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Steven S

Series 63, Series 65

Carmi, IL

Stonex Advisors Inc.

Steven Smith is a financial advisor at StoneX Advisors Inc. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Quest Capital Strategies, Interactive Financial Advisors, and Edward Jones. In addition to his role at StoneX, he owns Steven Smith Financial, where he provides financial services, investment advisory, insurance, and individual tax preparation. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and annuity allocation. The firm utilizes a combination of independent advisors, proprietary models, and third-party money managers across multiple platforms to implement customized investment solutions.

ESG / Sustainable investing
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Jared L

Series 66

Eldorado, IL

LPL Financial

Jared Leslie is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Banterra Insurance & Investments Inc., The Assurance Group, and Modern Woodmen of America. Outside of his advisory work, he is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Timothy M

Series 66

McLeansboro, IL

Edward Jones

Timothy Millenbine is a financial advisor with Edward Jones in McLeansboro, IL, holding a Series 66 designation and 14 years of industry experience, all with Edward Jones since 2012. Outside of his advisory role, he serves as Vice President of the Benton-West City Chamber of Commerce and is Vice President of the Hamilton County Unit 10 Board of Education. He is also involved in local business ventures including an ice cream shop, a car wash facility, and operates a nonprofit through a rental property. 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 wrap fee strategies and access to separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large national network of advisors and branch offices.

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

Series 63, Series 66

Norris City, IL

LPL Financial

David Hughes is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 17 years of industry experience. He worked at Edward Jones for eight years before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and emphasizes model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kaylee A

Series 66

Carmi, IL

Edward Jones

Kaylee Adams is a financial advisor at Edward Jones with three years of industry experience and holds the Series 66 designation. Prior to joining Edward Jones in 2023, she worked for eleven years at Vienna High School. She serves as a board member for the Southern 14 Workforce Investment Board, Inc. and owns Roaming Arrow Photography, a photography business based in Simpson, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

General estate planning guidance Multi-generational wealth transfer Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Melissa C

Series 63, Series 65, Series 66

Carmi, IL

OSAIC

Melissa Crow is a financial advisor with Osaic Wealth, Inc. She holds the Series 63, 65, and 66 licenses and has one year of industry experience. Before joining Osaic and its affiliated DBA, CAVU Wealth Advisors, she worked in the truck and trailer sales industry and spent eight years in education. Outside of finance, she helps operate and manages a family-owned hunting outfitting business in Carmi, Illinois. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a large network of advisors. The firm employs asset-allocation tools and third-party platforms to construct portfolios tailored to clients’ risk tolerances and investment goals.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Lance B

Series 63, Series 65

Carmi, IL

OSAIC

Lance Barbre is a financial advisor at Osaic Wealth, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Osaic since 2024, following nine years at Securities America Advisors and Securities America Inc. Barbre is also president of the White County Flying Club and serves as a board member of the SIC Foundation. Osaic Wealth, Inc. serves a diverse clientele including retail and institutional investors through a large network of affiliated advisors and multiple advisory platforms. The firm integrates brokerage and investment advisory services with financial planning and access to third-party money managers, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Andy A

Series 66

Carmi, IL

Edward Jones

Andy Acord is a Series 66-licensed financial advisor at Edward Jones in Carmi, Illinois, with 10 years of industry experience, all spent at Edward Jones. Outside of his advisory role, he owns rental property in Carmi that is leased to Edward Jones. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a variety of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Income planning Wealth management Retired Founder/Business Owner Executive
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Rhett F

Series 66

Carmi, IL

Edward Jones

Rhett Funk is a financial advisor at Edward Jones in Carmi, Illinois, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked for nine years at AES / Indianapolis Power & Light. Outside of his advisory role, Funk coaches middle school boys basketball for Richland County School District 1. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a broad range of advisory services through a large network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management Financial Professional
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Lisa C

Series 63, Series 66

Carmi, IL

LPL Financial

Lisa Cross is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She worked at Edward Jones for 14 years before joining LPL Financial in 2020. Outside of her advisory role, she works part-time as an attorney assistant processing estate paperwork. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Eric R

Series 66

Carmi, IL

Raymond James Financial

Eric Rahlfs is a financial advisor with Raymond James Financial Services Advisors, Inc. in Carmi, Illinois, holding a Series 66 designation and 17 years of industry experience. He has worked at First Mid Bank & Trust since 2015 and serves as an officer and treasurer on the board of the Carmi Elks Club, where he participates in community activities and financial oversight. Additionally, he acts as an ambassador for Blackstone Products, creating cooking-related social media content. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains unique affiliations in municipal advising and specialized employer retirement programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Walter H

Series 66

Eldorado, IL

Edward Jones

Walter Hardwick Jr. is a financial advisor with Edward Jones in Eldorado, IL, holding a Series 66 designation and 16 years of industry experience at the firm since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor and branch network, as well as its affiliated trust company and securities-based lending options.

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

Series 63, Series 65

Ridgway, IL

Ameriprise

Kelly Ramsey is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 24 years of industry experience. Prior to joining Ameriprise in 2022, Ramsey worked at Wells Fargo Advisors and Tison Financial Group. He serves on the Board of Directors for the Saline County Chamber of Commerce and is involved with Rainmaker Inc, where he develops new business relationships and manages advisory services. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Graham B

Series 66

Carmi, IL

OSAIC

Graham Bolerjack is a financial advisor with OSAIC who holds a Series 66 designation and has 25 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc for a combined nine years. Bolerjack serves as a board member on the Carmi Police Pension Fund, which oversees local pension disbursements and accounts. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios that can be managed on discretionary or non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Daniel B

CFP®, Series 65

McLeansboro, IL

Black Swan Advisors LLC

Daniel Bishop is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He is the sole advisor at Black Swan Advisors LLC, an independent firm he has led since 2015. Outside of his advisory work, Bishop owns and operates Business Master Mechanic, a consulting business focused on diagnostic valuations and strategic planning for small to medium private businesses. Black Swan Advisors LLC serves clients with personalized financial planning and investment consulting tailored to their individual needs.

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