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Joshua A

Series 63, Series 65

Peoria, IL

LPL Financial

Joshua Atkins is a financial advisor with LPL Financial in Peoria, Illinois, holding Series 63 and Series 65 credentials and five years of industry experience. His previous work includes roles at Equitable Advisors and CEFCU. Outside of his advisory duties, he serves as Director of Hospitality at Willow Hill United Methodist Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions delivered through a large network of advisors using various portfolio strategies, supplemented by advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Hank S

Series 66

Peoria, IL

LPL Financial

Hank Skaggs is a financial advisor with LPL Financial, holding a Series 66 credential and eight years of industry experience. He has worked at several firms, including Cefcu and CUNA Brokerage Services. Outside of his advisory role, he is a wedding officiant and owns a small shoe shine business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services and platforms, utilizing both proprietary and third-party strategies to address diverse client needs.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christopher J

Series 66

Peoria, IL

LPL Financial

Christopher Jackson is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has been associated with LPL Financial since 2022 and has prior experience with Cuna Brokerage Services, Inc. and Cefcu, where he has been active for over 18 and 20 years respectively. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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William M

Series 66

Peoria, IL

LPL Financial

William Mitchell II is a financial advisor with LPL Financial in Peoria, IL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Busey Investment Services, Raymond James Financial, First Midwest Bank, and Woodforest National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options, including model portfolios and third-party asset management, supported by a large network of advisors and various financial service platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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