Ryan Burmeier is a financial advisor with Edward Jones in Peoria, IL, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Edward Jones, he worked for eleven years at Rainbow Resource Center. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients through a network of over 23,000 advisors and 15,000 branch offices, managing approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Witzig is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2010 and was previously with Burton Consulting for nearly two decades. Outside of advising, Witzig is a CPA providing tax preparation services and serves on the boards of the Morton Economic Development Council and the Salvation Army estate advisory board. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers comprehensive financial planning, investment management, and retirement plan advisory services, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Nickolas Ward is a financial advisor with Morgan Stanley in Peoria, IL, holding Series 63 and Series 66 licenses. He has 11 years of industry experience, including prior roles at Illinois National Bank, Infinex Investments, Wells Fargo Clearing, and Wells Fargo Bank NA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Laura Kuehn is a financial advisor with Merrill in Peoria, IL, holding a Series 66 designation and 18 years of industry experience. She has been with Merrill since 2008 and has worked at Bank of America, N.A. since 2014. Outside of her advisory role, she participates in the 85 Broads Global Women's Network, a professional organization that facilitates networking and volunteer opportunities among women. Merrill, together 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, and institutions.

Alexander Glancy is a financial advisor with MassMutual Investors Services in Peoria, IL, holding a Series 66 license and 11 years of industry experience. His prior experience includes roles at JP Morgan Chase Bank and JP Morgan Securities LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software and collaborative planning methods to deliver written recommendations across various investment categories.

Melissa Shacklett is a financial advisor at Merrill with 32 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Merrill since 1993. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Ryan Roberts is a financial advisor at Morgan Stanley in Peoria, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked in roles at Illinois State University and Heartland Community College, and he has concurrent involvement with PetStop, an installation service, and DoorDash as a contractor. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets.

David Gray is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Chapin Davis for nine years and Equitable Advisors for six years. In addition to his advisory role, he is involved in selling whole life insurance and fixed annuities. 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 financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Jesse Jackson Hohmann is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has worked at Woodbury Financial Services, Grove Point Advisors, and Grove Point Investments. He also conducts Medicare, long-term care, and life insurance business as an insurance broker through Nest Egg Silver Services and Nest Egg Wealth Management. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs a variety of asset-allocation tools and manages portfolios across multiple asset classes on discretionary and non-discretionary bases.

Jeremy Kellem is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2004 and joined Merrill in 2014. Jeremy works closely with families, corporate executives, dental practices, and specialty physician groups to develop financial strategies that address wealth accumulation, retirement planning, and business transitions. His approach includes goals-based wealth management, retirement income strategies, and retirement plan design for businesses. Jeremy holds a Bachelor of Science degree in Accountancy from the University of Illinois’ College of Business. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and has earned additional professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to his career in financial services, Jeremy worked as a Certified Public Accountant, gaining experience as an income tax preparer, auditor, and QuickBooks consultant. Outside of his professional work, Jeremy is active in his community in Peoria, Illinois. He has served on the boards of the Peoria Symphony Orchestra and ArtsPartners of Central Illinois, and has been a Peoria Chamber of Commerce Ambassador. He enjoys running and has participated in the Chicago Marathon and multiple half marathons. Jeremy lives with his wife, Dawn, and their two sons.

Douglas Shannon is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Northwestern Mutual in various roles from 2010 to 2017. Outside of his advisory work, Shannon is a substitute teacher for Peoria Public Schools and a candidate for the Peoria Public School Board of Education. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering a range of programs including educational seminars and specialized event-driven planning.

Kari Braggs is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Merrill, UBS Financial Services, Sanctuary Securities, and Morgan Stanley Private Bank. Outside of her advisory role, Braggs serves as Vice President of the Board for CASA (Court Appointed Special Advocates) in Peoria and is a member of the City of Peoria’s Public Arts Advisory Commission. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured planning tools and investment research.

Mary Moehlenhof is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2021. Previously, she was employed at Benjamin F. Edwards & Company, Inc. for 11 years and spent one year with the Catholic Diocese of Peoria. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephanie Mallow is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 designation and five years of industry experience. She has worked at Morgan Stanley since 2020 and previously spent 12 years at Wells Fargo. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Nick Knapp is a financial advisor at OSAIC with 24 years of industry experience. He previously worked at Woodbury Financial Services for 21 years before joining OSAIC in 2024. Outside of his advisory role, he is a partner at Legacy Investment Services, Inc., where he is involved in fixed annuities and insurance, and he also provides assistance to clients with Medicare planning through a referral-based service. OSAIC serves a wide range of retail and institutional clients, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.

Roger Phillis is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at CEFCU, CUNA Brokerage Services, AFlac, and RMH Foods. Outside of advisory services, he is involved with Nena Ace Hardware. 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, model portfolio programs, and third-party asset management, supported by technology tools and a large network of over 22,800 advisors.

Trent Strong is a financial advisor with OSAIC holding a Series 66 designation and 17 years of industry experience. He previously worked at Woodbury Financial Services for 15 years and is a senior partner at Legacy Investment, a marketing name operated by his partners. Outside of advisory work, he operates as a sole proprietor agent offering fixed insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers and platforms. The firm provides integrated brokerage and advisory services with comprehensive portfolio construction tools and access to third-party managed accounts and investment solutions.

Bobbette Horn is a financial advisor at Merrill with 25 years of industry experience. She holds a Series 63 designation and has worked at Merrill Lynch since 1999 and Bank of America, NA since 2009. 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.

Mark Robben is a financial advisor with Merrill, holding a Series 66 designation and 29 years of industry experience. He has been with Merrill since 1997. Merrill, together 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Katrina Leali is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has been since 2009. She holds Series 7 and 66 FINRA registrations and is a CERTIFIED FINANCIAL PLANNER® (CFP). Katrina also holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Katrina earned a Bachelor's degree in Business Administration from Southern New Hampshire University and a Master's degree in Financial Planning from the College for Financial Planning. She works with clients to define and prioritize financial goals, developing and maintaining achievable financial strategies. Her areas of expertise include estate and succession planning, investment portfolio management, and helping clients understand their holdings, performance, and associated risks. As a Portfolio Manager, she manages discretionary personalized and defined strategies involving individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Residing in Peoria with her two sons, Remington and River, Katrina values community involvement. She volunteers by coaching soccer and participates in local charities including Easter Seals, Salvation Army, Almost Home Kids - Peoria, OSF Cancer Institute, and St. Jude. In her free time, she enjoys reading and planning travel adventures with her boys.