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Christopher R

CFP®, Series 66

Champaign, IL

Edward Jones

Christopher Rodgers is a CFP®-certified financial advisor at Edward Jones in Champaign, IL, with 10 years of industry experience. He has been with Edward Jones since 2016. 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 nationwide network of more than 23,000 financial advisors.

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

ChFC®, Series 63

Champaign, IL

Cambridge Investment Research Advisors

Michael Weber is a ChFC® credentialed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2014. He has 40 years of industry experience. Outside of his advisory role, Weber is president of the Illinois Prairie Hosta Society, an organization focused on the appreciation and collection of hostas, and serves as a board member and volunteer for the Hands of Faith Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Douglas B

Series 63

Savoy, IL

Ameriprise

Douglas Bushue is a financial advisor with Ameriprise, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in financial planning through business ownership and administrative activities. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic tools.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Blaize C

Series 63, Series 65

Champaign, IL

Raymond James Financial

Blaize Cumbow is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked primarily within Raymond James affiliates since 2017, with prior experience at Scottrade. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients, utilizing tailored planning and risk profiling tools to support client goals.

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

Series 66

Champaign, IL

Raymond James & Associates

Niralee Patel is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 12 years of industry experience. Her prior roles include positions at Bank of America, N.A., and Merrill. She is based in Champaign, Illinois. 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, institutional entities, and municipal organizations, offering financial planning and investment consulting primarily through non-discretionary relationships.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Neil R

CFP®, ChFC®, Series 63, Series 66

Urbana, IL

Edward Jones

Neil Richardson is a financial advisor at Edward Jones with 21 years of industry experience. He holds CFP® and ChFC® designations and has worked at Edward Jones since 2012. Prior to that, he was with Northwestern Mutual Investment Management and Northwestern Mutual Wealth Management Company. 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 advisors and branch offices.

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Gary K

Series 63, Series 66

Champaign, IL

Wells Fargo Clearing

Gary Kling is a financial advisor with Wells Fargo Clearing in Champaign, Illinois, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC for one year. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is driven by investment policy statements and 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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Tyler B

Series 63, Series 65

Champaign, IL

LPL Enterprise

Tyler Bubolz is an advisor with LPL Enterprise holding Series 63 and Series 65 credentials and has five years of industry experience. His prior roles include work at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of financial services, he is involved with Blue Diamond Events and has a long-term affiliation with Lindenwood University. LPL Enterprise offers investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and various affiliated financial services.

Tax-loss harvesting
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Andrew H

Series 66

Urbana, IL

Raymond James Financial

Andrew Happ is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and seven years of industry experience. He has worked with Raymond James since 2018 and concurrently with Busey Bank since 2018, including a prior role at Busey Trust Company from 2016 to 2018. He is also involved as a branch associate with Busey Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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

Series 63, Series 65

Champaign, IL

LPL Enterprise

Richard Hartke is a financial advisor with LPL Enterprise in Champaign, Illinois, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining LPL Enterprise, he spent over 25 years with Pruco Securities, LLC and has been associated with Prudential Insurance Company of America since 1999. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm typically uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in Model Wealth Portfolios wrap programs.

Tax-loss harvesting
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Ellen M

CFP®, Series 66

Champaign, IL

Wells Fargo Clearing

Ellen Mcgill is a CFP® professional at Wells Fargo Clearing with nine years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Home Mortgage and WELLS FARGO Advisors, LLC. 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 uses research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions.

Retired Founder/Business Owner
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Vanessa L

Series 63, Series 65

Urbana, IL

Raymond James Financial

Vanessa Levan is a financial advisor with Raymond James Financial in Urbana, IL, holding Series 63 and Series 65 licenses and with 23 years of industry experience. She has worked with Raymond James Financial Services since 2004 and with Busey Bank and Busey Trust Company in various roles since 2004. Outside of her advisory work, she is an associate at Busey Investment Services, where she manages client relationships and accounts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

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

CFP®, Series 63, Series 66

Champaign, IL

Edward Jones

Mark Thies is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 1999. Based in Champaign, IL, he also acts as a trustee for a family trust involving farm management decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and affiliated investment products through a large network of financial advisors and branches.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Spencer F

CFP®, Series 63

Urbana, IL

Raymond James Financial

Spencer Fields is a CFP®-credentialed financial advisor with six years of industry experience. He is currently affiliated with Raymond James Financial and Busey Bank, where he advises clients on investment needs and prepares financial plans. His background includes roles at the University of Illinois and Legends Golf Course. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting that align with client goals.

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

Series 63, Series 65

Champaign, IL

Charles Schwab

Ronald Endsley is a financial advisor with Charles Schwab in Champaign, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Merrill, Bank of America, and Emmber Group LLC, where he is currently involved in a side business managing non-investment-related expenses. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts, offering a combination of non-discretionary and discretionary investment services supported by integrated custody, brokerage, and advisory solutions.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Joshua C

Series 66

Champaign, IL

Mass Mutual Investors Services

Joshua Caughey is a financial advisor with MassMutual Investors Services holding a Series 66 designation and one year of industry experience. He has worked at several firms, including Chesser Financial and MassMutual Life Insurance Company. Prior to his financial career, he was employed in various roles, including at Fitness Premier and Brown Woods and Associates. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software tools to support comprehensive client goal analysis.

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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Alex M

Series 66

Champaign, IL

Wells Fargo Clearing

Alex Myers is a financial advisor with Wells Fargo Clearing in Champaign, Illinois, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. Outside of his advisory role, Myers acts as a power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and 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 within its investment offerings.

Retired Founder/Business Owner
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Matthew E

Series 66

Champaign, IL

Charles Schwab

Matthew Endsley is a financial advisor at Charles Schwab with 23 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2018, following prior roles at Bank of America and Merrill Lynch. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and a formal alternative-investment process.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Corey D

Series 66

Champaign, IL

LPL Enterprise

Corey Derry is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held various roles across multiple industries including staffing, medical supply, and consumer services. Outside of advising, he is involved with Kleenrr and Green Releaf in outside employment capacities. LPL Enterprise provides investment advisory and brokerage services to a wide client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Tax-loss harvesting
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Nicholas B

Series 66

Champaign, IL

Edward Jones

Nicholas Braden is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked for Stifel Financial Corp for three years. Outside of his advisory role, he co-manages Braden Farms, where he is involved in marketing grain, equipment sales, hiring, and financial tracking. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial products through a nationwide network of advisors and branch offices.

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