Timothy Loving is a financial advisor with CG Advisory Services in Galesburg, IL, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Kure Advisory, Truadvice, LLC, Capital Asset Advisory Services, LLC, and Preservation Wealth Management. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base that includes individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management and financial planning through proprietary model portfolios, third-party managers, and access to customized private equity and hedge fund investments.

Jean Schneider is a CFP® with 39 years of industry experience, currently serving at Berthel, Fisher & Company Financial Services, Inc. since 2003. She also holds leadership roles as president of Insurance Advisers Agency, Inc. and Bailey Financial Group, Inc., both involved in insurance and securities sales since 1989. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm offers a range of asset management platforms and portfolio construction options through approximately 100 independent investment adviser representatives.

Elijah Loving is a financial advisor with CG Advisory Services holding a Series 65 credential and has been with the firm since 2024. He has no prior industry experience and holds an educational background from Western Illinois University. CG Advisory Services is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management using proprietary model programs and customized arrangements, supplemented by financial planning, retirement plan consulting, and fiduciary advice.

Gina Martin is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her prior roles include positions at Cambridge Investment Research and Farmers Financial Solutions. She serves as a board member for the OSF St Mary Medical Center Auxiliary. Sequent Planning, LLC, operating as Futurity First Wealth Management, is an SEC-registered adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement plan services through a network of independent advisers using a structured risk framework and a combination of firm-developed and third-party investment models.

Debra Goodwin is a financial advisor at Benjamin F. Edwards & Company, Inc. with 26 years of industry experience. She holds the Series 66 designation and has been with Benjamin F. Edwards since 2015. Outside of her advisory work, she owns and operates a home-based rug weaving business specializing in hand-woven rugs and stained glass. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement consulting, and investment management through a range of strategies monitored by an Investment Strategy Committee.

John Crock is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 licenses and has 33 years of industry experience. Crock has worked with Benjamin F. Edwards since 2010. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management consulting, utilizing both proprietary and third-party managed strategies.

Kevin Rodeffer is a financial advisor with Benjamin F. Edwards & Company, Inc. in Galesburg, Illinois, holding a Series 66 credential and 18 years of industry experience. He previously worked at LPL Financial and First Midwest Bank. Outside of his advisory role, he serves as Treasurer for Fields Church, handling financial responsibilities for the organization. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of fee-based wrap programs and investment management solutions that include mutual fund and ETF models, separately managed accounts, and custom portfolios, supported by an internal trading desk and investment strategy oversight.

Lance Aten is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial since 2017. Prior to joining LPL, he worked for Investment Centers Of America, Inc. for 15 years. Outside of his advisory role, he co-owns a land purchase and development business. 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 financial planning and investment management services delivered through a large network of advisors, utilizing both proprietary and third-party strategies.

Jeremy Downin is a CFP® professional with 14 years of industry experience, currently advising clients at Stifel since 2023. His previous roles include positions at Edward Jones, Bank of America, Merrill, and Water Street Solutions. Outside of his advisory work, he serves as a board member for Galesburg Christian School and leads the security team at The Remnant Bible Church in Galesburg, IL. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jason Spanhook is a financial advisor at Edward Jones in Monmouth, IL, with 10 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with a large national advisor and branch network.

Christopher Hroziencik is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jason O’Brien is a CFP® and ChFC® with 11 years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Alliance Community Bank, Midwestern Securities Trading Company, Athens State Bank, and The Prudential Insurance Company of America. He is establishing Broad Street Management LLC with plans to eventually purchase an office building. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated products through a nationwide network of financial advisors and branch offices.

Bronson Helt is a financial advisor with Ameriprise in Galesburg, IL, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliate since 2012. He is also associated with PLCPA, LLC as an Associate Financial Advisor. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research and modeling to deliver tailored, tax-efficient retirement recommendations through a centralized consulting team.

Robert Potter is a financial advisor at Stifel with 14 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020, following positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Todd Van Velsor is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. 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 large network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Ronald Koehler is a financial advisor at Mass Mutual Investors Services with 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Mass Mutual Investors Services in 2017, he spent over three decades at MetLife Securities Inc. He is also an independent insurance agent focusing on fixed annuities and Medicare-related products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by proprietary software tools, and provides specialized programs such as divorce planning and estate-settlement services.

David Crose is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Crose is president of the Abingdon Public Schools Foundation board of directors and owns Brendave Management, LLC, which manages his advisory business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering customized, research-driven recommendations through a centralized consulting team. The firm combines advisory, brokerage, and insurance solutions typical of a large institutional provider.

