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.

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.

Michael Kaiser is a financial advisor at Valic Financial Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Valic Financial Advisors since 1998. In addition to his advisory role, he serves on the board of the Lake Estates Property Owners Association in Marion, Illinois. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Curtis Wharton is a financial advisor at J. W. Cole Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc. since 2010. Outside of his advisory role, he works as a property and casualty insurance producer and is involved with Wharton Enterprises, Ltd. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions.

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.

Sidney Stephens is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, Stephens worked at General Dynamics Ordnance and Tactical Systems and Continental Tire. Outside of advisory work, Stephens is secretary of Stephens Holdings, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. 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, operating under a fiduciary standard.

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.

Robin Ucci is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to his current role, he worked at Edward Jones and is involved with Pro Prep and Fulfillment. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and municipal finance services.

Robert Cash is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Based in West Frankfort, IL, he holds the Series 66 designation and has been with Edward Jones throughout his advisory career. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

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.

Sara Crone is a Series 66-credentialed financial advisor at Edward Jones with nine years of industry experience. She has been with Edward Jones since 2017 and previously worked at Kforce Staffing Solutions, McBride and Sons, LPL Financial, and First Southern Bank / The Bank of Marion. 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 strategies and affiliated products, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices.

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.

Jack Graham is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and previously worked at Arcadia Wealth Group and Southeast Missouri State University in various roles. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals and risk tolerance.

Garrett Burroughs is a CFP® and Series 66-licensed financial advisor with Edward Jones, bringing three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Boeing from 2013 to 2022. 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 discretionary and non-discretionary investment strategies, with a large national network of advisors and branch offices.

Steven Heeley is a financial advisor with Edward Jones in Marion, IL, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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.