Gary Seitz

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.

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.