 100 independent investment adviser representatives.

Timothy Loving is a financial advisor with CG Advisory Services in Galesburg, IL, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Kure Advisory, Truadvice, LLC, Capital Asset Advisory Services, LLC, and Preservation Wealth Management. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base that includes individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management and financial planning through proprietary model portfolios, third-party managers, and access to customized private equity and hedge fund investments.

Gina Martin is a financial advisor at Sequent Planning, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research, Inc. and Farmers Financial Solutions. Martin serves as a board member for the OSF St Mary Medical Center Auxiliary. Sequent Planning, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm manages approximately $394.7 million in assets, employing ETF-based strategic models for discretionary asset management and offering a range of financial planning and retirement consulting services.

Debra Goodwin is a financial advisor at Benjamin F. Edwards & Company, Inc. with 25 years of industry experience. She holds the Series 66 designation and has been with Benjamin F. Edwards since 2015. Outside of her advisory role, she owns and operates a home-based rug weaving and stained glass business called Prairie Rugs USA. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models.

Thomas Eacott is a financial advisor with J. W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been self-employed in accounting through T & C Financial Inc. since 2005, serving as its president. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans nationwide through a network of more than 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

John Crock is a financial advisor with Benjamin F. Edwards & Company, Inc. in Galesburg, IL. He holds Series 63 and Series 66 licenses and has 33 years of industry experience, including 16 years with his current firm. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with roughly 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs, financial planning, and investment management services that utilize a mix of firm-developed and third-party model strategies.

Kevin Rodeffer is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 17 years of industry experience. He has worked at Benjamin F. Edwards since 2018, following eight years at LPL Financial and twelve years at First Midwest Bank. Outside of his advisory role, he serves as treasurer for Fields Church in Galesburg, IL, managing financial contributions and providing updates to church leadership. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party model portfolios.

Lance Aten is a CFP® with 23 years of industry experience, currently affiliated with LPL Financial since 2017. Prior to joining LPL, he worked for 15 years at Investment Centers Of America, Inc. Outside of his advisory role, he is a co-owner of a land purchase and development business. 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 wide range of financial planning and investment management solutions supported by an in-house research team and a variety of delivery options tailored to client needs.

Jeremy Downin is a CFP® professional with 14 years of industry experience, currently advising clients at Stifel since 2023. His previous roles include positions at Edward Jones, Bank of America, Merrill, and Water Street Solutions. Outside of his advisory work, he serves as a board member for Galesburg Christian School and leads the security team at The Remnant Bible Church in Galesburg, IL. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Christopher Hroziencik is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jason O'Brien is a CFP® and ChFC® with 10 years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Alliance Community Bank, Midwestern Securities Trading Company, Athens State Bank, and The Prudential Insurance Company of America. O'Brien is also the owner of Broad Street Management LLC, an entity established with the intent to purchase an office building. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Bronson Helt is a financial advisor with Ameriprise in Galesburg, IL, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliate since 2012. He is also associated with PLCPA, LLC as an Associate Financial Advisor. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research and modeling to deliver tailored, tax-efficient retirement recommendations through a centralized consulting team.

Robert Potter is a financial advisor at Stifel with 14 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020, following positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Todd Van Velsor is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. 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 large network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Ronald Koehler is a financial advisor at Mass Mutual Investors Services with 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Mass Mutual Investors Services in 2017, he spent over three decades at MetLife Securities Inc. He is also an independent insurance agent focusing on fixed annuities and Medicare-related products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by proprietary software tools, and provides specialized programs such as divorce planning and estate-settlement services.

David Crose is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Crose is president of the Abingdon Public Schools Foundation board of directors and owns Brendave Management, LLC, which manages his advisory business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering customized, research-driven recommendations through a centralized consulting team. The firm combines advisory, brokerage, and insurance solutions typical of a large institutional provider.

