Nathan Scholes is a financial advisor with Fifth Third Securities, Inc. based in Marion, Illinois. He holds a Series 66 designation and has 13 years of industry experience. His prior work includes roles at Cetera Advisor Networks, LLC and Quad Graphics. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and combines third-party portfolio managers with IAR-managed sleeves on a platform that features direct indexing and a tax-overlay service.

Elizabeth Kay is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. She holds the Series 66 designation and has worked at Fifth Third Securities and Fifth Third Bank since 2022. Prior to that, she was employed at Effingham Ophthalmology Associates for one year. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs, including direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Beverly Hart Meek is a financial advisor with Fifth Third Securities, Inc. in Effingham, IL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Fifth Third Securities since 2004. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to a large bank, offering multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

Mccabe Strothmann is a financial advisor at J.W. Cole Advisors, Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at First Southern Bank, LPL Financial, and AT&T. Outside of his advisory role, he is the owner of Shepherd Wealth Advisors and maintains an interest in beekeeping through his involvement with HoneyBee Haven. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent advisers. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, employing both discretionary and non-discretionary investment approaches.

Sheila Burge is a Series 66–licensed financial advisor with Edward Jones in Mt Vernon, IL, with seven years of industry experience. She has been with Edward Jones since 2001. 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 solutions, supported by a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

David Nichols is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Cetera since 2021 and previously spent seven years with VOYA Financial Advisors. Nichols is also president and owner of Nichols Investment Group Ltd, which engages in the sale of insurance, securities, and investment products, and he operates as an independent insurance agent. Cetera Investment Advisers serves a wide range of clients, including individuals, 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, fiduciary solutions, and access to third-party managers, supported by a combination of advisor-managed accounts and firm-sponsored model portfolios.

Joseph Shapiro is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Based in Mount Vernon, IL, he works within one of the largest wealth management firms in the industry. Edward Jones serves more than four million 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 manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and emphasizes integrated services such as tax-efficient strategies and proxy voting under a fiduciary standard.

Wendi Wilson is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Advisors since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Wesley Schumm is a financial advisor with Edward Jones in Mount Vernon, IL, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as Vice President on the Board of Education for Rome Grade School District in Dix, IL. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of over 23,000 financial advisors.

Dylan Nichols is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at Cetera and its affiliates since 2021 and previously at VOYA Financial Advisors from 2016 to 2021. Outside of his advisory role, Nichols owns an LLC focused on constructing a new building. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of independent advisors. The firm offers a range of portfolio management and fiduciary solutions, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed options.

Karlie Coffey is a financial advisor at Wells Fargo Advisors with 9 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors since 2017, following a brief tenure at Edward Jones and experience at Murray State University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk management, and specialized areas such as business-owner transition and special-needs analysis.

Michelle Rozycki is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fidelity Investments and Fidelity Brokerage Services LLC since 2019, as well as prior roles at Fifth Third Securities, Fifth Third Bank, and Scottrade. Outside of her advisory work, she is employed as a pyrotechnician for a fireworks display company. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs, and is notable for its roles as a commodity pool operator and advisor to multiple registered investment companies.

Jordan Shaeffer is a financial advisor at Wells Fargo Advisors in Mount Vernon, Illinois. He holds the Series 66 designation and has recently transitioned from a six-year tenure at Premise Health and prior roles in academia. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad array of financial planning and investment services tailored to clients who meet specific net-worth criteria. The firm offers planning across various areas including retirement, education, and specialty services, combining advisory services with other financial products and referral channels.

Douglas Lampley is a financial advisor at Edward Jones in Mt Vernon, IL, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. 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 under management and offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michelle Strom is a Series 66 licensed financial advisor with Wells Fargo Advisors in Mount Vernon, Illinois, bringing four years of industry experience. She has worked with Wells Fargo Advisors Financial Network since 2019 and previously held positions at Edward Jones and Peoples National Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold and integrates advisory services with various financial product offerings.

Chad Curd is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He holds Series 63 and Series 66 licenses and is based in Mount Vernon, IL. 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 under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Matthew Hefley is a CFP® and PFS™ credentialed advisor at Cetera with 16 years of industry experience. He has previously worked with Avantax Insurance Services and maintains affiliations with Richard I. Montgomery PC and Hefley & Associates. Outside of his advisory work, Hefley serves as Treasurer and Board Member for Jefferson County CEO Inc., an organization focused on teaching entrepreneurial skills to high school students in Jefferson County, Illinois. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services supported by both advisor-managed accounts and firm-sponsored model portfolios, with notable retirement and fiduciary capabilities integrated into its broader institutional platform.

Rex Scott is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 27 years of industry experience. He has been affiliated with Cetera and its related entities since 1999 and is also part owner of Scott Wealth Management, LLC, which provides tax and accounting services. Additionally, Scott has operated Scotts Accounting and Tax Service since 1983. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Emily Wilson is a financial advisor with Wells Fargo Advisors in Mount Vernon, IL, holding a Series 66 designation and 13 years of industry experience. She has been with Wells Fargo Advisors since 2012. Outside of her advisory role, she co-owns a health coaching business based in Salem, IL. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including retirement, education, and special-needs analysis. Advisors develop tailored recommendations utilizing Wells Fargo’s research and planning tools, with optional client implementation through the firm’s brokerage or advisory programs.

Shelby Greenwalt is a financial advisor at Cetera with one year of industry experience. Prior to joining Cetera, Shelby worked at Avantax Advisory Services and Hefley & Associates, P.C., where they also serve as a tax specialist and wealth management assistant. Shelby holds a Series 66 designation and acts as treasurer for the Fairfield Memorial Hospital Foundation. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, supported by affiliated model portfolios and multiple program options.

Robert Coats is a financial advisor with Equitable Advisors in Mt. Vernon, IL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, Llc. Outside of his advisory role, he serves on the board of Stewart Producers Inc. and is a member of the Mt. Vernon Chamber of Commerce. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, tailoring services based on client goals and risk tolerance, and offers both advisory and brokerage channels to implement recommendations.

Sean Scott is a financial advisor at Cetera with a Series 66 credential and two years of industry experience. He also owns Scott Wealth Management LLC, where he provides accounting and tax services alongside investment and wealth management. Scott serves on the board of the Rend Lake Sportmen's Association, a wildlife organization involved in policy and fundraising activities. Cetera Investment Advisers supports 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.

Michael Kroeschen is a financial advisor at Edward Jones in Mt Vernon, IL, holding Series 63 and Series 66 designations with 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is the managing partner of MTK Holdings, an LLC based in Mount Vernon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.

John Tolliver is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Advisors since 2016. Prior to his current role, he worked at Stonewolf Golf Club and Salem Manufactured & Modular Homes, Ltd., and was employed at Mckendree University from 2014 to 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with clients able to implement advice through various brokerage or advisory programs.