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Nathan H

Series 65

Davis Junction, IL

Haas Trade Advisors LLC

Nathan Haas is the principal of Haas Trade Advisors LLC, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Primerica Advisors and Primerica Financial Services, as well as service in both the Tennessee and Illinois Army National Guards. Haas also operates a separate financial-coaching business alongside his advisory work. Haas Trade Advisors LLC provides financial planning and consulting services to individual clients, focusing on budgeting, cash flow, risk management, and long-term asset allocation. The firm emphasizes a fundamental analysis approach with a buy-and-hold strategy, delivering advice primarily through virtual meetings and an online portal without acting as a discretionary manager.

General retirement planning Income planning College savings (529s, UTMA, etc.) General estate planning guidance
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Carl M

Series 63, Series 65

Byron, IL

Brookstone Capital Management LLC

Carl Mook is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Brookstone since 2014 and has longstanding roles with AIG American General Life Insurance Company and his own Carl Mook Financial Group dating back to 1981. He also teaches a class at Rock Valley College in Rockford, IL. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and sovereign wealth funds. The firm emphasizes a platform approach, supporting a large advisor network with turnkey asset management services and offering a range of discretionary investment strategies.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
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Jessica S

Series 66

Byron, IL

Key Investment Services LLc

Jessica Snyder is a financial advisor with Key Investment Services LLC in Byron, Illinois, holding a Series 66 designation and 20 years of industry experience. She worked at U.S. Bancorp Investments, Inc. for 16 years before joining Key Investment Services in 2022. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, and operates within the KeyCorp group with affiliations that support a broad range of investment and brokerage services.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Ashley J

Series 63, Series 65

Rochelle, IL

LPL Financial

Ashley Jackson is a financial advisor with LPL Financial in Rochelle, Illinois, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked at Central Bank of Illinois (formerly 1st Nat'l Bank of Rochelle) and LPL Financial since 2011. Jackson holds a role as a Client Relationship Officer at Central Bank Illinois in addition to her advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.

College savings (529s, UTMA, etc.)
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Susana B

Series 66

Rochelle, IL

LPL Financial

Susana Belmonte is a financial advisor with LPL Financial in Rochelle, IL, holding a Series 66 designation and 1 year of industry experience. She has been associated with Central Bank Illinois and LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Cynthia B

CFP®, Series 63

Oregon, IL

Edward Jones

Cynthia Byrd is a CFP®-designated financial advisor with Edward Jones, where she has worked since 1999. She has 37 years of industry experience, including prior work at Polo National Bank and First Bank South. Outside of her advisory role, she and her spouse are joint owners of commercial property and farmland in Oregon, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors and branch offices.

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

Series 63, Series 66

Byron, IL

LPL Financial

Jeffrey Carson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He previously worked for INVEST Financial Corporation for 14 years before joining LPL Financial in 2018. Carson also operates Carson Investments, Inc., a business entity unrelated to investment advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Charles S

CFP®, Series 66

Byron, IL

Edward Jones

Charles Schaeffer is a CFP®-designated financial advisor at Edward Jones with five years of industry experience. He has held roles at Edward Jones since 2020 and previously worked at Fastenal and Brothers Country Supply. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner Engineering Professional
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Bradley S

Series 66

Rochelle, IL

Edward Jones

Bradley Stojan is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

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

Series 66

Malta, IL

LPL Financial

Jennifer James is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at IAU College and Northern Illinois University's Study Abroad Department. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, and model portfolios supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Gregory F

Series 66

Rochelle, IL

LPL Financial

Gregory Folmar is a Series 66-licensed financial advisor with LPL Financial, based in Rochelle, IL, and has 10 years of industry experience. He previously worked at Edward Jones from 2015 to 2018 before joining LPL Financial in 2018. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including both discretionary and non-discretionary management, supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Anthony R

CFP®, Series 66

Rochelle, IL

Edward Jones

Anthony Rowley is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2015. He has 11 years of industry experience and is also a Major and Executive Officer in the United States Marine Corps Reserve. Outside of his advisory role, he is self-employed in raising cattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with a large national network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Wealth management Military & Veterans
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Edward C

Series 63, Series 65

Edmond, IL

Cetera

Edward Carey is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his own CPA tax accounting practice since 1979. Carey has been affiliated with Cetera and its related entities since 2000. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services across various program structures and custodial relationships.

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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Jessica M

Series 66

Rochelle, IL

Edward Jones

Jessica Morris is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, she was with Luckett & Farley from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Divorce financial planning General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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