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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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Melissa W

Series 63, Series 66

Endinburg, IL

BCG Securities, inc.

Melissa Willoughby is a financial advisor with BCG Securities, Inc., holding Series 63 and Series 66 licenses and 19 years of industry experience. Her prior roles include positions at Horace Mann Companies, Horace Mann Investors, Midwestern Securities Trading Company, and SB Financial at Security Bank. She has also been involved with The Foundation for Excellence since 2008. BCG Securities serves institutional retirement plans and individual clients with account sizes typically above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm focuses on developing written investment policy statements and tailors recommendations to client goals, often using non-discretionary implementation and monitored third-party managers.

Wealth management Founder/Business Owner Retired
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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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Terri K

Series 66

Blue Mound, IL

VOYA Financial Advisors, Inc.

Terri Kuizinas is a financial advisor with Voya Financial Advisors, Inc. She holds a Series 66 designation and has 13 years of industry experience. Prior to joining Voya, she worked at Pruco Securities, LLC, Prudential Insurance Company of America, and VALIC Financial Advisors, Inc. Outside of her advisory role, she owns a travel business called TooSweet Travel. Voya Financial Advisors, Inc. serves a diverse clientele including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting through various program structures, emphasizing non-discretionary advice and maintaining dual registration as both an investment adviser and broker-dealer.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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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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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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Travis M

ChFC®, Series 66

Taylorville, IL

Edward Jones

Travis Magoulias is a ChFC®-designated financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at United Parcel Service from 2013 to 2018. Outside of his advisory work, he owns and manages a DJ service in Springfield, IL. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm has a large national advisor network and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Retirement income strategy General retirement planning Founder/Business Owner
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Jaclyn D

Series 66

Taylorville, IL

Equitable Advisors

Jaclyn Deem is a Series 66-licensed financial advisor with Equitable Advisors, based in Taylorville, IL. She has 17 years of industry experience and has been with Equitable Advisors and its predecessor, Axa Advisors, for over 15 years. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm uses a variety of advisory models and third-party asset managers to tailor investment solutions without sponsoring its own wrap fee program.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Kerri A

Series 66

Taylorville, IL

Edward Jones

Kerri Austwick is a financial advisor with Edward Jones in Taylorville, IL, holding a Series 66 designation and bringing nine years of industry experience. She has been with Edward Jones continuously since 2008. Austwick owns the building where her Edward Jones office is located. 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 with a broad network of financial advisors and branch offices, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Retired Founder/Business Owner Executive
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Nicole H

Series 66

Taylorville, IL

Edward Jones

Nicole Helm is a financial advisor with Edward Jones in Taylorville, IL, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she owned and operated At the Helm, LLC, a house renovation business, and has been involved with Wipe Wear, LLC, a product-related venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Inheritance planning Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive Intergenerational Families
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Blaine L

CFP®, Series 66

Taylorville, IL

Edward Jones

Blaine Lacy is a financial advisor with Edward Jones in Taylorville, IL, holding CFP® and Series 66 designations and eight years of industry experience. He has been with Edward Jones since 2017 and was previously employed at Lakeshore Golf Course. Outside of his advisory role, he is a member and registered agent of L&M Capital Solutions LLC, a real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy Business succession planning Retired Founder/Business Owner Executive
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Bailey H

Series 66, Series 63

Tovey, IL

Fidelity

Bailey Hamilton is a financial advisor at Fidelity with Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at TD Ameritrade, Alliance Bank, and Southeast Missouri State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and maintains a formal advisory role for multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
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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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Blake D

CFP®, Series 66

Taylorville, IL

Edward Jones

Blake Davis is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he serves as a board member of the Gridiron Club Inc. in Taylorville, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Charles H

CFP®, Series 63

Taylorville, IL

CSH Investment Management

Charles Henry is a CFP® with 28 years of industry experience. He has been with CSH Investment Management since 2014 and has longstanding roles at CSH Properties Inc. and H&R Block. In addition to his advisory work, he serves as president of CSH Holdings Inc., managing tax and accounting franchises. CSH Investment Management provides portfolio management and investment advisory services to individual clients, including high-net-worth households. The firm manages approximately $67.2 million in assets across about 290 client accounts and emphasizes fee transparency through detailed reporting.

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Robbie J

Series 66, Series 65

Taylorville, IL

CSH Investment Management

Robbie Johnson is a financial advisor at CSH Investment Management with eight years of industry experience. He holds the Series 65 and Series 66 licenses and previously worked at Tax Tech for three years. CSH Investment Management provides investment advisory and portfolio management services to individual clients, including high-net-worth households, managing approximately $67.2 million in assets across roughly 290 accounts. The firm emphasizes fee transparency by documenting advisory fees on custodial statements and offering clients detailed itemized fee breakdowns upon request.

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