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Carl Z
CFP®, Series 63, Series 65
Carlinville, IL
Wall Street Financial Group, Inc.
Carl Zeidler is a CFP® professional with 43 years of industry experience, currently serving as president and owner of Wall Street Financial Group, Inc. in Carlinville, IL. His prior experience includes roles at Kestra Advisory Services, LLC and NFP Securities, Inc. Outside of his advisory work, he owns and operates an insurance agency under Carl W Zeidler, PLC. Wall Street Financial Group, Inc. provides financial advice to individuals, businesses, local governments, and pension plans, offering portfolio management, pension consulting, and insurance services. The firm tailors investment portfolios based on client suitability and serves a diverse client base, including state and municipal entities.
John Z
CFP®, PFS™, Series 65
Carlinville, IL
Wall Street Financial Group, Inc.
John Zeidler is a CFP® and PFS™ credentialed advisor with eight years of industry experience, currently serving at Wall Street Financial Group, Inc. since 2017. Prior to his advisory role, he worked at Sam's Club and Panera Bread. Outside of his advisory duties, he is a licensed insurance agent specializing in life, health, critical illness, disability, and long-term care insurance, and he also manages a tax preparation business as a CPA. Wall Street Financial Group advises individuals, businesses, local governments, and pension and profit-sharing plans, offering discretionary portfolio management, pension consulting, financial planning, and insurance services. The firm serves both high-net-worth and non-HNW clients and is noted for its work with state and municipal clients and pension plan sponsors.
Brenden B
CFP®, Series 65
Carlinville, IL
Wall Street Financial Group, Inc.
Brenden Brown is a CFP® and Series 65 licensed financial advisor with three years of industry experience. He has worked at Wall Street Financial Group, Inc. since 2022 and previously held positions at United Community Bank and Central Stone & Landscape Supply. Wall Street Financial Group, Inc. advises individuals, businesses, local governments, and pension and profit-sharing plans, offering discretionary portfolio management, pension consulting, financial planning, and insurance services. The firm tailors portfolios using a range of investment products and serves state and municipal clients with pension consulting, distinguishing itself within the industry.
Chris H
Series 63, Series 65
Carlinville, IL
IPI Wealth Management, Inc.
Chris Hammann is a financial advisor with IPI Wealth Management, Inc. in Carlinville, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Investment Planners, Inc. since 1997. Outside of advising, Hammann is involved as a musician with Miles Station Music and owns a farm. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs. The firm employs an open-architecture investment platform with risk-based model suites and utilizes an outsourced-agent operational model for trade execution and reporting.
Kelly S
Series 66
Litchfield, IL
Edward Jones
Kelly Steiner is a financial advisor with Edward Jones in Litchfield, IL, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she is involved as a distributor for Advocare, a supplements and vitamins business. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Michael H
CFP®, Series 66
Carlinville, IL
Edward Jones
Michael Hadley is a Certified Financial Planner® professional with 11 years of industry experience, all with Edward Jones since 2015. He is based in Carlinville, IL. Outside of advisory work, he owns land that generates farming income under a conservation reserve program. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.
Angela E
Series 66
Hillsboro, IL
Cambridge Investment Research Advisors
Angela Eickhoff is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 20 years of industry experience. She previously worked at Voya Financial Advisors and has been affiliated with White & Associates since 2013, where she is also involved in independent insurance and tax preparation services. Additionally, she serves as a board member for Camden's Crew, Inc. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services utilizing multiple account platforms and both discretionary and non-discretionary investment strategies.
Matthew A
Series 66
Gillespie, IL
LPL Financial
Matthew Alepra is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved with Alepra Investment Group. 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 a large network of investment adviser representatives.
Nell F
Series 63, Series 66
Litchfield, IL
Charles Schwab
Nell Fixsal is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of experience at Schwab. Her prior work includes positions at TD Ameritrade, Dillard's, Macy's, MAC Cosmetics, and The Lory Theater. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory models with periodic recommendations and discretionary separately managed accounts, combining these with a centralized operational structure and access to alternative investments.
Blake D
Series 66
Hillsboro, IL
Edward Jones
Blake Delaney is a financial advisor at Edward Jones with three years of industry experience and holds the Series 66 designation. He has worked at Edward Jones since 2020, with a brief period at Northwestern Mutual between 2021 and 2022. Prior to his advisory career, Blake has diverse work experience including roles at Illinois State University, H&H Mowing, and Williams Concrete. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.
