George Ellis is a financial advisor at Abundance Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Abundance Advisors since 2005. In addition to his advisory role, Ellis owns and operates GN Ellis Agency, providing life and health insurance products and protection planning for individuals and small businesses since 1984. Abundance Advisors offers asset-allocation investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes a strategic, model-based asset allocation process and provides discretionary portfolio management primarily through no-load mutual funds, variable annuities, and cash sweep vehicles.

Anthony Erzen is a financial advisor at Legacy Wealth Planning with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at CarsonAllaria Wealth Management, Northwestern Mutual Investment Services, TD Ameritrade, SCOTTRADE, and Illinois American Water. Legacy Wealth Planning is an independent, fee-only investment adviser serving primarily individual and high-net-worth clients. The firm offers customized investment management, financial planning, and limited hourly consulting, employing Modern Portfolio Theory with a preference for passive funds while accommodating active and ESG options.

Albert Kaufman is a CFP® with 23 years of experience in the financial services industry. He is the principal advisor at ADK Wealthcare Partners, an independent firm he has been affiliated with since 2015, following prior experience at LPL Financial. Outside of his advisory work, Kaufman manages a small hobby farm that he inherited and operates with his family. ADK Wealthcare Partners serves individual and high-net-worth households, managing approximately $28.7 million across about 20 client accounts. The firm offers discretionary portfolio management, financial planning, and consulting, employing a blend of fundamental, quantitative, and modern-portfolio theory analysis to develop tailored investment strategies.

William Kinkel is a financial advisor with Genesis Wealth Management Group, LLC in Alton, IL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked as a sole proprietor since 2021 and has been employed with Ameren Missouri in operations management since 1981. Outside of his advisory role, Kinkel sells insurance products through his sole proprietorship. Genesis Wealth Management Group serves individual clients, trusts, estates, and charitable organizations with financial planning and portfolio management, offering discretionary and non-discretionary advisory services along with retirement plan consulting. The firm uses an IPS-driven process and combines in-house management, sub-advisors, and third-party platforms to tailor portfolios according to client objectives and risk tolerance.

Jamie Payne is a Series 65-licensed advisor with Genesis Wealth Management Group, LLC, based in Alton, IL. He has three years of industry experience and has previously worked at Franklin & Vaughn, LLC. Genesis Wealth Management Group serves individual clients, trusts, estates, and charitable organizations with financial planning and portfolio management, offering discretionary and non-discretionary advisory services along with retirement plan consulting. The firm uses an IPS-driven process and a combination of in-house management, sub-advisors, and third-party platforms to tailor investment strategies to client objectives and risk profiles.

Jon Payne is a financial advisor with Genesis Wealth Management Group, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Genesis Wealth Management Group since 2011 and has served on the Macoupin County Board since 2020. Outside of his advisory role, Payne is involved in insurance sales through his position as president of Genesis Financial Group, Inc. Genesis Wealth Management Group serves individual clients, trusts, estates, and charitable organizations with financial planning and portfolio management, offering both discretionary and non-discretionary advisory services. The firm employs an IPS-driven process and utilizes a combination of in-house management, sub-advisors, and third-party platforms to tailor investment strategies to client objectives and risk tolerances.

Reid Mortensen is a financial advisor at Genesis Wealth Management Group, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Genesis Wealth Management Group since 2011. Mortensen also operates as an independent insurance agent through Genesis Insurance & Financial Advisors, dedicating half of his professional time to this activity. Genesis Wealth Management Group serves individuals, trusts, estates, and charitable organizations with financial planning and portfolio management services. The firm employs an IPS-driven process and utilizes a combination of in-house management, sub-advisors, and third-party platforms to construct and monitor portfolios tailored to clients’ objectives and risk profiles.

Deric Rees is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Integrity Alliance since 2014. In addition to his advisory role, he is involved in fixed annuity and life insurance sales. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio strategies and custodial platforms.

Kelly Steiner is a financial advisor with Edward Jones in Litchfield, IL, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she is involved as a distributor for Advocare, a supplements and vitamins business. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacob Lowry is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 66 license. He has 13 years of industry experience, all with Cambridge Investment Research since 2013. Outside of his advisory role, Lowry is a co-founder of The Wealthcare Group and serves on the board of the Glen Ed Soccer Association, a youth athletic organization. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and third-party strategists.

Dale Alcorn is a financial advisor with LPL Financial in Collinsville, IL, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior experience includes 27 years at Cuna Mutual Group and CUNA Brokerage Services, Inc., followed by his current roles at LPL Financial and Midwest Members Credit Union since 2019. Outside of financial services, he operates a home-based photography business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, institutions, and retirement plan sponsors. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with insurance and annuity product offerings.

Matthew Alepra is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved with Alepra Investment Group. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Nell Fixsal is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of experience at Schwab. Her prior work includes positions at TD Ameritrade, Dillard's, Macy's, MAC Cosmetics, and The Lory Theater. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory models with periodic recommendations and discretionary separately managed accounts, combining these with a centralized operational structure and access to alternative investments.

