Jeff Schimmelpfennig is a financial advisor with Stifel who holds a Series 66 designation and has 18 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously spent three years at Morgan Stanley Private Bank, National Association. Outside of his advisory role, Schimmelpfennig serves as Commissioner for the Chicagoland Collegiate Athletic Conference. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Nicholas Bufford is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He previously worked at Investment Professionals Inc and PNC Wealth Management before joining Ameriprise in 2018. Bufford serves on the boards of the YMCA of Kankakee and Limestone Youth Baseball/Softball, and participates in the Community Foundation of Kankakee River Valley. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice centered on income sources and tax-aware withdrawal strategies.

Joseph Romary is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing prior to joining Wells Fargo Advisors in 2022. He also has a 20% ownership stake in Vista Wealth Advisors, LLC, where he dedicates significant time. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including retirement, education, risk, and wealth-transfer planning, leveraging proprietary research and tools to develop tailored recommendations.

Michael Merten is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds a Series 65 designation and has been with Raymond James Financial Services Advisors Inc. since 2009. Outside of his advisory role, he provides accounting, bookkeeping, payroll, and tax preparation services through Chamness & Merten. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs for municipal advisory and SIMPLE IRA employer consulting.

Carole Eckberg is a financial advisor with Raymond James Financial in Bourbonnais, Illinois, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Raymond James Financial and Raymond James Financial Services since 2011. Outside of her advisory role, she works as a sales assistant and cashier at Faber Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and promotes implementation through its advisory programs and other providers, with a notable affiliation to a municipal advisor and specialized SIMPLE IRA Employer Advisory & Consulting Services.

Susan Hoover is a financial advisor at Raymond James Financial with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has held roles at Raymond James Financial Services, Inc. since 2001. Outside of her advisory work, she serves on the zoning board in Sheldon, Illinois. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public finance work through an affiliated municipal advisor.

James Woods is a financial advisor at Edward Jones with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments and Fidelity Brokerage Services. There are no notable outside business activities reported. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and strategies supported by a large nationwide network of advisors and branch offices.

Susan Lockwood is a financial advisor at Raymond James Financial with 39 years of industry experience. Her career includes roles at Midland States Bank, HomeStar Bank, and Raymond James Financial Services Advisors. She holds Series 63 and Series 66 designations. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm uses risk profiling and analytical tools to tailor recommendations and supports both advisory programs and institutional portfolio management.

David Faber is a financial advisor with Raymond James Financial in Bourbonnais, IL, holding Series 63 and Series 65 credentials and 36 years of industry experience. His prior work includes roles at Morgan Stanley and Citigroup Global Markets before joining Raymond James in 2011. He also owns and operates an insurance agency that provides health, life, disability, Medicare supplement, and property and casualty insurance. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and provides specialized programs including municipal advisory services and SIMPLE IRA employer consulting.

Robert Walker is a Series 66 licensed financial advisor with three years of industry experience. He is currently with Cetera and has previous experience at Edward Jones, Merrill, Bank of America, and various regional banks. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes multiple program structures and custodial relationships.

Michael Williams is a financial advisor with Thrivent Investment Management in Bourbonnais, IL, holding a Series 66 designation and possessing 10 years of industry experience. He has been with Thrivent Financial and its affiliated investment management firm since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics without implementing those recommendations. The firm combines planning with managed-account programs through a consolidated billing option while maintaining separate planning and investment services.

Pamela Regel is a financial advisor at Edward Jones with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Edward Jones since 2008. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Molly Munneke is a financial advisor with Fidelity in Kankakee, IL, holding Series 63 and Series 66 licenses and three years of industry experience. Her work history includes positions at Fidelity Investments since 2022, as well as prior roles in education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios including mutual funds, ETFs, and ETPs.

Jason Soucie is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing from 2016 to 2022. Outside of his advisory role, he serves on the investment committee for the Riverside Healthcare Foundation and holds a 20% ownership stake in Vista Wealth Advisors, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that address various financial needs through a large network of advisors.

Joseph Sikma is a CFP® professional with three years of experience in financial advising, currently with Stifel since 2022. Before joining Stifel, he worked at PrairieView Wealth Partners and has held roles in both community education and manufacturing. Outside of his advising role, he serves on finance committees for local organizations including a church and a YMCA, and also proctors college admissions exams at a community college. Stifel serves a broad range of clients, including individuals, institutions, and municipalities, providing brokerage and advisory services along with financial planning supported by a proprietary investment methodology developed by its Investment Strategy Group.

Llanely Medina is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing six years of industry experience. Prior to joining Raymond James, Medina worked at firms including Bank of America, Merrill, J.P. Morgan Securities, and LPL Financial. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by risk profiling and modeling tools, and it offers specialized services including municipal advisory and SIMPLE IRA employer advisory programs.

David Robinson is a financial advisor at Edward Jones in Kankakee, IL, holding the Series 63 and Series 66 designations with 21 years of industry experience, all with Edward Jones since 2005. He serves as a board member for Child Network in Bradley, Illinois. Edward Jones is a full-service wealth management firm serving over four million clients including individual and institutional investors, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors.

Robert Lockwood is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FSC Securities Corporation and through his own firm, Lockwood Financial Advisory Services, since 1994. His other business activities include ownership of Lockwood Financial, providing insurance consulting and sales of fixed products such as life insurance, fixed annuities, long-term care, and disability insurance. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment process incorporates model-based asset allocation and portfolio optimization with options for discretionary strategies and third-party managers.

Ryan Weimer is a financial advisor with Edward Jones in Bourbonnais, IL, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked for First Christian Church from 2007 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Stephen Francis is a CFP® professional with 21 years of industry experience, currently affiliated with Raymond James Financial in Wilmington, Illinois. He has held various roles within his own businesses, including managing a share crop operation at Oak Knoll Farm/Francis Bros. and overseeing Oak Knoll Tax Co. and Oak Knoll Insurance Strategies, Inc. since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and uses risk profiling and analytical modeling to support client goals.