Ladi Phillips

Advisor at Edward Jones

Updated today

Location

Olney, IL 62450

Credentials

Series 66

Industry experience

1 year

About

Ladi Phillips is a financial advisor at Edward Jones in Olney, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Phillips worked in healthcare services for several years, including roles at Carle Home Care Services-Richland and Carle Richland Memorial Hospital. 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 investment strategies, supported by a large nationwide network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) General estate planning guidance

Occupation focus

Financial Professional Doctor or Medical Professional

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

614 N West Suite A

Olney, IL 62450

Most active in

Illinois

Work history

Edward Jones

2024 - Present (2 years)

Carle Home Care Services-Richland

2019 - 2024 (5 years)

Carle Richland Memorial Hospital

2019 - 2024 (5 years)

Unemployed

2019 - 2019 (1 year)

Burgin Manor/Aperion Nursing Home

2017 - 2019 (2 years)

Unemployed

2016 - 2017 (1 year)

full-time education at Belmont University

2014 - 2016 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Chelsea R

CFP®, EA

Olney, IL

Rude Wealth Advisory

Education & Designations I have a bit of a healthy obsession with learning. I am a proud graduate of Olney Central College, where I now get the pleasure of serving on the Foundation Board. I received my B.S. in Finance from Eastern Illinois University and my Masters in Personal Financial Planning from CFFP. Along the way, I’ve earned a few other designations. I am a CERTIFIED FINANCIAL PLANNER™ Professional as well as an Enrolled Agent. Outside of my work as an advisor, I teach courses in business and finance at Vincennes University. Work History While in college I worked for a couple of banks, but my first position with true financial planning experience was with a firm in Urbana, IL in 2010. I consider myself blessed to have avoided the insurance sales or door knocking gigs so many “advisors” start out with. At Franklin Wealth Advisors, I was able to learn from an expert with several decades of experience and an undeniable passion for the work. At the end of 2014, I left FWA to move back home to join a local bank. From the end of 2014 to Spring 2021 I provided financial planning services, managed the investment assets for the Trust department, and lead the IL Wealth Management team. I worked with families in all stages of life to develop and implement plans to achieve their goals. At the end of 2020, I decided it was time to move on and begin plans for a new journey – starting my own firm. My goal for Rude Wealth Advisory is to narrow my focus to a smaller group of clients, allowing me to provide a superior level of personalized service. Personal / Family My husband, Bill, and I have been together since 2010 and married since 2013. We are both originally from Richland County, so the decision to move “home” in 2014 was mutual. We have two kids, Olivia & Henry, and are grateful to have both sets of grandparents along with siblings, cousins, aunts, uncles, etc. living close by. As a family, we love being active outside and traveling to new places. My “Why” Our work plays a critical role in our identities, whether we realize it or not. It brings to light our strengths and weaknesses and provides affirmation of our life’s purpose. We all have unlimited potential to positively impact others, and I consider myself blessed to have found the connection between providing value to others and meaning to myself in such a rewarding field. I’ve always had a passion for numbers and business. When inside the wrapper of helping families reach their goals, this work is even more fulfilling.

ESG / Sustainable investing Tax strategies for small businesses Founder/Business Owner Christian Faith Based
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Dylan S

Series 65

Olney, IL

Rude Wealth Advisory

Dylan Seessengood is a financial advisor at Rude Wealth Advisory with a Series 65 designation and experience dating back to 2021. His prior roles include positions at Green Acres and Southern Illinois University Carbondale, as well as work in education and cleaning services. Rude Wealth Advisory serves individuals, families, trusts, charitable organizations, and employer plan sponsors by providing investment management, financial planning, tax preparation, accounting, and retirement plan consulting. The firm combines fundamental and technical analysis within a client-specific investment framework and offers employer-focused financial wellness programs alongside integrated tax and bookkeeping services.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Ashlee V

Series 65

Olney, IL

Rude Wealth Advisory

Ashlee Vaughn is a financial advisor at Rude Wealth Advisory with one year of industry experience. She holds a Series 65 credential and previously worked at TrustBank from 2018 to 2021. Prior to her financial career, Ashlee had roles outside the industry, including positions at Bobe's Pizza and Richland County High School. Rude Wealth Advisory serves individuals, families, trusts, estates, charitable organizations, and employer plan sponsors by providing investment management, financial planning, tax preparation, accounting setup, and retirement plan consulting. The firm employs a client-specific investment approach combining fundamental and technical analysis with modern portfolio theory, and offers employer-facing financial wellness programs alongside integrated tax and bookkeeping services.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired

Makenna O

CFP®

Olney, IL

Rude Wealth Advisory

Education & Designations I am a 2020 graduate of Olney Central College with an Associate's Degree in Business, and a 2022 graduate of Eastern Illinois University with a B.S. in Business with a focus on Personal Financial Planning. I am a CERTIFIED FINANCIAL PLANNER™ as of April 2026, and intend to strive to further my education to best serve our clients! Work History I started in the financial industry in college as a bank teller, and quickly found a passion for serving others in my day-to-day work. While in college, I learned about the CFP®️ education program and found my way to financial planning/advising afterwards. After graduating in 2022, I landed at a firm based in Evansville, IN, where I worked in an operations capacity with life insurance, annuities, and investments. In 2025, I decided it was time to move closer to my hometown in IL. I found myself at Rude Wealth Advisory, where intentional and personalized financial planning is the highlight of day-to-day operations. The firm's dedication to serving their clients felt like (and still feels like) a great fit for me! My "Why" Personal finances have always been a "taboo" conversation. It is difficult to feel confident in your financial decisions when there is a lack of conversation, education, and transparency around the topic in the world today. The knowledge I've gained over the years in this industry allows me to encourage clients to have conversations, develop goals and understand how to implement a plan to reach them.

General retirement planning Founder/Business Owner Retired Christian Faith Based Married/Couples/Partners Parents
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Aaron K

Series 66

Olney, IL

Packerland Brokerage Services, Inc.

Aaron Kapper is a financial advisor at Packerland Brokerage Services, Inc. with five years of industry experience. He holds the Series 66 designation and has worked at Packerland since 2020. Outside of his advisory role, Kapper is involved in managing an accounting firm, Kapper & Company, where he handles tax returns, bookkeeping, and IT, and he also oversees a staffing firm, Job Works, Inc. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through a variety of platforms, including firm-managed portfolios and third-party arrangements, with a focus on individualized planning and routine client reviews.

Retirement income strategy Options & derivatives strategies Wealth management
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Andrew K

Series 63, Series 66

Olney, IL

Packerland Brokerage Services, Inc.

Andrew Kapper is a financial advisor with Packerland Brokerage Services, Inc. in Olney, IL, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at KAPPER & Co Ltd and Packerland Brokerage Services since 2012. Outside of his advisory work, Kapper is president of Southeastern IL Youth Golf, Inc., a nonprofit organization promoting youth golf and personal growth. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through firm-managed portfolios, third-party co-advisory arrangements, and fee-based programs, combining individualized planning with discretionary or non-discretionary account management.

Retirement income strategy Options & derivatives strategies Wealth management
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