Blaine Troup is a financial advisor at Keybridge Capital with eight years of industry experience. He holds a Series 65 designation and has worked at Keybridge Capital since 2017, following prior experience managing the Troup Family Office. In addition to advisory services, he is licensed as an insurance agent and may recommend or sell insurance products. Keybridge Capital is a single-advisor, independent firm serving individuals, pension and profit-sharing plans, and business entities. The firm employs a value-oriented investment approach focused on dividend growth and offers discretionary and non-discretionary asset management, financial planning, and consulting services. It also provides educational seminars and public workshops on financial planning and retirement topics.

Timothy O'Connor is a financial advisor with O'Connor Financial Group LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at LPL Financial and O'Connor Wealth Management before founding his current firm in 2013. He has over two decades of experience in insurance sales as part of his financial planning services. O'Connor Financial Group provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and business entities. The firm focuses on risk-based portfolio construction, retirement and estate planning, insurance and education planning, and tax advisory services, implementing investment decisions with a long-term, risk-focused approach.

Michael Disalvo is a CFP® with 16 years of industry experience, currently serving as an advisor at PurposePath Capital, LLC since 2021. He previously worked at Krilogy Financial for 10 years. Disalvo is co-owner of PPC Tax, LLC, a tax preparation firm based in Quincy, IL. PurposePath Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, entities, and 401(k) plans, managing approximately $63 million for around 135 clients. The firm employs a Modern Portfolio Theory-based investment process using diversified ETFs, mutual funds, equities, fixed income, and private funds.

Daniel Westergaard is a financial advisor at O'Connor Financial Group LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at First Trust Advisors L.P., First Trust Portfolios L.P., and J.P. Morgan Institutional Investments, Inc. prior to joining his current firm. O'Connor Financial Group provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and business entities. The firm employs a long-term, risk-focused investment approach with diversified portfolios and periodic rebalancing, and also offers in-house tax preparation and educational seminars.

Jackson O'Connor is a CFP® with 10 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank before joining O'Connor Financial Group LLC in 2019, where he currently serves as an advisor. Jackson holds licenses including Series 63 and Series 65 and is also licensed in life insurance. O'Connor Financial Group LLC provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and business entities. The firm employs a long-term, risk-focused investment approach, utilizing asset allocation and fundamental analysis, and offers additional services such as insurance planning and in-house tax preparation.

Tad Luebbehusen is a financial advisor at IPI Wealth Management, Inc. He holds a Series 65 designation and has over nine years of industry experience, including prior work at Casey Hlubek. IPI Wealth Management provides investment management, financial planning, and access to third-party asset managers and TAMP programs for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets and offers proprietary, risk-based model portfolios alongside strategic asset allocation and active manager oversight.

Andrew Waggoner is a CFP®-credentialed financial advisor with 10 years of industry experience, currently with Core Planning. His prior experience includes roles at LPL Financial, Life Science Wealth, Bates Financial Advisors, and other firms. Core Planning provides fee-only financial planning, wealth management, and portfolio management primarily for individual and high-net-worth clients, along with ERISA 3(21) retirement-plan advisory services. The firm uses third-party model portfolios and automated rebalancing tools while tailoring investment strategies based on client objectives and risk tolerance.

Kevin Reller is a financial advisor at Kovack Advisors, Inc. with 22 years of industry experience. He holds a Series 66 designation and has worked at Kovack Advisors since 2011, following roles at Raymond James Financial and Banc of America Investment Services. Outside of his advisory work, he is a partner in a local washing services business. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, using a combination of internally created models and third-party managers to manage portfolios across multiple custodians.

John Lavery is a financial advisor at IPI Wealth Management, Inc. with 31 years of industry experience. He has been with Investment Planners, Inc. since 1995 and IPI Wealth Management since 2000. Lavery serves as secretary on the board of the Quincy Country Club. IPI Wealth Management provides investment management, financial planning, and access to third-party asset managers and TAMP programs for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets across a team of 66 advisors and employs an open-architecture model with proprietary, risk-based portfolios and active manager oversight.

