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.

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.

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.

Kenneth Nettleton is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Raymond James & Associates since 2009. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

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.

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.

Cale Newlin is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. His career includes roles at Murphy-Wall State Bank and Trust, Farmers State Bank of Alto Pass, and First Southern Bank f/k/a Herrin Security Bank. Outside of advisory work, he is a partner in a rental property business involving a vacation home on Lake of Egypt. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households and corporate and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Jason Ragain is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 designations. Outside of his advisory role, he serves on the board of directors and finance committee for Voyage Senior Living, a group of senior living facilities in Southern Illinois. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a variety of advisory strategies and affiliated investment options.

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.

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.

Beth Walker is a financial advisor at LPL Enterprise with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she serves on the Parish Council and Finance Council for Our Lady of Mount Carmel Regional Catholic Church in Marion, IL. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, and third-party asset management programs, combining advisory and brokerage services with insurance products through affiliated entities.

Keith Larkin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves as president of the Tennessee Reining Horse Association board and owns Larkin Equine LLC, a business involved in raising, training, showing, and selling horses. LPL Enterprise provides advisory services to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services through its extensive network of investment adviser representatives.

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.

Andrew Rogers is a financial advisor with OSAIC who holds Series 63 and Series 65 credentials and has 11 years of industry experience. He has worked at OSAIC since 2019 and also owns Rogers Strategic Wealth, where he offers insurance and health insurance products. Outside of finance, he is co-owner of The Ink Spot, a screen printing business. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charities. The firm employs a technology-driven investment approach with a broad range of investment options and supports a large network of advisors and clients.

Terry Grissom is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has two years of industry experience, including prior roles at MWA Financial Services Inc and Modern Woodmen of America. Outside of his advisory work, he serves as a board member for the nonprofit Blazing Star Lodge #458. LPL Enterprise provides advisory services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, supporting advisors with a broad range of securities and insurance products.

Brendan Lewis is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Paycom Payroll LLC and Caterpillar Financial Services Corp. 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 through a large network of advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Aaron Hale is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior firms include MWA Financial Services Inc and Modern Woodmen of America. He serves on the boards of two nonprofit organizations in Vienna, Illinois. LPL Enterprise provides advisory services to individuals, retirement plans, charitable organizations, and corporate clients through a large network of representatives. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with insurance products.

David Fry is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Tison Financial Group. Outside of his advisory work, he serves as secretary on the Board of Directors for the Southern Illinois Chili Cook Off and is involved in buying, selling, and trading collectible sneakers with his son. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team in partnership with its financial advisors.

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.

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.

Logan Isaacs is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 65 credentials and one year of industry experience. He has previously worked at Northwestern Mutual in various capacities and has experience outside finance in the powersports and retail sectors with Oasis Outdoors Powersports and Black Diamond RV. Mass Mutual Investors Services is a broker‑dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning without discretionary investment authority.