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.

Ashlee Bertan is a Series 66 licensed advisor at Edward Jones with over 16 years of industry experience, including prior roles at Busey Bank. She has been with Edward Jones since 2018 and is currently based in Rantoul, IL. 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, investment strategies, and affiliated services, supported by a large network of financial advisors and branch offices nationwide.

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.

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.

Tara Busboom is a financial advisor with Edward Jones in Rantoul, IL, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Central Illinois Charcuterie, LLC, Dressbarn, and Busey Bank. 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 approximately $1.01 trillion in assets and offers a range of advisory strategies, separately managed accounts, and affiliated mutual funds through a nationwide network of financial advisors and branch offices.

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.

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.

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.

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.

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.

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.