David Clarke

John Alongi II is a financial advisor with Alliance Wealth Advisors in Carbondale, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Alliance Wealth Management LLC since 2019 and has also worked with LPL Financial since 2008. Outside of his advisory role, he is a partner in a family-owned Italian restaurant. Alliance Wealth Advisors provides investment supervisory services and discretionary portfolio management primarily for individuals and pension and profit-sharing plans. The firm uses a combination of fundamental and technical analysis to establish individualized investment policies and routinely exercises discretionary authority to implement client trades.

Bradley Wills is a Certified Financial Planner™ (CFP®) with 19 years of industry experience. He is currently with Alliance Wealth Advisors in Carbondale, IL, where he has worked since 2019, and has also been affiliated with LPL Financial since 2008. Alliance Wealth Advisors provides investment supervisory services and discretionary portfolio management primarily for individual clients and pension and profit-sharing plans. The firm employs a mix of fundamental and technical analysis to develop individualized investment policies and routinely exercises discretionary authority in managing client portfolios.

Max Novak is a CFP® with three years of industry experience, currently serving as a financial advisor at Core Planning. He previously worked at Facet Wealth, Moneta Group Investment Advisors, Personal Capital, PaySimple, and Southern Illinois University. Outside of his advisory role, Novak holds a position as Director of Client Success at Domain Money, a flat fee financial planning firm. Core Planning provides fee-based financial planning and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals, time horizons, and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Zachary Novak is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Core Planning. His prior roles include positions at Facet Wealth, Buckingham Asset Management, and OppenheimerFunds. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Mark Chalem is a CFP®-designated financial advisor with Edward Jones in Murphysboro, IL, and has nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Cars Inc of Carbondale from 2012 to 2016. In addition to his advisory role, he serves as an instructor at John A Logan College, teaching broad investment knowledge. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and notable for its extensive retail advisor network and affiliated financial services.

Rachael Asbury is a CFP® and holds a Series 66 license, currently serving as a financial advisor at &Partners with seven years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors, and has a background that includes roles outside finance such as at Fat Bottom Bettys and White Oak Golf Course. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a range of services from portfolio management to estate consulting, utilizing both proprietary and third-party strategies, and features distinctive capabilities such as municipal advisory registration, investment banking, and specialized consulting services.