Emily Brophy is a Series 66-registered financial advisor with Edward Jones, where she has worked since 2019. She has five years of industry experience and previously worked at Washington University for 14 years. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Frazier is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His career includes roles at Grove Point Advisors LLC, Woodbury Financial Services Inc, and First National Bank in Staunton. In addition to his advisory work, he owns Frazier Tax Services, Inc., which provides tax preparation and accounting services. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team and a range of investment solutions, combining large-scale advisory operations with non-advisory product offerings.

David Devall is a financial advisor with Edward Jones in Bethalto, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices.

David Manning is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Thrivent Financial since 2020. Outside of his advisory role, Manning serves as Alderman for Ward 1 in Staunton, Illinois, representing local households and businesses, and has taught middle school math and science at Zion Lutheran School within his community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based analyses across various financial planning topics without discretionary portfolio management. The firm enables clients to integrate planning with managed-account programs under a consolidated billing option, maintaining planning and investment management as separate services.

Gregory Craine is a financial advisor at LPL Financial with 26 years of industry experience. He has been with LPL Financial since 2009 and previously worked at First National Bank in Staunton for 17 years. He serves as co-trustee of his grandfather’s trust. LPL Financial provides advisory and brokerage services to a broad range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

David Wiegand is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and Cambridge Investment Research, Inc. since 2004. Outside of his advisory role, he is involved as a co-founder and independent insurance agent at The WealThcare Group. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing a range of account platforms and third-party strategists.

Josef Chiapelli is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Raymond James Financial. His prior experience includes roles at Commonwealth Financial Network, KCH Financial, and Brian E. Keister and Associates. He also works as a non-variable insurance agent, providing insurance solutions for clients. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipalities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

Lonnie Bathurst is a financial advisor with Ameriprise Financial Services, holding a Series 63 designation and 36 years of industry experience. He has worked with Ameriprise since 2005, including its affiliated entities. Outside of his advisory role, Bathurst serves on the Board of Directors for the City of Litchfield Economic Development Commission and organizes a not-for-profit annual model railroad event for enthusiasts. Ameriprise is an institutional firm offering retirement-income planning services primarily for clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Charles Buchana is a financial advisor at Cambridge Investment Research Advisors with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisors, Burgdorf Wealth Managers, BFC Planning, Berthel Fisher & Company, and First Allied Advisory Services. Outside of advisory work, he serves as treasurer for a local chapter of Business Networking International and is an independent insurance agent with Triad Benefits Group. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and both discretionary and non-discretionary investment approaches.

Joshua Keister is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining Raymond James in 2025, he worked at Commonwealth Financial Network for 11 years and KCH Financial for 10 years. Outside of his advisory role, he is involved in an agricultural business based in Bethalto, Illinois. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm focuses on non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Michael Delaney is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to Edward Jones, he worked at TD Ameritrade and Scottrade Inc. He is a member of an LLC established to own the building where he conducts his business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors.

Sara Hinthorne is a financial advisor at Raymond James Financial with 18 years of industry experience. She holds the CFP® and Series 66 designations and has previously worked at KCH Financial and Commonwealth Financial Network. Outside of advising, she is also licensed as an insurance agent, assisting clients with their insurance needs. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, institutions, and municipalities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored solutions through asset-allocation analysis, firm research, and a broad affiliate network.

Lindsay Waters is a financial advisor with Thrivent Investment Management, holding Series 63, Series 65, and Series 66 designations and bringing 21 years of industry experience. Waters has worked with Thrivent Financial and Thrivent Investment Management since 2022 and previously spent 18 years at Country Insurance & Financial Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based analyses and planning across a broad range of topics, allowing clients to combine planning with managed-account programs under a consolidated billing option while keeping services separate.

James Gorowski is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2016 following a thirteen-year tenure at Siemens AG. Outside of his advisory role, he serves on the board of LCUSD#12 and coaches youth baseball and soccer in Litchfield, Illinois. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Brian Keister is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Commonwealth Financial Network for 23 years and operated his own firm, Brian E. Keister & Associates, for 15 years. Outside of his advisory work, he serves as a commissioner for the St. Louis Regional Airport and is a partner in Accessible Storage LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, institutions, and municipal entities. The firm emphasizes advisory and implementation-support services, utilizing asset-allocation analysis and firm research to develop tailored financial plans.

John Winans is a financial advisor at Ameriprise with 12 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2013. Outside of his advisory role, Winans serves on the board of HSHS Saint Francis Hospital and participates in the City of Litchfield Economic Development Committee, as well as a local trust fund committee supporting community initiatives. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Kenneth Harmon is a financial advisor with Edward Jones in Bethalto, IL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Edward Jones for 28 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices nationwide.

Andrew Brown is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has previously worked at MRP Capital Group and Cushman & Wakefield. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Andrea Kramer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has worked at Edward Jones since 2009, including prior roles before becoming an advisor. 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 strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Andrea Kessler is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, she held roles in farm business management and banking, and she assists in managing her family’s grain farming operation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs supported by a large national network of advisors and branch offices.