Jared Canterbury is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2019, he has focused on helping clients develop personalized financial strategies by understanding their short- and long-term objectives. His approach emphasizes a comprehensive management of wealth, incorporating Merrill Lynch’s investment insights to address diverse financial needs including employee benefits planning, executive compensation, legacy planning, retirement income, tax minimization, and small business strategies. With experience in the financial services industry dating back to 2011, Jared holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Personal Investment Advisor (PIA) credential. He earned a bachelor's degree in Business Administration from the University of Southern Indiana. Jared works closely with individuals, families, and businesses to provide investment guidance tailored to their unique goals. Jared lives in Petersburg, Illinois, with his wife Whitney and their two children. He is active in his community, serving as President and Co-Founder of the Menard County Men’s Club and as a member of the Lake Petersburg Association Board of Directors. Additionally, he contributes as an assistant coach for the PORTA varsity baseball team and supports youth sports as a basketball and baseball coach. Outside of work, Jared enjoys baseball, basketball, boating, fishing, golf, football, and spending time outdoors with his family.

Michelle Roher is a financial advisor at Raymond James & Associates with 7 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing for 24 years prior to joining Raymond James in 2025. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Sarah Goleman is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2018. Before joining Merrill, she spent several years working in the banking industry. Sarah focuses on understanding her clients' comprehensive financial pictures and future plans to create tailored options for family and legacy planning, incorporating both traditional and socially conscious investing strategies. Her expertise includes college education planning, family wealth management, philanthropic planning, socially responsible investing, and retirement planning. Sarah holds a Master's degree from the University of Dundee and several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of her professional role, Sarah is actively involved in her community through volunteering and advisory roles with organizations focused on historic preservation, literacy, social services, and civic engagement in Springfield, Illinois. She is affiliated with numerous professional and community organizations, including Illinois Women in Leadership, King's Daughters, Lincoln Library Alliance, and the United Way Vision Council. Her personal interests include antiquing, cooking, gardening, horseback riding, reading, sewing, and spending time with her family.

Mark Black is a CFP® with 32 years of experience in the financial services industry, currently serving with Cetera. His prior experience includes roles at Cambridge Investment Research Advisors and First Allied Securities. Outside of advising, he is a part owner of Emblem Records, LLC, a music and record company, and serves as president of Miami Valley Network Professionals, a business networking organization. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, providing services to individuals across wealth levels, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning solutions and operates a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Elyse Griminger is a financial advisor at Stifel with a Series 66 credential and less than one year of industry experience. Prior to joining Stifel, she worked in real estate at KW Elevate Luxury and held positions in local government and small business. She has also been involved in gymnastics coaching and retail. 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 relies on proprietary methodologies developed by its Investment Strategy Group, providing analysis and guidance across asset allocation, retirement, insurance, and estate planning.

Stephen Raupp is a financial advisor with LPL Financial in Springfield, IL, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has worked at LPL Financial since 2010 and concurrently at Bank of Springfield since 2007. In addition to his advisory role, Raupp is involved in selling term and whole life insurance products through a bank insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Troy Klunick is a financial advisor with Cetera, holding a Series 66 credential and one year of industry experience. His work history includes roles at Cetera Wealth Services, Avantax Investment Services, and ESP Wealth Management, alongside a nine-year tenure as a tax manager at Eck, Schafer & Punke LLP. Outside of advising, he serves as treasurer for the Capital Area Sports Commission, a nonprofit focused on youth and amateur sports events in Springfield, Illinois. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Joshua Edmonds is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Woodbury Financial Services, OSAIC, and Pearl Insurance Group LLC. Edmonds is also the owner of Legacy Private Wealth Advisors, where he provides investment advisory and insurance services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individual investors, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a range of portfolio management strategies and multiple custody arrangements.

Mitch Wallner is a financial advisor with Equitable Advisors in Springfield, IL, holding a Series 66 credential and 15 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at Axa Advisors. Outside of his advisory role, he is involved in several business ventures including a restaurant and entertainment space, as well as management and oversight roles in storage unit operations and residential rental property investments. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning and retirement-plan support along with access to asset management through multiple third-party managers. The firm operates a hybrid referral and implementation model that incorporates both advisory and brokerage channels and emphasizes individualized client planning.

Eric Ullian is a financial advisor with Equitable Advisors in Springfield, IL, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Amazon, Dober, and teaching positions at St. Ambrose University and Lincoln-Way West High School. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Trevor Anslyn is a financial advisor at Edward Jones in Springfield, IL, holding a Series 66 designation and bringing six years of industry experience. His prior work includes roles at Pruco Securities LLC, Konica Minolta, and Wells Fargo. He has been with Edward Jones since 2019. 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 with a network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Charles Hamilton is a Series 66 licensed financial advisor with LPL Financial, based in Springfield, IL, and has two years of industry experience. Prior to joining LPL Financial, he worked at Bank of Springfield and Ameriprise Financial. 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, and brokerage services with both discretionary and non-discretionary management options.

Jonathan Gibson is a financial advisor with Merrill in Springfield, IL, holding Series 63 and Series 66 credentials and totaling 13 years of industry experience. He previously worked at Marine Bank & Trust, part of United Community Bank, from 2013 to 2020 before joining Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

David Travis is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services and MetLife Securities Inc. Outside of his advisory role, he is involved with Employee Benefit Solutions in non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by internal and third-party research and technologies.

Brent Leach is a financial advisor with Cetera, holding the Series 66 designation and bringing 10 years of industry experience. He has worked at Avantax Advisory Services and 1st Global Capital Corp before joining Cetera in 2025. Outside of his advisory role, Leach is an equity partner and managing partner of the tax practice at Eck, Schafer & Punke, LLP, a public accounting firm. He also serves as the treasurer of the Dana-Thomas House Foundation, a nonprofit dedicated to preserving the Frank Lloyd Wright Dana-Thomas House in Springfield, IL. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets across more than 10,000 advisors.

John Cravens is a financial advisor with Cetera in Springfield, IL, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has been with Cetera since 2003 and also has extensive prior experience at PEHLMAN & DOLD. Outside of advising, he owns and operates CPA and tax consulting businesses and serves as treasurer for a local water sales cooperative. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporations, charities, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing multi-manager platforms and a variety of program structures.

Kasey Petrilli is a financial advisor with Edward Jones in Springfield, IL, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. Prior to joining Edward Jones in 2023, Kasey worked over a decade at Horace Mann Companies. 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Kyle Edmiston is a financial advisor with Edward Jones in Springfield, IL. He holds the ChFC® designation and Series 66 license and has five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Wells Fargo Bank NA for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs, managed solutions, and affiliated investment options. The firm operates under a fiduciary standard and is notable for its large retail advisor network and comprehensive capabilities beyond advisory services.

Kevin Frontone is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. He previously worked at Edward Jones for 19 years. Outside of his advisory role, he is involved in independent insurance brokering specializing in universal and term life insurance. Ameriprise provides a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Louis Guene is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. Prior to joining Ameriprise, he worked at the Illinois Department of Public Health and held positions at Illinois College as well as roles outside of finance. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement income planning advice and written Recommendation Reports focused on dependable income and tax-aware withdrawal strategies.