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James P

Series 63, Series 65

Champaign, IL

Investment Research Corp

James Panzer Jr. is a financial advisor with Investment Research Corporation in Champaign, Illinois, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Investacorp Inc. and Safety-Kleen Systems. Investment Research Corporation provides investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and charitable organizations. The firm employs a fundamental approach to security analysis and offers both discretionary and non-discretionary management across a broad range of investment products.

Wealth management General tax planning Cash flow / budgeting
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Mark M

Series 63, Series 66

Champaign, IL

Midwestern Securities Trading Company, LLC

Mark Montes De Oca is a financial advisor at Midwestern Securities Trading Company, LLC with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including JP Morgan Chase Bank, JP Morgan Securities, and TD Ameritrade. He is also affiliated with Fisher National Bank as a financial advisor. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm employs a combination of discretionary model portfolios and third-party management, offering financial planning, portfolio management, and ERISA 3(38) fiduciary services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Passive / index investing
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Pamela A

Series 66

Monticello, IL

Ameriprise

Pamela Adkins is a financial advisor with Ameriprise in Monticello, IL, holding a Series 66 designation and 16 years of industry experience. She has worked at Ameriprise since 2018 and previously spent ten years with Investment Professionals, Inc. Outside of her advisory role, she serves as a Trust Assistant at First State Bank. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research-driven strategies and algorithmic tools to deliver tailored, tax-efficient recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Mark T

CFP®, Series 63, Series 66

Champaign, IL

Edward Jones

Mark Thies is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 1999. Based in Champaign, IL, he also acts as a trustee for a family trust involving farm management decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and affiliated investment products through a large network of financial advisors and branches.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Nicholas B

Series 66

Champaign, IL

Edward Jones

Nicholas Braden is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked for Stifel Financial Corp for three years. Outside of his advisory role, he co-manages Braden Farms, where he is involved in marketing grain, equipment sales, hiring, and financial tracking. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial products through a nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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George L

Series 66

Mahomet, IL

Thrivent Investment Management

George Longfellow Jr. is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2019. He has six years of industry experience and previously held roles at Anderson Ford and Illini Nissan. Outside of his advisory work, he co-owns a hobby business breeding and selling exotic pets, primarily ball pythons. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account programs under consolidated billing.

Business ownership considerations
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Jared L

Series 66

Mahomet, IL

Edward Jones

Jared Lyons is a financial advisor at Edward Jones with 10 years of industry experience. He holds the 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, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates 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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James G

Series 63, Series 65

Champaign, IL

LPL Financial

James Gossett is a financial advisor with LPL Financial in Champaign, IL, holding Series 63 and Series 65 credentials and having 29 years of industry experience. He has worked with LPL Financial since 2001 and leads Gossett & Associates Wealth Management Group since 2015. Outside of advising, he is a commissioned notary public. 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 advisers and various operational tools.

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

CFP®, Series 63, Series 66

Monticello, IL

Ameriprise

C Mann is a financial advisor with Ameriprise in Cerro Gordo, IL, holding a CFP® designation along with Series 63 and Series 66 licenses, and has 24 years of industry experience. He has worked at Ameriprise and its affiliates since 2018 and previously spent 11 years at Investment Professionals, Inc. Outside of advising, Mann serves on the Board of Directors for Piatt County Mental Health and is Vice President and Trust Officer at First State Bank and Trust, where he leads the trust department. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, delivering detailed Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive network.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Christopher R

CFP®, Series 66

Monticello, IL

Edward Jones

Christopher Rigsby is a Certified Financial Planner® and Series 66 license holder with nine years of industry experience. He has been with Edward Jones in Monticello, IL, for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and services through a large network of financial advisors and branch offices. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary advisory programs under a fiduciary standard.

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

CFP®, Series 66

Monticello, IL

Edward Jones

Nicole Kingery is a financial advisor at Edward Jones with the CFP® designation and Series 66 license, bringing seven years of industry experience. Her career includes roles at Edward Jones since 2018, as well as prior experience with Tin Roof and Hawthorn Suites by Wyndham. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of more than 23,700 advisors. The firm offers a range of advisory strategies including wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Divorce financial planning ESG / Sustainable investing General retirement planning Retired Founder/Business Owner Executive LGBTQIA Newlywed/Engaged
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Craig M

Series 66

Mahomet, IL

Ameriprise

Craig Myers is a financial advisor with Ameriprise, holding a Series 66 credential and 27 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Myers is involved in nonprofit education through an organization providing scholarships for aspiring entrepreneurs, serves on the board of Peace Meals, and works as a sports official. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, using a combination of research, modeling, and tax-efficiency strategies to deliver customized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Gregory T

Series 63, Series 66

Mahomet, IL

Raymond James & Associates

Gregory Teschke is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including LPL Financial and Equitable Advisors. His current tenure at Raymond James began in 2022. Raymond James & Associates, Inc. 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, institutions, pension and profit-sharing plans, and municipal entities, offering tailored financial planning and consulting with a range of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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