Nathan Scholes is a financial advisor with Fifth Third Securities, Inc. based in Marion, Illinois. He holds a Series 66 designation and has 13 years of industry experience. His prior work includes roles at Cetera Advisor Networks, LLC and Quad Graphics. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and combines third-party portfolio managers with IAR-managed sleeves on a platform that features direct indexing and a tax-overlay service.

Beverly Hart Meek is a financial advisor with Fifth Third Securities, Inc. in Effingham, IL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Fifth Third Securities since 2004. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to a large bank, offering multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

Mccabe Strothmann is a financial advisor at J.W. Cole Advisors, Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at First Southern Bank, LPL Financial, and AT&T. Outside of his advisory role, he is the owner of Shepherd Wealth Advisors and maintains an interest in beekeeping through his involvement with HoneyBee Haven. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent advisers. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, employing both discretionary and non-discretionary investment approaches.

Sheila Burge is a Series 66–licensed financial advisor with Edward Jones in Mt Vernon, IL, with seven years of industry experience. She has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

David Nichols is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including VOYA Financial Advisors and Cetera Wealth Services. Nichols is also president and owner of Nichols Investment Group Ltd, which offers insurance and investment products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

Joseph Shapiro is a financial advisor at Edward Jones in Mount Vernon, IL, with 17 years of industry experience. He has been with Edward Jones since 2009 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and tax-efficient services under a fiduciary standard.

Wendi Wilson is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Advisors since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services using proprietary research and planning tools, with specialized services available for clients meeting certain net-worth thresholds.

Wesley Schumm is a financial advisor with Edward Jones in Mount Vernon, IL, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as Vice President on the Board of Education for Rome Grade School District in Dix, IL. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of over 23,000 financial advisors.

Dylan Nichols is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at Voya Financial Advisors and has been with Cetera and its affiliated entities since 2016. Outside of his advisory role, he is the owner of Dylan W. Nichols Properties LLC, an LLC focused on building development. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Karlie Coffey is a financial advisor with Wells Fargo Advisors in Mount Vernon, IL, holding a Series 66 designation and nine years of industry experience. She previously worked at Edward Jones before joining Wells Fargo Advisors, where she has been since 2017. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis.

Michelle Rozycki is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Brokerage Services LLC, Fifth Third Securities, and Scottrade. Outside of her advisory role, she works as a pyrotechnician for a fireworks display company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm employs a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction while managing conflicts of interest through oversight and sub-adviser delegation.

Jordan Shaeffer is a financial advisor at Wells Fargo Advisors in Mount Vernon, Illinois. He holds the Series 66 designation and has recently transitioned from a six-year tenure at Premise Health and prior roles in academia. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad array of financial planning and investment services tailored to clients who meet specific net-worth criteria. The firm offers planning across various areas including retirement, education, and specialty services, combining advisory services with other financial products and referral channels.

Douglas Lampley is a financial advisor at Edward Jones in Mt Vernon, IL, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. 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 services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michelle Strom is a Series 66 licensed financial advisor with Wells Fargo Advisors in Mount Vernon, Illinois, bringing four years of industry experience. She has worked with Wells Fargo Advisors Financial Network since 2019 and previously held positions at Edward Jones and Peoples National Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold and integrates advisory services with various financial product offerings.

Chad Curd is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He holds Series 63 and Series 66 licenses and is based in Mount Vernon, IL. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Matthew Hefley is a CFP® and PFS™ affiliated with Cetera, with 16 years of industry experience. He has worked at Cetera and related entities since 2025 and previously spent over a decade with Avantax Insurance Services. Hefley also serves as a board member and treasurer for Jefferson County CEO Inc., supporting high school students in entrepreneurial education, and is a member of the Fairfield Memorial Hospital Foundation board. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies through affiliated and third-party managers.

Rex Scott is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 27 years of industry experience. He is currently a part owner of Scott Wealth Management, LLC, where he provides accounting and tax services. He also owns Scotts Accounting and Tax Service, which he has operated since 1983. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management options, access to third-party managers, and various program structures supported by over 10,000 advisors and more than $256 billion in assets under management.

Emily Wilson is a financial advisor with Wells Fargo Advisors in Mount Vernon, IL, holding a Series 66 designation and 13 years of industry experience. She has been with Wells Fargo Advisors since 2012. Outside of her advisory role, she co-owns a health coaching business based in Salem, IL. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including retirement, education, and special-needs analysis. Advisors develop tailored recommendations utilizing Wells Fargo’s research and planning tools, with optional client implementation through the firm’s brokerage or advisory programs.

Shelby Greenwalt is a financial advisor at Cetera with one year of industry experience. Prior to joining Cetera, Shelby worked at Avantax Advisory Services and Hefley & Associates, P.C., where they held roles in wealth management and tax preparation. Shelby is a Series 66 license holder and serves as treasurer for the Fairfield Memorial Hospital Foundation, a nonprofit organization supporting local healthcare facilities. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutions through a network of independent advisors. The firm offers a range of portfolio management and consulting services with multiple program structures and access to both affiliated and third-party managers.

Robert Coats is a financial advisor with Equitable Advisors in Mt. Vernon, IL, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, and serves as a board member of Stewart Producers Inc. He is also involved with the Mt. Vernon Chamber of Commerce. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, plans, corporations, and charitable organizations. The firm’s approach includes assessing client information and risk tolerance to match clients with advisory programs and third-party asset managers, offering diverse investment options and ERISA fiduciary services through a large network of representatives.

Sean Scott is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He also serves as a board member of the Rend Lake Sportmen's Association, where he helps determine policies and assist with projects and fundraising. Sean operates Scott Wealth Management LLC, providing accounting and tax services alongside investment and wealth management. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and features a multi-manager platform with discretionary and non-discretionary program options.

Michael Kroeschen is a financial advisor at Edward Jones in Mt Vernon, IL, holding Series 63 and Series 66 designations with 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is the managing partner of MTK Holdings, an LLC based in Mount Vernon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.

John Tolliver is a financial advisor with Wells Fargo Advisors based in Mount Vernon, Illinois. He holds a Series 66 designation and has nine years of industry experience, including ten years with Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo’s research and planning tools to deliver customized recommendations.