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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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Christopher R

Series 63, Series 65

Champaign, IL

Morgan Stanley

Christopher Rapier is a financial advisor with Morgan Stanley in Champaign, IL, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients by providing advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

General estate planning guidance
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James E

Series 66

Champaign, IL

Cetera

James Eisenmenger is a financial advisor with Cetera, holding a Series 66 designation and 26 years of industry experience. He has been with Cetera and its related entities since 1999 and previously worked with Martin Hood Friese & Associates, LLC. In addition to his advisory role, he is a partner at MH CPA PLLC, a certified public accounting firm providing accounting, tax, auditing, and consulting services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and customized strategies, managing significant assets through a large network of independent advisors.

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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Chris D

Series 66

Champaign, IL

Cambridge Investment Research Advisors

Chris Daly is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and seven years of industry experience. He has been associated with Cambridge Investment Research entities since 2018. Outside of his advisory work, Daly is the owner of Newell House Bistro LLC, a business operating since 2012. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm offers a range of investment solutions, including proprietary models and third-party strategies, with both discretionary and non-discretionary management tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Caesey S

Series 66

Champaign, IL

Wells Fargo Clearing

Caesey Schneider Gehrt is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. Before joining Wells Fargo, Gehrt worked at Clifford-Jacobs Forging and has background experience in the hospitality sector, including operating Jupiter's Pizzeria & Billiards. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a network of over 14,000 financial advisors.

Retired Founder/Business Owner
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Adam S

Series 66

Champaign, IL

LPL Enterprise

Adam Spitalny is a Series 66-licensed financial advisor with LPL Enterprise, LLC, based in Champaign, Illinois. He has one year of industry experience, following a 15-year career in the U.S. Army. Outside of advising, he has involvement in a sports and fitness coaching activity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers services such as financial planning, consulting, and participation in wrap programs.

Tax-loss harvesting
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Eric B

CFP®, Series 63, Series 65

Champaign, IL

Raymond James Financial

Eric Boland is a CFP®-designated financial advisor with 25 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked for Commonwealth Financial Network for 16 years. In addition to his advisory role, Boland is a managing partner and one-third owner of Provident Financial Group, LLC, where he oversees daily operations. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services and supports clients through various programs, emphasizing analytical tools and risk profiling.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Oluwatomiwa B

Series 66

Savoy, IL

Ameriprise

Oluwatomiwa Bami Ogunbiyi is a financial advisor with Ameriprise, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, Ogunbiyi worked in various roles including at AT&T and the University of Illinois College of Law. Ogunbiyi is also an associate financial advisor with Preeminent Group LLC, where they assist with financial plans, trades, and account monitoring. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Eric S

Series 66

Champaign, IL

Wells Fargo Clearing

Eric Schweighart is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. 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 approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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Christopher Kip T

Series 63, Series 65

Champaign, IL

LPL Enterprise

Christopher Kip Thompson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and having 30 years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities, and Bankers Life Advisory Services. He is also involved with Paradox Commodities, Inc., a business he owns with his wife that focuses on marketing and networking support within the commodities sector. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and operates a broad platform including financial planning, insurance products, and affiliated trust services.

Tax-loss harvesting
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Tyler F

Series 63, Series 66

Urbana, IL

J.P. Morgan Securities

Tyler Frazier is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TD Ameritrade, Charles Schwab, and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence to support customized investment recommendations.

Wealth management Executive Founder/Business Owner
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Charles F

Series 63, Series 65

Champaign, IL

LPL Enterprise

Charles Fall is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 43 years of industry experience. He has worked at Prudential Insurance Company of America since 1979 and joined LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, high-net-worth clients, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset manager access, and insurance product facilitation through affiliated entities.

Tax-loss harvesting
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James L

Series 63, Series 65

Champaign, IL

Mass Mutual Investors Services

James Lilley is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His prior roles include positions at The O.N. Equity Sales Company and Ohio National Life Insurance Company. Outside of his advisory work, he is involved in selling and servicing life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software to analyze client goals and offers event-driven planning programs including divorce and estate settlement planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Starla C

Series 63, Series 65

Champaign, IL

Raymond James Financial

Starla Carr is a financial advisor at Raymond James Financial with 31 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked for Commonwealth Financial Network for 16 years. Carr is also the managing partner and owner of Provident Financial Group LLC, a full-service financial planning firm. 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, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical tools to support client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Adam O

Series 63, Series 65

Urbana, IL

Raymond James Financial

Adam Owen is a financial advisor with Raymond James Financial in Urbana, Illinois, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His career includes roles at Busey Bank, Busey Investment Services, Busey Trust Company, and Raymond James Financial, spanning over a decade across these firms. Outside of his advisory work, he serves as a Finance and Investment Committee member and Deacon at Grace Bible Church, where he contributes to research and project implementation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, and institutional investors. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Craig M

Series 66

Mahomet, IL

Ameriprise

Craig Myers is a financial advisor with Ameriprise, holding a Series 66 credential and 27 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Myers is involved in nonprofit education through an organization providing scholarships for aspiring entrepreneurs, serves on the board of Peace Meals, and works as a sports official. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, using a combination of research, modeling, and tax-efficiency strategies to deliver customized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Steven T

Series 63, Series 65

Champaign, IL

OSAIC

Steven Tucker is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes 22 years at Woodbury Financial Services, Inc., and he has operated Tucker Financial as a self-employed advisor since 1995. He also owns Legacy Investment Services, an insurance and fixed annuities agency. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by asset-allocation tools, automated rebalancing, and access to third-party money managers and wrap programs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Colin P

Series 66

Urbana, IL

Edward Jones

Colin Postlewaite is a financial advisor with Edward Jones in Urbana, Illinois, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2007. 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 more than 23,700 financial advisors.

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

Series 66

Champaign, IL

LPL Enterprise

Lyle Bellamy is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. His work background includes roles outside the financial industry, such as positions in the restaurant and brewing sectors. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and provides access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Tax-loss harvesting
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