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Jordan C

Series 66

Shelbyville, IL

IPI Wealth Management, Inc.

Jordan Colbrook is a financial advisor at IPI Wealth Management, Inc. with one year of industry experience. He holds a Series 66 designation and previously served five years in the United States Marine Corps. His work background includes roles at Investment-Planners Inc and Illinois State University. 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 proprietary risk-based model suites and uses an outsourced-agent operational model for trade execution and portfolio management.

ESG / Sustainable investing Retirement income strategy
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Tad M

CFP®, Series 63, Series 66

Shelbyville, IL

Edward Jones

Tad Mayhall is a CFP® professional with 23 years of industry experience, serving at Edward Jones since 2002. He holds Series 63 and Series 66 licenses and is based in Shelbyville, IL. Outside of his advisory role, he serves as a board member and chairman for the Shelby County Board and is a munitions specialist in the Kansas Air National Guard. Edward Jones is a full-service wealth management firm that serves over four million clients, including individuals and institutions. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy General estate planning guidance Retirement income strategy Early retirement planning Planning for children with special needs Retired Founder/Business Owner Executive
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Jamie S

CFP®, Series 66

Sullivan, IL

Edward Jones

Jamie Shoot is a Certified Financial Planner™ (CFP®) with 11 years of industry experience. He has been with Edward Jones since 2014. 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.

Divorce financial planning Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Andrew A

Series 63, Series 66

Shelbyville, IL

LPL Financial

Andrew Alepra is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER CORP., since 2004. Outside of his advisory role, Alepra is involved as vice president in a family-operated short-term rental business at Lithia Resort and Wolf Creek in Shelbyville, Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning and portfolio management services to individuals, retirement plans, banks, and institutions. The firm supports advisors with a range of investment strategies and operational tools while maintaining a broad network of over 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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