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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.
Garrett B
CFP®, Series 66
Marion, IL
Edward Jones
Garrett Burroughs is a CFP® with four years of industry experience, currently serving as a financial advisor at Edward Jones since 2022. Prior to joining Edward Jones, he worked at Boeing for nine years. 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 strategies and affiliated investment products while operating under a fiduciary standard.
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.
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.
Brandon R
Series 66
Murphysboro, IL
LPL Enterprise
Brandon Rogowski is a financial advisor at LPL Enterprise with seven years of industry experience. He holds a Series 66 credential and has previously worked at Edward Jones, The Prudential Insurance Company of America, and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and also offers non-securities products such as trust custody services and affiliated insurance agency services.
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.
Theresa O
Series 63, Series 66
Carbondale, IL
Wells Fargo Clearing
Theresa Ojewuyi is a financial advisor with Wells Fargo Clearing in Carbondale, IL, holding Series 63 and Series 66 designations and having 25 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she is involved with the Carbondale Elementary School District No. 95, where she participates in monthly meetings focused on fundraising and strategic planning for the district’s foundation. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases in its investment approach.
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, holding Series 63 and Series 66 licenses and 26 years of industry experience. Prior to joining Wells Fargo in 2016, Zimbro worked at A. G. Edwards & Sons, Inc. from 2000 to 2008. Outside of financial advising, Zimbro assists with inventory control and event preparation at a motorcycle dealer and apparel retail business operated by their spouse. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and integrates research and analytics with a range of brokerage and advisory solutions.
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® professional with 26 years of industry experience. He has been with LPL Financial since 2007 and worked previously at A. G. Edwards & Sons, Inc. for five years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering a range of financial planning, asset management, and institutional platforms.
Calen M
CFP®, Series 66
Carterville, IL
Edward Jones
Calen Mc Ginty is a CFP®-certified financial advisor with Edward Jones, based in Carterville, IL, and has seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent two years at Elavon Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.
Jessica B
Series 63, Series 65
Johnston City, IL
Merrill
Jessica Bernhardt is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Hightower Securities and Wells Fargo. Jessica is a part-owner of 13 Hearts LLC, a consulting business established by her husband, though she is not actively involved in its operations. Merrill, along 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 a range of model-based and discretionary investment strategies, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Rebecca H
Series 66
Marion, IL
Edward Jones
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 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 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.
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