Jared Canterbury

Sarah Goleman is a Senior Financial Advisor with Merrill Lynch Wealth Management, joining the firm in 2018 following several years in the banking industry. She works closely with clients to understand their financial goals and values, helping to develop strategies that reflect their priorities and support legacy planning. Her practice includes a focus on socially responsible, values-based, and ESG investing, alongside more traditional financial approaches. Sarah holds a Master's degree from the University of Dundee and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is involved with multiple professional and community organizations, volunteering her time with groups dedicated to historic preservation, literacy, social services, and civic engagement in the Springfield, Illinois area. Her community affiliations include the Illinois Women in Leadership, King's Daughters, Lincoln Library Alliance, and the United Way Vision Council, among others. Outside of her professional work, Sarah's interests include antiquing, cooking, gardening, horseback riding, reading, sewing, and spending time with her family.

Joseph Stannard is a Senior Financial Advisor at Merrill Lynch Wealth Management with over four decades of experience in the financial markets. He began his financial services career in 1981 and has navigated a wide range of market events and economic scenarios, including periods of high inflation and major market fluctuations. His expertise encompasses equity strategies and portfolio management tailored to different economic conditions. Joseph focuses on building comprehensive wealth management strategies that address individual client needs. His client focus areas include college education planning, family wealth management, LGBT wealth planning, personal retirement planning, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and has educational credentials from Griffin High School, Springfield College, the University of Illinois System, and Saint Louis University. Committed to community involvement, Joseph participates in organizations such as the Fun Shop Foundation and Knights of Columbus Council 364, and volunteers with St. John's Hospital Neo-Natal Intensive Unit. His personal interests include adventure sports, camping, cooking, reading, scuba diving, tennis, traveling, and spending time with his family.