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Theresa O
Series 63, Series 66
Carbondale, IL
Wells Fargo Clearing
Theresa Ojewuyi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2010. Ojewuyi also participates in community activities through her role with the Carbondale Elementary School District No. 95, where she attends meetings to support fundraising efforts for local schools. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.
Ben B
Series 63, Series 65
Marion, IL
Raymond James Financial
Ben Bruce is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and worked previously at J.J.B. Hilliard, W.L. Lyons, Inc. for 22 years. Outside of his advisory role, he owns and manages Cedar Post LLC, a farming and land development business, and serves as a director for First Southern Bancshares Inc. Raymond James Financial Services Advisors, Inc. offers comprehensive financial planning and investment consulting to individuals, institutions, and charitable organizations. The firm combines analytical tools and tailored strategies to assist clients in achieving their financial goals while supporting municipal and public finance advisory services.
Stephanie P
Series 66
Murphysboro, IL
Edward Jones
Stephanie Peterein is a financial advisor with Edward Jones in Murphysboro, Illinois. She holds the Series 66 designation and has been with Edward Jones since 2007, accumulating 19 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm is notable for its extensive network of advisors and branches, as well as its fiduciary standard and diverse investment offerings.
Amy T
Series 66
Carterville, IL
Edward Jones
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 D
Series 66
Energy, IL
Edward Jones
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.
Dana Z
Series 63, Series 66
Carbondale, IL
Wells Fargo Clearing
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 J
Series 66
Carbondale, IL
Wells Fargo Clearing
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.
Nicholas R
Series 63, Series 65
Carbondale, IL
Cetera
Nicholas Ramsey is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 10 years of industry experience. His work history includes roles at Regions Bank, First Southern Bank, LPL Financial, and Northwestern Mutual. Outside of advising, he is involved in youth volleyball as an IHSA official, head coach, and club director. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors nationwide.
Robert L
CFP®, Series 66
Carbondale, IL
LPL Financial
Robert Loucks is a CFP®-designated financial advisor with LPL Financial in Carbondale, IL, and has 26 years of industry experience. He has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.
Calen M
CFP®, Series 66
Carterville, IL
Edward Jones
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.
Micah C
Series 66
Murphysboro, IL
Cetera
Micah Clarke is a financial advisor at Cetera with 10 years of industry experience and holds a Series 66 designation. He has been with Cetera since 2016 and also leads Clarke CPA & Consulting Ltd, which provides accounting and financial planning services. Additionally, he assists with financial planning at Clarke Financial Ltd. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies and third-party managers.
Lisa E
Series 63, Series 65
Marion, IL
LPL Financial
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 been with LPL Financial since 2010 and leads First Southern Wealth Management since 2014. Outside of her advisory work, she serves on the City of Carbondale Economic Development Committee as chair of the Attracting and Retaining Business Sub-Committee and runs a retail crafts business called Back Roads Hand Crafted Decor. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Justin A
Series 66
Goreville, IL
Edward Jones
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.
Cody H
Series 66
Herrin, IL
Edward Jones
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 J
ChFC®, PFS™, Series 63, Series 65
Herrin, IL
Cetera
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.
Lisa V
Series 65, Series 63
Murphysboro, IL
Thrivent Investment Management
Lisa Vorce is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. She previously worked at Visionary Wealth Advisors and has been with Thrivent since 2016. Outside of her advisory role, Vorce is involved in several nonprofit organizations, including serving as a programming liaison for Little Black Book: Women in Business, a committee member for Eden's Glory, and a board member for First Priority of Metro East STL. 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 planning on various topics and integrates planning with managed-account programs while maintaining separate service components.
James H
Series 66
Marion, IL
Edward Jones
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.
Colin D
Series 66
Marion, IL
LPL Financial
Colin Dyel is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at First Southern Bank for eight years and has a background that includes positions at Old Navy and Southern Illinois University Carbondale. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios from LPL Research and third-party subadvisors.
Jerry K
Series 66
Carbondale, IL
Wells Fargo Clearing
Jerry Kuhnert is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2020, he worked at District #300 Schools, St. Vincent Hospital, and Indiana University - Bloomington. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.
John F
Series 63, Series 66
Carbondale, IL
LPL Financial
John Forbes is a financial advisor with LPL Financial in Carbondale, IL, holding Series 63 and Series 66 designations and 30 years of industry experience. He has worked at Linsco/Private Ledger since 2005. 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 plan consulting, and brokerage services with both discretionary and non-discretionary management options.
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