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 credentials and bringing 13 years of industry experience. Her prior work includes roles at Cambridge Investment Research, Farmers Financial Solutions, and ownership of GFDM LLC. She serves as a board member of the OSF St Mary Medical Center Auxiliary. Sequent Planning, LLC, operating as Futurity First Wealth Management, provides investment advisory services to individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm employs a structured risk framework and offers a mix of firm-developed models, third-party managers, and customized allocations delivered by a network of independent advisers.

Debra Goodwin is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 credential and has 26 years of industry experience. She has been with Benjamin F. Edwards since 2015. Outside of her advisory work, she owns and operates a home-based business specializing in hand-woven rugs and stained glass. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base, including individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a combination of model-based and customized investment strategies along with financial planning and consulting services.

Thomas Eacott is a financial advisor with J. W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been self-employed in accounting through T & C Financial Inc. since 2005, serving as its president. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans nationwide through a network of more than 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

John Crock is a financial advisor with Benjamin F. Edwards & Company, Inc. in Galesburg, IL. He holds Series 63 and Series 66 licenses and has 33 years of industry experience, including 16 years with his current firm. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with roughly 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs, financial planning, and investment management services that utilize a mix of firm-developed and third-party model strategies.

Kevin Rodeffer is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 17 years of industry experience. He has worked at Benjamin F. Edwards since 2018, following eight years at LPL Financial and twelve years at First Midwest Bank. Outside of his advisory role, he serves as treasurer for Fields Church in Galesburg, IL, managing financial contributions and providing updates to church leadership. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party model portfolios.

Lance Aten is a CFP® with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. Prior to joining LPL, he spent 15 years at Investment Centers of America, Inc. He is co-owner of a land purchase and development business outside of his advisory work. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios and research from both internal and third-party sources.

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.

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 license and bringing 25 years of industry experience. She has been with LPL Financial since 2002 and has held roles at CBI Bank & Trust since 2025. Outside of her advisory work, she serves on the Finance Committee of the First United Methodist Church in Galesburg, IL, and is a notary for the state of Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

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 at Edward Jones with nine years of industry experience. He previously worked at CliftonLarsonAllen Wealth Advisors, LLC and Country Capital Management Company. Outside of his advisory role, he owns and manages Stump Ranch Cattle Co., a livestock operation in Sparland, Illinois. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a broad range of advisory services supported by a large network of financial advisors and branch offices nationwide.

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, holding a Series 66 designation and 23 years of industry experience. She previously worked at Investment Centers of America, Inc. before joining LPL Financial in 2017. Outside of her advisory role, she is involved in farming and owns a rental property in Galva, Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and various investment strategies.

Mark Mangieri is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63, 65, and 66 credentials and bringing 32 years of industry experience. He has held roles at Raymond James since 2010 and is also involved with First Mid Wealth Management and First Mid-Illinois Bank and Trust, where he serves as a Trust Officer. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, and institutional entities. The firm focuses on financial planning and non-discretionary investment consulting, offering tailored recommendations supported by extensive research and a broad affiliate network.

Hailee Meyer is a financial advisor with LPL Financial in Galesburg, IL, holding a Series 66 designation and two years of industry experience. She has prior experience at The Farmers and Mechanics Bank and CBI Bank & Trust. Outside of her advisory role, she and her spouse own farmland enrolled in the Conservation Reserve Program. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.