Timothy Sadler is a CFP® with 10 years of industry experience, currently with Edward Jones since 2015 in Decatur, IL. In addition to his financial advisory role, he is active in church-related speaking engagements and serves as a pulpit supply preacher, focusing on church health, leadership, and community engagement. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Steven Jenness is a financial advisor with Ameriprise in Lincoln, Illinois, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he manages a personal book of business through Grace Lowe Inc. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to develop personalized recommendations.

Kimberly Watkins is a Series 66-credentialed financial advisor at Stifel with 25 years of industry experience. She has worked at Stifel Nicolas since 2016, with prior experience at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. Stifel serves a diverse clientele including individuals, institutional clients, and municipal entities, offering 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.

Peter Hogan is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Stifel. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for 11 years. Hogan is based in Decatur, IL. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a focus on proprietary investment analysis and asset allocation guidance developed by its Investment Strategy Group.

Jordan Backes is a Series 66 licensed financial advisor with Edward Jones in Decatur, IL, having one year of industry experience. Prior to joining Edward Jones, he worked at ADM for twelve years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operates under a fiduciary standard, and is notable for its extensive network of advisors and branch offices.

William Shade IV is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Stifel in 2026, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2026. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Mark Huss is a financial advisor with Raymond James & Associates, holding a Series 66 credential and six years of industry experience. Prior to joining Raymond James in 2020, he worked for seven years at Johnson and Johnson - DePuy Synthes Spine. Huss is a 3% investor in Huss Brewing Company, a beer brewing business unrelated to his advisory work. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Travis Roach is a CFP® professional with 16 years of industry experience. He has been with Edward Jones since 2009, working as a financial advisor in Mt Zion, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a variety of investment strategies and advisory services. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers both discretionary and non-discretionary portfolio management under a fiduciary standard.

Michelle Reynolds is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as treasurer for the First Christian Church of Decatur. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through a large network of financial advisors and provides both brokerage and advisory solutions.

James Livasy is a financial advisor at Stifel in Decatur, Illinois, with 43 years of industry experience. He has been with Stifel since 1988 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves as Board President of CHELP Inc., a home care provider, and as Treasurer and Board Member of Growing Strong, a nonprofit organization. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment analysis is based on a proprietary methodology developed by its Investment Strategy Group that informs asset allocation and planning strategies.

Jeremy Bivens is a financial advisor with LPL Financial in Decatur, Illinois, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at LPL Financial since 2020 and previously spent eight years at Bank of Springfield. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Elissa Winder is a Series 66-licensed financial advisor at Wells Fargo Clearing with eight years of industry experience. She previously worked at Lewis & Clark Community College and currently serves on the finance committee of Big Brothers Big Sisters of Central Illinois. 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 grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Hannah Coffey is a Series 66 licensed financial advisor with Edward Jones in Decatur, IL, with one year of industry experience. Prior to joining Edward Jones, she worked at Balls N Strikes and held positions with the City of Cape Girardeau and New City Greenhouse. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and is notable for its large network of financial advisors and branch offices.

Kristina Gates is a financial advisor with LPL Financial in Decatur, IL, holding Series 63 and Series 66 licenses and 25 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, Massmutual Life Insurance Co, and Metlife Securities, Inc. 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, model portfolio programs, third-party asset management, and institutional platforms.

Richard Nolte is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Ameriprise and its predecessor firms since 1994. Nolte serves on the Board of Directors for the Greater St. Louis Area Council of the Boy Scouts of America and has held leadership roles in related nonprofit organizations. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement-income planning through personalized Recommendation Reports and ongoing advice.

Jeremy Sarna is a financial advisor with Edward Jones in Decatur, IL, holding a Series 66 designation and seven years of industry experience. His work history includes two separate periods at Edward Jones totaling seven years, as well as roles at Purshe Kaplan Sterling Investments and Thrivent Advisor Network dba Palomar Wealth. Prior to his advisory career, he worked at Verizon Wireless for four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of financial needs. The firm manages over $1 trillion in assets and offers discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds through a nationwide network of approximately 23,700 financial advisors.

Levi Laws is a financial advisor with Stifel in Decatur, IL, holding a Series 66 credential and five years of industry experience. He has been with Stifel Nicolaus since 2019 and previously worked in various roles at Millikin University and Wabash General Hospital. Levi serves on the Millikin University Alumni Association Board. Stifel provides brokerage and investment advisory services to a broad range of clients, including individuals, institutions, and municipal entities. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning, and offers fee-based financial planning through episodic engagements.

Blake Davis is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he serves as a board member of the Gridiron Club Inc. in Taylorville, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Charles Henry is a CFP® with 28 years of industry experience. He has been with CSH Investment Management since 2014 and has longstanding roles at CSH Properties Inc. and H&R Block. In addition to his advisory work, he serves as president of CSH Holdings Inc., managing tax and accounting franchises. CSH Investment Management provides portfolio management and investment advisory services to individual clients, including high-net-worth households. The firm manages approximately $67.2 million in assets across about 290 client accounts and emphasizes fee transparency through detailed reporting.

Robbie Johnson is a financial advisor at CSH Investment Management with 8 years of industry experience. He holds the Series 65 and Series 66 credentials. His prior work includes roles at Tax Tech and Chase Investment Services Corp. CSH Investment Management provides investment advisory and portfolio management services to individual clients, including high-net-worth households, managing approximately $67.2 million in assets across about 290 client accounts. The firm emphasizes fee transparency by documenting fees on custodial statements and offering clients detailed itemized fee breakdowns upon request.