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Laura D

Series 65, Series 66, Series 63

Dieterich, IL

Legacy Wealth Management, LLC

Laura Dill is a financial advisor at Legacy Wealth Management, LLC with 12 years of industry experience. She holds Series 65, Series 66, and Series 63 designations. Her prior experience includes roles at Wanderwell Consulting, LPL Financial, Cetera Advisor Networks, Goeckner Accounting & Financial Services, and Senior Health Specialties. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm utilizes in-house model allocations, sub-advisers, and a broad investment menu that includes alternative and illiquid investments, tailoring strategies based on client objectives and risk tolerances.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities
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Steven M

CFP®, Series 63

Newton, IL

Commonwealth Financial Network

Steven Mammoser Sr. is a CFP® professional with 33 years of experience in the financial services industry. He has worked at Commonwealth Financial Network since 2017 and previously spent 16 years at Investment Centers of America. Mammoser also serves as Vice President of Peoples State Bank, a position he has held since 1994. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs, technology, and operational support, allowing advisors to offer customized portfolio management and wealth planning solutions.

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

Series 66

Newton, IL

Commonwealth Financial Network

Rachel Wendt is a financial advisor at Commonwealth Financial Network with two years of industry experience. She holds a Series 66 designation and has worked at several firms, including Peoples Wealth Management, OSAIC, Woodbury Financial Services Inc, and Compass Advisory Group. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients, managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and comprehensive custody and clearing services.

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

Series 63, Series 66

Newton, IL

Edward Jones

Lucinda Hinterscher is a financial advisor with Edward Jones in Newton, Illinois, holding Series 63 and Series 66 credentials. She has 25 years of industry experience and has been with Edward Jones since 2000. Outside of her advisory role, she owns a farm rental property in Ingraham, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of approximately 23,701 financial advisors and over $1 trillion in assets under management.

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

Series 66

Dieterich, IL

LPL Financial

Devin Aherin is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2021, he spent six years working at Aherin Agri-Business, Inc. He serves as a board member of Bishop Mutual Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides financial planning, advisory programs, and retirement plan consulting, offering both discretionary and non-discretionary management supported by research and a range of portfolio management options.

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

CFP®, Series 66

Newton, IL

Edward Jones

Chris Bohnhoff is a CFP® and holds a Series 66 designation, with six years of industry experience. He has been with Edward Jones since 2019 and previously worked for First State Bank of Beecher City from 2014 to 2019. He is based in Newton, IL. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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