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Karin C

Series 65

Kewanee, IL

Geneva Partners, LLC

Karin Cook is a financial advisor with Geneva Partners, LLC and holds a Series 65 designation. She has no prior experience in the investment industry but has worked at Calvert Tax & Bookkeeping since 1993, which she owns and operates as a public accounting firm offering tax, bookkeeping, and payroll services. Cook is a CPA and dedicates significant time to her accounting and tax practice. Geneva Partners provides discretionary investment supervisory services and portfolio management to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm uses both fundamental and technical analysis with tailored investment strategies and monitors accounts continuously.

Active portfolio management
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Jeremy M

Series 63, Series 65

Princeton, IL

Empower Advisory Group

Jeremy Munson is a financial advisor with Empower Advisory Group in Princeton, IL, holding Series 63 and Series 65 licenses and having four years of industry experience. Prior to joining Empower Advisory Group in 2025, he worked at Thrivent Financial and Wintrust Technology. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach is tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Stephen B

Series 63, Series 65

Princeton, IL

Kestra Advisory

Stephen Bouslog is a financial advisor at Kestra Advisory with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Kestra Advisory and Kestra Investment Services, LLC since 2017. Bouslog serves on the board of the Bureau County Historical Society and is president of CAMS Real Estate, Inc., in addition to his advisory role. He is also the president of the Princeton Rotary Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional investors and plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and utilizes multiple management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Ian L

CFP®, Series 66

Princeton, IL

Kestra Advisory

Ian Legner is a financial advisor with Kestra Advisory Services, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Sterling Land Company and Kestra Investment Services, LLC. He serves on the board of the Princeton Public Library. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers fiduciary consulting, plan design, investment advice, and employee education, managing approximately $79.8 billion in assets and serving a wide range of investors, including large institutional clients.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Tracy R

Series 66

Princeton, IL

Edward Jones

Tracy Robbins is a financial advisor at Edward Jones in Princeton, IL, holding a Series 66 designation with nine years at Edward Jones and a prior 19-year career at State Farm Insurance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Steven B

Series 63, Series 66

Princeton, IL

Thrivent Investment Management

Steven Becker is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and 31 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, Becker serves as a trustee for the Kewanee Community Fire Department, where he assists with budgeting, auditing, and operational oversight. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial planning without discretionary trading authority and allowing clients to combine planning with managed-account programs through a consolidated billing option.

Business ownership considerations
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Ryan B

CFP®, Series 66

Princeton, IL

Edward Jones

Ryan Blume is a CFP® and holds a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016, working out of Princeton, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Retired Founder/Business Owner Executive
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Ronald K

Series 66

Sheffield, IL

Edward Jones

Ronald Kitchens is a financial advisor with Edward Jones in Sheffield, IL, holding a Series 66 designation and eight years of industry experience. He has worked at several firms including Raymond James Financial Services, Midland Wealth Management, and Midland States Bank. Kitchens is also employed as a financial advisor at Midland States Bank, where he assists clients with financial planning and product recommendations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Princeton, IL

Edward Jones

Tucker Nichols is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. His prior roles include positions at Mike Nichols State Farm and Kurt Lenschow State Farm, as well as work at Wethersfield High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
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Michael M

Series 66

Kewanee, IL

Edward Jones

Michael Miler is a financial advisor at Edward Jones in Kewanee, Illinois, holding a Series 66 designation with eight years of industry experience. He previously worked at The Hartford from 2014 to 2017 before joining Edward Jones in 2017. Outside of his advisory work, he coaches 5th and 6th grade boys basketball for Kewanee School District 229. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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Paul B

Series 66

Princeton, IL

Edward Jones

Paul Brandenburg is a financial advisor with Edward Jones in Princeton, Illinois, holding a Series 66 designation and having five years of industry experience. His prior work includes roles at Rousselot, Colony Brands, and various public service positions with the National Park Service and the United States Fish and Wildlife Service. 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 national network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Patrick K

CFP®, Series 66

Kewanee, IL

Edward Jones

Patrick Kolata is a financial advisor with Edward Jones in Kewanee, IL, holding CFP® and Series 66 designations. He has 13 years of industry experience, all with Edward Jones since 2013. Outside of his advisory role, he is a partner in GK Discounts LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of needs. The firm manages approximately $1.01 trillion in assets with a large network of advisors and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Jesse H

Series 66

Kewanee, IL

Edward Jones

Jesse Humphrey is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked for Byrne & Jones Construction for six years. Outside of his advisory role, Humphrey serves as a director for Kewanee Voice, a non-profit news organization based in Kewanee, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive Intergenerational Families Newlywed/Engaged
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Todd R

Series 63, Series 66

Kewanee, IL

Edward Jones

Todd Reeser is a financial advisor at Edward Jones with 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1988. Outside of his advisory role, he is a partial owner of a real estate business in Lexington, VA. Edward Jones is a full-service wealth management firm serving over four million individuals and institutions. The firm offers a range of managed investment strategies and affiliated financial products through a large nationwide network of advisors and branch offices.

Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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