Brent Frey

Joseph Cearlock is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has a background that includes roles at Avantax entities and ownership of an accounting and tax preparation firm, LCB CPAs & Advisors, Ltd. Cearlock is involved in community and religious activities, serving as chairman of the church council at First United Methodist Church and as an elder and vice president of The Way Church of Fayette County. Cetera Investment Advisers LLC is an SEC-registered adviser that provides services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning options, utilizing a multi-manager platform with access to affiliated and third-party managers.

Brock Brannon is a financial advisor at Cetera with 20 years of industry experience. He holds a Series 66 designation and has worked previously with Cambridge Investment Research and Investment Centers of America. Brannon serves as treasurer for the Vandals Sports Booster Club in Vandalia, IL. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including access to third-party managers and bespoke strategies, supported by over 10,000 advisors and approximately $256 billion in assets under management.

Grant Wells is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and four years of industry experience. His background includes roles at Charles Schwab, TD Ameritrade, Northwestern Mutual, and various positions outside finance, including event services and retail. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by its Center for Financial Research.

Patrick Maag is a financial advisor with Edward Jones in Vandalia, Illinois, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is a shareholder in a separate business, Patrick Maag Incorporated, based in Land Clayton, New Mexico. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mark Burnam is a financial advisor at Cetera with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Insurance Agency and Avantax Investment Services from 2021 to 2025. He is also a member and partner in LCB Wealth Management, a partnership unrelated to investment advisory activities. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts, offering diversified portfolio management and financial planning services through a multi-manager platform.

Scott Kramer is a CFP® professional with eight years of industry experience, currently affiliated with Cetera. He has worked at Edward Jones and operates a family farm in Farina, IL. He also serves as a board member for Saint Elizabeth Ann Seton Catholic Church and the Vandalia Lions Club. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm provides diversified investment management options through multiple program structures and a large network of independent advisors.