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Jared T

Series 63, Series 65

Pana, IL

Trexler Financial Advisors LLC

Jared Trexler is a financial advisor with Trexler Financial Advisors LLC in Pana, Illinois, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has worked at Cetera Investment Advisers LLC and Cetera Financial Specialists LLC before founding his current firm in 2018. In addition to his advisory role, he is a CPA and vice president at Trexler & Company, P.C., where he performs general accounting and tax return duties. Trexler Financial Advisors is an independent, state-registered investment adviser offering discretionary investment management and financial planning. The firm serves individuals, high-net-worth clients, trusts, estates, and business entities, integrating tax preparation services through its affiliated CPA firm as part of its wealth management offering.

Cash flow / budgeting General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k)
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Chad S

CFP®, Series 66

Pana, IL

Commonwealth Financial Network

Chad Sutton is a CFP® professional with 19 years of industry experience, currently serving at Commonwealth Financial Network since 2017. He previously worked at Investment Centers of America for 11 years and is the owner and CEO of Endurance Capital. Outside of his advisory work, Sutton coaches junior high cross country and track in Taylorville, IL. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who offer customized investment solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Kristen H

Series 66

Pana, IL

Commonwealth Financial Network

Kristen Hartman is a financial advisor at Commonwealth Financial Network with seven years of industry experience. She holds the Series 66 designation and has worked at Commonwealth since 2018. Prior to that, she spent 19 years at Dieterich Bank. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, supported by its operations, trading, technology, investment management, and compliance platforms.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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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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Jessica F

CFP®, Series 66

Pana, IL

Edward Jones

Jessica Fritcher is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones. She previously worked at Wells Fargo Advisors and has experience outside finance in pharmacy and restaurant management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer 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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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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Benjamin M

CFP®, Series 66

Pana, IL

Edward Jones

Benjamin Moore is a CFP®-certified financial advisor with 10 years of industry experience, currently serving clients at Edward Jones since 2015. He holds a Series 66 license and is based in Pana, IL. Outside of his advisory work, he owns an office building that he leases to other Edward Jones financial advisors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory strategies, access to managed accounts and affiliated funds, and operates under a fiduciary standard.

Charitable giving & philanthropy Retirement income strategy Wealth management Business ownership considerations Business succession planning Founder/Business Owner
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