Benjamin Young is a financial advisor at Wisdom Financial Services, L.L.C. with 10 years of industry experience. He holds a Series 65 designation and also practices as an attorney with Greenwood Law, LLC. His prior work includes over a decade at Nash Bean Ford & Brown, LLP. Wisdom Financial Services provides individualized financial planning and discretionary portfolio management primarily to individual households and pension and profit-sharing plans. The firm manages approximately $779 million in discretionary assets and incorporates fundamental analysis and client-specific factors to develop and manage portfolios.

Jacob Miller is a financial advisor at Wisdom Financial Services, L.L.C., holding a Series 65 credential with one year of industry experience. He has previously worked at Springfield Armory, Inc. and maintains a management, tax, and accounting role at Miller Farm & Business, Inc. outside of his advisory work. Wisdom Financial Services provides individualized financial planning and discretionary portfolio management primarily for individual households and pension and profit-sharing plans. The firm manages approximately $779 million in discretionary assets and employs a data-driven, fundamental analysis approach to portfolio construction and management.

Jeffrey Amman is a financial advisor at Wisdom Financial Services, L.L.C. with two years of industry experience. He holds a Series 65 designation and previously worked for IH Mississippi Valley Credit Union for 14 years. Wisdom Financial Services, L.L.C. provides individualized financial planning and discretionary portfolio management primarily to individual households and pension and profit-sharing plans. The firm manages approximately $779 million in discretionary assets and employs a data-driven approach that considers client goals, risk tolerance, and tax factors to set asset allocation targets.

Justin Heaton is a Series 65-licensed financial advisor with Wisdom Financial Services, L.L.C. in Geneseo, IL, where he has been practicing for 14 years. He has been with Wisdom Financial Services since 2011, contributing to the firm's offerings as part of a nine-advisor team. Wisdom Financial Services provides individualized financial planning and discretionary portfolio management primarily to individual households and retirement plans. The firm manages approximately $779 million in discretionary assets, employing a data-driven process that incorporates client goals, risk tolerance, and tax considerations, and utilizes Matson Money, Inc. as a sub-adviser.

Curtis Ford is a Series 65-licensed advisor with Wisdom Financial Services, L.L.C. in Geneseo, IL, where he has worked since 2004. He has 22 years of industry experience and also serves as an attorney. Ford has been associated with Nash Bean Ford & Brown, LLP since 1993. Wisdom Financial Services, L.L.C. provides individualized financial planning and discretionary portfolio management primarily to individual households and pension and profit-sharing plans. The firm manages approximately $779 million in discretionary assets and uses a data-driven process to develop client portfolios, incorporating fundamental analysis and risk factors.

Gregory Heaton is a financial advisor with Wisdom Financial Services, L.L.C. in Geneseo, IL, holding a Series 66 designation and 26 years of industry experience. He has been with Wisdom Financial Services since 2003 and operates the Greg Heaton Agency, which sells insurance products. Wisdom Financial Services, L.L.C. provides individualized financial planning and discretionary portfolio management primarily for individual households and pension and profit-sharing plans. The firm manages approximately $779 million in discretionary assets and employs a data-driven approach to portfolio construction and management.

Julia Wiese is a financial advisor at Wisdom Financial Services, L.L.C. in Geneseo, IL, holding a Series 65 credential with one year of industry experience. Prior to joining Wisdom Financial Services, she worked at Thomson Reuters for nine years and has operated Wiese Accounting since 2004. Wisdom Financial Services, L.L.C. provides individualized financial planning and discretionary portfolio management primarily to individual households and pension and profit-sharing plans. The firm manages approximately $779 million in discretionary assets and employs a data-driven approach that incorporates client goals, risk tolerance, and tax factors to determine asset allocation.

Matthew Simosky is a financial advisor at Wisdom Financial Services, L.L.C. in Geneseo, IL, holding a Series 65 license with five years of industry experience. Prior to joining Wisdom Financial Services in 2021, he worked for John Deere for 20 years and operates his own financial planning and tax accounting businesses. He provides accounting and tax preparation services through Simosky Tax & Accounting and financial planning services through Simosky Financial Planning. Wisdom Financial Services, L.L.C. offers individualized financial planning and discretionary portfolio management primarily to individual households and pension and profit-sharing plans. The firm manages approximately $779 million in discretionary assets and employs a data-driven investment approach that incorporates fundamental analysis and client-specific factors such as goals, risk tolerance, and tax considerations.

