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Robert R

Series 66

Urbana, IL

Raymond James Financial

Robert Rardin is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at firms including Thrivent Investment Management Inc and Country Financial. Outside of his advisory role, he is also employed as an assistant to advisors at Busey Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical tools and sponsors advisory programs across a large network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Charles C

Series 63, Series 66

Urbana, IL

Raymond James Financial

Charles Crawford is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Raymond James since 2014. In addition to his advisory role, he is an associate at Busey Bank, where he manages relationships for clients with $2 million or more. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Todd S

Series 63, Series 65

Urbana, IL

Raymond James Financial

Todd Sheets is a financial advisor with Raymond James Financial in Urbana, IL, holding Series 63 and Series 65 credentials and having 22 years of industry experience. He has worked with Raymond James Financial Services since 2004 and has served as an officer and vice president at Busey Bank since 2018. Sheets operates exclusively with Raymond James clients within the Busey Bank location. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Andrew H

Series 66

Urbana, IL

Raymond James Financial

Andrew Happ is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and seven years of industry experience. He has worked with Raymond James since 2018 and concurrently with Busey Bank since 2018, including a prior role at Busey Trust Company from 2016 to 2018. He is also involved as a branch associate with Busey Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Vanessa L

Series 63, Series 65

Urbana, IL

Raymond James Financial

Vanessa Levan is a financial advisor with Raymond James Financial in Urbana, IL, holding Series 63 and Series 65 licenses and with 23 years of industry experience. She has worked with Raymond James Financial Services since 2004 and with Busey Bank and Busey Trust Company in various roles since 2004. Outside of her advisory work, she is an associate at Busey Investment Services, where she manages client relationships and accounts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Spencer F

CFP®, Series 63

Urbana, IL

Raymond James Financial

Spencer Fields is a CFP®-credentialed financial advisor with six years of industry experience. He is currently affiliated with Raymond James Financial and Busey Bank, where he advises clients on investment needs and prepares financial plans. His background includes roles at the University of Illinois and Legends Golf Course. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting that align with client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Adam O

Series 63, Series 65

Urbana, IL

Raymond James Financial

Adam Owen is a financial advisor with Raymond James Financial in Urbana, Illinois, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His career includes roles at Busey Bank, Busey Investment Services, Busey Trust Company, and Raymond James Financial, spanning over a decade across these firms. Outside of his advisory work, he serves as a Finance and Investment Committee member and Deacon at Grace Bible Church, where he contributes to research and project implementation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, and institutional investors. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Cristin G

Series 63, Series 65

Urbana, IL

Raymond James Financial

Cristin Gaines is a financial advisor at Raymond James Financial with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services Advisors Inc. since 2012, as well as Busey Bank and Busey Trust Company. Outside of her advisory role, she is employed with Busey Investment Services, where she meets with clients and supports investment-related services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm uses analytical tools and tailored investment consulting to help clients achieve their financial goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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