Daniel Butler is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1999. He is based in Galesburg, 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Laun Dunn is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has previously worked with Stratus Networks and United Way organizations. Outside of advising, Dunn serves on the board of the WIRC Community Action Agency and works part-time as a merchandiser for a Pepsi beverage distributor. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority.

James Christopher is a Series 66-licensed advisor with Cetera who has seven years of industry experience. Prior to joining Cetera in 2025, he was involved with multiple business ventures including owning and operating accounting and tax preparation firms as well as a senior home care service. He also serves as president of a homeowners association board. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, fiduciary, and retirement solutions, supported by proprietary and third-party investment programs.

John Herman is a Series 66 licensed financial advisor with 24 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020, following positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Andrew Thomas is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience and has previously worked at Charterpoint Wealth Strategies and Dick Blick Art Materials. Outside of his advisory role, Thomas serves on the boards of the United Way of West Central Illinois and the Kiwanis Club of Galesburg, where he is vice president, and he co-chairs the Young Professionals Network in Galesburg. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management using firm-approved software to analyze client goals and delivers written recommendations, with implementation arranged separately.

Jennifer Pittman is a financial advisor with LPL Financial based in Galesburg, Illinois. She holds a Series 66 designation and has 25 years of industry experience, including over two decades with LPL Financial and its predecessor firms. Outside of her advisory role, she serves on the Finance Committee of the First United Methodist Church in Galesburg and is a notary for the state of Illinois. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory financial products.

Travis Downs is a financial advisor with Cetera who holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Avantax Advisory Services and Avantax Investment Services Inc. Outside of advising, he operates Action Tax LLC, providing tax return preparation, bookkeeping, and tax planning services to individual and business clients. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Jennifer De Wolfe is a financial advisor at Thrivent Investment Management with 13 years of industry experience. She holds the Series 66 designation and has been with Thrivent since 2013. Outside of her advisory role, she serves on the boards of the Great Balloon Race, Habitat for Humanity of Knox County, and Oneida Telephone Exchange, and maintains an active early childhood teaching certificate as a substitute teacher. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of financial topics, offering services without discretionary trading authority and enabling clients to combine planning with managed accounts under a consolidated billing option.

Caleb Plattner is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial, Just Tires, and Moody Bible Institute, among other organizations. Outside of finance, he has been involved with Miracle Camp and Retreat Center and operated a homeschool program for over a decade. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm offers comprehensive goal-based analyses and planning on topics such as retirement, tax, estate, and special needs, without providing portfolio management or institutional advisory selection.

Mary Kay North is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. She has worked at LPL Financial since 2017 and previously at Investment Centers of America, Inc. from 2015 to 2017. Outside of her advisory work, she is a co-owner of a farm in Galva, Illinois. 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 broad 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.

Mark Mangieri is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63, 65, and 66 credentials and bringing 32 years of industry experience. He has held roles at Raymond James since 2010 and is also involved with First Mid Wealth Management and First Mid-Illinois Bank and Trust, where he serves as a Trust Officer. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, and institutional entities. The firm focuses on financial planning and non-discretionary investment consulting, offering tailored recommendations supported by extensive research and a broad affiliate network.

Hailee Meyer is a Series 66-credentialed financial advisor with LPL Financial, based in Galesburg, IL. She has one year of industry experience and has previously worked at CBI Bank & Trust and The Farmers and Mechanics Bank. Outside of advisory work, she and her spouse own farmland enrolled in the Conservation Reserve Program. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Thomas Maloney is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and bringing 43 years of industry experience. He has been with Edward Jones since 1982. Outside of his advisory role, Maloney serves as a trustee and chairman of the investment committee for the Galesburg Community and Health Foundation and is the vice chairman of the Cottage Health Foundation in Galesburg, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for its extensive retail advisor network and additional affiliated capabilities beyond advisory services.

Daniel Sharp is a financial advisor at Edward Jones in Galesburg, IL, holding the Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Yemm Automotive and Kunes Automotive, and spent eight years at Wal-Mart. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of advisors and branch offices nationwide.