Aaron Hale is a financial advisor with LPL Enterprise and holds Series 65 and Series 63 licenses. He has eight years of industry experience and has previously worked at firms including MWA Financial Services Inc, Modern Woodmen of America, The Assurance Group, and Integrity Alliance, LLC. Hale serves on the boards of two nonprofit organizations, Johnson County 2000 and Arrowleaf. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management, operating an integrated platform that combines adviser programs with brokerage and insurance product sales.

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 Financial, he worked at First Southern Bank for eight years and has a background that includes positions at Old Navy and Southern Illinois University Carbondale. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios from LPL Research and third-party subadvisors.

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, IL, holding Series 63 and Series 66 designations and 30 years of industry experience. He has worked at Linsco/Private Ledger since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

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.

Jarrod Meacham is a financial advisor with Edward Jones in West Frankfort, IL, holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is involved in managing several small rental and real estate businesses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of financial advisors.

Monte Kuhnert is a financial advisor with Wells Fargo Clearing in Carbondale, IL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Kuhnert owns KUHN SQUAD, LLC, an investment-related entity. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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 in Carbondale, IL, holding the Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and multiple investment 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 at Mass Mutual Investors Services with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Mass Mutual, he held various roles at Northwestern Mutual and has experience outside finance at Oasis Outdoors Powersports. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing ongoing financial planning and asset management services to individuals, business owners, and organizations. The firm uses firm-approved software to assist in goal analysis and delivers written recommendations through annual collaborative planning engagements.