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Carl Z

CFP®, Series 63, Series 65

Carlinville, IL

Wall Street Financial Group, Inc.

Carl Zeidler is a CFP® professional with 43 years of industry experience, currently serving as president and owner of Wall Street Financial Group, Inc. He has been with the firm since 1988 and briefly worked at Kestra Advisory from 2016 to 2017. In addition to his advisory role, he is a licensed insurance agent and owns an insurance business. Wall Street Financial Group serves individual investors, including high-net-worth and non-HNW clients, as well as state and municipal government entities. The firm combines discretionary portfolio management with financial and insurance planning, offering educational seminars and maintaining multiple professional designations among its three advisors.

Retirement plans for business owners (SEP, solo 401k) Annuities Long-term care insurance Life insurance needs analysis Disability insurance Self-Employed Founder/Business Owner
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John Z

CFP®, PFS™, Series 65

Carlinville, IL

Wall Street Financial Group, Inc.

John Zeidler is a CFP® and PFS™ credentialed advisor with eight years of industry experience. He has been with Wall Street Financial Group, Inc. since 2017. Outside of his advisory role, he is a licensed insurance agent specializing in life, health, and disability insurance, and he is also involved in tax preparation services through his ownership of Wall Street Tax Services LLC. Wall Street Financial Group serves individual investors, including high-net-worth and non-HNW clients, as well as state and municipal government entities. The firm combines discretionary portfolio management with financial planning and integrates licensed insurance activities to address client needs.

Retirement plans for business owners (SEP, solo 401k) Annuities Long-term care insurance Life insurance needs analysis Disability insurance Self-Employed Founder/Business Owner
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Brenden B

CFP®, Series 65

Carlinville, IL

Wall Street Financial Group, Inc.

Brenden Brown is a CFP® and Series 65 licensed financial advisor with three years of industry experience. He has worked at Wall Street Financial Group, Inc. since 2022 and previously held positions at United Community Bank and Central Stone & Landscape Supply. Wall Street Financial Group, Inc. advises individuals, businesses, local governments, and pension and profit-sharing plans, offering discretionary portfolio management, pension consulting, financial planning, and insurance services. The firm tailors portfolios using a range of investment products and serves state and municipal clients with pension consulting, distinguishing itself within the industry.

Retirement plans for business owners (SEP, solo 401k) Annuities Long-term care insurance Life insurance needs analysis Disability insurance Self-Employed Founder/Business Owner
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Chris H

Series 63, Series 65

Carlinville, IL

IPI Wealth Management, Inc.

Chris Hammann is a financial advisor with IPI Wealth Management, Inc. in Carlinville, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Investment Planners, Inc. since 1997. Outside of advising, Hammann is involved as a musician with Miles Station Music and owns a farm. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs. The firm employs an open-architecture investment platform with risk-based model suites and utilizes an outsourced-agent operational model for trade execution and reporting.

ESG / Sustainable investing Retirement income strategy
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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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Michael H

CFP®, Series 66

Carlinville, IL

Edward Jones

Michael Hadley is a CFP® and holds a Series 66 license, with 12 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns farmland in Carlinville, IL, which generates income through the Conservation Reserve Program (CRP). Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and maintaining a nationwide network of financial advisors and branch offices. The firm provides both discretionary and non-discretionary strategies, along with affiliated mutual funds and tax-efficient services under a fiduciary standard.

Retirement income strategy Business exit / sale strategy Divorce financial planning General estate planning guidance General retirement planning 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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Matthew A

Series 66

Gillespie, IL

LPL Financial

Matthew Alepra is a financial advisor with LPL Financial, holding the Series 66 credential and bringing 23 years of industry experience. He has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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

Series 66, Series 63

Litchfield, IL

Charles Schwab

Nell Fixsal is a financial advisor at Charles Schwab with three years of industry experience. Her background includes roles at TD Ameritrade, Dillard's, Macy's, MAC Cosmetics, and The Lory Theater. She holds Series 66 and Series 63 licenses. 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 affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by research from its Schwab Center for Financial Research.

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 financial advisor with Cambridge Investment Research Advisors and holds a Series 66 credential. She has 11 years of industry experience, including prior roles at VOYA Financial Advisors and White and Associates. Outside of her advisory work, she serves as a board member for Camden's Crew, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm provides financial planning and investment management through independent Financial Professionals using a variety of discretionary and non-discretionary strategies across multiple platforms.

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

Series 66

Carlinville, IL

Edward Jones

Michael Sharp is a financial advisor with Edward Jones in Carlinville, IL, holding a Series 66 designation and two years of industry experience. He has been with Edward Jones since 2016 and also operates an online retail business selling books, sports collectibles, and clothing through eBay. 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 financial services.

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

Series 63, Series 65

Staunton, IL

Thrivent Investment Management

David Manning is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Thrivent Financial since 2020. Outside of his advisory role, Manning serves as Alderman for Ward 1 in Staunton, Illinois, representing local households and businesses, and has taught middle school math and science at Zion Lutheran School within his community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based analyses across various financial planning topics without discretionary portfolio management. The firm enables clients to integrate planning with managed-account programs under a consolidated billing option, maintaining planning and investment management as separate services.

Business ownership considerations
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Jacey D

Series 66

Hillsboro, IL

Edward Jones

Jacey Delaney is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2020, with prior experience at Northwestern Mutual and roles outside the financial industry. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Carlinville, IL

Edward Jones

Ashley Archibee Hadley is a Series 66 credentialed financial advisor with Edward Jones, where she has worked since 2006, accumulating 19 years of industry experience. She owns farmland in Carlinville and Bunkerhill, Illinois, which she leases on a cash-rent basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its extensive advisor network, comprehensive service offerings, and affiliated capabilities beyond traditional advisory services.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Gregory C

Series 66

Staunton, IL

LPL Financial

Gregory Craine is a financial advisor with LPL Financial in Staunton, Illinois, holding a Series 66 designation and bringing 27 years of industry experience. He has worked at LPL Financial since 2009 and previously served at First National Bank in Staunton from 2001 to 2018. He also acts as co-trustee of a family trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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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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Charles B

Series 66

Staunton, IL

Cambridge Investment Research Advisors

Charles Buchana is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has 15 years of industry experience, including prior roles at Cetera Advisors LLC, Burgdorf Wealth Managers Inc., and First Allied Advisory Services. Outside of advising, he serves as treasurer for a local Business Networking International chapter and is an independent insurance agent. 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 independent Financial Professionals, using a range of portfolio management options and proprietary model strategies.

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

Series 66

Staunton, IL

Edward Jones

Andrew Brown is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has previously worked at MRP Capital Group and Cushman & Wakefield. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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

Series 66

Staunton, IL

Edward Jones

Andrea Kessler is a Series 66 licensed financial advisor with Edward Jones in Staunton, IL, where she has worked since 2023. She has three years of industry experience, including prior roles at Illinois Farm Business Farm Management and First National Bank. Kessler is also involved in managing and operating family farming operations in Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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