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.

Brett Wieser is a financial advisor with LPL Financial in Decatur, IL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Citizens Equity First Credit Union, Eastman Financial and Insurance Services LLC, and MassMutual. Outside of his advisory work, he has a background as a self-employed commodity trader spanning 14 years. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a variety of investment solutions supported by an in-house research team and a broad network of investment adviser representatives.

Blake Curry is a financial advisor with LPL Financial in Athens, IL, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at BMO Harris Bank and several insurance and securities firms. Outside of his advisory role, he is a licensed notary in Athens, IL. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team, delivering both strategic and tactical portfolio management through a large network of investment adviser representatives.

Lucas Turner is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked 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 various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, VOYA Financial Advisors, and West Central Financial Services. He is also involved in Greer Insurance Solutions, LLC, which operates as a non-variable insurance business. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of delivery options and investment strategies supported by an in-house research team, combining large-scale advisory operations with a broad product platform.