Karyn Smith is a CFP® professional with six years of experience, currently serving as the sole advisor at Smith CFP, Karyn. She has been a vice president and treasurer of Rk Consulting, a computer consulting and tax services firm, since 1998. In addition to her financial advisory work, she teaches an online class at Olivet College and serves as a trustee on the Normal Town Council. Smith CFP, Karyn provides portfolio management and financial planning services to individual clients, focusing on asset allocation supported by various analytical methods. The firm operates with investment discretion under limited power of attorney while clients retain ownership of their securities, and it integrates accounting and insurance services through its affiliations.

Roger Elliott is a CFA® charterholder with 22 years of industry experience. He has been the principal of Elliott Capital Management, Inc. since 2000. The firm provides discretionary investment management and financial planning services to individual and family clients, focusing on broadly diversified passive asset allocation using primarily exchange-traded funds. Portfolios are tailored to client objectives, risk tolerance, liquidity needs, and tax considerations, and the firm emphasizes tax and reporting matters informed by Elliott's CPA and CFA credentials and prior experience in public accounting.

Bryce Dooley is the sole advisor at BD MGMT LLC, operating as Blue Jean Wealth Management, with six years of industry experience. He holds a Series 65 designation and has worked in various roles including management of a vending machine business, Dool's Delights. BD Capital provides discretionary investment advisory and portfolio construction services primarily to individual clients and select business entities. The firm employs a fundamental, bottom-up investment approach focused on concentrated portfolios and employs borrowing and derivatives in separate accounts, with the adviser personally investing alongside clients.

Kathryn Kraft is a CFP® and Series 66 licensed financial advisor with 21 years of industry experience. She has worked at Investment Advisors Corp. and Broker Dealer Financial Services Corp. before founding Kraft Financial, LLC in 2018. In addition to her advisory role, she is an independent insurance agent specializing in life insurance and annuities. Kraft Financial, LLC provides discretionary asset management and comprehensive financial planning to individuals, trusts, estates, and charitable organizations. The firm manages approximately $36 million for a select group of clients, focusing on diversified portfolios constructed from passive and active ETFs, mutual funds, equities, fixed income, and structured products, with an emphasis on cost control and a long-term perspective.

Patrick Vance is a financial advisor with ARK Advisors LLC, holding a Series 66 designation and 18 years of industry experience. He has been with ARK Advisors since 2013 and previously worked at Purshe Kaplan Sterling Investments from 2013 to 2017. Outside of his advisory role, he owns Two Farm Boys, a business that sells crafts through Etsy. ARK Advisors LLC serves individual investors, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, fiduciary consulting for retirement plans, and 529-plan advisory services. The firm emphasizes personalized investment strategies through Investment Policy Statements and employs a combination of fundamental analysis and diversified investment approaches.

Brad Metz is a financial advisor with ARK Advisors LLC in Bloomington, IL, holding the ChFC® designation and Series 63 and 66 licenses. He has 23 years of industry experience, including four years at Purshe Kaplan Sterling Investments prior to joining ARK Advisors in 2013. Outside of his advisory role, he is a licensed insurance agent specializing in fixed insurance sales. ARK Advisors LLC serves individual investors, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, fiduciary consulting for retirement plans, and 529-plan advisory services. The firm uses a personalized Investment Policy Statement for each client and employs a combination of fundamental analysis and various investment strategies, managing approximately $195.6 million for about 325 clients.

Jason Marion is a financial advisor at Three Sixty Wealth Management, LLC in Bloomington, IL, holding a Series 65 designation. He has two years of industry experience and previously worked for eight years at The Bridge Thrift Store, NFP. Three Sixty Wealth Management is an SEC-registered firm managing approximately $154.2 million for around 166 clients. The firm serves individuals, trusts, estates, businesses, and retirement plans with customized wealth management and investment services using a primarily long-term, fundamental analysis approach.

Dawson Brooks is a financial advisor at Three Sixty Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has prior work experience including roles at Cwm, LLC and Illinois State University. Brooks is also a licensed notary public. Three Sixty Wealth Management is an SEC-registered adviser managing approximately $154 million for individuals, trusts, estates, businesses, and retirement plans. The firm offers customized wealth management and investment services using a primarily long-term, fundamental analysis approach and provides integrated advisory and consulting services through a three-advisor team.

James Dischert is a financial advisor with Three Sixty Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked previously at Capital Asset Advisory Services, LLC and Cwm, LLC. In addition to his advisory role, he is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. Three Sixty Wealth Management is an SEC-registered firm managing approximately $154.2 million for around 166 clients. The firm serves individuals, trusts, estates, businesses, and retirement plans, offering comprehensive wealth management and discretionary investment management with a primarily long-term, fundamental analysis approach.

Kevin Pummill is a financial advisor at Strong Retirement Solutions in Bloomington, IL, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at American Senior Benefits and Bankers Life, where he has worked since 2019. Outside of advisory activities, he is also an insurance agent specializing in Medicare, long-term care, life insurance, and annuities. Strong Retirement Solutions serves individual and high-net-worth clients by providing discretionary portfolio management, investment advice, and financial planning through a team of five advisors. The firm customizes investment strategies to client objectives and risk tolerance, often employing third-party sub-advisors under discretionary authority.

