Mark Schultz is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. His prior work includes roles at the State of Illinois, Springfield Clinic, Molex, and service in the U.S. Air Force and Air Force Reserves. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

William Cornwell is a financial advisor at Stifel with six years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020. Prior to his advisory career, he was involved in the automotive and tree service industries. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Michelle Eads is a Series 66 licensed financial advisor with Edward Jones in Springfield, IL, where she has worked since 2017. She has nine years of industry experience, including four years with ICW Group Insurance Companies prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Edward Lex is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Riley Lewis is a financial advisor at Equitable Advisors with two years of industry experience and holds a Series 66 designation. Prior to joining Equitable Advisors, he worked in various roles including at Best Buy as a Product Flow Specialist. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Joseph Shaffer is a financial advisor at LPL Financial based in Springfield, IL, holding a Series 66 designation. He has experience working at Bank of Springfield and has held roles in education and community organizations, including Lincoln Community High School and The University of Illinois Springfield. He was also involved with The Oaks Golf Course and the Lincoln Park District. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing various investment strategies and technology tools, supported by a large network of over 22,800 advisors and oversight of more than $819 billion in discretionary assets.

Karla Mueller is a financial advisor with Edward Jones in Springfield, IL, holding a Series 66 designation. She has been with Edward Jones since 2009 and has prior experience working with the Ball Chatham School District in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a broad range of advisory strategies, affiliated mutual funds, and fiduciary-standard services supported by a large nationwide network of advisors and branch offices.

Grace Vincent is a financial advisor at Equitable Advisors with one year of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Equitable Advisors, she held various roles including positions at 1st Street Lounge and Southern Illinois University Edwardsville. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Giovanni Marchizza is a financial advisor with LPL Financial in Springfield, IL, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Bank of Springfield from 2020 to 2026 and was employed at Mario's Italian Restaurant from 2016 to 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolio programs, with support from research tools and various institutional platforms.

Albert Eck III is a financial advisor with Cetera in Springfield, IL, holding a Series 66 designation and five years of industry experience. He has worked at several firms, including Avantax Insurance Services and ESP Wealth Management, and serves as a co-trustee managing trust assets. Eck is also active in his community, holding finance committee roles with the Dana Thomas House Foundation and Girls on the Run of Central Illinois, as well as serving on the investment committee of a local high school. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios and bespoke strategies.

Patricia Mackiw is a financial advisor with Morgan Stanley in Springfield, IL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. She has worked with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of her advisory work, she serves on finance and investment committees for the St. Nicholas Ukrainian Catholic Parish and related charitable organizations in Chicago. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and supports a range of investment programs across retail and institutional markets.

Gregory Pettys is a financial advisor with LPL Financial in Springfield, IL, holding CFP® and ChFC® designations and over 37 years of industry experience. He has held positions at several firms including BOS Asset Management, Bank of Springfield, Mass Mutual, and Prudential. In addition to his advisory work, he serves as a prison ministry pastor and has authored a guide on financial planning for stepfamilies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research and technology tools while managing a broad array of discretionary assets.

Dustin Zoerner is a CFP®-certified financial advisor with 13 years of industry experience, currently with Wells Fargo Advisors in Springfield, IL. He has worked within the Wells Fargo network since 2016, including eight years at Wells Fargo Clearing before joining Wells Fargo Advisors in 2024. In addition to his advisory role, he has a minority ownership interest in LMZ Wealth Management LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a wide range of planning solutions tailored to clients who meet certain net-worth thresholds, supported by Wells Fargo’s research and planning tools.

Christopher Noonan is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill. He is a committee member of the charitable organization HSHS St. John's Foundation in Springfield, IL. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and does not provide individual security recommendations as part of standalone planning.

Carter Leach is a Series 66-registered financial advisor with one year of industry experience, currently serving at Cetera in Springfield, Illinois. His prior roles include positions with Avantax Advisory Services and the Illinois Educators Credit Union. He also has experience working as a Wealth Management Coordinator with the CPA firm Eck, Schafer & Punke, LLP. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various discretionary and non-discretionary portfolio management services, financial planning, and access to third-party managers, supporting both automated and customized investment strategies.

Scot Jacobs is a CFP® professional affiliated with Cetera, with 21 years of industry experience. He has been associated with Cornerstone Advisers, LLC and Cetera since 2012. Outside of his advisory work, he serves as treasurer and board member of the Family Service Center, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm providing advisory services nationwide to individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning solutions through a multi-manager platform with discretionary and non-discretionary programs.

Kolin O'Brien is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2017, with prior roles at Axa Advisors and LPL Financial. Outside of his advisory role, O'Brien serves on multiple nonprofit boards, including as president of the St. Patrick's Day Marching Band Parade executive board and roles in fundraising and event planning for charitable organizations such as SPARC and 100+ Who Care. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives. The firm offers a range of advisory programs, often involving third-party asset managers and discretionary portfolio management within their SAM program.

Tate Jones is a financial advisor with Raymond James Financial in Springfield, IL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously worked at Wayne Hummer Investments L.L.C. for 12 years and currently serves as an Executive Vice President for Retail Banking at United Community Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm uses non-discretionary planning and analytical tools tailored to client goals and supports a broad network of advisors with services including municipal advisory work and employer retirement plan consulting.

Nicole Link is a financial advisor with LPL Financial based in Springfield, IL, holding a Series 66 designation and over 21 years of industry experience. She has been with LPL Financial since 2010 and has a long-standing role at Bank of Springfield dating back to 2001. Nicole serves as Vice President at Bank of Springfield in addition to her advisory responsibilities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Darin Muller is a financial advisor with Wells Fargo Advisors in Springfield, IL, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He serves as a board member of the Lake Petersburg Illinois HOA, participating in meetings and addressing member concerns. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and specialized areas such as business-owner transition and sports and entertainment planning. The firm combines research and planning tools to deliver tailored recommendations, with clients choosing whether and how to implement them through various brokerage or advisory programs.