Craig Albers is a CFP® professional with 32 years of experience in the financial industry. He is the sole advisor at Investment Advisors Group, LLC and has previously worked at Stifel Nicolaus & Co Inc and LPL Financial, LLC. Outside of his advisory work, Albers serves as a sporting event public announcer for Illinois College and has held employment roles with the Jacksonville School District and the University of Illinois Springfield. Investment Advisors Group, LLC provides investment advisory and financial planning services to individuals, trusts, charitable organizations, corporations, and employer retirement plans. The firm offers tiered portfolio management solutions, standalone financial planning, and retirement plan consulting, with an investment process that incorporates fundamental, technical, sector, and cyclical analysis tailored to client objectives and risk tolerance.

Nathan Mc Combs is a financial advisor at Investment Advisors Group, LLC with a Series 66 designation and one year of industry experience. Prior to joining the firm, he was a full-time student at the University of Illinois Springfield and worked for Jacksonville School District 117. Investment Advisors Group, LLC provides investment advisory and financial planning services to individuals, trusts, charitable organizations, corporations, and employer retirement plans. The firm offers tiered portfolio management solutions, standalone financial planning, and retirement plan consulting, using a mix of ETFs, individual stocks, fixed income, REITs, and asset allocation strategies tailored to client goals and risk tolerance.

Shaan Smith is a financial advisor at BFC Planning, Inc. with one year of industry experience. Prior to joining BFC Planning, he worked at Berthel, Fisher & Company Financial Services, Inc. and has extensive experience at CNB Bank & Trust and Jacksonville Savings Bank. Outside of advising, he is involved in farm land rental and insurance sales. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse range of clients, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships across multiple advisory teams and offers flexible fee structures and access to various investment platforms.

Brent Bordenkircher is a financial advisor at Kingsview Wealth Management, LLC with 26 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2000 to 2026. Outside of his advisory work, he serves as an assistant football coach at Routt Catholic High School in Jacksonville, Illinois. Kingsview Wealth Management is a multi-advisor wealth management firm that serves individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and asset management through a combination of in-house and third-party strategies, including discretionary and non-discretionary services.

Robert Beard is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Jacksonville, Illinois, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been associated with Berthel Fisher since 2003 and also worked with BFC Planning, Inc. since 2016. Beard serves as secretary and treasurer of the Jacksonville Country Club. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a network of independent investment adviser representatives. The firm offers a range of management platforms and customized investment strategies tailored to client needs.

Thomas Hill is a financial advisor at Edward Jones in Jacksonville, Illinois, with 19 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Flinn is a financial advisor with Stifel, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at LPL Financial LLC, Midwestern Securities Trading Company, LLC, and The Farmers State Bank and Trust Company. He serves on the boards of multiple community organizations in Jacksonville, Illinois, including Prairieland United Way, Jacksonville Main Street, and The Art Association of Jacksonville. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Heidi Koeppel is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and over 33 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2008. Outside of her advisory work, she operates antique booths at an antique mall in Jacksonville, Illinois. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

Michael Lansden is a financial advisor with Stifel who holds Series 63 and Series 66 licenses and has 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2008. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis from its Investment Strategy Group, providing asset allocation and planning guidance that supports client decision-making.

Matthew Greer is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at several firms including Cambridge Investment Research Advisors and VOYA Financial Advisors. Greer also operates Greer Insurance Solutions, LLC, focusing on non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary accounts.

Jack Whalen is a financial advisor at Edward Jones in Jacksonville, Illinois, holding the Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he held roles at the Manufacturers' Representatives Educational Research Foundation and Door Dash, and was involved with Brands for Good and Dash Dad Hats. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Tony Moore is a financial advisor at Edward Jones in Jacksonville, Illinois, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Tony serves as an Oriental Guide on the Ansar Shrine Club Divan and is involved in setting up off-site hospital clinics. 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 and investment strategies, supported by a large network of financial advisors and branch offices across the country.

William Whalen is a financial advisor at Edward Jones with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1993. In addition to his advisory role, he coaches the boys basketball team at Routt High School in Jacksonville, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 advisors and 15,000 branch offices.

Melanie Pine is a financial advisor at Edward Jones with one year of industry experience. She previously worked at Consolidated Grain & Barge and Computer Science Corporation before joining Edward Jones. Outside of her advisory role, she is a certified coach for FASTer Way To Fat Loss, providing guidance on whole foods, carb cycling, and intermittent fasting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, managed account solutions, and affiliated investment products.

Frances Brockhouse is a Series 66-credentialed financial advisor with Edward Jones, based in Jacksonville, IL, and has three years of industry experience. She has been with Edward Jones since 2015 in various roles. 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 affiliated products, operating under a fiduciary standard and supported by a large national network of advisors and branches.