Amy Tarrants is a financial advisor with Edward Jones in Carterville, Illinois, holding a Series 66 designation and 11 years of industry experience. She 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 offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.

Brittany Douglas is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cale Newlin is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. His career includes roles at Murphy-Wall State Bank and Trust, Farmers State Bank of Alto Pass, and First Southern Bank f/k/a Herrin Security Bank. Outside of advisory work, he is a partner in a rental property business involving a vacation home on Lake of Egypt. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households and corporate and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Jason Ragain is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 designations. Outside of his advisory role, he serves on the board of directors and finance committee for Voyage Senior Living, a group of senior living facilities in Southern Illinois. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a variety of advisory strategies and affiliated investment options.

Dana Zimbro is a financial advisor with Wells Fargo Clearing in Carbondale, IL, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she assists with inventory control and event preparation in a motorcycle dealership operated by her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Chelsea Jones is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously held roles at Hurst - Rosche Engineering and The Southern Illinoisan. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients, managing approximately $671 billion in assets with over 14,000 financial advisors.

Calen Mc Ginty is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Elavon Inc. and Automotive Finance of Illinois. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Jessica Bernhardt is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Hightower Securities and Wells Fargo entities. She is listed as a part owner of 13 Hearts LLC, a limited liability company associated with a sales coaching business operated by her husband, though she is not actively involved. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Rebecca Hertz is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Farmers State Bank of Alto Pass for five years and held positions at The Sweat Shop Gym and Carterville High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and managed solutions supported by a large network of financial advisors and branch offices nationwide.

Lisa Emling is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked with LPL Financial since 2010 and has been affiliated with First Southern Wealth Management since 2014. Outside of her advisory work, she serves on the City of Carbondale Economic Development Committee and operates a home-based retail crafts business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a broad network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and portfolio management solutions supported by research and technology tools.

Justin Adams is a financial advisor with Edward Jones, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory work, he owns and maintains a rental property in Marion, Illinois. 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 and operates a large network of financial advisors and branch offices, offering a range of investment strategies and affiliated services under a fiduciary standard.

Beth Walker is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 credentials and has 10 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she serves on the Church Parish Council and Finance Council for Our Lady of Mount Carmel Regional Catholic Church in Marion, IL, contributing to church governance and financial matters. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm utilizes model-driven investment implementation with access to third-party asset managers and offers financial planning, consulting, and insurance product sales through affiliated entities.

Cody Hastings is a financial advisor at Edward Jones in Herrin, Illinois, with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Prior to that, he worked at Sam's Club starting in 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Robert Jilek is a financial advisor with Cetera, holding ChFC® and PFS™ designations, and has 28 years of industry experience. He has worked at Cetera Investment Advisers, LLC and Cetera Financial Specialists, LLC since 2017, and previously at J.W. Cole Advisors, Inc. from 2012 to 2017. Outside of his advisory work, he serves as a pastor at Union Gospel Mission Church and is a board member of Child Evangelism Fellowship. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Keith Larkin is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves as president of the Tennessee Reining Horse Association board and owns Larkin Equine LLC, a business focused on raising, training, and showing horses. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

James Hurd is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked in construction and roofing-related roles, including six years at Integrity Roofing & Exteriors. 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 operates a nationwide network of over 23,700 financial advisors, offering a range of investment strategies and fiduciary services.

Andrew Rogers is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2019, previously serving at Alliance Wealth Management. Outside of his advisory work, he co-owns a screen printing business with his wife, contributing primarily outside normal business hours. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, including model portfolios and third-party money manager access, using asset-allocation tools and automated rebalancing to construct diversified portfolios.

Terry Grissom is a financial advisor with LPL Enterprise holding a Series 66 credential and three years of industry experience. His prior roles include positions at MWA Financial Services Inc and Modern Woodmen of America, as well as work with the Illinois Department of Corrections. He serves on the board of a non-profit organization, Blazing Star Lodge #458. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers additional services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Brendan Lewis is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Paycom Payroll LLC and Caterpillar Financial Services Corp. 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 through a large network of advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Aaron Hale is a financial advisor at LPL Enterprise with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MWA Financial Services Inc, Modern Woodmen of America, Integrity Alliance, LLC, and The Assurance Group. He serves as a board member for two nonprofit organizations, Johnson County 2000 and Arrowleaf. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal and third-party strategists and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.