John Alongi II is a financial advisor with Alliance Wealth Advisors in Carbondale, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Alliance Wealth Management LLC since 2019 and has also worked with LPL Financial since 2008. Outside of his advisory role, he is a partner in a family-owned Italian restaurant. Alliance Wealth Advisors provides investment supervisory services and discretionary portfolio management primarily for individuals and pension and profit-sharing plans. The firm uses a combination of fundamental and technical analysis to establish individualized investment policies and routinely exercises discretionary authority to implement client trades.

Bradley Wills is a Certified Financial Planner™ (CFP®) with 19 years of industry experience. He is currently with Alliance Wealth Advisors in Carbondale, IL, where he has worked since 2019, and has also been affiliated with LPL Financial since 2008. Alliance Wealth Advisors provides investment supervisory services and discretionary portfolio management primarily for individual clients and pension and profit-sharing plans. The firm employs a mix of fundamental and technical analysis to develop individualized investment policies and routinely exercises discretionary authority in managing client portfolios.

Sheila Lautenbacher is a financial advisor with KCPAG Financial Advisors LLC, holding Series 63 and Series 65 designations and 20 years of industry experience. She has worked with KCPAG Financial Advisors since 2015 and has prior experience at Securities America Inc. and Kemper Capital Management. Sheila is also involved with KCPAG Insurance Services LLC. KCPAG Financial Advisors LLC offers personalized financial planning, discretionary asset management, and retirement plan consulting for individuals, trusts, estates, charitable organizations, and business clients. The firm integrates fundamental analysis with institutional model portfolios and third-party platforms, providing tailored investment programs and quarterly account reviews.

Jolene Johnson is a financial advisor with KCPAG Financial Advisors LLC and Kemper Capital Management LLC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has worked at Kemper Capital Management LLC and KCPAG Financial Advisors LLC since 2008, and previously at Securities America, Inc. from 2007 to 2019. KCPAG Financial Advisors LLC offers personalized financial planning, discretionary asset management, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients. The firm uses a combination of fundamental analysis, trading strategies, and access to institutional model portfolios and third-party platforms to develop individualized investment programs.

Max Novak is a CFP® with three years of industry experience, currently serving as a financial advisor at Core Planning. He previously worked at Facet Wealth, Moneta Group Investment Advisors, Personal Capital, PaySimple, and Southern Illinois University. Outside of his advisory role, Novak holds a position as Director of Client Success at Domain Money, a flat fee financial planning firm. Core Planning provides fee-based financial planning and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals, time horizons, and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Zachary Novak is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Core Planning. His prior roles include positions at Facet Wealth, Buckingham Asset Management, and OppenheimerFunds. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Mark Chalem is a CFP®-designated financial advisor with Edward Jones in Murphysboro, IL, and has nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Cars Inc of Carbondale from 2012 to 2016. In addition to his advisory role, he serves as an instructor at John A Logan College, teaching broad investment knowledge. 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 investment solutions, operating under a fiduciary standard and notable for its extensive retail advisor network and affiliated financial services.

Michael Nichols is a financial advisor at Prospera Financial Services, Inc. with 27 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Cutter & Company Brokerage, Inc. for 21 years. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across about 207 advisors and offers a range of investment advisory and financial planning services through multiple delivery platforms.

Rachael Asbury is a CFP® and holds a Series 66 license, currently serving as a financial advisor at &Partners with seven years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors, and has a background that includes roles outside finance such as at Fat Bottom Bettys and White Oak Golf Course. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a range of services from portfolio management to estate consulting, utilizing both proprietary and third-party strategies, and features distinctive capabilities such as municipal advisory registration, investment banking, and specialized consulting services.

Jeffery Miller is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the board president of Market Street Music Conservatory and serves on the board of the Illinois Baptist State Association, contributing to resource planning and financial oversight. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Rafe Tuttle is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His previous work includes positions at Murray State University, Black Diamond Harley Davidson, and Murray State Housing. Outside of his advisory role, he designs merchandise for sale on Etsy during weekends. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory and investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Clarke is a CFP® with 24 years of industry experience, currently affiliated with Cetera. He has worked at Cetera and related entities since 2001 and operates Koberstein Clarke, Ltd, an accounting and tax services firm. Clarke also serves as treasurer for the Murphysboro Apple Festival, Inc. and Specialized Training for Adult Rehabilitation, Inc., both nonprofit organizations. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed options within a comprehensive institutional framework.

