ADVISOR BIO

Aaron Thompson is a registered representative with Cornerstone Wealth Management, LLC. Aaron has been in the industry since March 2019 and holds Series 7TO, Series 66, and SIE licenses. Aaron is licensed to offer securities and investment advice in 35 states. Aaron is affiliated with Cornerstone Wealth Management, LLC which is an independent investment advisor firm. Aaron is also affiliated with LPL Financial, LLC.

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ADVISOR BIO

Alicia Oglesby is a registered representative with Edward Jones in Columbia, Illinois. Alicia began her career in the financial services industry in 1992. Alicia holds the Series 6, Series 7, and Series 66 licenses. Alicia Oglesby has experience working with individual investors, high-net-worth individuals, corporations, and retirement plans. Alicia also provides financial planning and investment management services.

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ADVISOR BIO

Anthony James Murphy is a financial advisor with Berthel, Fisher & Co. Financial Services, Inc. located in Columbia, Illinois. Anthony has been in the financial services industry since 2000. Anthony has a Series 7, Series 24, and Series 63 license as well as the SIE exam. Anthony specializes in investments, insurance and retirement planning.

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ADVISOR BIO

Bret Steffenauer is a financial advisor registered with Cetera Investment Advisers LLC. Bret has been in the financial industry since August 29, 2000. Bret holds Series 65, Series 66 and Series 7 licenses as well as the SIE exam. Bret also holds a CPA license and operates an accounting business. Bret is registered as a financial advisor in Alabama, Arkansas, California, Colorado, Georgia, Illinois, Indiana, Kansas, Missouri, and Ohio. Cetera Investment Advisers LLC is a registered investment advisor. The firm has 6645 investment adviser representatives, 6626 registered representatives and 5928 investment advisory functions. Cetera Investment Advisers LLC has approximately $104,468,595,111 in assets under management. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.

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ADVISOR BIO

Calvin Amandus Neeman is a registered representative with Cornerstone Wealth Management, LLC. Calvin Neeman has been in the industry since October 1996. Calvin Neeman has been registered with Cornerstone Wealth Management, LLC since April 2016. Prior to that, Calvin Neeman was registered with Edward Jones. Calvin Neeman is registered in 37 states and holds the following securities licenses: Series 63, Series 66, Series 7, and SIE. Calvin Neeman has a total of 36 approved state registrations and 1 approved investment advisor registration. Calvin Neeman provides financial planning, portfolio management, and other investment-related services to individuals, corporations, and other entities.

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ADVISOR BIO

David Woehlke is a financial advisor at Edward Jones. He has been in the financial industry since 2003. David Woehlke is registered with the state of Illinois and Missouri. David Woehlke specializes in financial planning, pension consulting, and selection of other advisors. He also provides portfolio management services for individuals and businesses.

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ADVISOR BIO

Deanna Michele Marx is a financial advisor with Edward Jones. Deanna has been in the industry since May 2002 and is registered with the state of Illinois and Missouri. Deanna specializes in retirement planning, insurance, estate planning, and college planning. Deanna has experience working with individual investors, businesses, and high-net-worth individuals.

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ADVISOR BIO

Jared Paul Nuxoll is a financial advisor with Edward Jones. Jared has been in the industry since 2012. Jared is a licensed financial advisor registered with the state of Illinois.

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ADVISOR BIO

Jordan Floerke is a financial advisor at LPL Financial LLC. Jordan is registered in Illinois, Indiana, and Missouri. Jordan has been working in the financial services industry for over 6 years and specializes in financial planning, investment management, and insurance products. Jordan's firm, LPL Financial LLC, provides advisory services for businesses, individuals, and pooled investment vehicles. LPL Financial LLC, manages over $463 billion in assets and serves over 1.9 million clients.

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ADVISOR BIO

Julia Crean is a financial advisor with Edward Jones. Julia has been in the financial industry since December 2020. Julia is licensed to provide investment advice in Illinois and Missouri. Julia holds the Series 66, Series 7TO, and SIE licenses. Julia has a diverse range of clients including individuals, businesses, and charitable organizations. Julia's areas of expertise include financial planning, pension consulting, and selection of other advisers. Julia is committed to helping clients achieve their financial goals.

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