Laura Mc Reynolds is a financial advisor with Regal Investment Advisors LLC, holding a Series 65 designation and eight years of industry experience. She has worked at Regal Investment Advisors since 2018 and is also associated with Retirement Partners, LLC. Outside of her advisory role, Mc Reynolds serves as an Alderman for the City of Quincy and volunteers with a nonprofit focused on disability awareness. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charities, and businesses. The firm offers a range of proprietary and third-party model portfolios and manages accounts on a discretionary basis through its Financial Advisers.

Steven Schertel is a financial advisor with Kestra Advisory, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Raymond James Financial Services and Wells Fargo Advisors. Schertel operates under the DBA KB Elliot, providing registered representative activities and investment advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including vendor searches, fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors and manages approximately $79.8 billion in assets, providing a range of management platforms and third-party solutions.

Gavin Higgins is a financial advisor at Carson Wealth with a Series 65 designation and one year of industry experience. Prior to joining Carson Wealth, he worked at Schlipman Wealth Advisors and was self-employed. He has also held teaching positions at Quincy University and local schools in Quincy, IL. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, employing a committee-driven investment approach and providing tailored portfolio solutions through various strategic partnerships.

David Jones is a CFP®-certified financial advisor with Valic Financial Advisors, based in Quincy, IL, and has 20 years of industry experience. He has been with Valic Financial Advisors since 2006 and also holds an agent position with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Mohamed Ali is a financial advisor with Carson Wealth and holds Series 65 and Series 63 licenses. He has 18 years of industry experience, including roles at LPL Financial and Cetera Wealth Services. Ali serves as chairman of the board at Blessing Hospital and is a board member of Blessing Corporate Services. Carson Wealth is an enterprise platform overseeing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach driven by an Investment Committee and providing tailored investment solutions.

Mark Schlipman is a financial advisor with Carson Wealth and holds Series 63 and 65 licenses. He has 28 years of industry experience, including prior roles at Cetera Wealth Services and LPL Financial. Schlipman serves as a board member of the Church of St. Peter, advising the pastor on financial matters, and co-authors self-help books under Simple Road LLC. Carson Wealth operates as an SEC-registered enterprise platform with over 650 advisors and manages approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, leveraging an Investment Committee that uses fundamental and technical analysis to construct and monitor portfolios.

Kent McGinnis is a CFP® and ChFC® with 43 years of experience in the financial services industry. He has been with SPC since 2018 and previously worked at Mass Mutual Investors Services and MetLife Securities Inc. He is a 50% owner, director, and officer of McGinnis Insurance and Financial Services, Inc., which offers health insurance and prescription plans. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management options.

William Easterling Jr. is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill Lynch for 13 years before joining Raymond James in 2020. Easterling serves as CEO and President of Easterling Private Wealth Partners and is a subcommittee member of the local Salvation Army, where he reviews income and expenses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and investment consulting using analytical tools and supports municipal and public-finance advisory work through a unique affiliation with a municipal advisor.

Greg Feldberg is a financial advisor with Stifel in Quincy, IL, holding a Series 66 designation and 22 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he is involved in property ownership and management. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling to support client decision-making across asset allocation, retirement, insurance, and estate planning.

Gregory Wittland is a CFP®-certified financial advisor with over 31 years of industry experience, currently with Cambridge Investment Research Advisors. He has worked at Cambridge since 2016. Outside of advising, he serves on the stewardship committee at Blessed Sacrament Church and volunteers with the St. Vincent DePaul Committee in Quincy, IL. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm utilizes a variety of portfolio management approaches and platforms, providing both proprietary and third-party investment strategies tailored to client objectives.

Lincoln Lieber Jr. is a financial advisor at Edward Jones in Quincy, IL, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.