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Ryan M

Series 63, Series 66

Peoria Heights, IL

Robert Baird & Co.

Ryan Miller is a financial advisor with Robert W. Baird & Co. in Peoria, IL, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Baird in 2023, he worked at PNC Bank and JPMorgan Chase Bank. He serves on several local boards, including The Children's Home Association of Illinois and Peoria Notre Dame High School, contributing to their investment and finance committees. Baird’s DDK Group provides private wealth management services to individuals, families, pensions, corporations, and institutional clients, offering tailored consulting and portfolio management solutions that include both traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Lindsay C

Series 63, Series 65

Peoria, IL

Charles Schwab

Lindsay Craig is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 65 designations and has been with Charles Schwab & Co., Inc. since 2017. Prior to her current role, she spent three years as a stay-at-home mother. 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 combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

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

Series 66

Peoria, IL

LPL Financial

Christopher Jackson is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has been associated with LPL Financial since 2022 and has prior experience with Cuna Brokerage Services, Inc. and Cefcu, where he has been active for over 18 and 20 years respectively. 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 advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Gaeb P

Series 66

Peoria, IL

LPL Financial

Gaeb Parry is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Financial, he worked at Cefcu and Equitable Advisors, LLC, and has experience with the Peoria Riverfront Museum and Western Illinois University. 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 and model portfolio programs, supported by a large network of advisors and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Philip U

Series 63, Series 66

Peoria, IL

Wells Fargo Advisors

Philip Unes is a financial advisor with Wells Fargo Advisors in Peoria, IL, holding Series 63 and Series 66 licenses and over 28 years of industry experience. His prior roles include positions within Wells Fargo Clearing and Wells Fargo Advisors LLC. He is a 50% owner of Unruh & Unes Wealth Management Group, an investment-related business in Peoria. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting certain net-worth thresholds. The firm integrates advisory services with various financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Sara S

Series 63, Series 65

Peoria Heights, IL

Raymond James & Associates

Sara Schupp is a financial advisor with Raymond James & Associates in Peoria Heights, IL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Raymond James & Associates since 2012. Raymond James & Associates, Inc. is a large 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 supported by a wide range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jacob T

Series 66

Peoria Heights, IL

Raymond James & Associates

Jacob Turner is a Series 66 licensed financial advisor with Raymond James & Associates, where he has worked since 2013. He has 13 years of industry experience and is based in Peoria Heights, 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 individuals, institutional clients, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Brandon A

Series 66

Peoria, IL

Wells Fargo Advisors

Brandon Anderson is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, TD Ameritrade, and Mutual of Omaha. Outside of finance, he was involved with Khaki Jacks for two years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Steve W

Series 63, Series 66

Peoria, IL

LPL Financial

Steve Weers is a financial advisor with LPL Financial in Peoria, IL, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is the owner of Aviation Specialists, Inc., an aviation service company offering air charter, aircraft management, flight instruction, and aerial photography, and he works as an aircraft pilot crewmember for Kress Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides 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 access, participant-level retirement advice, and institutional platforms, supporting a wide range of strategic and tactical investment approaches.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brandon C

Series 66

Peoria Heights, IL

Wells Fargo Advisors

Brandon Crane is a financial advisor with Wells Fargo Advisors in Peoria Heights, IL, holding a Series 66 designation and nine years of industry experience. His career includes roles at Wells Fargo Clearing Services LLC, Cetera, Regions Bank, and Axa Advisors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options using proprietary research and tools, with clients able to implement recommendations through various brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Adam H

CFP®, Series 66

Peoria Heights, IL

Raymond James & Associates

Adam Hawks is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2011. He is a managing partner of Greenstar Farms, LLC, which manages his family’s agricultural operations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Anthony L

Series 63, Series 65

Peoria, IL

Equitable Advisors

Anthony Linthicum is a financial advisor with Equitable Advisors in Peoria, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he volunteers with Berean Ministries, assisting with Bible study programs at the Peoria County Jail. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and diverse asset-management programs, utilizing third-party asset managers and advisory programs to tailor solutions based on clients’ risk tolerance and needs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Keith K

CFP®, Series 63

Peoria Heights, IL

Wells Fargo Advisors

Keith Kinsey is a financial advisor at Wells Fargo Advisors with over 40 years of industry experience. He holds the CFP® designation and has worked at various Wells Fargo entities since 2009. Kinsey holds partial ownership interests in several investment-related ventures and commercial properties in Illinois. Wells Fargo Advisors serves individual, trust, and institutional clients with a broad range of investment and financial planning services, offering tailored recommendations supported by Wells Fargo research and planning tools. The firm integrates advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Theresa G

Series 66

Peoria Heights, IL

Robert Baird & Co.

Theresa Guzman is a financial advisor at Robert Baird & Co. with 24 years of industry experience. She holds the Series 66 designation and has been with Robert Baird & Co. since 2015. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services, tailoring strategies to client goals and risk tolerances through both in-house and third-party managers.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Stephen G

Series 63, Series 65

Edwards, IL

LPL Financial

Stephen Gibbs is a financial advisor with LPL Financial in Edwards, Illinois, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Merrill and Equitable Advisors. Gibbs also serves as a co-trustee for the Patricia A. Gibbs Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. Its offerings include financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a wide network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Steven C

Series 63, Series 65

Peoria, IL

Equitable Advisors

Steven Christe is a financial advisor with Equitable Advisors in Peoria, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisor role, he is a member of the Peoria Producer Group Inc. and serves as healthcare power of attorney for an immediate family member. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of third-party advisory programs and discretionary management models, offering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Michael U

Series 66

Peoria, IL

Wells Fargo Advisors

Michael Unruh is a financial advisor with Wells Fargo Advisors in Peoria, IL, holding a Series 66 designation and eight years of industry experience. His career includes roles at Wells Fargo Advisors, LLC and Wells Fargo Clearing prior to his current position. He is also involved in BUPUMU LLC as a financial advisor with a significant ownership interest. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting net-worth thresholds, including specialized services such as business-owner transition and special-needs planning, utilizing Wells Fargo research and tools to develop individualized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Katherine M

Series 66

Peoria Heights, IL

Raymond James & Associates

Katherine Morgan is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 11 years of industry experience. She has worked at Raymond James & Associates since 2020 and previously spent six years with Associated Investment Services, Inc. Her background also includes four years of experience outside the financial industry at Olive Garden. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Richard B

Series 66

Peoria Heights, IL

Raymond James & Associates

Richard Benson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James since 2012. Outside of his advisory role, he is a partner in Hilltop Partners V LLC. Raymond James & Associates manages approximately $501 billion in assets and serves a diverse client base, including individuals, institutions, and municipal entities. The firm provides financial planning and consulting through non-discretionary relationships, employing various portfolio management styles supported by firm research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Kathryn P

Series 66

Peoria, IL

Edward Jones

Kathryn Pearce is a financial advisor at Edward Jones in Peoria, IL, holding a Series 66 designation with one year of industry experience. Her prior positions include roles at Heartland Bank and Trust Co, Commerce Trust Company, and Mid Central Community Action. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment and advisory solutions, supported by a large national network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Founder/Business Owner Women Professionals
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