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Hannah G

Series 66

Carterville, IL

Edward Jones

Hannah Gill is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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

Series 66

Marion, IL

Edward Jones

Sara Crone is a financial advisor with Edward Jones in Marion, IL, holding a Series 66 designation and nine years of industry experience. She has worked at Edward Jones since 2017, with previous roles at Kforce Staffing Solutions and McBride and Sons. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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

Series 63

Creal Springs, IL

Raymond James & Associates

Kenneth Nettleton is a financial advisor at Raymond James & Associates with 44 years of industry experience. He has been with Raymond James since 2009. Nettleton holds the Series 63 designation. 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 and pension plans, charitable organizations, and municipal entities, offering financial planning and investment consulting services through various advisory programs.

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

Series 63, Series 66

Marion, IL

Raymond James Financial

William Hartmann is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Raymond James and its affiliated firms since 2017 and previously spent two years at Hilliard Lyons. He is also involved with Arcadia Wealth Group, where he assists in portfolio management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary advisory services supported by analytical tools and manages specialized programs in municipal finance and SIMPLE IRA employer consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Brian M

Series 66

Marion, IL

Edward Jones

Brian Mc Hugh is a financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015 and holds a Series 66 designation. Outside of his advisory role, he manages several rental properties in Marion, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and advisory services, supported by a large national network of financial advisors and branch offices.

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

CFP®, Series 66

Marion, IL

Edward Jones

Garrett Burroughs is a CFP® and Series 66-licensed financial advisor with Edward Jones, bringing three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Boeing from 2013 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, with a large national network of advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer General retirement planning Retired Founder/Business Owner Executive
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Nicholas K

Series 66

Carbondale, IL

Wells Fargo Clearing

Nicholas King is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior work history includes roles at Wells Fargo Clearing, Metropolitan Council, Dick's Sporting Goods, Southern FS, and Southern Illinois University. 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 offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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James G

Series 63, Series 65

Carbondale, IL

Raymond James Financial

James Gossett is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. and First Mid Illinois Bank & Trust since 2015. Outside of his advisory role, he serves in a political capacity with Du Quoin District 300 and is Vice President of First Mid Wealth Management, where he focuses on investment product sales and service. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Brandon R

Series 66

Murphysboro, IL

LPL Enterprise

Brandon Rogowski is a financial advisor at LPL Enterprise with six years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones, The Prudential Insurance Company of America, and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory services, and brokerage products through an integrated platform that combines adviser programs, insurance sales, and lending solutions.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Steven H

Series 63, Series 65

Marion, IL

Edward Jones

Steven Heeley is a financial advisor at Edward Jones with 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. He holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

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

Retired Founder/Business Owner
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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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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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.

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

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

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

Charitable giving & philanthropy Divorce financial planning Business ownership considerations Retirement income strategy Founder/Business Owner Intergenerational Families
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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.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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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.

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

Retired Founder/Business Owner
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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.

Retired Founder/Business Owner
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