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Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

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Mark M

Series 63, Series 66

Champaign, IL

Midwestern Securities Trading Company, LLC

Mark Montes De Oca is a financial advisor with Midwestern Securities Trading Company, LLC, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities, and TD Ameritrade. He also serves as a financial advisor at Fisher National Bank. Midwestern Securities Trading Company, LLC provides portfolio management, financial planning, retirement-plan fiduciary services, and a wrap-fee model portfolio program to individual and high-net-worth clients. The firm serves approximately 10,200 clients with 41 advisors and offers both discretionary and non-discretionary managed accounts supported by an internal Investment Advisory Committee.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Charitable giving & philanthropy Founder/Business Owner Executive
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Pamela A

Series 66

Monticello, IL

Ameriprise

Pamela Adkins is a financial advisor with Ameriprise in Monticello, IL, holding a Series 66 designation and 16 years of industry experience. She has worked at Ameriprise since 2018 and previously spent ten years with Investment Professionals, Inc. Outside of her advisory role, she serves as a Trust Assistant at First State Bank. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research-driven strategies and algorithmic tools to deliver tailored, tax-efficient recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Thomas E

Series 63, Series 65

Mahomet, IL

Cetera

Thomas Ealy is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 44 years of industry experience. His work history includes roles at Cetera Investment Advisers LLC, Cetera Wealth Services, and multiple financial services firms including Investment Planners, Inc. and Carleton Financial Inc., where he is an owner and registered representative. He is also an insurance agent selling life, health, annuities, and long-term care products. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions. The firm provides access to model portfolios and third-party managed solutions, combining retirement and fiduciary capabilities with a broad advisory platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Mark T

CFP®, Series 63, Series 66

Champaign, IL

Edward Jones

Mark Thies is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 1999. Based in Champaign, IL, he also acts as a trustee for a family trust involving farm management decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and affiliated investment products through a large network of financial advisors and branches.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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George L

Series 66

Mahomet, IL

Thrivent Investment Management

George Longfellow Jr. is a Series 66-licensed advisor at Thrivent Investment Management with six years of industry experience. He has worked at Thrivent Financial and its investment management arm since 2019. Outside of his financial advisory role, he co-owns a hobby business breeding and selling exotic pets, primarily ball pythons. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning across various financial topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

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Jared L

Series 66

Mahomet, IL

Edward Jones

Jared Lyons is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and 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, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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James G

Series 63, Series 65

Champaign, IL

LPL Financial

James Gossett is a financial advisor with LPL Financial in Champaign, IL, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has operated Gossett & Associates Wealth Management Group since 2015 and has been associated with LPL Financial since 2001. Outside of advisory work, he is a commissioned notary public. 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 wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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C M

CFP®, Series 63, Series 66

Monticello, IL

Ameriprise

C Mann is a financial advisor with Ameriprise in Cerro Gordo, IL, holding a CFP® designation along with Series 63 and Series 66 licenses, and has 24 years of industry experience. He has worked at Ameriprise and its affiliates since 2018 and previously spent 11 years at Investment Professionals, Inc. Outside of advising, Mann serves on the Board of Directors for Piatt County Mental Health and is Vice President and Trust Officer at First State Bank and Trust, where he leads the trust department. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, delivering detailed Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive network.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Christopher R

CFP®, Series 66

Monticello, IL

Edward Jones

Christopher Rigsby is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Prior to joining Edward Jones, he worked at Strategic Insurance Software from 2013 to 2016. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Nicole K

CFP®, Series 66

Monticello, IL

Edward Jones

Nicole Kingery is a financial advisor at Edward Jones with the CFP® designation and Series 66 license, bringing seven years of industry experience. Her career includes roles at Edward Jones since 2018, as well as prior experience with Tin Roof and Hawthorn Suites by Wyndham. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of more than 23,700 advisors. The firm offers a range of advisory strategies including wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Divorce financial planning ESG / Sustainable investing General retirement planning Retired Founder/Business Owner Executive LGBTQIA Newlywed/Engaged
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Craig M

Series 66

Monticello, IL

Ameriprise

Craig Myers is a financial advisor with Ameriprise, holding a Series 66 credential and 27 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Myers is involved in nonprofit education through an organization providing scholarships for aspiring entrepreneurs, serves on the board of Peace Meals, and works as a sports official. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, using a combination of research, modeling, and tax-efficiency strategies to deliver customized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Gregory T

Series 63, Series 66

Monticello, IL

Raymond James Financial

Gregory Teschke is a financial advisor with Raymond James Financial in Monticello, IL, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior work includes roles at LPL Financial, Old National Bank, Equitable Advisors, and Gold Alliance. 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, utilizing asset-allocation analysis and firm research to develop tailored recommendations while maintaining client decision authority.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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