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Kelsey S

Series 65

Charleston, IL

Cetera Planning Partners

Kelsey Swing is a financial advisor with Cetera Planning Partners, holding a Series 65 designation and seven years of industry experience. Prior to joining Cetera Planning Partners, Kelsey worked at Avantax Planning Partners, Inc. and is also a partner and accountant at Gilbert, Metzger & Madigan, LLP, a CPA firm where she has worked since 2002. She serves as a board member and treasurer for two nonprofit organizations, Eastern Dominican Christian Mission and Sexual Assault Counseling & Information Service. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, comprehensive financial planning, and Social Security optimization. The firm’s investment process centers on diversified portfolios of mutual funds and ETFs tailored to client objectives and risk tolerance, supplemented by additional services such as tax planning, bookkeeping, and estate planning through a third-party provider.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Thomas G

Series 66

Ashmore, IL

Cetera Planning Partners

Thomas Gilbert is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and bringing 26 years of industry experience. His career includes long-term roles at Avantax Planning Partners Inc and Honkamp Krueger Financial Services. He is a shareholder and advisor with Thomas L. Gilbert Financial Services, a wealth management firm. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm provides additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers, with an investment process centered on diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Brandi A

Series 63, Series 65

Lerna, IL

Planmember Securities Corporation

Brandi Ames is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Lincoln Financial Advisors. Outside of finance, she has experience in the fitness industry with Integrated Fitness, Inc DBA Curves. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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Ryan M

Series 66

Charleston, IL

Raymond James Financial

Ryan Mefford is a financial advisor at Raymond James Financial with six years of industry experience. He holds the Series 66 designation and is based in Charleston, Illinois. Prior to his current role, he worked at Pilson Auto Center for five years. Mefford is also associated with First Mid Bank and Trust and First Mid Wealth Management, where he is involved in developing comprehensive financial plans for clients. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth clients, corporations, and institutional clients. The firm utilizes risk profiling and analytical tools to tailor its non-discretionary planning and investment consulting to client goals and supports a broad advisor network and affiliated advisory firms.

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

Series 66

Charleston, IL

Raymond James Financial

Alexander Dick is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and two years of industry experience. He has worked at First Mid Bank & Trust and First Mid Wealth Management, providing investment client services and support. Prior to his financial industry roles, he spent 14 years in education with Stewardson-Strasburg CUSD #5A. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs a non-discretionary, goal-oriented approach using analytical tools and supports its offerings with specialized programs for municipal finance and employer-sponsored retirement plans.

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

Series 63, Series 65

Charleston, IL

Wells Fargo Advisors

Dan Cunningham is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Wells Fargo Advisors since 2020 and previously held roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He has an ownership interest in SC3F Wealth Management LLC and serves on the finance committee of United Christian Church in Mattoon, Illinois. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Dustin S

CFP®, Series 66

Charleston, IL

Edward Jones

Dustin Sloat is a financial advisor at Edward Jones in Charleston, IL, holding CFP® and Series 66 credentials with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent two years at R&M Pipeline. Outside of advising, he serves on the board of Cornerstone Daycare in Charleston, participating monthly in decisions regarding facility operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Retirement income strategy Passive / index investing Retired Founder/Business Owner Executive
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Craig C

CFP®, Series 66

Charleston, IL

Wells Fargo Advisors

Craig Cunningham is a CFP® with 14 years of industry experience, currently with Wells Fargo Advisors since 2020. He previously worked at Wells Fargo Clearing from 2016 to 2020. Cunningham has ownership interests in several business ventures related to investment management and commercial properties. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored planning using proprietary research and tools, integrating advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jeffrey O

Series 63, Series 66

Charleston, IL

OSAIC

Jeffrey Oetting is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at FSC Securities Corporation and Eastern Illinois University, where he serves as an instructor in the School of Business. Oetting is also the owner of a recovery collections agency and involved in managing rental businesses. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisors and employs advanced tools such as asset-allocation models and automated rebalancing to manage portfolios across multiple 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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Granville C

Series 66

Charleston, IL

Edward Jones

Granville Colvin is a Series 66–licensed financial advisor with Edward Jones in Charleston, Illinois, and has 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is a co-owner of SweetWoodville LLC, a barbecue business in Paris, Illinois. 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 and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

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

CFP®, Series 66

Charleston, IL

Raymond James Financial

April Selstad is a CFP® professional with 15 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2012. She also holds an associate position at First Mid Bank & Trust. In addition to her financial advisory work, she serves as a personal support worker on a contingency basis to assist with caregiving. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base that includes individual and institutional clients. The firm utilizes fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting to client goals and supports its recommendations through various advisory programs.

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

Series 66

Charleston, IL

Edward Jones

Ryan Furnish is a financial advisor with Edward Jones in Charleston, IL, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Safety Storage Inc., North American Lighting, and American Eagle Outfitters. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad spectrum of needs. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

College savings (529s, UTMA, etc.) General retirement planning Engineering Professional
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