Mark Young is a financial advisor at Prosperity Wealth Management, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Secure Investment Management, JD Mellberg Financial, Severin Investments, and The Financial Mgmt Center. Outside of advisory work, he is a licensed insurance agent with JD Mellberg Financial, an insurance agency. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million in discretionary assets and employs a multi-method investment approach with continuous portfolio supervision and oversight of third-party managers.

Paul Hardin is a financial advisor with BFC Planning, Inc. in Jerseyville, IL, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with BFC Planning and Berthel Fisher & Company Financial Services, Inc. since 2012. Outside of his advisory role, Hardin serves as vice president of the City of Jerseyville Police Pension Fund and is a board member and secretary for St. Francis Xavier Cemetery. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory and institutional platforms, employing a range of investment strategies while excluding futures, hedge funds, and digital assets.

Sara Norman is a financial advisor with Edward Jones in Jerseyville, IL, holding a Series 66 designation and five years of industry experience. She has been with Edward Jones since 1989. Outside of her advisory role, she serves as a substitute aerobics instructor at the JCH Wellness Center in Jerseyville. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Julie Brangenberg is a financial advisor with LPL Financial in Jerseyville, IL, holding a Series 66 credential and bringing 24 years of industry experience. She has been with LPL Financial since 2003. Outside of advisory services, she is involved in business entities used for tax and investment purposes and has interests in real estate and farm ownership. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management options supported by LPL Research and third-party subadvisors.

Karen Weible is a financial advisor with OSAIC in Jerseyville, IL, holding a Series 66 designation and 19 years of industry experience. She has previously worked at SagePoint Financial since 2010 and has been with OSAIC since 2023. Outside of advisory work, she operates two sole proprietorships focused on financial analysis, including one that provides divorce financial solutions. OSAIC serves a wide range of clients, from individual investors to institutions, offering brokerage, advisory, retirement plan consulting, and managed account services. The firm utilizes various asset-allocation tools and third-party platforms to construct and manage diversified portfolios.

Andrea Yoder is a CFP® and holds a Series 66 license, currently affiliated with Edward Jones in Jerseyville, IL. She has 14 years of industry experience, including 15 years with Edward Jones. Outside of her advisory role, she serves as Vice President and Chair of the Scholarship Committee for the JCH Foundation in Jerseyville. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets with a broad network of advisors and branch offices. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

Marcus Renken is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at US Bank, Family Finance Mortgage, and Wells Fargo Home Mortgage. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Karie Murphy is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Charles Schwab & Co., Inc. for eight years and Northwestern Mutual Investment Services LLC for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Nora Steiner is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in various roles including at Starbucks and Southern Illinois University Edwardsville. 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 options, managing approximately $1.01 trillion in assets, supported by a large nationwide network of financial advisors and branch offices.

James Claywell is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has served as a financial advisor and owner of Claywell Asset Management, LLC since 2016. Claywell also has a background in education, having worked at Marquette Catholic High School for nearly two decades. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through its affiliation with a municipal advisor.

Edward Hansen is a financial advisor with Morgan Stanley, holding a Series 66 designation and 23 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Hansen is based in Godfrey, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services utilizing structured discovery processes and advanced modeling tools.

Colten Steiner is a financial advisor with Edward Jones in Godfrey, IL, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has worked at Edward Jones since 2001. Outside of his advisory role, he manages a rental LLC in Godfrey. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Scott Schaefer is a financial advisor with Edward Jones in Jerseyville, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for Kernan Land Company and had roles at Lockhaven Golf Club and The Woodlands Golf Club. Outside of financial advising, he is involved in farming activities, managing land enrolled in the Conservation Reserve Program. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment options, supported by a large nationwide network of advisors and branch offices.

Nicholas Cooper is a financial advisor with Fidelity Investments, holding a Series 66 designation and five years of industry experience. His work history includes roles at Fidelity and Wells Fargo Clearing Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, with formal advisory roles to registered investment companies and the use of AI-driven research methods.

Jeremy La Plant is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2013 to 2025. La Plant serves on the board of a local nonprofit, Westlake Country Club, in Jerseyville, IL. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, Model Wealth Portfolios, third-party asset management programs, and a range of brokerage and insurance products through an integrated platform.

Dalton Gray is a CFP® certificant with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he was involved in political work including roles with State Representative Dwight Kay and the House Republican Organization. Outside of advising, he organizes college students to circulate political petitions for candidates in Troy, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Brent Fulkerson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior experience includes roles at CUNA Mutual Group, CUNA Brokerage Services, TD Ameritrade, and Scottrade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Steven Medford is a financial advisor with Edward Jones in Jerseyville, IL, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, Medford is involved in coaching basketball at the high school and community college levels and runs a youth basketball camp in Jerseyville. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Terri Schneider is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing nine years of industry experience. She has worked at Raymond James in various capacities since 2016. Schneider also serves as an independent contractor financial advisor with Claywell Asset Management and Embark Wealth Partners, and she is involved in succession planning through ownership of JEN Holdings, LLC. 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, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary investment consulting using detailed risk profiling and modeling tools, and it supports clients through various advisory programs and institutional consulting arrangements.