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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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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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Timothy F

Series 66

Eureka, IL

Edward Jones

Timothy Funderburk is a financial advisor with Edward Jones in Eureka, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is a shareholder in multiple businesses, including Lu-Bob's Inc. and Circle B Corporation, both based in Greenville, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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