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John R

CFP®, Series 63, Series 66

Peoria, IL

Edward Jones

John Ritter is a CFP®-designated financial advisor at Edward Jones in Peoria, IL, with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he oversees operations at Grim Dark Games LLC, a tabletop board game business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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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.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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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.

Business ownership considerations
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Patrick D

Series 63, Series 65

Peoria, IL

Morgan Stanley

Patrick Donnelly is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2001. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning services supported by structured discovery processes and analytical tools.

General estate planning guidance
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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.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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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.

Wealth management General retirement planning Inheritance planning Multi-generational wealth transfer ESG / Sustainable investing Young Families Mid-Career Professionals Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Eric D

Series 63, Series 65

Peoria, IL

LPL Financial

Eric Delvo is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MML Investors Services, Mass Mutual Life Insurance Co, and Lakeshore Financial. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Christina P

Series 63, Series 65

Peoria, IL

LPL Financial

Christina Pitcher is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has worked with LPL Financial and its predecessor firms since 1999. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services supported by research and a variety of portfolio management options.

College savings (529s, UTMA, etc.)
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Allan H

Series 63, Series 66

Morton, IL

Edward Jones

Allan Hart is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is a member of the Hart Family Partnership, LLC, a family LLC owning farm ground in Bloomington, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,700 financial advisors.

General retirement planning Retired Founder/Business Owner Executive
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Marilyn H

Series 66

Pekin, IL

Edward Jones

Marilyn Hawkins is a Series 66 licensed financial advisor with Edward Jones, based in Pekin, IL. She has 25 years of industry experience and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of more than 23,700 financial advisors.

Charitable giving & philanthropy Liquidity event planning Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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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.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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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.

Tax-loss harvesting Active portfolio management Wealth management
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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.

Wealth management Charitable giving & philanthropy General retirement planning Retirement income strategy Liquidity event planning
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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.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Stephen J

CFP®, Series 66

Peoria, IL

LPL Financial

Stephen Jordan is a CFP®-designated financial advisor with LPL Financial, based in Peoria, IL, and has 14 years of industry experience. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs and provides both discretionary and non-discretionary management, supported by research and technology-driven solutions.

College savings (529s, UTMA, etc.)
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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.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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George S

Series 65, Series 63

Pekin, IL

Cetera

George Smith Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He is also the owner of Skyline Financial Services LLC, providing accounting and tax preparation services, and works as a program technician at Trillium Place Residential Center at The Knolls, a behavioral health and addiction recovery facility. George has held roles at Avantax and The Children's Home Association of Illinois. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, institutional, and retirement plan clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Tyler R

Series 66

Washington, IL

LPL Financial

Tyler Ramsey is a financial advisor with LPL Financial based in Washington, Illinois. He holds a Series 66 designation and has three years of industry experience. Prior to joining LPL Financial, he worked at Rivian and held various roles in education and landscaping. He is also involved with Horizon Clarity Group Inc., a business entity unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios, research, and alternative strategies.

College savings (529s, UTMA, etc.)
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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.

Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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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 31 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 in Illinois and Arizona. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold. The firm offers specialized planning services and integrates advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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