Michael Witsman is a financial advisor with Morgan Stanley in Springfield, IL, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2018, and previously with Pruco Securities and The Prudential Insurance Company of America from 2013 to 2018. Outside of his advisory role, he serves on the boards of the Springfield American Business Club and the Central Illinois Boys and Girls Club, where he holds leadership positions, and he works as a soccer referee. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and managed assets totaling approximately $2.74 trillion.

Bree Heineman is a financial advisor with Edward Jones in Springfield, IL, holding a Series 66 designation and with 10 years of industry experience. She has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Bradley Punke is a financial advisor at Cetera with Series 65 and Series 66 credentials and 27 years of industry experience. He has worked at firms including Avantax Investment Services and 1ST Global Capital Corp. He is also a partner at the CPA firm Eck, Schafer & Punke, LLP, where he has been since 1994, and serves as an executor for a family estate. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management options and access to third-party managers through a large nationwide network of independent advisors.

Chad Golembeck is a financial advisor with Morgan Stanley, holding a Series 66 designation and having 21 years of industry experience. He has been associated with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Nancy Snyders is a financial advisor with Merrill in Springfield, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Merrill since 1990. Outside of her advisory role, she performs data input work for St. John's Lutheran Church in Springfield. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lesley Hall is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2007. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

James Hogge III is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Avantax Investment Services and 1st Global Advisors. Outside of financial services, he is involved in a business providing baseball and softball instruction, where he manages accounting and operational tasks. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with options ranging from model portfolios to bespoke strategies.

Joseph Iacono is a financial advisor with Equitable Advisors in Springfield, IL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he serves as a board member for the Isles of Caloosa Homeowners Association and Isles of Caloosa Park. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach includes matching clients to program models or discretionary managers, utilizing both proprietary and third-party asset management programs without sponsoring its own wrap fee program.

Kevin Corbin is a financial advisor with Edward Jones in Springfield, IL, holding Series 63 and Series 66 designations and over 23 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, Corbin serves as Chair of the Community Advisory Group for SIU School of Medicine and is Vice President on the Board of Directors for The Parent Place, focusing on fundraising and community outreach. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory solutions supported by a nationwide network of financial advisors and branch offices.

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.

Bailey Hamilton is a financial advisor at Fidelity with Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at TD Ameritrade, Alliance Bank, and Southeast Missouri State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and maintains a formal advisory role for multiple registered investment companies.

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.