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Jeremy D

CFP®, Series 66

Galesburg, IL

STIFEL

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.

General retirement planning Income planning
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Jason S

CFP®, ChFC®, Series 66

Monmouth, IL

Edward Jones

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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management General retirement planning Founder/Business Owner
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Robert P

Series 66

Galesburg, IL

STIFEL

Robert Potter is a financial advisor at Stifel with 15 years of industry experience and holds a Series 66 designation. He has worked at Stifel Nicolaus & Co Inc since 2020 and was previously with Wells Fargo Clearing from 2016 to 2020. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary analysis and probabilistic modeling developed by its Investment Strategy Group, offering tailored asset allocation and financial planning solutions.

General retirement planning Income planning
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Todd V

Series 66

Galesburg, IL

Edward Jones

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.

Charitable giving & philanthropy General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Daniel B

Series 63, Series 66

Galesburg, IL

Edward Jones

Daniel Butler is a financial advisor with Edward Jones in Galesburg, IL, holding Series 63 and Series 66 licenses. He has 27 years of industry experience, all with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment options through a nationwide network of financial advisors and branch offices.

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

Series 66

Galesburg, IL

STIFEL

John Herman is a financial advisor at Stifel with 25 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. He has been with Stifel since 2020. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

General retirement planning Income planning
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Tyler L

Series 66

Biggsville, IL

OSAIC

Tyler Lutz is a financial advisor with OSAIC, holding a Series 66 designation and 12 years of industry experience. He has worked with Securities America Advisors and Securities America Inc. for a decade and concurrently operates the Lutz Law Firm, where he provides legal services in estate planning, real estate, and business planning. In addition to his advisory role, he offers financial planning services through I-County Insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm integrates brokerage and advisory services across multiple platforms, utilizing asset-allocation tools and third-party managers to construct portfolios tailored to client risk tolerance and investment restrictions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jennifer P

Series 66

Galesburg, IL

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jennifer D

Series 66

Galesburg, IL

Thrivent Investment 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.

Business ownership considerations
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Caleb P

Series 66

Galesburg, IL

Thrivent Investment Management

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.

Business ownership considerations
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Hailee M

Series 66

Galesburg, IL

LPL Financial

Hailee Meyer is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. She has worked at LPL Financial since 2021 and has prior experience at The Farmers and Mechanics Bank. Outside of advisory work, she and her spouse own farmland enrolled in a Conservation Reserve Program that generates a small amount of income. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided primarily by investment adviser representatives using a variety of discretionary and non-discretionary strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ryan P

Series 66

Monmouth, IL

Edward Jones

Ryan Painter is a financial advisor with Edward Jones in Monmouth, Illinois. He holds a Series 66 designation and has 13 years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Wealth management Founder/Business Owner
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