Patrick Lonergan is a financial advisor with Vital Capital LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His work history includes roles at Vital Strategies LLC, Central Wealth Management LLC, Eagle Strategies LLC, and NYLIFE Securities LLC. Outside of advisory activities, he owns and operates an insurance brokerage under the Lonergan Group and is involved in managing senior housing properties through Park Vista Senior Housing Management. Vital Capital LLC provides discretionary portfolio management and financial planning services to individuals, small businesses, charities, trusts, and estates. The firm combines fundamental and technical analysis tailored to client objectives and incorporates due diligence on private and alternative investments, managing approximately $41.7 million in assets.

Carey Hilburn is a CFP® professional with 10 years of industry experience, currently serving at Vital Capital LLC since 2021. Prior to this, Carey worked at Central Wealth Management, LLC, Beaird Harris Wealth Management, and Quest Capital Management, Inc. Outside of advisory work, Carey also consults for VITAL LLC in a non-investment capacity. Vital Capital LLC is a five-advisor firm that serves individuals, small businesses, charities, trusts, and estates through discretionary asset management and sub-advisory services. The firm employs fundamental and technical analysis tailored to each client’s objectives and incorporates alternative investments and private offerings where appropriate.

Randy Kirkpatrick is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 65 licenses and has nine years of industry experience. He has worked at Stratos Wealth Partners since 2017 and has been affiliated with LPL Financial since 2016. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base—including high-net-worth individuals, retirement plans, corporations, nonprofits, and other institutions—offering a range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions. Their model relies on independent investment adviser representatives who provide discretionary and non-discretionary portfolio management through an open-architecture platform integrating multiple third-party managers and investment solutions.

Michel Stephenitch is a financial advisor with Stratos Wealth Partners, Ltd and holds a Series 66 designation. He has one year of industry experience, including prior work at LPL Financial and multiple roles at Custom-Pak. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a broad range of services such as financial planning, advisor-managed programs, and outsourced CIO solutions. Stratos employs an open-architecture investment model, integrating multiple third-party platforms and managers to deliver customized and actively managed portfolios.

Kelsey Gammon is a financial advisor with Stratos Wealth Partners, Ltd. based in Clinton, IA, holding a Series 66 designation and eight years of industry experience. Prior to joining Stratos in 2025, Gammon worked at LPL Financial from 2018 and has experience at Mercy Living Center. Additionally, Gammon is a commissioned notary public for the State of Iowa. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions. Stratos employs an open-architecture investment approach integrating multiple platforms and managers, with advisors operating primarily as independent contractors providing discretionary and non-discretionary portfolio management tailored to client goals.

Andrew Meyers is a financial advisor at Stratos Wealth Partners, Ltd with 19 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Stratos since 2017. Prior to that, he worked at LPL Financial starting in 2014. In addition to his advisory role, he is licensed as a health insurance agent and spends some time providing non-variable insurance services. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients using an open-architecture investment platform with a range of advisory and portfolio management solutions.

Carina Bush is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. She has been with Stratos Wealth Partners and LPL Financial since 2014 and is also affiliated with First Wealth Financial Group since 2012. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm offers a range of services including financial planning, advisor-managed programs, and outsourced CIO solutions, employing an open-architecture investment approach with multiple third-party platforms and managers.

Joseph Mills is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 66 registrations and has 16 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2014. Mills also operates JT Mills, Inc., a business entity that manages his 1099 income from First Wealth Financial Group. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients through an open-architecture investment approach combining multiple third-party platforms and customized portfolio management.

Amy Cavanaugh is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 27 years of experience in the industry. She has worked with Cambridge Investment Research Advisors since 2011 and previously was with LPL Financial and Investment Advisors Corp. Outside of her advisory role, she serves as president of a local nonprofit organization and has been a board member of the Paul B. Sharar Foundation at Clinton Community College. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Brad Stuart is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He previously worked at Ausdal Financial Partners, Cambridge Investment Research Advisors, and The Huntington Investment Company. Outside of advising, Stuart serves on the board of the River Bend Educational Foundation and is an independent insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive operational tools and a network of over 22,800 advisors.

Jerome Kedley is a financial advisor at Edward Jones in Clinton, IA, holding Series 63 and Series 66 licenses with 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Outside of his advisory role, he serves on the board of the Paul B Sharar Foundation of Clinton Community College and operates a grain farming business in DeWitt, IA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm manages over $1 trillion in assets with a nationwide network of more than 23,700 financial advisors.

Matthew Coon is a financial advisor with Edward Jones in Clinton, IA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. 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, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Peter Hembrough is a financial advisor with Ameriprise in Dixon, IL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in farming and custom machine hire activities. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with advisors like Hembrough.

Shane Beckman is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 11 years of industry experience. He has been with Raymond James & Associates since 2015. 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 clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Michael Steigerwald is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at JP Morgan Chase Bank and NelsonCorp Wealth Management. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services through a large network of financial professionals.

Nicole Mc Williams is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. She holds a Series 66 designation and has worked primarily with Cambridge Investment Research entities since 2016, with prior roles at Sentinel Pension Advisors, Quad City Investment Center, LPL Financial, and Merrill. In addition to her advisory role, she is also licensed as an insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages assets across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Benjamin Fanderclai is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His work history includes roles at WPF Wealth Management, Ausdal Financial Partners, Citizens First Bank, and prior service in the coffee retail sector at Steam Anchor Coffee Co. and Hy-Vee. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational tools.

