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Ashton S

Series 66

Johnston City, IL

Edward Jones

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.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Lisa F

Series 63, Series 65

Carbondale, IL

Wells Fargo Clearing

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.

Retired Founder/Business Owner
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Jarrod M

Series 63, Series 66

West Frankfort, IL

Edward Jones

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.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Michael N

CFP®, Series 63, Series 65

Carbondale, IL

Raymond James Financial

Michael Neill is a CFP® professional with over 41 years of experience, currently affiliated with Raymond James Financial in Carbondale, IL. He has worked with First Mid Wealth Management and various Raymond James entities since 2015. Outside of his advisory role, he serves as Chairman of the Finance Committee for the First United Methodist Church in Carbondale and is a director for the Land of Lincoln Legal Assistance Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance advisory services through a broad network of advisors.

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

Series 63, Series 66

Carbondale, IL

Wells Fargo Clearing

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.

Retired Founder/Business Owner
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Derek H

Series 63, Series 66

Carterville, IL

Edward Jones

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.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Joel S

Series 66

Carbondale, IL

LPL Financial

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.

College savings (529s, UTMA, etc.)
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Kelly A

Series 66

Carbondale, IL

Raymond James Financial

Kelly Ansinelli is a Series 66-credentialed financial advisor with four years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc. and has previously held positions at First Mid Wealth Management and First Mid Bank & Trust. Ansinelli works in Carbondale, Illinois, and is involved in brokerage sales support through her roles at First Mid entities. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored financial planning and investment consulting, employing risk profiling and analytical tools, and supports advisory programs alongside institutional consulting and portfolio management.

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

Series 63, Series 65

Carbondale, IL

Wells Fargo Clearing

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.

Retired Founder/Business Owner
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Daryl M

Series 66

Carbondale, IL

LPL Financial

Daryl Murphy II is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors, Edward Jones, Polar Investment Counsel Inc, and North Western Mutual. Outside of his advisory work, he has been involved with LCS Entertainment, providing accounting and bookkeeping services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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, utilizing model portfolios, third-party subadvisors, and technology-driven approaches.

College savings (529s, UTMA, etc.)
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Logan I

Series 65, Series 63

Marion, IL

Mass Mutual Investors Services

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.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Earl C

Series 66

Carbondale, IL

Edward Jones

Earl Colboth is a financial advisor with Edward Jones in Carbondale, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked for 14 years at Marion CUSD #2. 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, supported by a large 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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Daniel N

Series 63, Series 66

Murphysboro, IL

Edward Jones

Daniel Nolan is a financial advisor at Edward Jones with 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1990. Outside of his advisory role, he holds an ownership stake in a family-owned sub shop. 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.

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