Scott Moorhead is a financial advisor at Wisdom Financial Services, L.L.C. with 9 years of industry experience. He holds a Series 65 designation and has worked at Wisdom Financial since 2016. In addition to his advisory role, Moorhead is a CPA partner at Moorhead Patterson & Company, P.C., a certified public accounting firm where he provides tax preparation, auditing, and general ledger services. Wisdom Financial Services offers individualized financial planning and discretionary portfolio management primarily to individual households and pension and profit-sharing plans. The firm manages approximately $779 million in discretionary assets and utilizes a data-driven approach that factors in client goals, risk tolerance, and tax considerations to guide asset allocation.

Samuel Meier is a CFP® and Series 66-licensed financial advisor with Edward Jones in Rock Falls, IL, where he has worked since 2009. He has 17 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Richard Charlet is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he was with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is involved in commercial real estate ownership, including an Ameriprise office building. Ameriprise offers a retirement-income planning service primarily for individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations tailored to clients’ financial situations.

Ethan Esser is a financial advisor with Ameriprise in Geneseo, Illinois, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts in its planning approach.

Andrew Rapps is a financial advisor at Edward Jones in Geneseo, IL, holding a Series 66 designation. He joined Edward Jones in 2025 after three years at Price Waterhouse Coopers and eight years in full-time education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with a nationwide network of more than 23,700 financial advisors.

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.

Donald Larson is a financial advisor at Primerica Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica Advisors since 2014. Outside of his advisory role, Larson owns a construction business, Precision Construction, LLC, in Geneseo, Illinois. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

Nathan Curran is a financial advisor at Edward Jones in Geneseo, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at ProPulse for two years and has held other roles including positions at Iowa State University and Durian Builders. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a wide range of investment advisory programs and maintains a large nationwide network of advisors and branch offices.

Gregory Timmerman is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Thrivent since 2019 and previously held roles at TD Ameritrade and U.S. Bancorp Investments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based analyses and written recommendations across various planning topics without managing client assets directly.

Adam Gee is a Series 66-licensed financial advisor with Raymond James & Associates, bringing four years of industry experience. Prior to joining Raymond James in 2019, he worked for 12 years at Sterling Public Schools. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

Anthony Sharp is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at Sterling Federal Bank and Midwestern Securities Trading Co. LLC. Outside of his advisory work, Sharp serves as the men's basketball coach at Sauk Valley Community College. 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 investment advisory programs, including discretionary and non-discretionary strategies, supported by a large nationwide network of advisors and branch offices.

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.

Tricia Vandersnick is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. In addition to her advisory role, she is involved in independent insurance brokering with Mass Mutual, focusing on fixed annuities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income services that emphasize written recommendations and tax-aware withdrawal strategies for clients nearing or in retirement.

Adam Cernovich is a financial advisor with Edward Jones in Geneseo, Illinois. He holds a Series 66 designation and has recently transitioned from a 21-year career in the U.S. Coast Guard. He also serves as a City Councilman for the City of Kewanee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Brian Gernant is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 42 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Wells Fargo Advisors from 2015 to 2019. Outside of his advisory work, he operates Gernant Farms, a farm business based in Galesburg, Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, utilizing research from multiple sources and providing both discretionary and non-discretionary management options.

Paul Rapps is a financial advisor with Edward Jones in Geneseo, Illinois, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as Vice President and board member for Geneseo Is For Tomorrow (GIFT), a local charitable gift group. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large national network of advisors and branch offices.

Douglas Curran is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. Based in Geneseo, IL, he holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved with Growth Inc Child Care Center and Budget Advisor. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors.

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.

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.

James Price is a financial advisor with Primerica Advisors in Geneseo, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Primerica Advisors since 2014 and has prior experience at firms including Nationwide Travelers and Rasch Logistics. Outside of advisory services, he is involved in sales of loan products and home security and automation referrals through affiliates of PFS Investments Inc. Primerica Advisors primarily serves individual investors and certain corporate and charitable clients through a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Thomas Taylor is a financial advisor at Edward Jones with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at MWA Financial Services Inc, Modern Woodmen of America, and the Geneseo and East Moline School Districts. Prior to his advisory career, he spent 28 years at Walgreen. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Dale Giddings Jr. is a financial advisor with Primerica Advisors in Chillicothe, IL, holding Series 63 and Series 65 credentials and over 13 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2010. Outside of his advisory role, he is a partner in Marie Russell, LLC, a non-investment-related business based in San Antonio, TX. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities while operating under a tiered wrap-fee structure.