Robert Paul Coats

Nathan Scholes is a financial advisor with Fifth Third Securities, Inc. based in Marion, Illinois. He holds a Series 66 designation and has 13 years of industry experience. His prior work includes roles at Cetera Advisor Networks, LLC and Quad Graphics. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and combines third-party portfolio managers with IAR-managed sleeves on a platform that features direct indexing and a tax-overlay service.

Beverly Hart Meek is a financial advisor with Fifth Third Securities, Inc. in Effingham, IL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Fifth Third Securities since 2004. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to a large bank, offering multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

Mccabe Strothmann is a financial advisor at J.W. Cole Advisors, Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at First Southern Bank, LPL Financial, and AT&T. Outside of his advisory role, he is the owner of Shepherd Wealth Advisors and maintains an interest in beekeeping through his involvement with HoneyBee Haven. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent advisers. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, employing both discretionary and non-discretionary investment approaches.

Sheila Burge is a Series 66–licensed financial advisor with Edward Jones in Mt Vernon, IL, with seven years of industry experience. She has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

David Nichols is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including VOYA Financial Advisors and Cetera Wealth Services. Nichols is also president and owner of Nichols Investment Group Ltd, which offers insurance and investment products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

Joseph Shapiro is a financial advisor at Edward Jones in Mount Vernon, IL, with 17 years of industry experience. He has been with Edward Jones since 2009 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and tax-efficient services under a fiduciary standard.