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Phillip C

Series 63, Series 65

Decatur, IL

Cetera

Phillip Cruikshank is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including roles at LPL Financial and CUNA Brokerage Services. He is the owner and operator of Cruikshank Wealth Partners, providing brokerage, advisory, and insurance services. In addition, he is an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary accounts, model portfolios, third-party managers, and custom strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Johnathan W

Series 66

Decatur, IL

Wells Fargo Clearing

Johnathan Weber is a Series 66 licensed financial advisor with 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2004 to 2008. 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 supported by research from Wells Fargo Investment Institute and other sources.

Retired Founder/Business Owner
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Travis M

ChFC®, Series 66

Taylorville, IL

Edward Jones

Travis Magoulias is a ChFC®-designated financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at United Parcel Service from 2013 to 2018. Outside of his advisory work, he owns and manages a DJ service in Springfield, IL. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm has a large national advisor network and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Retirement income strategy General retirement planning Founder/Business Owner
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Jaclyn D

Series 66

Taylorville, IL

Equitable Advisors

Jaclyn Deem is a Series 66-licensed financial advisor with Equitable Advisors, based in Taylorville, IL. She has 17 years of industry experience and has been with Equitable Advisors and its predecessor, Axa Advisors, for over 15 years. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm uses a variety of advisory models and third-party asset managers to tailor investment solutions without sponsoring its own wrap fee program.

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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Kerri A

Series 66

Taylorville, IL

Edward Jones

Kerri Austwick is a financial advisor with Edward Jones in Taylorville, IL, holding a Series 66 designation and bringing nine years of industry experience. She has been with Edward Jones continuously since 2008. Austwick owns the building where her Edward Jones office is located. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a broad network of financial advisors and branch offices, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Retired Founder/Business Owner Executive
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Edward F

Series 63, Series 65

Decatur, IL

STIFEL

Edward Flesch is a financial advisor with Stifel in Decatur, IL, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Stifel since 1988. Outside of his advisory role, he is a farm owner in Shelby County, Illinois. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

General retirement planning Income planning
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Ryan B

Series 66

Decatur, IL

STIFEL

Ryan Barrick is a financial advisor at Stifel with six years of industry experience. He holds a Series 66 designation and previously worked at ADM from 2016 to 2020 before joining Stifel in 2020. Barrick is based in Decatur, Illinois. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses proprietary investment analysis developed by its Investment Strategy Group to support client decision-making through asset allocation and planning tools.

General retirement planning Income planning
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Joshua L

Series 66

Decatur, IL

Raymond James Financial

Joshua Logan is a financial advisor with Raymond James Financial Services Advisors, Inc. holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2021, he worked at Edward Jones for one year and spent 14 years with Norfolk Southern Railroad. Logan also operates as a financial advisor within Hickory Point Bank through HPB Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and consulting to client goals, and maintains notable capabilities in municipal advisory and SIMPLE IRA employer consulting services.

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

Series 63, Series 65

Decatur, IL

Equitable Advisors

Jerry Cox is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Equitable Advisors since 2001, following a prior tenure at AXA Advisors. Outside of his advisory role, he serves on the board and finance committee of Passion Community Church. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual, institutional, and charitable clients. The firm’s approach includes matching clients to various investment models and third-party advisory programs, offering a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

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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Michael B

CFP®, Series 66

Mt Zion, IL

Edward Jones

Michael Brewer is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds the Series 66 designation and is based in Mt Zion, Illinois. Brewer has spent his career focused at Edward Jones, a firm known for its extensive network of advisors and branch offices. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets under management through a large nationwide advisor and branch footprint.

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

Series 66

Decatur, IL

Edward Jones

Nicholos Baum is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. His prior work includes seven years at PNC Bank and eleven years at Gamestop. 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 programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner
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Mary H

Series 63, Series 65

Decatur, IL

STIFEL

Mary Holden is a financial advisor at Stifel with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney for 17 years before joining Stifel. Stifel serves a wide range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and planning analyses.

General retirement planning Income planning
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Tanner W

Series 66

Decatur, IL

STIFEL

Tanner Woodruff is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. His prior work includes roles at Archer Daniels Midland, Decatur Earthmover Credit Union, and Dick Sporting Goods. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Richard K

Series 66

Decatur, IL

Raymond James & Associates

Richard Kaczynski is a financial advisor with Raymond James & Associates in Decatur, IL, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James & Associates since 2012. Outside of his advisory role, he is the owner of Brechnitz Group LLC, a business unrelated to investments. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a broad range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Andrew D

Series 63, Series 66

Decatur, IL

Raymond James & Associates

Andrew Dulin is a financial advisor with Raymond James & Associates in Decatur, Illinois, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at GWFS Equities, Inc. and American Income Life Insurance Company. Outside of his advisory work, he is affiliated with Central A & M High School and Nolen Services, Inc. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, providing financial planning and investment consulting through a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Bradley W

Series 63, Series 65

Decatur, IL

Cetera

Bradley Wagers is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Cetera and its affiliate since 2024 and concurrently serves as a branch platform employee for Regions Bank, providing guidance and customer service related to deposit accounts, loans, credit cards, and insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with a multi-manager platform that includes affiliated and third-party model portfolios, discretionary and non-discretionary programs, and various account structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Nicole H

Series 66

Taylorville, IL

Edward Jones

Nicole Helm is a financial advisor with Edward Jones in Taylorville, IL, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she owned and operated At the Helm, LLC, a house renovation business, and has been involved with Wipe Wear, LLC, a product-related venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Inheritance planning Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive Intergenerational Families
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Kipton R

Series 63, Series 65

Decatur, IL

LPL Financial

Kipton Reiss is a financial advisor with LPL Financial in Decatur, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Cornerstone Wealth Management dba Reiss Financial Group and Raymond James Financial. Reiss also maintains involvement in real estate rental activities outside of his advisory role. 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 and model portfolio programs, supported by a large network of investment adviser representatives.

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

Series 66

Decatur, IL

Equitable Advisors

S. Johnson is a financial advisor with Equitable Advisors, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors since 2000 and previously worked at Axa Advisors, LLC for 20 years. Outside of his advisory role, he practices law and serves on the board of the New Life Pregnancy Center, a nonprofit organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment programs through a network of advisers and third-party managers, focusing on personalized client assessments and implementing diversified portfolios that include mutual funds, ETFs, and alternative investments.

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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Blaine L

CFP®, Series 66

Taylorville, IL

Edward Jones

Blaine Lacy is a CFP® and Series 66 registered financial advisor with Edward Jones, where he has worked since 2017, accumulating nine years of industry experience. Prior to joining Edward Jones, he was briefly employed at Lakeshore Golf Course. Lacy is also a member and registered agent of L&M Capital Solutions LLC, a real estate business based in Taylorville, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages a diverse range of investment programs and offers affiliated mutual funds, trust services, and securities-based lending, operating under a fiduciary standard.

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy Business succession planning Retired Founder/Business Owner Executive
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