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Vincent S
CFP®, Series 63, Series 65
Germantown Hills, IL
Mass Mutual Investors Services
Vincent Silvio is a financial advisor with Mass Mutual Investors Services, holding the CFP® designation along with Series 63 and Series 65 licenses. He has nine years of industry experience, including roles at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2017, and prior experience at Red Lobster. Outside of his advisory work, he is also an agent for individual life, health, group life, group health insurance, and fixed annuities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.
John R
CFP®, Series 63, Series 66
Peoria, IL
Edward Jones
John Ritter is a financial advisor with Edward Jones in Peoria, IL, holding the CFP® designation and Series 63 and 66 licenses. He has 24 years of industry experience, all with Edward Jones since 2002. Outside of his advisory role, he oversees operational policies and planning for Grim Dark Games LLC, a tabletop board games company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of advisors and branches.
Paul D
Series 63, Series 65
Edwards, IL
Charles Schwab
Paul Digiallonardo is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated. He is also the CEO of Next Act Collective, an organization focused on assisting individuals transitioning into their next life chapters. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.
Jeremy M
CFP®, Series 66
East Peoria, IL
Edward Jones
Jeremy Meeker is a CFP® professional with nine years of industry experience, currently serving at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Caterpillar, Inc. from 2012 to 2016. Outside of his advisory work, he maintains a single-family home rental property in Peoria, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial services through a nationwide network of over 23,000 advisors.
Joshua B
Series 63, Series 66
Peoria Heights, IL
Thrivent Investment Management
Joshua Beenders is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. 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 allows clients to combine planning services with managed accounts under a consolidated billing option called “WealthPlan,” while keeping planning and asset management separate.
Patrick D
Series 63, Series 65
Peoria, IL
Morgan Stanley
Patrick Donnelly is a financial advisor with Morgan Stanley in Peoria, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2009, and previously with Citigroup Global Markets from 2001 to 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, including modeling techniques like Monte Carlo simulations, while generally acting in an advisory capacity without providing specific security recommendations.
Jeffrey J
Series 63, Series 65
Peoria Heights, IL
Raymond James & Associates
Jeffrey Jones is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James & Associates since 2012. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, pension plans, and charitable organizations, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Gavin M
Series 66
Peoria, IL
Merrill
Gavin Mitchell is a Financial Advisor with Merrill Lynch Wealth Management and a partner of the Mitchell Miller Group in Peoria, Illinois. He began his career with Merrill in 2016 as an intern and has since progressed to his current role, where he focuses on assisting families through complex financial transitions such as job changes, retirement, and inheritances. Gavin leverages the global resources of Merrill and Bank of America to support every client relationship and is part of a multigenerational team that emphasizes a disciplined, goal-based wealth management approach. Gavin's expertise encompasses education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, as well as socially responsible and ESG investing. He works closely with clients to align their financial plans with their lifestyle, income, and goals, focusing on comprehensive planning rather than solely on investing. His career experience is supported by a Personal Investment Advisor (PIA) designation and a bachelor's degree in Enterprise Leadership from the University of Iowa. Outside of his professional role, Gavin is active in his local community, participating in organizations such as the Multiple Sclerosis Council, Young Professionals of Greater Peoria, the Germantown/Metamora Rotary, and the Germantown/Metamora Chamber of Commerce. He resides in Germantown Hills with his wife, Leah, and their son, Colson.
Eric D
Series 63, Series 65
Peoria, IL
LPL Financial
Eric Delvo is a financial advisor with LPL Financial in Peoria, IL, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Co, and Lakeshore Financial. He is also involved with Insurance Design Network, a non-variable insurance 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 provides a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.
Christina P
Series 63, Series 65
Peoria, IL
LPL Financial
Christina Pitcher is a financial advisor with LPL Financial in Peoria, IL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with LPL Financial and its predecessor firms since 1999. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Kristen G
Series 66
Peoria Heights, IL
Wells Fargo Advisors
Kristen Gordon is a financial advisor with Wells Fargo Advisors in Peoria Heights, IL, holding a Series 66 designation and 12 years of industry experience. She has worked within various Wells Fargo entities since 2013. Outside of her advisory role, she has ownership interests in a small wealth management group and related enterprises. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, using proprietary research and planning tools to develop recommendations delivered through discrete planning engagements.
Jennifer G
Series 66
Peoria, IL
Merrill
Jennifer Gulley is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Curt C
Series 66
Peoria, IL
Merrill
Curt Curtis is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in corporate executive services, executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, and retirement income. Curtis works collaboratively with clients to develop comprehensive financial plans that align with their individual goals and values, leveraging the global resources of Merrill and the banking services of Bank of America. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Curtis earned a high school diploma from Manual High School, an associate's degree from Illinois Central College, and a bachelor's degree from Eureka College. Outside of his professional role, he is involved with St. Jude and enjoys cooking, music, and spending time with his family.
Jordan P
Series 63, Series 66
Peoria, IL
Wells Fargo Advisors
Jordan Parr is a financial advisor with Wells Fargo Advisors in Peoria, IL, holding Series 63 and Series 66 credentials and has 10 years of industry experience. He previously worked at Scottrade before joining Wells Fargo Advisors in 2017. Outside of his advisory role, he manages JP Alan Cash Management and has a minority ownership interest in Cornerstone Strategic Wealth Management LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a comprehensive range of planning services and integrates advisory solutions with broader financial products and referral channels.
Stephen J
CFP®, Series 66
Peoria, IL
LPL Financial
Stephen Jordan is a financial advisor with LPL Financial in Peoria, IL, holding CFP® and Series 66 designations and offering 14 years of industry experience. He previously worked at Morgan Stanley for one year before joining LPL Financial in 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies across various allocation approaches.
Megan H
Series 66
Peoria, IL
Wells Fargo Advisors
Megan Homan is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds a Series 66 designation and previously worked for Morgan Stanley for 11 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as retirement, education, risk, and wealth-transfer planning, and utilizes Wells Fargo research and planning tools to develop tailored recommendations for clients.
Tyler R
Series 66
Washington, IL
LPL Financial
Tyler Ramsey is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2022, he worked at Rivian and has held roles in education and landscaping. He is also involved with Horizon Clarity Group Inc., a business entity unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Alivia T
Series 66
Metamora, IL
Edward Jones
Alivia Thomas is a financial advisor at Edward Jones in Metamora, IL, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked at Old Navy and spent four years in full-time education. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
Stephen M
Series 63, Series 65
Peoria, IL
Wells Fargo Advisors
Stephen Mcraven is a financial advisor with Wells Fargo Advisors in Peoria, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his advisory role, he has ownership interests in multiple investment-related entities, including Cornerstone Strategic Wealth Management LLC and SJM Capital LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using Wells Fargo research and tools, with discretionary client implementation through brokerage or advisory programs.
Thomas C
Series 66
Washington, IL
Edward Jones
Thomas Cahill is a financial advisor with Edward Jones in Washington, Illinois. He holds a Series 66 designation and has approximately one year of industry experience. His prior roles include positions at CEFCU/LPL Financial LLC, Charles Schwab, and John Graham and Associates. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide network of financial advisors and branch offices.
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