Andrew Chylewski is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Walgreens for 12 years. Outside of his advisory role, he serves as a board member, coach, and secretary for Murphysboro Trap Inc., where he helps coordinate team activities and administrative tasks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard.

Hannah Gill is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

William Hartmann is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with firms including Hilliard Lyons and Arcadia Wealth Group, where he is involved in portfolio management support. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through detailed client assessments and provides multiple implementation options, frequently operating in an advisory capacity rather than as a discretionary manager.

Brian Mc Hugh is a financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015 and holds a Series 66 designation. Outside of his advisory role, he manages several rental properties in Marion, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and advisory services, supported by a large national network of financial advisors and branch offices.

James Gossett is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Raymond James Financial and affiliated entities since 2015. Outside of his advisory role, Gossett serves in a political capacity with Du Quoin District 300 and holds a vice president position at First Mid Wealth Management. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, employing asset-allocation analysis and firm research to tailor recommendations, and supports clients through various brokerage and advisory account options.

Brandon Rogowski is a financial advisor with LPL Enterprise, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Edward Jones, The Prudential Insurance Company of America, and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients, providing advisory services through a large network of investment adviser representatives. The firm offers financial planning, model wealth portfolios, and access to third-party asset management programs.

Theresa Ojewuyi is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, including six years at Wells Fargo Advisors LLC prior to that. Ojewuyi participates in community activities through her role on the Carbondale Elementary School District No 95 board, where she attends monthly meetings to discuss and plan fundraising efforts for local elementary schools. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Ben Bruce is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 22 years before joining Raymond James in 2017. Outside of his advisory role, he owns Cedar Post LLC, a farming and land development business, and serves as a director at First Southern Bancshares Inc., providing guidance to bank executives. 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 offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations and a broad affiliate network to support municipal and institutional clients.

Amy Tarrants is a financial advisor with Edward Jones, holding a Series 66 designation and 11 years of experience at the firm. She is based in Carterville, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and operates a nationwide network of over 23,700 advisors and 15,100 branch offices.

Brittany Douglas is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dana Zimbro is a financial advisor with Wells Fargo Clearing in Carbondale, IL, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she assists with inventory control and event preparation in a motorcycle dealership operated by her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Chelsea Jones is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2018. Prior to her current role, she held positions at Hurst - Rosche Engineering and The Southern Illinoisan. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nicholas Ramsey is a financial advisor with Cetera in Carbondale, IL, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Regions Bank, First Southern Bank, LPL Financial, and Northwestern Mutual. Outside of his advisory work, he is involved in youth volleyball as a club director, head coach, and high school official. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions with retirement and fiduciary capabilities.

Susan White is a financial advisor with Edward Jones in Carbondale, IL, holding Series 63, 65, and 66 credentials and six years of industry experience. Her prior roles include positions at Wells Fargo, J.P. Morgan Securities, and several other financial institutions. 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 wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Robert Loucks is a CFP®-designated financial advisor with LPL Financial, based in Carbondale, IL. He has 26 years of industry experience and has worked with LPL Financial since 2007. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

Calen Mc Ginty is a CFP®-credentialed financial advisor with Edward Jones in Carterville, IL, and has seven years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Elavon Inc. and Automotive Finance of Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor network and affiliated capabilities beyond advisory services.

Micah Clarke is a financial advisor at Cetera with 10 years of industry experience and holds a Series 66 designation. He has worked at Cetera since 2016 and is also involved in related businesses including Clarke Financial Ltd, which provides financial service planning, and Koberstein Clarke Ltd, which offers accounting services and tax preparation. Additionally, Clarke operates Clarke CPA & Consulting Ltd, an accounting and financial planning firm. Cetera serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, fiduciary, and retirement plan services, utilizing a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Lisa Emling is a financial advisor with LPL Financial in Marion, Illinois, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been affiliated with LPL Financial since 2010 and operates her advisory practice through First Southern Wealth Management since 2014. Outside of her advisory work, she serves on the City of Carbondale Economic Development Committee as chair of the Attracting and Retaining Business Sub-Committee and runs a retail crafts business called Back Roads Hand Crafted Decor. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various delivery options supported by an in-house research team, combining large-scale advisory operations with additional financial products and services.

