Joseph Stannard

Jared Canterbury is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2019, he has focused on helping clients develop personalized financial strategies by understanding their short- and long-term objectives. His approach emphasizes a comprehensive management of wealth, incorporating Merrill Lynch’s investment insights to address diverse financial needs including employee benefits planning, executive compensation, legacy planning, retirement income, tax minimization, and small business strategies. With experience in the financial services industry dating back to 2011, Jared holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Personal Investment Advisor (PIA) credential. He earned a bachelor's degree in Business Administration from the University of Southern Indiana. Jared works closely with individuals, families, and businesses to provide investment guidance tailored to their unique goals. Jared lives in Petersburg, Illinois, with his wife Whitney and their two children. He is active in his community, serving as President and Co-Founder of the Menard County Men’s Club and as a member of the Lake Petersburg Association Board of Directors. Additionally, he contributes as an assistant coach for the PORTA varsity baseball team and supports youth sports as a basketball and baseball coach. Outside of work, Jared enjoys baseball, basketball, boating, fishing, golf, football, and spending time outdoors with his family.

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.