Clinton Bert is a financial advisor with LPL Financial in Shiloh, IL, holding Series 63 and Series 66 designations and seven years of industry experience. His prior firms include Wells Fargo Clearing Services and Stifel. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions with a range of advisory and brokerage services including financial planning and third-party asset management. The firm supports its advisors with research model portfolios, customized strategies, and technology tools, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Tosha Adams is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Jessica Gavin is a financial advisor with Edward Jones in Shiloh, Illinois, holding a Series 66 designation and four years of industry experience. She has worked at Edward Jones since 2015. Outside of her advisory role, she occasionally works as a waitress for a local American Legion post’s Friday night fish fry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and access to affiliated mutual funds and separately managed accounts.

Timothy Warner is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 2003, with experience spanning the banking and insurance industries. Joining Merrill Lynch in 2013, Timothy provides clients with a comprehensive range of wealth management programs and strategies. He and his team support individuals, families, and businesses throughout their financial journeys, acting as their primary contact as needs evolve or situations change. Timothy holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards, Inc. His educational background includes a bachelor's degree in Business Management from Mid-Continent University, and studies at both the University of Illinois and Rend Lake College. He also holds the Personal Investment Advisor (PIA) professional designation. He is involved in community and professional organizations including the Ainad Shriners, First Baptist Church in O'Fallon, Illinois, and the Lookingglass Corvette Club. Timothy resides in Mascoutah, Illinois with his wife and three daughters.

Brett Faulk is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2005. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Garrett Reifschneider is a CFP®-certified financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2016. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Erb is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Prudential Insurance Company of America since 1987 and was affiliated with Pruco Securities, LLC. He is also involved in Prudential-sponsored non-variable insurance activities. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm provides financial planning, access to third-party asset managers, and model-driven investment solutions, with a notable focus on non-securities products and affiliated insurance services.

Sherry Bolling is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 26 years of industry experience. She previously worked at Edward Jones for 10 years before joining Fidelity in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Steven Hoekstra is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at LPL Financial since 2017, following a decade at National Planning Corporation and three years at American General Securities Incorporated. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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, with advice delivered primarily by investment adviser representatives using a range of investment strategies and operational tools.

Taylor Willhalm is a financial advisor with LPL Enterprise, holding a Series 66 designation and eight years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Thomas Egan Jr. is a financial advisor with Edward Jones in Belleville, IL, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he serves as a director of the Althoff Athletic Foundation and holds board positions with St. Clair Country Club and St. Elizabeth's Hospital, including chairing a membership committee and participating in hospital governance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Deborah Crain is a financial advisor at Thrivent Investment Management in Mascoutah, IL, holding Series 63 and Series 65 licenses with three years of industry experience. Before joining Thrivent in 2026, she worked at Merrill, First Bank, Knock Lending, Sourcepoint Mortgage, Veterans United Home Loans, Regions Bank, and US Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account programs under a consolidated billing option called WealthPlan.

Quinn Jansen is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial in 2025, Jansen worked at Wintrust Investments/FCB Banks for one year and has a background that includes roles at Donnewald Distributing and Germantown Groceries. He holds the Series 66 designation. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Samuel Loring is a financial advisor with Raymond James & Associates in O'Fallon, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advising, he is involved in real estate investment, owning and partnering in residential rental properties in the Metro East area. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Michael Mcvey is a CFP®-designated financial advisor with 21 years of industry experience. He is currently with Cetera and has previously worked at Wells Fargo Clearing and Regions Bank. Outside of his advisory work, Mcvey serves as a business management instructor at Southwestern Illinois College. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring affiliated and third-party managers, with over 10,000 advisors and $256 billion in assets under management.

Austin Hartke is a financial advisor with LPL Enterprise, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he worked in the food service industry with Pizza Man. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, offering access to third-party asset managers and participating in wrap programs, while also providing affiliated trust and insurance services.

John Coughlin is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he is associated with IGS Financial, a business entity for tax purposes. LPL Enterprise, LLC serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Collin Moore is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 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 with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Brittany Elgin is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. She previously worked at Royal Alliance Associates, Inc. for five years before joining LPL Financial in 2019. Outside of her advisory role, she is a 20% owner of Martin Accounting Services, Inc., where she is involved in tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jill Juenger is a financial advisor at Edward Jones in O'Fallon, Illinois, holding a Series 66 designation with 20 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she is involved in community activities including customer service at a local winery and coaching at a gymnastics center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services with over $1 trillion in assets under management. The firm is notable for its extensive network of advisors and branch offices as well as its affiliated investment and lending capabilities.