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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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Larry O

Series 63, Series 66

Champaign, IL

Mass Mutual Investors Services

Larry Olthoff is a financial advisor with Mass Mutual Investors Services in Champaign, IL, holding Series 63 and Series 66 credentials and 14 years of industry experience. His career includes roles at The O.N. Equity Sales Company and Ohio National Life Insurance Company. Outside of his advisory work, he coaches middle school basketball in the evenings. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative annual planning engagements using firm-approved tools and offers various programs including estate-settlement and employer-sponsored 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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Nicholas F

CFP®, Series 66

Champaign, IL

Edward Jones

Nicholas Flesher is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he held positions at Wolfram Research, Inc., Urban Outfitters, and Crate & Barrel. Outside of his advisory role, he has engaged in buying and selling baseball cards and thrifted items on eBay and Etsy. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national 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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Justin L

CFP®, Series 66

Rantoul, IL

Edward Jones

Justin Little is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Prior to joining Edward Jones, he spent fourteen years at Allergan Pharmaceuticals. He is involved as a limited partner in multiple venture capital funds based in Champaign, Illinois. 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 services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Brian P

Series 63, Series 65

Champaign, IL

LPL Enterprise

Brian Paragi is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes positions at Prudential Insurance Company of America and Pruco Securities, LLC. He also has experience as a business owner with Paragi Sales LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm typically employs model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
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Lia H

Series 66

Champaign, IL

Thrivent Investment Management

Lia Hege is a financial advisor at Thrivent Investment Management with five years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2021. Outside of her advisory role, Lia serves as a board member of the Fire Foundation of Central Illinois, supporting inclusive educational opportunities for students with special needs in Catholic schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority. The firm’s approach includes comprehensive written recommendations across various planning topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Business ownership considerations
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Robert M

ChFC®, Series 63, Series 65

Champaign, IL

Raymond James Financial

Robert Meyer II is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, and has 29 years of industry experience. Prior to joining Raymond James in 2025, he spent 16 years with Commonwealth Financial Network. Meyer is also the managing partner of Provident Financial Group, LLC, a support company he founded in 2009. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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

Series 63, Series 66

Mahomet, IL

Raymond James & Associates

Gregory Teschke is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including LPL Financial and Equitable Advisors. His current tenure at Raymond James began in 2022. Raymond James & Associates, Inc. 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 and profit-sharing plans, and municipal entities, offering tailored financial planning and consulting with a range of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Brent D

Series 66

Champaign, IL

LPL Enterprise

Brent Deal is a financial advisor at LPL Enterprise with four years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America, Orkin, Pruco Securities LLC, Prime Communications, and Spring Communications. He is based in Champaign, IL. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Tax-loss harvesting
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Karen O

Series 63, Series 65

Champaign, IL

LPL Enterprise

Karen Owens is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and 30 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over 27 years combined. Outside of her advisory role, she is a part owner of Pine Lake Trust, a farming business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers services such as financial planning, consulting, and access to third-party asset managers.

Tax-loss harvesting
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Cristin G

Series 63, Series 65

Urbana, IL

Raymond James Financial

Cristin Gaines is a financial advisor at Raymond James Financial with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services Advisors Inc. since 2012, as well as Busey Bank and Busey Trust Company. Outside of her advisory role, she is employed with Busey Investment Services, where she meets with clients and supports investment-related services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm uses analytical tools and tailored investment consulting to help clients achieve their financial goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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

Series 66

Champaign, IL

Morgan Stanley

Courtney Goembel is a financial advisor at Morgan Stanley with 16 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and market outcome modeling.

General estate planning guidance
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Cole L

Series 66

Champaign, IL

Mass Mutual Investors Services

Cole Lilley is a financial advisor with Mass Mutual Investors Services in Champaign, IL. He holds a Series 66 designation and has two years of industry experience. Prior to his advisory role, he worked at the University of Illinois for five years and attended Lilley High. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, providing ongoing, collaborative client relationships with a focus on goal analysis and written recommendations.

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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Thomas F

Series 63, Series 65

Urbana, IL

Frey Financial

Thomas Frey is a financial advisor with Sterling Wealth Management, Inc. in Champaign, IL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has operated Frey Financial since 1993, consulting with former clients and reviewing their investment accounts as requested. Sterling Wealth Management serves individuals, families, trusts, estates, charitable organizations, business entities, and retirement plans, offering private wealth and asset management services. The firm follows an evidence-based, long-term investment approach focused on fundamental analysis, global diversification, asset allocation, and cost minimization, with portfolios typically managed on a discretionary basis.

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