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Anne C

Series 66

White Hall, IL

LPL Financial

Anne Clayton is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. Her career includes roles at Cambridge Investment Research Advisors, Transamerica Financial Advisors, and Equitable Advisors. Outside of advising, she is a co-owner of JACS Global Logistics LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by operational tools such as machine learning.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Sean N

Series 66

Carrollton, IL

LPL Financial

Sean Nelson is a financial advisor with LPL Financial in Carrollton, Illinois, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for one year before joining LPL Financial in 2015. Outside of his advisory role, he is involved in owning a bar/tavern in Batchtown, Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, utilizing various investment strategies supported by advisor-facing tools and maintaining oversight of extensive discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Bradley M

Series 66

Carrollton, IL

Edward Jones

Bradley Mc Gill is a financial advisor with Edward Jones in Carrollton, IL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Wieland Rolled Products and served in the United States Marine Corps and the Department of Defense Military Police. 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.

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

Series 63, Series 65

Carrollton, IL

LPL Financial

Mark Shade is a financial advisor with LPL Financial in Carrollton, Illinois, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. His prior work includes roles at American General Securities Incorporated, Mutual Service Corporation, and SFS Consulting. Outside of advisory activities, he is involved in farming through Shady Acres Farms. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third‑party subadvisors, and customized strategies, supported by advanced research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael D

Series 66

Carrollton, IL

Edward Jones

Michael Dixon is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Asset Consulting Group for four years, EBS Recruiting/Pace Staffing for one year, and Towle & Co for six years. 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, 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.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Divorce financial planning Business ownership considerations Founder/Business Owner Educators, Teachers, and Academics
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Hugh A

Series 63, Series 66

Carrollton, IL

Edward Jones

Hugh Allen is a financial advisor with Edward Jones in Carrollton, IL, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he manages his family’s 135-acre crop production farm, overseeing leases, rents, government payments, and capital improvements. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

General retirement planning Retired Founder/Business Owner Executive
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