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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Lynn Anderson is a financial advisor with Wells Fargo Clearing in Champaign, IL, holding a Series 66 designation and bringing 15 years of industry experience. She previously worked at Morgan Stanley and Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Lee Nosbisch is a financial advisor with LPL Enterprise in Champaign, IL, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior roles include positions at Teutopolis State Bank, IPI Wealth Management, and Slagle Financial, LLC. Before entering the financial industry, he worked in education and nonprofit settings. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other institutional clients. The firm utilizes a model-driven investment approach and offers services including financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Zachary Owens is a financial advisor at LPL Enterprise with eight years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program, alongside affiliated trust and insurance services.

Dillon Hoel is a financial advisor with Morgan Stanley in Champaign, Illinois, holding a Series 66 designation and bringing nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he is the owner of a rental property business in Tuscola, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of standalone planning services.

Kellie Wolking Kaefring is a financial advisor at Edward Jones with 12 years of industry experience. She holds the CFP® and Series 66 designations and has been with Edward Jones since 2013. Outside of her advisory role, she has a part ownership in an Angus cattle farm in Tipton, Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and solutions and operates under a fiduciary standard.

Ryan Williams is a financial advisor with LPL Enterprise in Champaign, Illinois, holding a Series 66 designation and one year of industry experience. His prior roles include positions at PRUCO Securities, LLC and employment during his time at the University of Missouri. Williams is involved in a non-variable insurance business based in Springfield, Illinois. 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 employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in managed wrap programs.

Caleb Englehardt is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Merrill in various roles since 2000. Englehardt is also employed by the Tuscola Community School District #301 in an educational capacity. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and model-based analyses as part of its financial planning process.