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Bryce D

Series 65

Le Roy, IL

Blue Jean Wealth Management

Bryce Dooley is a financial advisor with Blue Jean Wealth Management in Le Roy, Illinois, holding a Series 65 license and six years of industry experience. His prior work includes roles at BD Mgmt LLC / BD Capital, Keystone Homes, and managing McLaughlin/Dooley Farms. Outside of his advisory work, he manages a vending machine business, overseeing inventory and customer relations in the Bloomington-Normal area. BD Capital provides discretionary investment advisory and portfolio construction services primarily to individual clients and select business entities, using a fundamental, bottom-up investment approach focused on concentrated portfolios and long-term horizons. The firm employs borrowing and derivatives strategies uncommon among similar advisers and aligns its interests with clients by investing personally in the same securities.

Active portfolio management Concentrated stock management
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Emily S

Series 63, Series 65

LeRoy, IL

Raymond James Financial

Emily Smith is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and nine years of industry experience. She has worked with Raymond James Financial Services Advisors, Inc. since 2016 and Busey Bank since 2018. Outside of her advisory roles, Smith is involved with the Piatt County Clerk's Office in a political capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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

Series 66

Mansfield, IL

Thrivent Investment Management

Bruce Paulsrud is a Series 66 credentialed financial advisor with 18 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and planning across various topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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George L

Series 66

Mahomet, IL

Thrivent Investment Management

George Longfellow Jr. is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2019. He has six years of industry experience and previously held roles at Anderson Ford and Illini Nissan. Outside of his advisory work, he co-owns a hobby business breeding and selling exotic pets, primarily ball pythons. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account programs under consolidated billing.

Business ownership considerations
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Jared L

Series 66

Mahomet, IL

Edward Jones

Jared Lyons is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and 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, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

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

Series 66, Series 63

Farmer City, IL

LPL Financial

Kettra Baker is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and bringing 26 years of industry experience. She has been with LPL Financial since 2015. Outside of her advisory work, she manages B-Sharp Entertainment, a family business focused on non-investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by 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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Craig M

Series 66

Mahomet, IL

Ameriprise

Craig Myers is a financial advisor with Ameriprise, holding a Series 66 credential and 27 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Myers is involved in nonprofit education through an organization providing scholarships for aspiring entrepreneurs, serves on the board of Peace Meals, and works as a sports official. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, using a combination of research, modeling, and tax-efficiency strategies to deliver customized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Derek M

Series 63, Series 65

Downs, IL

LPL Financial

Derek Mcgee is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Bank of America and Merrill for 12 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, using both discretionary and non-discretionary strategies supported by research and technology tools.

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

Series 63, Series 66

Mahomet, IL

Raymond James & Associates

Gregory Teschke is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including LPL Financial and Equitable Advisors. His current tenure at Raymond James began in 2022. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension and profit-sharing plans, and municipal entities, offering tailored financial planning and consulting with a range of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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