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Bryce D
Series 65
Le Roy, IL
Blue Jean Wealth Management
Bryce Dooley is the sole advisor at BD MGMT LLC, operating as Blue Jean Wealth Management, with six years of industry experience. He holds a Series 65 designation and has worked in various roles including management of a vending machine business, Dool's Delights. BD Capital provides discretionary investment advisory and portfolio construction services primarily to individual clients and select business entities. The firm employs a fundamental, bottom-up investment approach focused on concentrated portfolios and employs borrowing and derivatives in separate accounts, with the adviser personally investing alongside clients.
Emily S
Series 63, Series 65
Le Roy, IL
Raymond James Financial
Emily Smith is a financial advisor with Raymond James Financial Services Advisors, Inc. and Busey Bank, holding Series 63 and Series 65 licenses with nine years of industry experience. She has worked at various Raymond James entities since 2015 and also serves as an associate at Busey Investment Services. Outside of her financial advisory roles, Smith holds a position at the Piatt County Clerk's Office. 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 emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by firm research and a broad affiliate network.
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.
Bruce P
Series 66
Mansfield, IL
Thrivent Investment Management
Bruce Paulsrud is a Series 66 credentialed financial advisor with 18 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and planning across various topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”
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.
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.
Kettra B
Series 63, Series 66
Farmer City, IL
LPL Financial
Kettra Baker is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with LPL Financial since 2015. Outside of her advisory role, she manages a family business called B-Sharp Entertainment. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment solutions supported by in-house research and a large network of investment adviser representatives.
Derek M
Series 63, Series 65
Downs, IL
LPL Financial
Derek Mcgee is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill for 12 years. 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 financial planning and investment management options supported by an in-house research team, delivering both strategic and tactical portfolio solutions.
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