C Mann

Mark Montes De Oca is a financial advisor with Midwestern Securities Trading Company, LLC, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities, and TD Ameritrade. He also serves as a financial advisor at Fisher National Bank. Midwestern Securities Trading Company, LLC provides portfolio management, financial planning, retirement-plan fiduciary services, and a wrap-fee model portfolio program to individual and high-net-worth clients. The firm serves approximately 10,200 clients with 41 advisors and offers both discretionary and non-discretionary managed accounts supported by an internal Investment Advisory Committee.

Pamela Adkins is a financial advisor with Ameriprise in Monticello, IL, holding a Series 66 designation and 16 years of industry experience. She has worked at Ameriprise since 2018 and previously spent ten years with Investment Professionals, Inc. Outside of her advisory role, she serves as a Trust Assistant at First State Bank. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research-driven strategies and algorithmic tools to deliver tailored, tax-efficient recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Thomas Ealy is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 44 years of industry experience. His work history includes roles at Cetera Investment Advisers LLC, Cetera Wealth Services, and multiple financial services firms including Investment Planners, Inc. and Carleton Financial Inc., where he is an owner and registered representative. He is also an insurance agent selling life, health, annuities, and long-term care products. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions. The firm provides access to model portfolios and third-party managed solutions, combining retirement and fiduciary capabilities with a broad advisory platform.

Mark Thies is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 1999. Based in Champaign, IL, he also acts as a trustee for a family trust involving farm management decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and affiliated investment products through a large network of financial advisors and branches.

George Longfellow Jr. is a Series 66-licensed advisor at Thrivent Investment Management with six years of industry experience. He has worked at Thrivent Financial and its investment management arm since 2019. Outside of his financial advisory role, he co-owns a hobby business breeding and selling exotic pets, primarily ball pythons. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning across various financial topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Jared Lyons is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.