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Hunter F

Series 65, Series 63

Mount Carmel, IL

Margin Advisory Group LLC

Hunter Fuller is a financial advisor at Margin Advisory Group LLC with Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at OneAmerica Securities, Inc. and American United Life. He serves as a board member for the Mt. Carmel Aces Boosters and Mt. Carmel Men's Club and owns the marketing business Full Factor-Marketing. Margin Advisory Group LLC is a two-advisor state-registered investment firm providing discretionary asset management, ERISA 3(21) retirement-plan advisory services, and financial planning. The firm structures portfolios based on client goals, using a combination of fundamental and technical analysis alongside modern portfolio theory.

Wealth management General retirement planning Retirement plans for business owners (SEP, solo 401k)
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Noah T

Series 63, Series 65

Mount Carmel, IL

Margin Advisory Group LLC

Noah Thompson is a financial advisor with Margin Advisory Group LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at OneAmerica Securities, Inc. and American United Life. Thompson is also involved in non-variable insurance sales, including fixed life and fixed annuities. Margin Advisory Group LLC is a two-advisor firm providing discretionary asset management, ERISA 3(21) retirement-plan advisory services, and financial planning. The firm structures portfolios based on client goals and risk tolerance, using fundamental and technical analysis alongside modern portfolio theory.

Wealth management General retirement planning Retirement plans for business owners (SEP, solo 401k)
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Alisha G

Series 66

Mt Carmel, IL

Kingsview Wealth Management, LLC

Alisha Goebel Warren is a financial advisor at Kingsview Wealth Management, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones from 2014 to 2024. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment options through both discretionary and non-discretionary arrangements.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
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Joshua F

Series 63, Series 66

Mt Carmel, IL

Kingsview Wealth Management, LLC

Joshua Farley is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Edward Jones for 23 years before joining Kingsview in 2024. Farley serves as President-Elect of the Alton-Godfrey Rotary. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led financial planning combined with model-based and separately managed strategies.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
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David O

Series 63

Princeton, IN

Robert Baird & Co.

David Oldham is a financial advisor with Robert W. Baird & Co. and holds a Series 63 designation. He has 32 years of industry experience and has worked at Robert W. Baird & Co. since 2019 and J.J.B. Hilliard, W.L. Lyons, Inc. since 1993. Outside of his advisory work, he manages a family farming business and is involved in agricultural operations and marketing. He is part of the DDK Group at Robert W. Baird, which serves individuals, families, pensions, corporations, and institutions with tailored financial planning and portfolio management services, offering a range of traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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John S

Series 63, Series 65, Series 66

Princeton, IN

Robert Baird & Co.

John Smith is a financial advisor with Robert Baird & Co. in Evansville, IN, holding Series 63, 65, and 66 licenses and 29 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent 16 years at Edward Jones and overlaps tenure at Jjb Hilliard Wl Lyons LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Tyler S

Series 66

Mt Carmel, IL

Edward Jones

Tyler Smith is a Series 66 licensed advisor with Edward Jones, based in Mt Carmel, IL, and has one year of industry experience. Prior to joining Edward Jones in 2024, he worked for nine years at Champion Laboratories, Inc. 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 broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.

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

Series 66

Mt Carmel, IL

Edward Jones

Shawn Gibson is a financial advisor with Edward Jones in Mt Carmel, IL. He holds a Series 66 designation and has experience with Edward Jones since 2026. Prior to joining Edward Jones, Gibson was involved with SG Solutions LLC and Shamrock Engineering. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Thomas E

Series 66

Mt Carmel, IL

Edward Jones

Thomas Eichten is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously held a position at Monarch Health Care from 2016 to 2018. He holds a Series 66 designation. 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 wrap fee strategies, separately managed accounts, and tax-efficient solutions, supported by a nationwide network of thousands of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Wealth management Founder/Business Owner Intergenerational Families
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Jacinda H

CFP®, Series 66

Princeton, IN

Robert Baird & Co.

Jacinda Hughen is a financial advisor with Robert Baird & Co. in Princeton, Indiana, holding CFP® and Series 66 credentials and having 10 years of industry experience. She previously worked at Hilliard Lyons from 2016 to 2019. Outside of her advisory role, she is president of The Glittered Pig, a small business focused on bookkeeping and apparel production. She is part of The DDK Group at Robert Baird & Co., which serves individual, corporate, pension, and charitable clients through a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies alongside internal research and advanced tools.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Nathaniel B

CFP®, Series 66

Mt Carmel, IL

Edward Jones

Nathaniel Brines is a CFP®-designated financial advisor with Edward Jones, based in Mt Carmel, IL. He has six years of industry experience, including five years at Hutson Inc before joining Edward Jones in 2019. 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 with a network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

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

Series 63, Series 65

Princeton, IN

Robert Baird & Co.

Erin Smith is a financial advisor at Robert W. Baird & Co. with seven years of industry experience, holding Series 63 and Series 65 licenses. Prior to joining Baird, Erin worked at Hilliard Lyons and Jason Spindler Law. Outside of her advisory role, she serves as a record keeper and director for Owensville Community Planners Inc. and assists with bookkeeping and client invoicing at Absolute Custom Machine LLC, a family-owned custom parts machining business. Erin is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies, supported by internal research and technology.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Catherine W

Series 63, Series 65

Princeton, IN

Robert Baird & Co.

Catherine White is a financial advisor at Robert Baird & Co. with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Robert Baird & Co. since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. beginning in 1996. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutional clients, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Kevin S

CFP®, Series 66

Mt Carmel, IL

Edward Jones

Kevin Schuh is a financial advisor at Edward Jones in Mt Carmel, IL, holding the CFP® designation and Series 66 registration with seven years of industry experience. Before joining Edward Jones, he worked in education and retail and serves as an assistant baseball coach for the Wabash Community School District. He is also the owner of a real estate company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Eric I

Series 66

Mt Carmel, IL

LPL Financial

Eric Ikemire is a financial advisor at LPL Financial with a Series 66 designation and four years of industry experience. His career includes roles at Grindstone Wealth Management, Farm Credit Mid-America, Banterra Bank, and ongoing service as a City Commissioner in Mt Carmel, IL. Ikemire is also involved in insurance production through The Pickett Group and operates Cornerstone Wealth Services as a DBA for his LPL business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various technologies to support discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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Brian M

CFP®, Series 63, Series 66

Albion, IL

Edward Jones

Brian Mewes is a CFP® professional with 28 years of experience in the financial industry. He has been with Edward Jones since 1997. Outside of his advisory role, he owns and manages a grain farm near Albion, IL. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional categories. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and tax-efficient services, supported by a large national network of financial advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
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