Kolin O'Brien is a financial advisor at Equitable Advisors with 17 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and AXA Advisors. O'Brien serves as president of the St. Patrick’s Day Marching Band Parade executive board and is involved in fundraising and event planning with several charitable organizations, including SPARC and 100+ Who Care. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

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 in Springfield, IL, holding a Series 66 designation and bringing 20 years of industry experience. She has worked at LPL Financial since 2010 and concurrently serves at Bank of Springfield, where she holds the position of Vice President. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Darin Muller is a financial advisor with Wells Fargo Advisors in Springfield, IL, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to his current position. Outside of advising, he serves as a board member of the Lake Petersburg Illinois HOA. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm utilizes proprietary research and planning tools to deliver tailored recommendations across a wide range of financial planning areas.

John Davis is a financial advisor at LPL Financial with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2003. He serves as a for-profit board member at Bank of Springfield, participating on the Audit and Compensation Committees. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, combining model portfolios, third-party research, and technology-driven strategies.

Joshua Jacoby is a financial advisor at LPL Financial in Springfield, IL, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at Axa Advisors, Calloway State Farm, and Southern Illinois University. Jacoby also serves one hour per month at the Bank of Springfield. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Eric Summers is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Brandon Reichart is a financial advisor at Edward Jones in Springfield, IL, holding a Series 66 designation with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent five years at Breakthru Beverage Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a large network of financial advisors and branch offices, managing approximately $1.01 trillion in assets under management.

Brandy Zanger is a Series 66 licensed financial advisor with Edward Jones in Springfield, IL, where she has worked since 2024. She has one year of industry experience and previously spent ten years with HSHS Medical Group. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of advisory and managed investment solutions supported by a large nationwide network of financial advisors.

Matthew Broch is a financial advisor with Raymond James & Associates in Springfield, IL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior experience includes nine years at Wells Fargo Clearing and five years at Wells Fargo Advisors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Joe Brummel is a financial advisor with Equitable Advisors in Springfield, IL, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors. Outside of his advisory role, he is involved in an outside insurance brokerage business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Adam Liesman is a financial advisor with Edward Jones in Chatham, Illinois, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he owns and manages a real estate rental business in Chatham. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with a large network of financial advisors and branch offices nationwide.

Mark Ridley is a financial advisor with Stifel in Springfield, IL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to inform asset allocation and planning strategies.

Daniel Griminger is a CFP® professional with 25 years of industry experience, currently serving at Stifel since 2008. He holds the Series 66 designation and is based in Springfield, Illinois. Outside of his advisory work, he is a co-owner of a condo rental in Florida. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support client decision-making in asset allocation, retirement, insurance, and estate planning.

Nicole Gibbons is a financial advisor at Edward Jones in Springfield, IL. She holds the Series 66 designation and has been with Edward Jones since 2016. Prior to that, she worked at United Trust Group from 2008 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Michael Boyd is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 35 years of experience in financial advisory services, including 19 years with Merrill Lynch. He specializes in areas such as college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, small business strategies, and individual and corporate investment strategy. Michael holds a Bachelor's Degree from the University of Illinois and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is a member of the Island Bay Yacht Club. Outside of his professional career, Michael is engaged in activities such as biking, golfing, hiking, running marathons, scuba diving, skiing, swimming, and traveling. He has been married to his wife Barbara for 32 years, and they have two children and two grandsons.

Trevor Noonan is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2024, following eight years at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning through direct individual engagements and corporate financial planning agreements.

Jamie Nichols is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and previously spent 21 years at Pehlman & Dold, P.C. In addition to his advisory role, he owns and operates Jamie L. Nichols CPA, LLC, a tax and accounting firm providing tax returns and bookkeeping services. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Jason Popovich is a financial advisor with Ameriprise in Springfield, IL, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved in commercial real estate ownership through Duane Raymond Properties, Inc. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary retirement recommendations delivered by a centralized consulting team.

April Pettit is a financial advisor at Edward Jones with 7 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.