Patrick Lonergan is a financial advisor with Vital Capital LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His work history includes roles at Vital Strategies LLC, Central Wealth Management LLC, Eagle Strategies LLC, and NYLIFE Securities LLC. Outside of advisory activities, he owns and operates an insurance brokerage under the Lonergan Group and is involved in managing senior housing properties through Park Vista Senior Housing Management. Vital Capital LLC provides discretionary portfolio management and financial planning services to individuals, small businesses, charities, trusts, and estates. The firm combines fundamental and technical analysis tailored to client objectives and incorporates due diligence on private and alternative investments, managing approximately $41.7 million in assets.

Carey Hilburn is a CFP® professional with nine years of industry experience, currently serving at Vital Capital LLC since 2021. Prior to this, Hilburn held positions at Central Wealth Management, Beaird Harris Wealth Management, and Quest Capital Management. Outside of advisory work, Hilburn is also a consultant for VITAL LLC. Vital Capital LLC provides discretionary portfolio management and financial planning services to individual clients, small businesses, charities, trusts, and estates. The firm combines fundamental and technical analysis tailored to client objectives and manages approximately $41.7 million in assets.

Haley Herr is a financial advisor at Rosemeyer Management Group with a Series 65 designation and one year of industry experience. Prior to joining Rosemeyer Management Group, she worked at Marquis LLC and Businessolver. Rosemeyer Management Group is a team-based SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, retirement plan sponsors, and institutions. The firm employs a value-oriented, primarily long-only investment approach and offers discretionary asset management, financial planning, and retirement-plan consulting services.

Ronald Pozen is a financial advisor at Fifth Third Securities, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2008. Outside of his advisory role, he is active in rodeo as a competitor in steer wrestling and team roping, serves as a rodeo judge, and coaches athletics at Kaneland High School. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and combines bank affiliation with municipal-advisor registration to support its platform and supervisory processes.

Samuel Meier is a CFP® and Series 66-licensed financial advisor with Edward Jones in Rock Falls, IL, where he has worked since 2009. He has 17 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Peter Hembrough is a financial advisor with Ameriprise in Dixon, IL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in farming and custom machine hire activities. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with advisors like Hembrough.

Shane Beckman is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and public finance services, maintaining capabilities in municipal work and investment banking.

Donald Larson is a financial advisor at Primerica Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica Advisors since 2014. Outside of his advisory role, Larson owns a construction business, Precision Construction, LLC, in Geneseo, Illinois. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

Todd Haas is a CFP® professional with eight years of experience in the financial services industry. He has worked at Edward Jones since 2023 and previously held roles at LPL Financial, BMO Harris Financial Advisors, TD Ameritrade, and Excel Physical Therapy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory strategies, including tax-efficient services and affiliated mutual funds.

Adam Gee is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and previously worked for Sterling Public Schools for twelve years. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs, and it maintains specialized capabilities in public finance and municipal services.

Anthony Sharp is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked previously at Sterling Federal Bank and Midwestern Securities Trading Co. LLC. Outside of finance, Sharp serves as the men's basketball coach at Sauk Valley Community College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of advisory programs and affiliated investment products.

Kevin Paaske is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee analyses as part of its financial planning process.

Christie Freas is a financial advisor at Raymond James & Associates with 22 years of industry experience. She has been with Raymond James & Associates since 2003 and holds Series 63 and Series 66 licenses. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and also delivers institutional consulting and public finance services.

James Mc Pherson is a CFP® professional with 25 years of industry experience and has been with Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns a commercial rental property in Sterling, Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm is recognized for its extensive advisor and branch network and offers comprehensive services including discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated investment products.

Dylan Devers is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has worked with several Cetera entities since 2021. Outside of his advisory role, he serves on the boards of Self Help Enterprises Inc., an educational nonprofit, and the Sterling Rock Falls Jaycees, a community nonprofit organization. He is also the president and owner of Wells Tax Consultants LLC, a tax preparation and consulting firm. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, combining retirement and fiduciary services with a broad institutional platform.

William Vandermyde is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing four years of industry experience. Prior to his current role, he worked at Nestle Purina PetCare Company and Wal-Mart Distribution Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm specializes in holistic, goal-based financial planning across a broad range of topics without discretionary trading authority, offering planning as either one-time or ongoing engagements.

Steven Napolitano is a financial advisor with Ameriprise in Clinton, IA, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves on the Board of Directors for the Clinton High School Athletic Booster Club and is a self-employed musician. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement recommendations through a centralized consulting team.

Joseph Wells is a CFP®-certified financial advisor with 41 years of industry experience. He is currently with Cetera and has previously worked at VOYA Financial Advisors. Outside of his advisory role, he serves as a board member of the nonprofit organization Abiding Word and is a part owner of two car wash businesses. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing both advisor-managed accounts and third-party managed programs.

Nicolas Lareau is a CFP®-designated financial advisor with Edward Jones in Sterling, IL, where he has worked since 2008, accumulating 18 years of industry experience. Prior to his advisory career, he served as a medic in the U.S. Air Force Illinois Air National Guard. Edward Jones is a full-service wealth management firm serving over four million clients with a wide range of advisory programs, supported by a large network of financial advisors and branch offices nationwide.

Madeline Wold is a CFP®-certified financial advisor with Edward Jones in Prophetstown, IL, and has seven years of industry experience. She has worked at Edward Jones since 2015 and has held roles at Webster University and Deer Valley Golf Club. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Tyler Ewing is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. 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 through a broad network of advisors and branch offices, offering a range of advisory programs, tax-efficient services, and affiliated investment products.

James Price is a financial advisor at Primerica Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2014. His prior work includes roles at Nationwide Travelers and several logistics companies. Outside of his advisory role, he is involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Tonya Wiersema is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Outside of her advisory role, she assists with bookkeeping for her husband’s farming business and volunteers as a bookkeeper for the Chadwick Milledgeville PTO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets, and offering a range of investment strategies and affiliated financial services.

Dale Giddings Jr. is a financial advisor with Primerica Advisors in Chillicothe, IL, holding Series 63 and Series 65 credentials and over 13 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2010. Outside of his advisory role, he is a partner in Marie Russell, LLC, a non-investment-related business based in San Antonio, TX. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities while operating under a tiered wrap-fee structure.

Nathan Wells is a CFP® and ChFC® with 17 years of industry experience, currently serving as a financial advisor at Cetera. His prior experience includes roles at Voya Financial Advisors and Cetera Wealth Services. Outside of financial advising, he is involved in managing an entertainment and bar business focused on axe throwing and owns an ATM business serving local bars and restaurants. Cetera Investment Advisers serves a diverse range of clients including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, combining retirement and institutional capabilities within a broad advisory platform.