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Ryan K

Series 66

Robinson, IL

Prairie Rivers Investments, LLC

Ryan Keen is a financial advisor with Prairie Rivers Investments, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at Prairie Rivers Investments since 2017 and previously held positions at Securities America, Inc. and SSN Advisory Inc. Outside of his advisory work, he operates a hobby farm and a woodworking shop where he takes selective commissions for furniture and household items. Prairie Rivers Investments serves high-net-worth and individual clients, as well as institutions, charitable organizations, and retirement plans. The firm employs a goals-based, long-term investment strategy combining actively managed mutual funds with low-cost index ETFs and uses technology tools such as Nitrogen and ORION to support portfolio management and client risk assessment.

Charitable giving & philanthropy Long-term care insurance General retirement planning Tax-loss harvesting Founder/Business Owner Retired Executive
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Patrick K

Series 63, Series 66

Robinson, IL

Prairie Rivers Investments, LLC

Patrick Keen is a financial advisor at Prairie Rivers Investments, LLC with 41 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Prairie Rivers since 2017, with prior roles at Securities America, Inc. and SSN Advisory Inc. Outside of advisory work, he is also involved in insurance-related activities including life, fixed and indexed annuities, and long-term care. Prairie Rivers Investments provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and institutions such as endowments and retirement plans. The firm employs a goals-based, long-term buy-and-hold investment approach, incorporating institutional mutual funds, ETFs, individual securities, and third-party manager selection, and offers tiered service levels including family office and trust consulting.

Charitable giving & philanthropy Long-term care insurance General retirement planning Tax-loss harvesting Founder/Business Owner Retired Executive
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Kyle D

Series 66

Robinson, IL

Prairie Rivers Investments, LLC

Kyle Dishong is a financial advisor with Prairie Rivers Investments, LLC, holding a Series 66 designation and 22 years of industry experience. He has worked at several firms, including Securities America, Inc., and SSN Advisory Inc. Outside of his advisory work, he serves on the board of directors and as board treasurer for the Crawford County Leadership Alliance, a nonprofit organization focused on community leadership development. Prairie Rivers Investments serves high-net-worth individuals, institutions, charitable organizations, and retirement plans, offering discretionary and non-discretionary investment management along with financial planning and consulting services. The firm employs a goals-based, long-term investment approach that integrates actively managed mutual funds with low-cost index ETFs and uses proprietary tools to tailor client risk profiles.

Charitable giving & philanthropy Long-term care insurance General retirement planning Tax-loss harvesting Founder/Business Owner Retired Executive
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Trent B

Series 65, Series 63

Robinson, IL

KCPAG Financial Advisors LLC

Trent Bierman is a financial advisor at KCPAG Financial Advisors LLC with three years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining KCPAG Financial Advisors, Bierman worked at Regions Bank and Fifth Third Securities. KCPAG Financial Advisors LLC provides financial planning, portfolio management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm manages approximately $22.5 million in discretionary assets and serves about 405 clients through a team of 13 advisors operating across 27 offices.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy Active portfolio management Private / alternative investments
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William T

Series 65, Series 63

Robinson, IL

KCPAG Financial Advisors LLC

William Thomas Jr. is a financial advisor with KCPAG Financial Advisors LLC, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His work history includes positions at SECURITIES AMERICA, Inc., Kemper Capital Management, and Kcpag Insurance Services LLC. KCPAG Financial Advisors LLC offers financial planning, portfolio management, and retirement plan consulting for individuals, trusts, estates, and business clients. The firm provides tailored asset management using fundamental analysis and a combination of long- and short-term strategies, serving approximately 405 clients through a team of 13 advisors across 27 offices.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy Active portfolio management Private / alternative investments
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Kelly C

Series 65

Robinson, IL

KCPAG Financial Advisors LLC

Kelly Crumrin is a financial advisor at KCPAG Financial Advisors LLC with six years of industry experience and holds a Series 65 designation. She has worked at KCPAG Financial Advisors since 2019 and has been associated with Kemper Capital Management since 2018. Kelly’s background also includes two years at Kemper CPA Group. KCPAG Financial Advisors LLC provides financial planning, portfolio management, retirement plan consulting, and referrals to third-party money managers for individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm serves around 405 clients with a team of 13 advisors operating across 27 offices.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy Active portfolio management Private / alternative investments
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Thomas M

