Jason Stephen Spanhook

Jeremy Downin is a CFP® professional with 14 years of industry experience, currently advising clients at Stifel since 2023. His previous roles include positions at Edward Jones, Bank of America, Merrill, and Water Street Solutions. Outside of his advisory work, he serves as a board member for Galesburg Christian School and leads the security team at The Remnant Bible Church in Galesburg, IL. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Robert Potter is a financial advisor at Stifel with 14 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020, following positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Todd Van Velsor is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. 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 under management through a large network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Daniel Butler is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1999. He is based in Galesburg, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Herman is a Series 66 licensed financial advisor with 24 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020, following positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Tyler Lutz is a financial advisor with OSAIC, holding a Series 66 designation and 12 years of industry experience. He has worked with Securities America Advisors and Securities America Inc. for a decade and concurrently operates the Lutz Law Firm, where he provides legal services in estate planning, real estate, and business planning. In addition to his advisory role, he offers financial planning services through I-County Insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm integrates brokerage and advisory services across multiple platforms, utilizing asset-allocation tools and third-party managers to construct portfolios tailored to client risk tolerance and investment restrictions.