Justin Adams is a financial advisor with Edward Jones, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory work, he owns and maintains a rental property in Marion, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices, offering a range of investment strategies and affiliated services under a fiduciary standard.

Cody Hastings is a financial advisor at Edward Jones in Herrin, Illinois, with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Prior to that, he worked at Sam's Club starting in 2011. 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, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Robert Jilek is a financial advisor with Cetera, holding the ChFC® and PFS™ designations and possessing 28 years of industry experience. He has worked at Cetera Investment Advisers, LLC and Cetera Financial Specialists, LLC since 2017, and previously at J.W. Cole Advisors, Inc. and Jilek Financial Group Inc. Outside of his advisory role, he serves as a pastor at Union Gospel Mission Church and is a board member of Child Evangelism Fellowship, where he ministers to children and trains volunteers. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, utilizing a mix of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Lisa Vorce is a financial advisor with Thrivent Investment Management in Murphysboro, IL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She previously worked at Visionary Wealth Advisors and TMFS Advisors, LLC before joining Thrivent in 2019. Outside of her advisory role, she serves as a programming liaison for Little Black Book: Women in Business, a membership organization focused on networking and community development, and is involved with nonprofit organizations Eden’s Glory and First Priority of Metro East STL in advisory and committee roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority, and offering clients a consolidated billing option through its managed-account program.

James Hurd is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked in construction and roofing-related roles, including six years at Integrity Roofing & Exteriors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors, offering a range of investment strategies and fiduciary services.

Michael Uffelman is a financial advisor with Wells Fargo Clearing in Carbondale, IL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with options including discretionary management and a broader set of financial products such as insurance-related vehicles and bank deposit sweep programs.

Colin Dyel is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has prior work experience at First Southern Bank, Old Navy, and Southern Illinois University Carbondale. Outside of his advisory role, he is also a commissioned notary in Illinois. 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 delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

Jerry Kuhnert is a financial advisor with Wells Fargo Clearing in Carbondale, IL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at District #300 Schools, St. Vincent Hospital, and Indiana University - Bloomington. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

John Forbes is a financial advisor with LPL Financial in Carbondale, Illinois, holding Series 63 and Series 66 licenses and over 30 years of industry experience. He has been affiliated with Linsco/Private Ledger since 2005. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of delivery options supported by an in-house Research team and combines large-scale advisory operations with non-advisory product activities.

Lisa Forby is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 and at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Neill is a CFP®-designated financial advisor with Raymond James Financial Services Advisors, Inc., bringing 40 years of industry experience. He has held roles at First Mid Wealth Management and Raymond James since 2015. Outside of his advisory work, Neill serves as Chair of the Finance Committee at First United Methodist Church in Carbondale, IL, and as a director at the Land of Lincoln Legal Assistance Foundation. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth individuals, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice supported by firm research and a broad affiliate network.

Monte Kuhnert is a financial advisor with Wells Fargo Clearing in Carbondale, IL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Kuhnert owns KUHN SQUAD, LLC, an investment-related entity. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Derek Hood is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 66 licenses. Outside of advising, he manages an LLC that holds his office building, commercial lot, and farmland. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages over $1 trillion in assets and provides a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of advisors and branch offices.

Joel Sambursky is a financial advisor with LPL Financial in Carbondale, Illinois, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he is involved in non-variable health insurance activities. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory services with non-advisory product offerings such as insurance and lending options.

Kelly Ansinelli is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has four years of industry experience. Prior to joining Raymond James in 2022, she worked with First Mid Wealth Management and First Mid Bank & Trust. Ansinelli also serves as a Brokerage Sales Assistant at First Mid Wealth Management. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies supported by asset-allocation analysis, firm research, and a broad affiliate network.

Alesia Patterson is a financial advisor with Wells Fargo Clearing in Carbondale, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daryl Murphy II is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. His prior experience includes roles at Wells Fargo Advisors and Edward Jones. Outside of his advisory work, he is involved with LCS Entertainment, focusing on accounting and bookkeeping. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Earl Colboth is a financial advisor at Edward Jones in Carbondale, IL, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked for Marion CUSD #2 for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors.

Daniel Nolan is a financial advisor at Edward Jones with 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1990. Outside of his advisory role, he holds an ownership stake in a family-owned sub shop. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.