Julie Wankel

Phillip Cox is a CFP® with 24 years of industry experience and has been with Edward Jones since 2001. He holds Series 63 and Series 66 licenses and is based in Sherman, IL. 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 offers a range of advisory strategies, including discretionary wrap fee programs, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Blake Curry is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 credential and has worked at firms including BMO Harris Bank, The Prudential Insurance Company of America, and Horace Mann Insurance Company. Outside of finance, he is a notary public in Athens, Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

Lucas Turner is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 and Series 63 designations and has prior experience at Country Trust Bank, Country Capital Management Company, Country Insurance Affiliates, and Horace Mann. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services under a fiduciary standard.

Franklin Wade III is a financial advisor with Edward Jones in Sherman, IL, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Memorial Health System. Outside of his advisory role, Wade serves as a volunteer assistant basketball coach at Lincoln Land Community College. 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 affiliated investment products, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Matthew Greer is a financial advisor with LPL Financial and holds Series 63 and Series 65 designations. He has 27 years of industry experience, with previous roles at Cambridge Investment Research Advisors, VOYA Financial Advisors, and West Central Financial Services. Greer also operates Greer Insurance Solutions, LLC, a business focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to provide discretionary and non-discretionary management options.

Lynn Allgire is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 credentials and has 40 years of industry experience. She has been with UBS since 2006. Outside of her advisory role, she serves as Secretary and a member of the Board of Directors at Dintelmann Nursery and Garden Center. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.