David Fry is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Tison Financial Group. Outside of his advisory work, he serves as secretary on the Board of Directors for the Southern Illinois Chili Cook Off and is involved in buying, selling, and trading collectible sneakers with his son. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team in partnership with its financial advisors.

Colin Dyel is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL, he worked at First Southern Bank and has experience in retail and academic settings. He is also a licensed notary in Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and portfolio management solutions, leveraging both proprietary and third-party resources.

Sean Patrick is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, he worked for six years at Helitech/CNC Foundations, Inc. Outside of his advisory work, he serves as a private baseball and softball instructor and participates in advocacy and industry-related committees. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs, including third-party asset managers and LPL-sponsored platforms, and offers ERISA fiduciary services through credentialed representatives.

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 Forbes is a financial advisor with LPL Financial in Carbondale, Illinois, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been associated with Linsco/Private Ledger since 2005. 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, third-party asset management, and institutional platforms.

Ashton Stephens is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, he serves as president of Stephens Holdings Inc., an S Corporation based in Johnston City, IL. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Lisa Forby is a financial advisor with Wells Fargo Clearing in Carbondale, IL, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 a mix of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Derek Hood is a financial advisor with Edward Jones in Carterville, IL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he manages an LLC that holds his office building, commercial lot, and farmland. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Joel Sambursky is a financial advisor with LPL Financial based in Carbondale, Illinois. He holds a Series 66 designation and has 19 years of industry experience, serving with LPL Financial since 2006. Outside of his advisory role, he has involvement in non-variable health insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.

Alesia Patterson is a financial advisor with Wells Fargo Clearing in Carbondale, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Logan Isaacs is a financial advisor with Mass Mutual Investors Services in Marion, Illinois, holding Series 63 and Series 65 credentials. He has one year of industry experience, including prior roles at Northwestern Mutual and MassMutual Life Insurance Company. Before entering financial services, Isaacs was involved with Oasis Outdoors Powersports and holds a background in education from Southern Illinois University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning and asset management services using firm-approved analytical tools, with offerings that include event-driven planning such as divorce and estate settlement.