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Timothy A

ChFC®, Series 63

Streator, IL

Wealth Accumulation & Preservation, Inc.

Timothy Armstrong is a ChFC® credentialed financial advisor with 20 years of industry experience. He has been with Wealth Accumulation & Preservation, Inc. since 2011. Outside of his advisory role, he is involved in fixed insurance sales through Midland National and F&G Life. Wealth Accumulation & Preservation, Inc. is a small firm serving individuals, high-net-worth clients, and state or municipal government entities with discretionary asset management and financial planning. The firm uses a combination of fundamental, technical, and cyclical analysis to guide investment decisions and is notable for its work with government clients and its affiliated insurance business.

Cash flow / budgeting General tax planning
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Robert B

Series 63, Series 65

Streator, IL

Wealth Accumulation & Preservation, Inc.

Robert Benning is a financial advisor with Wealth Accumulation & Preservation, Inc. in Streator, Illinois. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with Wealth Accumulation & Preservation since 2011. Wealth Accumulation & Preservation, Inc. is a small advisory firm serving individuals, high-net-worth clients, and state or municipal government entities. The firm provides discretionary asset management and financial planning, using a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Cash flow / budgeting General tax planning
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Thomas N

Series 66

Pontiac, IL

Edward Jones

Thomas Nelson is a financial advisor at Edward Jones in Pontiac, IL, holding a Series 66 designation. He joined Edward Jones in 2026 after four years at State Farm and has no prior industry experience before 2021. Nelson's background includes completing his education at Illinois Wesleyan University and attending Central Catholic High School. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

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

Series 63, Series 65

Streator, IL

LPL Financial

David Rashid is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Edward Jones, and Morgan Stanley. Rashid also serves as an agent for Insurance Design Network, LLC. 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, third-party asset management, and institutional platforms, supported by tools such as machine learning for operational research.

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

Series 63, Series 66

Pontiac, IL

Edward Jones

Mark Spafford is a financial advisor with Edward Jones in Pontiac, Illinois, holding Series 63 and Series 66 designations and over 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, Spafford serves as trustee for an irrevocable farming trust and owns a property management business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
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Kevin D

Series 63, Series 66

Streator, IL

Edward Jones

Kevin Dean is a financial advisor with Edward Jones in Streator, Illinois, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory work, he occasionally coaches group CrossFit classes and co-manages a family farming business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

General retirement planning Retired Founder/Business Owner Executive
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Gary W

Series 66

Streator, IL

Edward Jones

Gary Wheeler is a financial advisor with Edward Jones in Streator, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large 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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Benjamin H

ChFC®, Series 66

Streator, IL

Edward Jones

Benjamin Hiltabrand is a financial advisor with Edward Jones in Streator, IL, holding the ChFC® designation and Series 66 license. He has six years of industry experience, including five years at Owens-Illinois, Inc. Prior to joining Edward Jones in 2019, he worked in the corporate sector. Outside of his advisory role, he serves on several local boards, including the Streator Police Pension Board as Vice President, the Streator High School Foundation, and the St. Michael the Archangel School Athletic Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans and charitable organizations. The firm offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

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

Series 66

Streator, IL

Thrivent Investment Management

Merianne Morris is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and previously worked at Stertil ALM Corp. for 17 years before joining Thrivent. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses and planning across a broad range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Breanne I

Series 66

Ancona, IL

Edward Jones

Breanne Iffert is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large 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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Suzanne R

Series 66

Pontiac, IL

Edward Jones

Suzanne Rutledge is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to her current role, she worked in retail and service positions including as a cosmetologist at Studio 724 and as a bartender and host at Kick's 66 Liquors and More. She has additionally held long-term independent contracting roles since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a large national 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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Brett D

Series 66

Streator, IL

Edward Jones

Brett Davis is a financial advisor at Edward Jones in Streator, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Constellation for five years and has professional experience in the hospitality sector. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management Doctor or Medical Professional Educators, Teachers, and Academics
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Todd M

Series 63, Series 65

Pontiac, IL

LPL Enterprise

Todd Manning is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Brookstone Wealth Advisors and operated an advertising agency, Your Niche Media LLC, where he served as president and owner. Outside of financial advising, he organizes amateur golf tournaments as a chapter owner of Ned Golf LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm primarily employs model-driven investment implementation using portfolios developed by in-house research and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Tax-loss harvesting
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Richard H

Series 63, Series 65

Pontiac, IL

LPL Financial

Richard Hiatt is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Wayne Hummer Investments L.L.C. for 19 years and has been involved with Focused Investments LLC since 2000. He serves as a nonprofit board member of the American Society of Farm Managers and Rural Appraisers. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions to individuals, retirement plan participants, banks, trust companies, and institutions.

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