Adam Gee is a financial advisor with Raymond James & Associates in Sterling, IL, holding a Series 66 credential and five years of industry experience. Prior to joining Raymond James in 2021, he worked for twelve years at Sterling Public Schools. 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, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

Christie Freas is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Raymond James since 2003. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through various advisory programs.

James Mc Pherson is a CFP® professional with 25 years of industry experience and has been with Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns a commercial rental property in Sterling, Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm is recognized for its extensive advisor and branch network and offers comprehensive services including discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated investment products.

Graham Timion is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Vaya Group and Interim HR Consulting, and served at the Corporate Executive Board. 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 across a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Dylan Devers is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He has worked in various roles within Cetera and Wells Financial Service since 2021. Outside of his advisory work, Devers serves on the boards of Self Help Enterprises Inc., an educational nonprofit, and the Sterling Rock Falls Jaycees. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing both affiliated and third-party managers across multiple program structures.

William Vandermyde is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds the Series 65 and Series 63 designations. Prior to his current role, he worked at Nestle Purina PetCare Company and Wal-Mart Distribution Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based financial planning with ongoing reviews, while keeping planning and managed-account services separate.

Steven Napolitano is a financial advisor with Ameriprise in Clinton, IA, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves on the Board of Directors for the Clinton High School Athletic Booster Club and is a self-employed musician. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement recommendations through a centralized consulting team.

Joseph Wells is a CFP® professional affiliated with Cetera, bringing 41 years of industry experience. He has worked at Cetera and its affiliates since 2021 and was previously with VOYA Financial Advisors for seven years. Outside of his advisory role, Wells serves on the board of a nonprofit organization and is involved as a part owner in a car wash business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Gary Hayenga is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 26 years of industry experience, including prior roles at Wells Fargo Bank, Wells Fargo Clearing Services, Quad City Bank & Trust, and Greater Iowa Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, utilizing a large network of investment adviser representatives.

Christie Akins is a financial advisor at Edward Jones with nine years of industry experience. She holds the CFP® and Series 66 credentials. Prior to joining Edward Jones in 2017, she worked at LeClaire Manufacturing Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies and is notable for its large network of financial advisors and affiliated capabilities beyond advisory services.

Nicolas Lareau is a CFP®-designated financial advisor with Edward Jones in Sterling, IL, where he has worked since 2008, accumulating 18 years of industry experience. Prior to his advisory career, he served as a medic in the U.S. Air Force Illinois Air National Guard. Edward Jones is a full-service wealth management firm serving over four million clients with a wide range of advisory programs, supported by a large network of financial advisors and branch offices nationwide.

Brent Albrechtsen is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones in Clinton, IA. He has been with Edward Jones since 2016. Outside of advising, Albrechtsen is CEO of a customer apparel business and serves as Assistant Chair for United Way Clinton, as well as a board member for the Absentee and Special Precinct Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices.

Madeline Wold is a CFP®-certified financial advisor with Edward Jones in Prophetstown, IL, and has seven years of industry experience. She has worked at Edward Jones since 2015 and has held roles at Webster University and Deer Valley Golf Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Tyler Ewing is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. 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 under management through a broad network of advisors and branch offices, offering a range of advisory programs, tax-efficient services, and affiliated investment products.

Jacob Woodcock is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2014. He has 14 years of industry experience and also maintains an affiliation with Nelson Corp Wealth Management. Outside of his advisory work, Woodcock is involved in tax preparation through NelsonCorp Tax Solutions LLC and participates in managing a family farm in Clinton, Iowa. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies under the Founders Gate Capital brand.

Andrew Feller is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. He has a background that includes 18 years of self-employment and over 20 years with the City of Edwardsville Police Department. 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 through a nationwide network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment solutions, tax-efficient services, and affiliated investment products.

Tonya Wiersema is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Outside of her advisory role, she assists with bookkeeping for her husband’s farming business and volunteers as a bookkeeper for the Chadwick Milledgeville PTO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets, and offering a range of investment strategies and affiliated financial services.

Ryan Batey is a financial advisor with Ameriprise in Clinton, IA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Deere Employee Credit Union, LPL Financial LLC, CUNA Mutual Group, First Midwest Bank, Thrivent Investment Management, CUSO Financial Services, and Edward Jones. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and asset allocation guidance.

Nathan Wells is a CFP® and ChFC® with 18 years of industry experience, currently affiliated with Cetera. His prior roles include positions at VOYA Financial Advisors and Mass Mutual Investors Services. Outside of financial advising, he is involved in entrepreneurial ventures such as owning an axe throwing entertainment facility and a bar, and he serves as a director for a nonprofit hospice organization. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services utilizing a multi-manager platform with discretionary and non-discretionary program options.

Chase Graham is a financial advisor at Cetera with the Series 66 designation and one year of industry experience. His prior work history includes roles at Wells Financial Services and Sauk Valley Bank. Outside of finance, he has been involved with Cloud9 Marketing LLC and United Real Estate in Chicago. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.