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Chad A

Series 63, Series 65

Mattoon, IL

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Chad Altadonna is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services, Raymond James Financial Services, and his own Altadonna Wealth Management. He is also involved in property and casualty insurance referrals through a separate business, Bob Oetting & Associates, LLC. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, and trusts. The firm delivers advisory and brokerage services through independent representatives using various custodians and third-party managers, with most assets managed on a non-discretionary basis.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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Kendra H

Series 66

Mattoon, IL

Raymond James Financial

Kendra Hughes is a financial advisor at Raymond James Financial with nine years of industry experience. She holds a Series 66 designation and has worked with Raymond James Financial Services Advisors, Inc. since 2016. In addition to her advisory role, Hughes is an associate and operations manager at First Mid Wealth Management, where she supports the brokerage department and assists advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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James A

Series 66

Mattoon, IL

Ameriprise

James Argoudelis is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Based in Champaign, IL, Argoudelis has spent over six years in his current role at Ameriprise. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies, combining research and modeling with a centralized consulting team to support clients’ retirement planning.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Victor M

CFP®, Series 66

Mattoon, IL

Edward Jones

Victor Matigian is a CFP® and Series 66-credentialed financial advisor with 17 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

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

Series 66

Mattoon, IL

Ameriprise

Emily Poulliard Becherer is a financial advisor at Ameriprise with 18 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2007. Outside of her advisory role, she serves as Director of Operations and Associate Financial Advisor at DDC INC. in Springfield, IL. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Aaron I

CFP®, Series 66

Mattoon, IL

Edward Jones

Aaron Ifft is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds the Series 66 designation and is based in Mattoon, IL. 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 and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families
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Jamie S

CFP®, Series 66

Sullivan, IL

Edward Jones

Jamie Shoot is a Certified Financial Planner™ (CFP®) with 11 years of industry experience. He has been with Edward Jones since 2014. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General estate planning guidance Divorce financial planning Retired Founder/Business Owner Executive
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Renee' H

Series 63, Series 66

Mattoon, IL

OSAIC

Renee' Huckstead is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She previously worked at Edward Jones for 16 years and Lincoln Financial Securities Corporation for one year. In addition to her advisory role, she owns Faith Financial, a business focused on the sale and service of insurance products including disability, life, and long-term care insurance. OSAIC serves a diverse client base including retail and institutional investors and offers integrated brokerage and advisory services with multiple platforms and third-party money managers. The firm uses various asset-allocation tools and investment strategies to construct portfolios across a broad range of securities and alternative investments.

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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Troy R

CFP®, Series 66

Sullivan, IL

Edward Jones

Troy Rogers is a CFP® and holds a Series 66 license with Edward Jones, where he has been an advisor since 2021. He has four years of industry experience, including prior roles at Whitney Roofing Inc and over two decades with CUSD#300. Outside of his advisory work, Troy serves as a volunteer fireman with the Sullivan Fire Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors, offering a range of advisory programs and affiliated investment products.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Ryan K

CFP®, ChFC®, Series 66

Arthur, IL

Edward Jones

Ryan Kleiss is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones, where he has worked since 2016. He has 19 years of experience in the financial industry. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, pension plans, corporate clients, and charitable organizations. The firm manages over $1 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.

Business ownership considerations Family Business Business succession planning General estate planning guidance Charitable giving & philanthropy Founder/Business Owner Doctor or Medical Professional Values-based investing Religious/faith focused
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Harold P

CFP®, Series 63

Mattoon, IL

OSAIC

Harold Pope is a CFP® professional with 43 years of experience in the financial services industry. He has worked primarily with Securities America Advisors, Inc. and its affiliates since 1999 and joined OSAIC in 2024. Outside of his advisory role, he serves as a licensed minister assisting local churches. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a broad range of brokerage and advisory services, employing various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

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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Kelly P

Series 66, Series 63

Mattoon, IL

LPL Financial

Kelly Purvis is a financial advisor with LPL Financial based in Mattoon, IL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining LPL Financial, Purvis worked at Raymond James Financial Services and First Mid Bank and Trust. Outside of finance, Purvis has been an aqua aerobics instructor at the YMCA since 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Nicholas F

CFP®, Series 66

Mattoon, IL

Edward Jones

Nicholas Fears is a Certified Financial Planner™ professional with 15 years of industry experience, all of which have been with Edward Jones since 2009. He holds the Series 66 license and is based in Mattoon, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

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

Series 66

Sullivan, IL

Edward Jones

Connor Klingele is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Syngenta for five years and at Southern Illinois College of Agriculture for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Founder/Business Owner
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Bradley B

Series 63, Series 66

Mattoon, IL

Raymond James Financial

Bradley Beesley is a financial advisor with Raymond James Financial in Mattoon, IL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He serves as President and CEO of First Mid Wealth Management Company, a role he has held since 2019. His career includes extensive experience with First Mid Bank & Trust and Raymond James Financial. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charities, and institutions. The firm offers tailored, non-discretionary consulting using analytical tools and supports advisory programs with a focus on technology, cybersecurity, and innovative services such as municipal advising and SIMPLE IRA Employer Advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Bridget R

Series 66

Mattoon, IL

Edward Jones

Bridget Rodgers is a Series 66 licensed financial advisor with Edward Jones, based in Mattoon, IL, and has two years of industry experience. She has worked at Edward Jones since 2011 in various capacities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. 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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Matthew P

Series 63, Series 66

Mattoon, IL

OSAIC

Matthew Pope is a financial advisor at OSAIC with 29 years of industry experience. He has held positions at Securities America Advisors, Inc. and Securities America, Inc. over extended periods and is also the owner of Pacesetter Universal Insurance Agency, primarily a property and casualty insurance agency with some life, health, and Medicare supplement sales. He holds Series 63 and Series 66 credentials. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, through a broad network of advisors and multiple platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios that may include stocks, bonds, mutual funds, ETFs, options, and alternatives.

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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Robert F

CFP®, ChFC®, Series 66

Mattoon, IL

Edward Jones

Robert Fears is a CFP®, ChFC®, and Series 66 licensed financial advisor with 14 years of industry experience. He has been with Edward Jones since 2015. 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 solutions supported by a large network of advisors and branch offices nationwide.

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

Series 66

Mattoon, IL

Raymond James Financial

Kristi Montgomery is a financial advisor with Raymond James Financial in Mattoon, IL, holding a Series 66 designation and 14 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2012 and at First Mid Wealth Management since 2011, where she also provides supervisory duties. Montgomery is an associate at First Mid Illinois Bank & Trust, where she serves as a financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and consulting, using risk profiling and modeling tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jill W

Series 66

Mattoon, IL

Raymond James Financial

Jill Worman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Raymond James since 2016 and is also associated with First Mid Bank & Trust. In addition to her advisory role, she is employed as a financial advisor at First Mid Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advice supported by advanced analytical tools and maintains unique affiliations, such as a municipal advisor, to enhance its service offerings.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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