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Michael F

Series 63, Series 65

Stockton, IL

Rda Financial Network

Michael Forbrook is a financial advisor with RDA Financial Network, holding Series 63 and Series 65 designations and possessing 50 years of industry experience. He has worked with RDA Financial Network since 2008 and previously operated his own independent insurance agency since 2007. RDA Financial Network serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm integrates discretionary portfolio management with third-party sub-advisors and proprietary strategies, and operates a model portfolio program for other advisers.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Eileen A

Series 63, Series 66

Hanover, IL

Empower Advisory Group

Eileen Allison is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Prudential Investment Management Services and Prudential Insurance Company of America prior to joining Empower. 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 clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping platforms and offers point-in-time financial plans alongside optional managed account solutions.

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

Series 63, Series 65

Lena, IL

Cetera

Ashley Chambers is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and seven years of industry experience. She has been with Cetera since 2016 and also works with Citizens State Bank, where she serves as a retail banking manager and trust assistant. Chambers is a 51% owner of Chambers Services Plus LLC, a land clearing business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Alexander W

Series 66

Elizabeth, IL

Edward Jones

Alexander Willey is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at John Deere for 16 years. He serves as director and president of the Galena Boat Club, a 501(c)(7) recreational organization in Galena, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options, 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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Ashlie S

CFP®, Series 66

Elizabeth, IL

Edward Jones

Ashlie Stoddard is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. She holds the Series 66 designation and is based in Elizabeth, Illinois. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors and serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Charitable giving tax strategies Divorce financial planning General estate planning guidance Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Joseph A

Series 63, Series 65

Elizabeth, IL

Cetera

Joseph Ambrosia is a financial advisor at Cetera with Series 63 and Series 65 credentials and 31 years of industry experience. He has worked with firms including Avantax Advisory Services and Avantax Investment Services. Outside of his advisory work, he is active in his community of Elizabeth, Illinois, serving on the Economic Development Committee, participating in his local church’s budget committee, and acting as a board member for the Elizabeth Community Fair. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various investment strategies, including model portfolios, third-party managers, and bespoke solutions, supporting a broad range of discretionary and non-discretionary accounts.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Douglas R

Series 63, Series 66

Lena, IL

Cetera

Douglas Riedl is a financial advisor with Cetera, holding Series 63 and Series 66 securities licenses and with 26 years of industry experience. He has worked with Cetera and affiliated entities since 2000 and also serves as assistant trust officer at Citizens State Bank. Outside of his advisory role, he is banquet chairman for Pheasants Forever, organizing annual fundraising events and managing related duties. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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