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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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Lynn A

Series 66

Champaign, IL

Wells Fargo Clearing

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.

Retired Founder/Business Owner
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Lee N

Series 63, Series 65

Champaign, IL

LPL Enterprise

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.

Tax-loss harvesting
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Zachary O

Series 63, Series 65

Champaign, IL

LPL Enterprise

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.

Tax-loss harvesting
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Dillon H

Series 66

Champaign, IL

Morgan Stanley

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.

General estate planning guidance
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Kellie W

CFP®, Series 66

Champaign, IL

Edward Jones

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.

Retirement income strategy General retirement planning Wealth management Inheritance planning Multi-generational wealth transfer Professional Athlete
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Ryan W

Series 66

Champaign, IL

LPL Enterprise

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.

Tax-loss harvesting
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Caleb E

Series 66

Champaign, IL

Morgan Stanley

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.

General estate planning guidance
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Grant G

CFP®, Series 66

Champaign, IL

Edward Jones

Grant Ghighi is a CFP® and holds a Series 66 license, serving as a financial advisor at Edward Jones in Champaign, IL. He has 11 years of industry experience and has been with Edward Jones since 2014. 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 and offers a range of advisory programs and investment solutions through a nationwide network of over 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Attorney
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George L

Series 66

Mahomet, IL

Thrivent Investment Management

George Longfellow Jr. is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2019. He has six years of industry experience and previously held roles at Anderson Ford and Illini Nissan. Outside of his advisory work, he co-owns a hobby business breeding and selling exotic pets, primarily ball pythons. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account programs under consolidated billing.

Business ownership considerations
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Lana B

Series 66

Champaign, IL

J.P. Morgan Securities

Lana Berardi is a financial advisor with J.P. Morgan Securities in Champaign, IL, holding a Series 66 designation and 23 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2003. Outside of her advisory role, she serves as a trustee and director of the Joseph Berardi Scholarship Fund Trust, a nonprofit that provides scholarships to students primarily from Canton High School in Illinois. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm’s approach includes an ESG eligibility framework and access to a broad range of investment products through its registration as a security-based swap dealer and futures commission merchant.

Wealth management Executive Founder/Business Owner
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Blake H

Series 63, Series 65

Champaign, IL

Primerica Advisors

Blake Hubert is a financial advisor with Primerica Advisors in Champaign, IL, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. In addition to advisory work, he is involved in the sale of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail rather than institutional or pension plan management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Douglas O

Series 63, Series 65

Champaign, IL

LPL Enterprise

Douglas Owens is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 37 years of industry experience. Prior to joining LPL Enterprise in 2024, he spent over three decades at Prudential Insurance Company of America and its affiliate Pruco Securities. Outside of his advisory work, Owens is an owner of farm ground in Danville, Illinois. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s model-driven investment approach incorporates portfolios developed by internal and third-party strategists, and it offers financial planning, access to external asset managers, and participation in wrap programs.

Tax-loss harvesting
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Jared L

Series 66

Mahomet, IL

Edward Jones

Jared Lyons is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

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

Series 63, Series 65

Champaign, IL

LPL Financial

James Gossett is a financial advisor with LPL Financial in Champaign, IL, holding Series 63 and Series 65 credentials and having 29 years of industry experience. He has worked with LPL Financial since 2001 and leads Gossett & Associates Wealth Management Group since 2015. Outside of advising, he is a commissioned notary public. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of advisers and various 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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Nathan B

Series 66

Champaign, IL

Edward Jones

Nathan Blackburn is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at GDM Seeds for five years and at SuperValu for two years. He also played football at the University of Illinois and was affiliated with the university from 2014 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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

Series 66

Champaign, IL

Wells Fargo Clearing

Erica Newton is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2017, following five years at First Financial Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Mitchell C

Series 66

Champaign, IL

Raymond James Financial

Mitchell Carr is a financial advisor at Raymond James Financial with a Series 66 credential and one year of industry experience. His background includes positions at RSM US LLP and Clifton Larson Allen, among others. 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, charitable organizations, and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and investment consulting aligned 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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Darrold K

ChFC®, Series 66

Champaign, IL

Edward Jones

Darrold Kennedy is a financial advisor with Edward Jones in Champaign, IL, holding ChFC® and Series 66 credentials and bringing 19 years of industry experience. He has been with Edward Jones since 2006. 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 nationwide network of approximately 23,701 financial advisors.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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David H

Series 66

Champaign, IL

Cetera

David Hood is a financial advisor with Cetera who holds a Series 66 designation and has 27 years of industry experience. He is also a partner at MH CPA PLLC, a certified public accounting firm where he provides accounting, tax, auditing, consulting, and management services. Hood has worked with Cetera and its affiliated entities since 1999 and has extensive prior experience with Martin Hood Friese & Associates, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms and third-party managers, operating a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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