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Tyler R

Series 66

Washington, IL

LPL Financial

Tyler Ramsey is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2022, he worked at Rivian and has held roles in education and landscaping. He is also involved with Horizon Clarity Group Inc., a business entity unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Alivia T

Series 66

Metamora, IL

Edward Jones

Alivia Thomas is a financial advisor at Edward Jones in Metamora, IL, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked at Old Navy and spent four years in full-time education. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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Stephen M

Series 63, Series 65

Peoria, IL

Wells Fargo Advisors

Stephen Mcraven is a financial advisor with Wells Fargo Advisors in Peoria, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his advisory role, he has ownership interests in multiple investment-related entities, including Cornerstone Strategic Wealth Management LLC and SJM Capital LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using Wells Fargo research and tools, with discretionary client implementation through brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Thomas C

Series 66

Washington, IL

Edward Jones

Thomas Cahill is a financial advisor with Edward Jones in Washington, Illinois. He holds a Series 66 designation and has approximately one year of industry experience. His prior roles include positions at CEFCU/LPL Financial LLC, Charles Schwab, and John Graham and Associates. 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 discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide 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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Charles H

CFP®, ChFC®, Series 63, Series 65

Peoria, IL

Wells Fargo Advisors

Charles Hemmer II is a CFP® and ChFC® credentialed financial advisor with 39 years of industry experience. He has been with Wells Fargo Advisors since 2013 in Peoria, Illinois. Outside of his advisory role, he holds a 50% ownership interest in an airplane for personal use. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing proprietary research and tools, with discretionary implementation available through its brokerage and advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Joleen P

Series 63, Series 66

Peoria, IL

LPL Financial

Joleen Parsons is a financial advisor with LPL Financial in Peoria, IL, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. Her prior work includes roles at J.J.B. Hilliard, W.L. Lyons, LLC, Truist Investment Services, Inc., and other financial institutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Terry S

Series 66

Peoria, IL

LPL Financial

Terry Schultz is a financial advisor at LPL Financial with nine years of industry experience and holds the Series 66 designation. He has worked at LPL Financial since 2022 and has a background with CUNA Brokerage Services and CEFCU, where he has been involved since 1988. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jeffrey C

Series 63, Series 65

Peoria, IL

Equitable Advisors

Jeffrey Crawmer is a financial advisor with Equitable Advisors in Peoria, IL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999 and previously with Axa Advisors for 21 years. Outside of his advisory work, he serves as vice president of the Brooke E. Crawmer-Joseph Foundation, a nonprofit involved in organizing fundraising events. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a network of Investment Adviser Representatives and a range of third-party asset managers and advisory platforms.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Michelle P

CFP®, Series 63, Series 66

Peoria, IL

Edward Jones

Michelle Parker is a financial advisor with Edward Jones in Peoria, Illinois, holding CFP®, Series 63, and Series 66 credentials. She has 29 years of industry experience, all of which have been with Edward Jones since 1996. Outside of her advisory role, she is associated with Parker Fabrication Inc., a manufacturing business. 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 advisory programs and related services, supported by a nationwide network of over 23,000 financial advisors.

Retirement income strategy Retirement withdrawal strategies Liquidity event planning Business ownership considerations Wealth management Founder/Business Owner Executive
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Kory B

Series 63, Series 66

Peoria, IL

Merrill

Kory Barlow is a financial advisor at Merrill with 22 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Morgan Stanley, Wells Fargo Clearing, and JPMorgan Chase Bank. 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, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Margaret P

Series 66

Peoria, IL

Morgan Stanley

Margaret Pretorius is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 designation and 13 years of industry experience. She has worked at Morgan Stanley and its affiliated entities since 2015, with a brief tenure at Raymond James & Associates. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Eric S

Series 66

Peoria, IL

Morgan Stanley

Eric Schlipf is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 designation and 22 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of investment advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and offers structured planning tools that incorporate market simulations and secular return estimates.

General estate planning guidance
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Tracy M

Series 63, Series 65

Peoria, IL

Morgan Stanley

Tracy Mayerhofer is a financial advisor with Morgan Stanley in Peoria, IL, holding Series 63 and Series 65 licenses and having 24 years of industry experience. She has worked at Morgan Stanley since 2009, with a brief period at Citigroup Global Markets from 2007 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs that include tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and analyses.

General estate planning guidance
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Eric M

Series 63, Series 65

East Peoria, IL

OSAIC

Eric Marshall is a financial advisor at OSAIC with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Legacy Consulting Group since 1999. In addition to his advisory role, he is an insurance producer for Legacy Investment Services, focusing on asset-based long-term care products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with financial planning and retirement consulting. The firm utilizes advanced asset-allocation tools and multiple advisory platforms to manage portfolios comprising various investment types.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Frank F

Series 66

Peoria, IL

LPL Financial

Frank Francis Jr. is a financial advisor at LPL Financial based in Peoria, IL, holding a Series 66 designation. He has been with LPL Financial since 2022 and has prior work experience in various industries including retail and food service. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Bimal S

Series 66

Peoria, IL

Morgan Stanley

Bimal Sheth is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Sheth serves as a board member of the Anoopam Mission, a nonprofit focused on children, youth, health, welfare, humanitarian, and religious activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

General estate planning guidance
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