Dane H
Series 66
Hillsboro, IL
Cambridge Investment Research Advisors
Dane Huber is a financial advisor at Cambridge Investment Research Advisors with a Series 66 credential and one year of industry experience. His prior work includes roles at Cambridge Investment Research, Inc., Anderson Farms, and various positions in education and municipal services. Outside of his advisory role, he is employed at White & Associates in insurance, benefits, human resources, and tax preparation. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers a range of advisory services including financial planning, portfolio management, and retirement plan advisory using multiple account platforms and third-party strategists.
Gina B
Series 66
Hillsboro, IL
Cambridge Investment Research Advisors
Gina Burke is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where she has worked since 2020. She has 11 years of industry experience, including six years at VOYA Financial Advisors. Outside of her advisory role, Burke serves as a board member of the nonprofit Camden's Crew Inc. and is involved in independent insurance and tax preparation services through White and Associates. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to third-party sub-advisers through multiple account platforms.
Michael S
Series 66
Carlinville, IL
Edward Jones
Michael Sharp is a financial advisor with Edward Jones in Carlinville, Illinois, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016 and also owns an online retail business selling books, sports collectibles, clothing, and household goods. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors, with a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.
David M
Series 63, Series 65
Staunton, IL
Thrivent Investment Management
David Manning is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Thrivent Financial since 2020. Outside of his advisory role, Manning serves as Alderman for Ward 1 in Staunton, Illinois, representing local households and businesses, and has taught middle school math and science at Zion Lutheran School within his community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based analyses across various financial planning topics without discretionary portfolio management. The firm enables clients to integrate planning with managed-account programs under a consolidated billing option, maintaining planning and investment management as separate services.
Jacey D
Series 66
Hillsboro, IL
Edward Jones
Jacey Delaney is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2020, with a brief tenure at Northwestern Mutual in 2021. Her background includes roles outside finance, such as positions at Texas Roadhouse and in education. 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, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.
Ashley A
Series 66
Carlinville, IL
Edward Jones
Ashley Archibee Hadley is a Series 66 credentialed financial advisor with Edward Jones, where she has worked since 2006, accumulating 19 years of industry experience. She owns farmland in Carlinville and Bunkerhill, Illinois, which she leases on a cash-rent basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its extensive advisor network, comprehensive service offerings, and affiliated capabilities beyond traditional advisory services.
Gregory C
Series 66
Staunton, IL
LPL Financial
Gregory Craine is a financial advisor at LPL Financial with 26 years of industry experience. He has been with LPL Financial since 2009 and previously worked at First National Bank in Staunton for 17 years. He serves as co-trustee of his grandfather’s trust. LPL Financial provides advisory and brokerage services to a broad 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 a large network of investment adviser representatives.
Lonnie B
Series 63
Litchfield, IL
Ameriprise
Lonnie Bathurst is a financial advisor with Ameriprise Financial Services, holding a Series 63 designation and 36 years of industry experience. He has worked with Ameriprise since 2005, including its affiliated entities. Outside of his advisory role, Bathurst serves on the Board of Directors for the City of Litchfield Economic Development Commission and organizes a not-for-profit annual model railroad event for enthusiasts. Ameriprise is an institutional firm offering retirement-income planning services primarily for clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.
Charles B
Series 66
Staunton, IL
Cambridge Investment Research Advisors
Charles Buchana is a financial advisor at Cambridge Investment Research Advisors with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisors, Burgdorf Wealth Managers, BFC Planning, Berthel Fisher & Company, and First Allied Advisory Services. Outside of advisory work, he serves as treasurer for a local chapter of Business Networking International and is an independent insurance agent with Triad Benefits Group. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and both discretionary and non-discretionary investment approaches.
Michael D
CFP®, Series 63, Series 66
Litchfield, IL
Edward Jones
Michael Delaney is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to Edward Jones, he worked at TD Ameritrade and Scottrade Inc. He is a member of an LLC established to own the building where he conducts his business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors.
James G
Series 66
Litchfield, IL
Ameriprise
James Gorowski is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2016 following a thirteen-year tenure at Siemens AG. Outside of his advisory role, he serves on the board of LCUSD#12 and coaches youth baseball and soccer in Litchfield, Illinois. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.
John W
Series 66
Litchfield, IL
Ameriprise
John Winans is a financial advisor at Ameriprise with 12 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2013. Outside of his advisory role, Winans serves on the board of HSHS Saint Francis Hospital and participates in the City of Litchfield Economic Development Committee, as well as a local trust fund committee supporting community initiatives. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.
Andrew B
Series 66
Staunton, IL
Edward Jones
Andrew Brown is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has previously worked at MRP Capital Group and Cushman & Wakefield. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Andrea K
Series 66
Staunton, IL
Edward Jones
Andrea Kessler is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, she held roles in farm business management and banking, and she assists in managing her family’s grain farming operation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs supported by a large national network of advisors and branch offices.
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