Daniel Butler is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1999. He is based in Galesburg, 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Laun Dunn is a financial advisor with Thrivent Investment Management in Galesburg, IL, holding a Series 66 credential and one year of industry experience. Prior to joining Thrivent, Dunn worked at Stratus Networks and served with United Way organizations in Knox County and the Lower Anthracite Region. He is a part-time merchandiser for a Pepsi soft drink distributor and serves on the board of directors for the WIRC Community Action Agency. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based analyses without providing discretionary portfolio management for institutional clients.

James Christopher is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. He is the owner of Action Tax LLC and Christopher and Associates LLC, both accounting and tax preparation firms, and serves as president of the Villa Monterey Condo Owners Association board. Additionally, he is involved with QC Senior Care, Inc., a home care service provider for seniors, where he reviews monthly financials and consults on legal and HR matters. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers a range of portfolio management and consulting services through a multi-manager platform, providing access to affiliated and third-party managers with various program options and ongoing client supervision.

John Herman is a Series 66 licensed financial advisor with 24 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020, following positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Andrew Thomas is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience and has previously worked at Charterpoint Wealth Strategies and Dick Blick Art Materials. Outside of his advisory role, Thomas serves on the boards of the United Way of West Central Illinois and the Kiwanis Club of Galesburg, where he is vice president, and he co-chairs the Young Professionals Network in Galesburg. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management using firm-approved software to analyze client goals and delivers written recommendations, with implementation arranged separately.

Jennifer Pittman is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 25 years of industry experience. She has been with LPL Financial since 2002 and currently serves at CBI Bank & Trust. Outside of her advisory work, she is a member of the Finance Committee at the First United Methodist Church in Galesburg, IL, and holds a notary commission for the state of Illinois. 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 supports a wide range of investment strategies through a large network of advisors and integrates various operational and research tools to assist in client management.

Travis Downs is a financial advisor at Cetera with two years of industry experience and holds a Series 66 designation. Prior to joining Cetera, he worked at Avantax Advisory Services and Avantax Investment Services Inc. He also provides tax return preparation and related services through his tax firm, Action Tax LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with options for discretionary and non-discretionary account management.

Jennifer De Wolfe is a financial advisor at Thrivent Investment Management with 13 years of industry experience. She holds the Series 66 designation and has been with Thrivent since 2013. Outside of her advisory role, she serves on the boards of the Great Balloon Race, Habitat for Humanity of Knox County, and Oneida Telephone Exchange, and maintains an active early childhood teaching certificate as a substitute teacher. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of financial topics, offering services without discretionary trading authority and enabling clients to combine planning with managed accounts under a consolidated billing option.

Benjamin Schmidt is a financial advisor with Edward Jones in Galesburg, IL, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He previously worked at CliftonLarsonAllen Wealth Advisors, LLC, and Country Capital Management Company. Outside of his advisory role, Schmidt owns and manages Stump Ranch Cattle Co., a livestock operation in Sparland, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large national network of advisors and branch offices, as well as its affiliated capabilities such as a trust company and securities-based lending.

Caleb Plattner is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial, Just Tires, and Moody Bible Institute, among other organizations. Outside of finance, he has been involved with Miracle Camp and Retreat Center and operated a homeschool program for over a decade. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm offers comprehensive goal-based analyses and planning on topics such as retirement, tax, estate, and special needs, without providing portfolio management or institutional advisory selection.

Mary Kay North is a financial advisor with LPL Financial in Galesburg, Illinois, holding a Series 66 designation and 23 years of industry experience. She previously worked at Investment Centers of America, Inc. from 2015 to 2017 before joining LPL Financial in 2017. Outside her advisory role, she is a co-owner of a farm and a rental property. 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 institutional platforms, supported by a large network of investment adviser representatives.

Mark Mangieri is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has worked with First Mid Wealth Management and First Mid Illinois Bank & Trust in Galesburg, IL, serving as a trust officer among other roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and consulting to client goals and supports advisory programs through a large network of advisors.

Hailee Meyer is a Series 66 licensed financial advisor with LPL Financial, based in Galesburg, IL, and has two years of industry experience. She has previously worked at CBI Bank & Trust and The Farmers and Mechanics Bank in investment-related roles. Outside of her advisory work, she and her spouse own farmland enrolled in a Conservation Reserve Program in Gilson, IL. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Daniel Sharp is a financial advisor at Edward Jones in Galesburg, IL, holding the Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Yemm Automotive and Kunes Automotive, and spent eight years at Wal-Mart. 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 options supported by a large network of advisors and branch offices nationwide.

Ryan Painter is a financial advisor with Edward Jones in Monmouth, IL, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.