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.

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.

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.

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.

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.

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.

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.

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.

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.

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.