CFP®, Series 63, Series 65

Robinson, IL

KCPAG Financial Advisors LLC

Thomas Moore is a CFP® with 31 years of industry experience and is affiliated with KCPAG Financial Advisors LLC. He has worked at Securities America Inc. for 14 years and has longstanding roles at Kemper Capital Management LLC and Kemper CPA Group LLC. Moore is also a partner in a commercial rental real estate venture. KCPAG Financial Advisors LLC provides financial planning, portfolio management, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm manages approximately $22.5 million in discretionary assets for about 405 clients through a 13-advisor team across 27 offices, employing a combination of fundamental analysis, long- and short-term strategies, and tax-aware services via third-party providers.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy Active portfolio management Private / alternative investments
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Stephen T

Series 63, Series 66

Robinson, IL

Nfsg Corporation

Stephen Tracy is a financial advisor with NFSG Corporation in Robinson, IL, holding Series 63 and Series 66 designations and 22 years of industry experience. His prior work includes roles at NewBridge Securities Corporation, Cabot Lodge Securities LLC, IFS Securities, and Edward Jones. He is also licensed as an insurance agent. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, financial planning, and customized portfolios using a variety of investment strategies and third-party managers.

Wealth management
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Jason S

Series 63, Series 65

Robinson, IL

Cetera

Jason Sutfin is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Cetera since 2014 and has a concurrent role at First Robinson Savings Bank dating back to 1999. Outside of his advisory work, he serves on the City of Robinson Police & Fire Committee for policymaking, hiring, and disciplinary matters, and is a board member of the Robinson Parks Foundation. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management solutions and advisory services through a large nationwide network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Bryce F

CFP®, Series 63, Series 66

Robinson, IL

Edward Jones

Bryce Fitch is a CFP® professional with 15 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2014. He holds Series 63 and Series 66 registrations. Outside of his advisory role, he serves as a trustee for the Village of Greenup in Illinois. 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 large network of advisors and branch offices nationwide.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy Wealth management Retired
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Sarah B

Series 66

Robinson, IL

Edward Jones

Sarah Baker is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2017, following two years at Farm Credit Mid-America. Outside of her advisory role, she is a part owner of Baker Show Lambs, a livestock operation in Indiana. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies supported by a nationwide network of over 23,000 financial advisors.

College savings (529s, UTMA, etc.) Multi-generational wealth transfer General retirement planning Retired Founder/Business Owner Executive Newlywed/Engaged Young Families
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Katie F

Series 66

Robinson, IL

LPL Financial

Katie Fehrenbacher is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 15 years of industry experience. She has been with LPL Financial since 2017 and previously worked at Investment Centers of America from 2011 to 2017. Fehrenbacher also maintains a role in non-variable insurance sales. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad network of more than 22,800 advisors.

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

CFP®, Series 63

Robinson, IL

LPL Financial

Stewart Schutte is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial. His prior work includes roles at Investment Centers of America, Inc. and First National Bank in Olney. Outside of his advisory work, Schutte owns and operates several businesses, including an advertising billboard enterprise and an energy company holding royalty and mineral interests. 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 advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by technology tools and a broad array of related financial services.

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

Series 66

Robinson, IL

Edward Jones

Roy Clapp is a Series 66 credentialed financial advisor with Edward Jones in Robinson, Illinois, and has two years of industry experience. Prior to joining Edward Jones, he worked at ROE #12 and Cumberland CUSD #77. Outside of his advisory role, he is involved in building ownership and management through his business, FC Legacy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Military & Veterans Educators, Teachers, and Academics
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Anthony P

Series 66

Robinson, IL

Cetera

Anthony Pleasant is a Series 66-licensed advisor with Cetera, where he has worked since 2021. He has five years of industry experience and also serves as a trust officer at First Robinson Savings Bank. Outside of his advisory role, he is treasurer of Quail Creek Country Club and president of the Lincoln Trail College Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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