Kelly Ramsey

Jared Leslie is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Banterra Insurance & Investments Inc., The Assurance Group, and Modern Woodmen of America. Outside of his advisory work, he is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

David Hughes is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 17 years of industry experience. He worked at Edward Jones for eight years before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and emphasizes model portfolios, third-party subadvisors, and customized strategies.

Walter Hardwick Jr. is a financial advisor with Edward Jones in Eldorado, IL, holding a Series 66 designation and 16 years of industry experience at the firm since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor and branch network, as well as its affiliated trust company and securities-based lending options.

James Williams is a financial advisor with OSAIC based in Harrisburg, IL, holding Series 63 and Series 65 designations with 47 years of industry experience. His career includes long tenures at Lincoln Financial Advisors Corporation and Williams & Associates Insurance prior to joining OSAIC. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, including access to third-party money managers and wrap programs.

Jessica Cox is a financial advisor at Edward Jones in Harrisburg, IL, holding CFP® and Series 66 designations with 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she is the president of Cox Custom Coops and Cabins, an LLC based in Stonefort, 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 programs and investment strategies, operating under a fiduciary standard.