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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.
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.
Misty J
Series 66
West Frankfort, IL
Edward Jones
Misty Jovi is a financial advisor with Edward Jones in West Frankfort, IL. She holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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.
Cale N
Series 66
Marion, IL
Edward Jones
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 R
Series 63, Series 66
Marion, IL
Edward Jones
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 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.
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.
Jessica B
Series 63, Series 65
Johnston City, IL
Merrill
Jessica Bernhardt is a financial advisor with Merrill, holding Series 63 and Series 65 registrations and bringing 15 years of industry experience. Her prior roles include positions at Hightower Securities and Wells Fargo affiliates. She is listed as a part owner of a limited liability company unrelated to her advisory work, established by her husband for sales coaching. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.
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.
Beth W
Series 63, Series 65
Marion, IL
LPL Enterprise
Beth Walker is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 10 years of industry experience. Prior to joining LPL Enterprise in 2024, she worked at Prudential Insurance Company of America and Pruco Securities, LLC. She serves on the Parish and Finance Councils at Our Lady of Mount Carmel Regional Catholic Church and offers Medicare supplement products through Premier Senior Marketing. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm provides financial planning, consulting, model portfolios, third-party asset management programs, and access to a range of brokerage and insurance products.
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.
Keith L
Series 63, Series 65
Marion, IL
LPL Enterprise
Keith Larkin is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he serves as president of the Tennessee Reining Horse Association board and owns Larkin Equine LLC, a business involved in raising, training, showing, and selling horses. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform.
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.
Andrew R
Series 65, Series 63
Marion, IL
OSAIC
Andrew Rogers is a financial advisor with OSAIC who holds Series 65 and Series 63 licenses and has 11 years of industry experience. He previously worked at Alliance Wealth Management and currently co-owns a screen printing business, The Ink Spot. Rogers also owns Rogers Strategic Wealth, where he sells insurance and health insurance products. OSAIC serves a broad client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services utilizing advanced asset-allocation tools, with portfolios that can include a range of securities and may be managed on discretionary or non-discretionary bases.
Terry G
Series 66
Marion, IL
LPL Enterprise
Terry Grissom is a Series 66-credentialed financial advisor with two years of industry experience, currently affiliated with LPL Enterprise. Prior to joining LPL Enterprise, he worked at Integrity Alliance, The Assurance Group, MWA Financial Services, and Modern Woodmen of America. Grissom also serves as a board member of the nonprofit Blazing Star Lodge #458. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services leveraging its integrated platform, model portfolios, third-party management, and affiliated insurance products.
Brendan L
Series 66
Marion, IL
Edward Jones
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.
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