Mark William Shade

Carrie Baalman is a financial advisor with First Heartland Consultants, Inc. She holds Series 63 and Series 65 licenses and has 31 years of industry experience. Baalman has been affiliated with First Heartland Capital, Inc. since 1993 and First Heartland Corporation since 1991. Outside of her advisory role, she is involved in crop management through participation in the Conservation Reserve Program. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based account management, and third-party asset management solutions, delivering advice through a network of independent investment adviser representatives.

Patrick Hurley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2003. Hurley is also involved in offering Medicare supplement insurance policies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Anne Clayton is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. Her career includes roles at Cambridge Investment Research Advisors, Transamerica Financial Advisors, and Equitable Advisors. Outside of advising, she is a co-owner of JACS Global Logistics LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by operational tools such as machine learning.

Sean Nelson is a financial advisor with LPL Financial in Carrollton, Illinois, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for one year before joining LPL Financial in 2015. Outside of his advisory role, he is involved in owning a bar/tavern in Batchtown, Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, utilizing various investment strategies supported by advisor-facing tools and maintaining oversight of extensive discretionary assets.

Bradley Mc Gill is a financial advisor with Edward Jones in Carrollton, IL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Wieland Rolled Products and served in the United States Marine Corps and the Department of Defense Military Police. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael Dixon is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Asset Consulting Group for four years, EBS Recruiting/Pace Staffing for one year, and Towle & Co for six years. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.