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Bradley A

CFP®, Series 66

Nokomis, IL

OSAIC

Bradley Arndt is a financial advisor with OSAIC, holding CFP® and Series 66 credentials and bringing 24 years of industry experience. His prior roles include work with Securities America Advisors and First National Bank of Nokomis. Arndt volunteers at a pregnancy center and as an archery instructor. OSAIC Wealth, Inc. serves retail and institutional clients through a large network of advisors, offering integrated brokerage and advisory services with a focus on diversified portfolio construction using firm-provided tools and third-party managers.

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 S

Series 66

Litchfield, IL

Edward Jones

Kelly Steiner is a financial advisor with Edward Jones in Litchfield, IL, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2005. Outside of advising, Steiner is involved as a distributor for Advocare, a supplements and vitamins business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.

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

Series 66

Hillsboro, IL

Cambridge Investment Research Advisors

Angela Eickhoff is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. She has 21 years of industry experience, including six years with Cambridge and six years at Voya Financial Advisors. In addition to her advisory role, she serves as a board member for Camden's Crew, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Nell F

Series 63, Series 66

Litchfield, IL

Charles Schwab

Nell Fixsal is a financial advisor with Charles Schwab & Co., Inc. in Litchfield, IL, holding Series 63 and Series 66 licenses and three years of industry experience. Her prior work includes roles at TD Ameritrade, Dillard's, Macy's, MAC Cosmetics, and The Lory Theater. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset investment approach supported by Schwab Center for Financial Research due diligence.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Blake D

Series 66

Hillsboro, IL

Edward Jones

Blake Delaney is a financial advisor at Edward Jones with three years of industry experience and holds the Series 66 designation. He has worked at Edward Jones since 2020, with a brief period at Northwestern Mutual between 2021 and 2022. Prior to his advisory career, Blake has diverse work experience including roles at Illinois State University, H&H Mowing, and Williams Concrete. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

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

Series 66

Hillsboro, IL

Cambridge Investment Research Advisors

Dane Huber is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 66 designation and has prior experience with Cambridge Investment Research, Inc., Anderson Farms, and Illinois College. Outside of his advisory role, he is involved with White & Associates in insurance, benefits, human resources, and tax preparation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using various platform arrangements and proprietary model strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Gina B

Series 66

Hillsboro, IL

Cambridge Investment Research Advisors

Gina Burke is a Series 66-credentialed financial advisor with 12 years of industry experience. She currently works at Cambridge Investment Research Advisors and has prior experience with VOYA Financial Advisors. Burke also serves as a board member for Camden's Crew Inc., a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals utilizing a variety of platform and portfolio management options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Jacey D

Series 66

Hillsboro, IL

Edward Jones

Jacey Delaney is a financial advisor at Edward Jones with a Series 66 credential and four years of industry experience. Prior to joining Edward Jones, Delaney had brief roles at Northwestern Mutual and Texas Roadhouse. Outside of finance, Delaney worked at H&H Mowing for four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and supports its services through a large network of financial advisors and branch offices nationwide.

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

Series 63

Litchfield, IL

Ameriprise

Lonnie Bathurst is a financial advisor with Ameriprise Financial Services, holding a Series 63 designation and 36 years of industry experience. He has worked with Ameriprise since 2005, including its affiliated entities. Outside of his advisory role, Bathurst serves on the Board of Directors for the City of Litchfield Economic Development Commission and organizes a not-for-profit annual model railroad event for enthusiasts. Ameriprise is an institutional firm offering retirement-income planning services primarily for clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Michael D

CFP®, Series 63, Series 66

Litchfield, IL

Edward Jones

Michael Delaney is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to Edward Jones, he worked at TD Ameritrade and Scottrade Inc. He is a member of an LLC established to own the building where he conducts his business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors.

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

Series 66

Litchfield, IL

Ameriprise

James Gorowski is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he serves on the Board of Directors for LCUSD#12 and coaches youth baseball and soccer teams in Litchfield, Illinois. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing tax-aware withdrawal strategies. The firm’s approach integrates internal and third-party research and features restrictive enrollment criteria linked to specific asset levels and managed account assets.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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John W

Series 66

Litchfield, IL

Ameriprise

John Winans is a financial advisor at Ameriprise with 12 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2013. Outside of his advisory role, Winans serves on the board of HSHS Saint Francis Hospital and participates in the City of Litchfield Economic Development Committee, as well as a local trust fund committee supporting community initiatives. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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