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Austin S
Series 66
Peoria, IL
Edward Jones
Austin Sanford is a financial advisor at Edward Jones in Peoria, IL, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at Hologic, Smith and Nephew, Eli Lilly, and Cerner. 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 supported by a nationwide network of over 23,700 advisors.
Sara S
Series 63, Series 65
Peoria Heights, IL
Raymond James & Associates
Sara Schupp is a financial advisor with Raymond James & Associates in Peoria Heights, IL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Raymond James & Associates since 2012. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a wide range of portfolio management styles and affiliated research.
Jacob T
Series 66
Peoria Heights, IL
Raymond James & Associates
Jacob Turner is a Series 66 licensed financial advisor with Raymond James & Associates, where he has worked since 2013. He has 13 years of industry experience and is based in Peoria Heights, Illinois. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Brandon A
Series 66
Peoria, IL
Wells Fargo Advisors
Brandon Anderson is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds a Series 66 designation and has prior experience at TD Ameritrade, Edward Jones, and Mutual of Omaha. Outside of his financial services career, he was involved with Khaki Jacks from 2017 to 2019. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet specific net-worth thresholds, with recommendations supported by Wells Fargo’s research and planning tools.
Steve W
Series 63, Series 66
Peoria, IL
LPL Financial
Steve Weers is a financial advisor with LPL Financial in Peoria, IL, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is the owner of Aviation Specialists, Inc., an aviation service company offering air charter, aircraft management, flight instruction, and aerial photography, and he works as an aircraft pilot crewmember for Kress Corporation. 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 financial planning, model portfolio programs, third-party asset management access, participant-level retirement advice, and institutional platforms, supporting a wide range of strategic and tactical investment approaches.
Brandon C
Series 66
Peoria Heights, IL
Wells Fargo Advisors
Brandon Crane is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and nine years of industry experience. He has worked at Wells Fargo Advisors since 2023 and previously held roles at Wells Fargo Clearing Services LLC, Regions Bank, Cetera Investment Services LLC, and AXA Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to client needs, integrating advisory services with banking, lending, and trustee services.
Adam H
CFP®, Series 66
Peoria Heights, IL
Raymond James & Associates
Adam Hawks is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2011. He is a managing partner of Greenstar Farms, LLC, which manages his family’s agricultural operations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.
Anthony A
Series 66
Peoria, IL
Morgan Stanley
Anthony Ault is a financial advisor at Morgan Stanley in Peoria, IL, holding a Series 66 designation with 12 years of industry experience. He has been with Morgan Stanley since 2014, including nine years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.
Jyl B
ChFC®, Series 63, Series 65
Peoria, IL
LPL Financial
Jyl Barnard is a financial advisor with LPL Financial in Peoria, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 23 years of industry experience, with prior roles at Metlife Securities and MassMutual. Barnard has been involved in non-variable insurance and maintains entrepreneurial activities related to real estate rental. 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 variety of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of advisors and extensive investment and technology resources.
Anthony L
Series 63, Series 65
Peoria, IL
Equitable Advisors
Anthony Linthicum is a financial advisor with Equitable Advisors in Peoria, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he volunteers with Berean Ministries, assisting with Bible study programs at the Peoria County Jail. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and diverse asset-management programs, utilizing third-party asset managers and advisory programs to tailor solutions based on clients’ risk tolerance and needs.
Ralph M
ChFC®, Series 63, Series 65
Washington, IL
Cambridge Investment Research Advisors
Ralph Martin is a financial advisor with Cambridge Investment Research Advisors in Washington, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience and has been with Cambridge Investment Research Advisors since 2015. Martin is also the owner of Martin Financial Services, which he has operated since 2001. Outside of advisory roles, he works as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services. The firm provides multiple investment platforms and both discretionary and non-discretionary management options, with access to proprietary and third-party model strategies.
Katherine W
Series 66
Peoria, IL
LPL Financial
Katherine Waggoner is a financial advisor at LPL Financial with three years of industry experience. She holds a Series 66 designation and has worked at Curtis Barnard Financial under LPL since 2022. Her previous work experience includes roles at Uniform Supply Inc and Advanced Technology Services. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, and supports advisors with research and operational tools.
Stephen F
Series 66
Peoria, IL
Merrill
Stephen Frank is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping individuals and families understand and manage their financial picture to develop clear and confident plans. Stephen's mission is to listen first, understand clients' priorities, and provide straightforward guidance to simplify complex financial decisions. His client focus areas include education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and small business strategies. Stephen holds the Professional Investment Advisor (PIA) designation and earned both his Bachelor's Degree and MBA from Millsaps College.
Keith K
CFP®, Series 63
Peoria Heights, IL
Wells Fargo Advisors
Keith Kinsey is a CFP® with 43 years of industry experience, currently advising at Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing for seven years and A. G. Edwards & Sons, Inc. for eight years. Outside of his advisory role, Kinsey holds ownership interests in several investment-related enterprises and commercial properties. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, and integrates advisory services with other financial products and referral channels.
John W
ChFC®, Series 63
Morton, IL
Cambridge Investment Research Advisors
John Witzig is a ChFC®-designated financial advisor with 17 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge entities since 2009 and also serves as vice president of Witzig Financial Strategies. Outside of his advisory role, he works as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a broad network of independent professionals, using a range of portfolio management solutions tailored to client objectives.
Adam S
CFP®, Series 63, Series 66
Morton, IL
Edward Jones
Adam Spangler is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.
Nathan G
Series 63, Series 66
Peoria, IL
Mass Mutual Investors Services
Nathan Gregg is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and three years of industry experience. He has a background that includes roles at Prosegur and Allied Universal, and he currently serves as a Chief Warrant Officer in the U.S. Army Reserve, providing intelligence analysis. Mass Mutual Investors Services 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 using firm-approved tools and provides a range of services including asset management, wrap programs, and educational seminars.
Shaun L
Series 66
East Peoria, IL
Edward Jones
Shaun Lewis is a financial advisor with Edward Jones in East Peoria, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he was involved with New Castle Bible Church for three years and Civil Servant Ministries for twelve years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.
Theresa G
Series 66
Peoria Heights, IL
Robert Baird & Co.
Theresa Guzman is a financial advisor at Robert Baird & Co. with 24 years of industry experience. She holds the Series 66 designation and has been with Robert Baird & Co. since 2015. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services, tailoring strategies to client goals and risk tolerances through both in-house and third-party managers.
Sarah F
Series 63, Series 66
Peoria, IL
Morgan Stanley
Sarah Freeman is a financial advisor at Morgan Stanley in Peoria, IL, with 18 years of industry experience. She has been with Morgan Stanley since 2009 and holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.
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