Phillip Cox is a CFP® with 24 years of industry experience and has been with Edward Jones since 2001. He holds Series 63 and Series 66 licenses and is based in Sherman, IL. 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 advisory strategies, including discretionary wrap fee programs, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Julie Wankel is a financial advisor at Edward Jones with 8 years of industry experience. She holds the ChFC® and Series 66 designations and has been with Edward Jones since 2017. Prior to her current role, she was involved with Wankel Farms Partnership for 13 years. Outside of her advisory work, she serves on the Menard County Planning Commission and has taught non-credit classes at Spoon River College. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor presence, extensive branch network, and additional affiliated financial services.

Brett Wieser is a financial advisor with LPL Financial in Decatur, IL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Citizens Equity First Credit Union, Eastman Financial and Insurance Services LLC, and MassMutual. Outside of his advisory work, he has a background as a self-employed commodity trader spanning 14 years. 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 provides a variety of investment solutions supported by an in-house research team and a broad network of investment adviser representatives.

Blake Curry is a financial advisor with LPL Financial in Athens, IL, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at BMO Harris Bank and several insurance and securities firms. Outside of his advisory role, he is a licensed notary in Athens, IL. 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 wide range of investment solutions supported by an in-house research team, delivering both strategic and tactical portfolio management through a large network of investment adviser representatives.

Lucas Turner is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Country Trust Bank, Country Capital Management Company, Country Insurance Affiliates, and Horace Mann. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. 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.

Franklin Wade III is a financial advisor with Edward Jones in Sherman, IL, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Memorial Health System. Outside of his advisory role, Wade serves as a volunteer assistant basketball coach at Lincoln Land Community College. 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 affiliated investment products, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Matthew Greer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, VOYA Financial Advisors, and West Central Financial Services. He is also involved in Greer Insurance Solutions, LLC, which operates as a non-variable insurance business. 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 delivery options and investment strategies supported by an in-house research team, combining large-scale advisory operations with a broad product platform.

Lynn Allgire is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 credentials and has 40 years of industry experience. She has been with UBS since 2006. Outside of her advisory role, she serves as Secretary and a member of the Board of Directors at Dintelmann Nursery and Garden Center. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Wendell Sheeley is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2025, he held positions at Northwestern Mutual Wealth Management Co and Northwestern Mutual Investment Services LLC, along with earlier roles at the State of Illinois Department of Human Services. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients with a comprehensive range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.