David Brewer is a CFP® professional with two years of industry experience. He currently serves as a financial advisor at McBeath Financial Group and previously worked at Heartland Bank and Trust Company. McBeath Financial Group provides personalized investment advisory and comprehensive financial planning to individuals, trusts, estates, and charitable organizations. The firm manages over $223 million in discretionary assets and offers discretionary portfolio management alongside services such as cash-flow analysis, tax planning, retirement and estate planning, and education funding.

Caleb Graybeal is a financial advisor at Strong Retirement Solutions with a Series 65 credential and no prior industry experience before joining the firm. His work history includes roles at American Senior Benefits, where he serves as an insurance agent and field trainer focusing on Medicare, long-term care, life insurance, and annuities, as well as previous positions at State Farm. Strong Retirement Solutions serves individual and high-net-worth clients by providing discretionary portfolio management, investment advice, and financial planning through a team of five advisors. The firm tailors investment strategies to clients’ objectives and risk tolerance, often incorporating third-party sub-advisors under discretionary authority.

Robert McBeath is a Series 65-licensed advisor with nine years of industry experience. He is the founder of McBeath Financial Group, where he has worked since 2020. Prior to that, he was with Motiv8 Investments LLC for three years. Outside of financial advising, McBeath is president and sole owner of Cornerstone Card Processing, Inc., a merchant services reseller. McBeath Financial Group provides personalized investment advisory and comprehensive financial planning to individuals, trusts, estates, and charitable organizations. The firm manages over $223 million in discretionary assets and serves both non-high-net-worth and high-net-worth clients, offering discretionary portfolio management alongside financial planning and consulting services.

Clark Purdy is a CFP® and ChFC® with three years of industry experience. He is currently with McBeath Financial Group, where he has worked since 2024. His prior experience includes roles at COUNTRY Capital Management Company, COUNTRY Trust Bank, COUNTRY Insurance Affiliates, and Wells Fargo Clearing Services. McBeath Financial Group provides personalized investment advisory and comprehensive financial planning services to individuals, trusts, estates, and charitable organizations. The firm manages over $223 million in discretionary assets and offers a range of services including discretionary portfolio management, tax planning, retirement and estate planning, and education funding.

Nathan Sandon is a financial advisor with McBeath Financial Group, holding a Series 65 designation and beginning his industry career in 2024. His prior experience includes roles at Flanagan State Bank and the Jason Martin State Farm Agency, along with academic positions at Illinois State University College of Business. He has also been involved with the YMCA and held teaching roles at Waubonsee Community College and Yorkville High School. McBeath Financial Group provides personalized investment advisory and comprehensive financial planning services to individuals, trusts, estates, and charitable organizations. The firm combines discretionary portfolio management with financial planning and consulting, utilizing a sub-advisory relationship with GeoWealth for model portfolios and operational support.

Zachary Gray is a financial advisor at Rooted Wealth Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Wall Street Financial Group, AE Wealth Management, and Country Insurance and Financial Services. Outside of his advisory role, he owns a livestock supplement business and is an author of investment-related publications. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm uses a team approach and fundamental analysis to develop individualized investment policies, managing approximately $317 million in discretionary assets.

Kerri Elson is a Series 65-credentialed advisor with Virtus Financial Group, based in Bloomington, IL, and has been with the firm since 2024. Her prior experience includes roles at State Farm and John Deere, as well as positions in education and nonprofit settings. She volunteers with Special Opportunities Available in Recreation and serves as a Young Adult Women's Small Group Leader at St. Patrick Church of Merna. Virtus Financial Group advises individuals, high-net-worth clients, families, trusts, and estates with fee-based investment management and coordinated tax and insurance services. The firm primarily manages assets on a non-discretionary basis, emphasizing client involvement and integrated tax planning through a CPA-led leadership team.

Jeffrey Augspurger is a financial advisor at Strong Retirement Solutions with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in several business ventures, including ownership of Augspurger Farms, an agricultural business, and a silent partnership in a bitcoin mining company. Strong Retirement Solutions serves individual and high-net-worth clients by providing discretionary portfolio management, investment advice, and financial planning through a team-based approach. The firm tailors investment strategies to client objectives and typically manages accounts on a discretionary basis, often integrating third-party sub-advisors.

Krista McBeath is a ChFC® and Series 65 credentialed financial advisor with 17 years of industry experience. She is president of McBeath Tax & Financial Services, L.L.C., and has served as an investment advisor representative at McBeath Financial Group since 2013. Her prior experience includes three years with Motiv8 Investments LLC. McBeath Financial Group provides personalized investment advisory and comprehensive financial planning services to individuals, trusts, estates, and charitable organizations. The firm manages discretionary portfolios with a focus on fundamental, technical, and cyclical analysis, serving both non-high-net-worth and high-net-worth clients.

Julie Karstens is a financial advisor at McBeath Financial Group in Normal, IL, holding a Series 65 designation with four years of industry experience. Her prior work includes roles at First State Bank and First State Bank of Bloomington. McBeath Financial Group provides personalized investment advisory and comprehensive financial planning services to individuals, trusts, estates, and charitable organizations, managing over $223 million in discretionary assets. The firm serves both non-high-net-worth and high-net-worth clients, offering discretionary portfolio management combined with financial planning and consulting services.