Craig Myers

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.

Matthew Buller is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and possessing 11 years of industry experience. He worked at Wells Fargo Clearing from 2015 to 2018 before joining Benjamin F. Edwards in 2018. Outside of his advisory role, he serves on the finance committee of RACES, a community-based rape crisis center in East-Central Illinois. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models with ongoing oversight and monitoring.

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.

Phillip Lippi is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and seven years of industry experience. He has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC, and has been self-employed since 2000. Outside of advisory work, he owns and operates several real estate rental businesses in Pekin, IL. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services.

Shanon Patterson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to joining LPL Enterprise in 2024, Patterson worked at Prudential Insurance Company of America and Pruco Securities, LLC. He has received ongoing trailing commissions from a medical supplement insurance business he previously sold. LPL Enterprise offers advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm provides financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with insurance product offerings.

Andrew Ehrlich is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and six years of industry experience. He has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Ehrlich serves as a non-profit board member for the Knights of Columbus. LPL Enterprise provides advisory services through a large network of representatives to individuals, retirement plans, charitable organizations, and corporate clients, offering financial planning, model portfolio management, and access to third-party asset management programs.