Dean Earl West

Sandra Smith is a financial advisor at Wabash Capital, Inc. with 25 years of industry experience. She works as part of a four-advisor team based in Harrisburg, Illinois. Wabash Capital provides discretionary investment management to a range of clients including individuals, trusts, corporations, pensions, 401(k) plans, and foundations. The firm uses a top-down, fundamental research process to build diversified, risk-based portfolios with an emphasis on low turnover and tactical adjustments guided by market valuation metrics such as the cyclically-adjusted price-earnings (CAPE) ratio.

Jared Leslie is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. His prior work includes roles at Banterra Insurance & Investments Inc., The Assurance Group, MWA Financial Services, Inc., and Modern Woodmen of America. Outside of advisory work, he is a notary and has been involved with land and real estate rental activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Michael Tison is a financial advisor with Ameriprise in Harrisburg, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Wells Fargo Advisors and leadership of Tison Financial Group LLC. He serves on several nonprofit boards, including Southern Illinois Healthcare and the Fowler Bonan Foundation, and is involved in community finance and development organizations. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, utilizing a combination of research, modeling, and tax-efficient strategies delivered through a centralized consulting team.

Cameron Newbold is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is based in Harrisburg, IL. Outside of his advisory role, he is the owner of K and N Properties, which holds rental property related to the Edward Jones office in Harrisburg. 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 operates through a network of more than 23,700 financial advisors, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael Stewart is a CFP® with 35 years of experience in financial advising, currently serving at Ameriprise since 2021. His prior roles include managing his own firm, Michael Stewart & Associates, LLC, and positions at Raymond James Financial Services. Outside of advising, he serves as President of the Saline County Industrial Development Co. and is an assistant coach for Harrisburg High School girls soccer. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored income strategies. The firm serves individuals with significant investable assets through a centralized consulting team that partners with financial advisors to deliver detailed, algorithm-supported recommendation reports.

Jessica Stephens is a financial advisor at Ameriprise with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James Financial Services and Michael Stewart and Associates. She serves on the boards of the Harrisburg Kiwanis Club and The Fortress Center. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning and tax-aware withdrawal strategies through a collaborative, non-discretionary process.