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William M

Series 66

Peoria, IL

LPL Financial

William Mitchell II is a financial advisor with LPL Financial in Peoria, IL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Busey Investment Services, Raymond James Financial, First Midwest Bank, and Woodforest National Bank. 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 a range of financial planning and investment management options, including model portfolios and third-party asset management, supported by a large network of advisors and various financial service platforms.

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

Series 63, Series 65

Peoria, IL

LPL Financial

Denis Cyr is a financial advisor with LPL Financial in Peoria, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2008, he worked at Robert Baird & Co. and Merrill. He has served as a city councilman for Peoria’s 5th district and is a notary in the state of Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, asset management, and institutional platforms to individuals, retirement plan participants, banks, and other institutions, supported by extensive advisor-facing technology and a broad array of financial services.

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

Series 63, Series 65

Peoria Heights, IL

Raymond James & Associates

Jaclyn Merkley is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Raymond James since 2016. 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, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Vincent S

CFP®, Series 63, Series 65

Germantown Hills, IL

Mass Mutual Investors Services

Vincent Silvio is a financial advisor with Mass Mutual Investors Services, holding the CFP® designation along with Series 63 and Series 65 licenses. He has nine years of industry experience, including roles at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2017, and prior experience at Red Lobster. Outside of his advisory work, he is also an agent for individual life, health, group life, group health insurance, and fixed annuities. 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 ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

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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John R

CFP®, Series 63, Series 66

Peoria, IL

Edward Jones

John Ritter is a financial advisor with Edward Jones in Peoria, IL, holding the CFP® designation and Series 63 and 66 licenses. He has 24 years of industry experience, all with Edward Jones since 2002. Outside of his advisory role, he oversees operational policies and planning for Grim Dark Games LLC, a tabletop board games company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of advisors and branches.

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

Series 63, Series 65

Edwards, IL

Charles Schwab

Paul Digiallonardo is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated. He is also the CEO of Next Act Collective, an organization focused on assisting individuals transitioning into their next life chapters. 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 advisory relationships and access to discretionary separately managed accounts, utilizing 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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Joshua B

Series 63, Series 66

Peoria Heights, IL

Thrivent Investment Management

Joshua Beenders is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. 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 analyses and allows clients to combine planning services with managed accounts under a consolidated billing option called “WealthPlan,” while keeping planning and asset management separate.

Business ownership considerations
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Jeffrey J

Series 63, Series 65

Peoria Heights, IL

Raymond James & Associates

Jeffrey Jones is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James & Associates since 2012. 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 investors, pension plans, and charitable organizations, and offers 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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Christina P

Series 63, Series 65

Peoria, IL

LPL Financial

Christina Pitcher is a financial advisor with LPL Financial in Peoria, IL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with LPL Financial and its predecessor firms since 1999. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

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

Series 66

Peoria Heights, IL

Wells Fargo Advisors

Kristen Gordon is a financial advisor with Wells Fargo Advisors in Peoria Heights, IL, holding a Series 66 designation and 12 years of industry experience. She has worked within various Wells Fargo entities since 2013. Outside of her advisory role, she has ownership interests in a small wealth management group and related enterprises. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, using proprietary research and planning tools to develop recommendations delivered through discrete planning engagements.

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

Series 63, Series 66

Peoria, IL

Wells Fargo Advisors

Jordan Parr is a financial advisor with Wells Fargo Advisors in Peoria, IL, holding Series 63 and Series 66 credentials and has 10 years of industry experience. He previously worked at Scottrade before joining Wells Fargo Advisors in 2017. Outside of his advisory role, he manages JP Alan Cash Management and has a minority ownership interest in Cornerstone Strategic Wealth Management LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a comprehensive range of planning services and integrates advisory solutions with broader 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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Stephen J

CFP®, Series 66

Peoria, IL

LPL Financial

Stephen Jordan is a financial advisor with LPL Financial in Peoria, IL, holding CFP® and Series 66 designations and offering 14 years of industry experience. He previously worked at Morgan Stanley for one year before joining LPL Financial in 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies across various allocation approaches.

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

Series 66

Peoria, IL

Wells Fargo Advisors

Megan Homan is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds a Series 66 designation and previously worked for Morgan Stanley for 11 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as retirement, education, risk, and wealth-transfer planning, and utilizes Wells Fargo research and planning tools to develop tailored recommendations for clients.

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

Series 66

Metamora, IL

Edward Jones

Alivia Thomas is a financial advisor at Edward Jones in Metamora, IL, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked at Old Navy and spent four years in full-time education. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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Stephen M

Series 63, Series 65

Peoria, IL

Wells Fargo Advisors

Stephen Mcraven is a financial advisor with Wells Fargo Advisors in Peoria, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his advisory role, he has ownership interests in multiple investment-related entities, including Cornerstone Strategic Wealth Management LLC and SJM Capital LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using Wells Fargo research and tools, with discretionary client implementation through 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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Charles H

CFP®, ChFC®, Series 63, Series 65

Peoria, IL

Wells Fargo Advisors

Charles Hemmer II is a CFP® and ChFC® credentialed financial advisor with 39 years of industry experience. He has been with Wells Fargo Advisors since 2013 in Peoria, Illinois. Outside of his advisory role, he holds a 50% ownership interest in an airplane for personal use. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing proprietary research and tools, with discretionary implementation available through its brokerage and 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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Joleen P

Series 63, Series 66

Peoria, IL

LPL Financial

Joleen Parsons is a financial advisor with LPL Financial in Peoria, IL, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. Her prior work includes roles at J.J.B. Hilliard, W.L. Lyons, LLC, Truist Investment Services, Inc., and other financial institutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.

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

Series 66

Peoria, IL

LPL Financial

Terry Schultz is a financial advisor at LPL Financial with nine years of industry experience and holds the Series 66 designation. He has worked at LPL Financial since 2022 and has a background with CUNA Brokerage Services and CEFCU, where he has been involved since 1988. 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 access to third-party asset management.

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

Series 63, Series 65

Peoria, IL

Equitable Advisors

Jeffrey Crawmer is a financial advisor with Equitable Advisors in Peoria, IL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999 and previously with Axa Advisors for 21 years. Outside of his advisory work, he serves as vice president of the Brooke E. Crawmer-Joseph Foundation, a nonprofit involved in organizing fundraising events. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a network of Investment Adviser Representatives and a range of third-party asset managers and advisory platforms.

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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Frank F

Series 66

Peoria, IL

LPL Financial

Frank Francis Jr. is a financial advisor at LPL Financial based in Peoria, IL, holding a Series 66 designation. He has been with LPL Financial since 2022 and has prior work experience in various industries including retail and food service. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

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