Thomas Leslie Gilbert

Kelsey Swing is a financial advisor with Cetera Planning Partners, holding a Series 65 designation and seven years of industry experience. Prior to joining Cetera Planning Partners, Kelsey worked at Avantax Planning Partners, Inc. and is also a partner and accountant at Gilbert, Metzger & Madigan, LLP, a CPA firm where she has worked since 2002. She serves as a board member and treasurer for two nonprofit organizations, Eastern Dominican Christian Mission and Sexual Assault Counseling & Information Service. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, comprehensive financial planning, and Social Security optimization. The firm’s investment process centers on diversified portfolios of mutual funds and ETFs tailored to client objectives and risk tolerance, supplemented by additional services such as tax planning, bookkeeping, and estate planning through a third-party provider.

Brandi Ames is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Lincoln Financial Advisors. Outside of finance, she has experience in the fitness industry with Integrated Fitness, Inc DBA Curves. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Ryan Mefford is a financial advisor at Raymond James Financial with six years of industry experience. He holds the Series 66 designation and is based in Charleston, Illinois. Prior to his current role, he worked at Pilson Auto Center for five years. Mefford is also associated with First Mid Bank and Trust and First Mid Wealth Management, where he is involved in developing comprehensive financial plans for clients. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth clients, corporations, and institutional clients. The firm utilizes risk profiling and analytical tools to tailor its non-discretionary planning and investment consulting to client goals and supports a broad advisor network and affiliated advisory firms.

Alexander Dick is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and two years of industry experience. He has worked at First Mid Bank & Trust and First Mid Wealth Management, providing investment client services and support. Prior to his financial industry roles, he spent 14 years in education with Stewardson-Strasburg CUSD #5A. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs a non-discretionary, goal-oriented approach using analytical tools and supports its offerings with specialized programs for municipal finance and employer-sponsored retirement plans.

Dan Cunningham is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Wells Fargo Advisors since 2020 and previously held roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He has an ownership interest in SC3F Wealth Management LLC and serves on the finance committee of United Christian Church in Mattoon, Illinois. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Dustin Sloat is a financial advisor at Edward Jones in Charleston, IL, holding CFP® and Series 66 credentials with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent two years at R&M Pipeline. Outside of advising, he serves on the board of Cornerstone Daycare in Charleston, participating monthly in decisions regarding facility operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a large nationwide network of financial advisors and branch offices.