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 holding CFP® and ChFC® designations and over 37 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Prudential, and Bank of Springfield. Outside of advising, he serves as a prison ministry pastor and is the author of the Smart Stepfamily Guide to Financial Planning; he also frequently speaks at conferences and on podcasts. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm supports its advisors with various investment platforms and technologies, offering customized strategies that include third-party asset management and model portfolios.

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

Dustin Zoerner is a CFP® with 12 years of industry experience, currently with Wells Fargo Advisors in Springfield, IL. He has worked within various Wells Fargo entities since 2013. Zoerner is also involved with LMZ Wealth Management LLC, where he holds a partial ownership interest and dedicates part-time efforts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools to develop recommendations.

Christopher Noonan is a financial advisor with Morgan Stanley in Springfield, IL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at Bank of America and Merrill before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He serves as a committee member on the leadership council of the HSHS St. John's Foundation, a charitable organization. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning using structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

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 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 with LPL Financial in Springfield, IL, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with LPL Financial since 2003. Davis serves as a board member at the Bank of Springfield, where he participates in loan reviews and committee work. He is also a notary public for the State of Illinois. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with a range of investment approaches executed by its network of investment adviser representatives.

Joshua Jacoby is a financial advisor with LPL Financial in Springfield, IL, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with LPL Financial since 2020 and previously worked at Axa Advisors and Calloway State Farm. Jacoby also holds a role with the Bank of Springfield, serving in a financial institution capacity. 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 broad range of financial planning and investment services, including model portfolios and third-party asset management, supported by both discretionary and non-discretionary strategies.

Lynn Allgire is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 credentials and has 40 years of industry experience. She has been with UBS since 2006. Outside of her advisory role, she serves as Secretary and a member of the Board of Directors at Dintelmann Nursery and Garden Center. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

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 at Equitable Advisors with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Axa Advisors prior to joining Equitable Advisors in 2014. Outside of his advisory role, he is involved in an outside insurance brokerage. Equitable Advisors serves a range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm offers various advisory models through a network of representatives and third-party managers, delivering services that include mutual funds, ETFs, separately managed accounts, and ERISA fiduciary services.

Jenny Foster is a CFP® with 17 years of industry experience, currently affiliated with Cetera. She has held roles at Cetera Wealth Services, LLC since 2013 and is the owner of Gba Financial, where she provides financial services including tax preparation and insurance sales. Foster is also a licensed insurance agent and a notary. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and advisory services across multiple program structures and custodial relationships.