Todd Groesch is a financial advisor with Cambridge Investment Research Advisors in Granite City, IL, holding Series 63 and Series 65 credentials and over 21 years of industry experience. His background includes roles at Cambridge Investment Research, Nicol Enterprises, and Kevin G. Nicol & Associates, among others. He serves as a board trustee for the Millstadt Fire Protection District. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment solutions through independent Financial Professionals, including proprietary and third-party models, across multiple platform arrangements with both discretionary and non-discretionary management options.

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.

Randall Dunn is a financial advisor with Edward Jones in Glen Carbon, IL, holding Series 63 and Series 66 designations and 37 years of industry experience. He has been with Edward Jones since 1984. 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 solutions supported by a large nationwide network of advisors and branch offices.

Michael Cohan is the Resident Director of the Metro East office in Swansea, Illinois, with over 20 years of experience at Merrill Lynch Wealth Management. He joined the company in 2002 and has held various roles including more than a decade on the Merrill St. Louis Leadership Team and several years as a Financial Advisor on The Gray Group Wealth Management Team. His focus is on providing advice, planning, and investment guidance, primarily serving affluent families, senior executives, and small business owners. Michael holds Bachelor's degrees in both Finance and Management of Information Systems from Florida State University. His professional designations include Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He supports his colleagues' individual practices and aims to foster an inclusive culture that promotes growth and positively impacts the local community. Outside of work, Michael enjoys spending time with his family and friends, playing golf, traveling, and contributing to community organizations such as the Madison County of Illinois Child Advocacy Center. He lives in Glen Carbon, Illinois, with his family.

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.

Rose Fisher is a Series 66-credentialed financial advisor with Edward Jones, based in Maryville, Illinois. She has one year of industry experience and has worked at Edward Jones since 2018, following a role at Vatterott College. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management through a large national network of advisors and branch offices.

Amy Godar is a financial advisor at Edward Jones with 16 years of industry experience. She holds the CFP® and Series 66 designations and has been with Edward Jones since 2009. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and proprietary investment products.

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® professional with 21 years of industry experience and is currently affiliated with Cetera. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC, and has taught business management at Southwestern Illinois College since 2012. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management and financial planning services across multiple program structures.

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.

Greg Stellhorn is a financial advisor with Thrivent Investment Management in Collinsville, IL, holding a Series 66 credential and possessing 11 years of industry experience. He has been with Thrivent Financial and its investment management arm since 2014. Outside of his advisory role, Stellhorn serves on the board of directors for Camp Wartburg, a Christian retreat and summer camp facility. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based financial planning without discretionary portfolio management, focusing on a wide range of planning topics including retirement, tax, estate, and special needs planning.

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.

Kyle Stein is a financial advisor at Edward Jones in Maryville, IL, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked in physical therapy management for over a decade. Outside of financial advising, Stein manages a rental property in Fairview Heights, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various households, pension plans, corporate clients, and charitable organizations. The firm offers both discretionary and non-discretionary investment strategies, along with affiliated mutual funds and overlay tax-efficient services, supported by a large nationwide network of advisors and branch offices.

Thomas Cowell is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at LPL Financial, Investment Centers of America, and Community Bank of Trenton/Hometown Financial Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with a nationwide network of financial advisors and extensive affiliated capabilities.

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.

Walter Weston is a financial advisor at Edward Jones with 20 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses and has been with Edward Jones since 2006. 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 under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and affiliated mutual funds.

Kurtis Shotts is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services in various capacities since 2016. Outside of his advisory role, he is co-owner of a retail business, Big Firepits, and is involved in tax preparation through Proactive Tax & Advisory LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. Their retirement income service uses a centralized team to produce recommendation reports that integrate investment research and algorithmic tools, supporting non-discretionary implementation by clients or their advisors.