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.

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.

John Antrobus is a financial advisor with Milestone Advisory Group, LLC, holding Series 63 and Series 65 licenses and over 28 years of industry experience. His prior work includes roles at Cambridge Investment Research and Miles Franklin, LTD. He also operates as an independent insurance agent and is involved in precious metal solicitation. Milestone Advisory Group is an independent registered investment adviser managing approximately $18.3 million for about 137 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement-plan services, utilizing fundamental analysis and a range of implementation strategies including third-party managers and derivatives.

Philip Wegman is a CFP® and holds a Series 66 license, with five years of industry experience. He is currently an advisor at Journey Beyond Wealth, joining the firm in 2025, and previously worked at Investment Planners Inc. and The Vanguard Group. Outside of his advisory role, he is involved in bookkeeping for a local coffee shop, FaireCoffee, in Washington, Illinois. Journey Beyond Wealth provides financial planning and discretionary investment management primarily to high-net-worth individuals and families. The firm employs a passive, asset-class-focused approach using low-cost mutual funds and ETFs and offers specialized Family Office services including intergenerational education and facilitated family meetings.

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.

I'm a CERTIFIED FINANCIAL PLANNER™ serving the greater Peoria, IL area and beyond from my office in Morton, IL. My firm, Eagle Ridge Wealth Advisors, provides financial planning, retirement planning, tax planning, and investment management solutions to help clients organize, grow, and secure their financial lives. Eagle Ridge Wealth Advisors is a fiduciary firm that places clients' best interests first.

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.

Philip Cooper is a financial advisor at 210 Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AE Wealth Management and Creative Financial Designs. Outside of advisory work, he is involved in real estate through ownership of CKH Holdings. 210 Financial provides discretionary investment advisory and portfolio management services along with financial planning to individuals, high-net-worth clients, profit-sharing plans, estates, and trusts. The firm manages approximately $145 million in assets and utilizes model portfolios overseen by financial professionals and implemented through third-party sub-advisers.

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.

Kendall Stahl is a financial advisor with 10 years of industry experience, currently serving at 210 Financial since 2020. He holds a Series 65 designation and has previously worked with AE Wealth Management and Kingdom Purposes. Outside of his advisory role, Stahl is the owner and operator of Stahl Farms, a farming business. 210 Financial provides discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, profit-sharing plans, estates, and trusts. The firm employs model-based portfolio management with third-party sub-advisers and integrates financial planning into its advisory 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.

James Anderson is a CFP® professional with nine years of industry experience, currently serving at Creekmur Asset Management, LLC since 2020. His prior roles include positions at Mundane Apparel and Madison Avenue Securities, LLC. Anderson is also an insurance agent with Creekmur, Inc., a role he has held since 2016. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, offering tiered planning services and a wrap-fee program. The firm employs a quantitative investment process combined with third-party research and utilizes various investment vehicles, including ETFs, institutional mutual funds, and alternative products.

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.

Andrew Creekmur is a financial advisor at Creekmur Asset Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Madison Avenue Securities, AE Wealth Management, and CFD Investments. In addition to his advisory role, he is an insurance agent licensed through Creekmur, Inc., where he provides insurance products. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a quantitative investment process combined with third-party research and offers tiered planning services, including subscription-based programs for younger clients.