Kevin Keil is a financial advisor with Edward Jones in Metamora, IL, holding CFP® and ChFC® designations and nine years of industry experience. Prior to joining Edward Jones in 2018, he worked at Northwestern Mutual in various capacities from 2016 to 2018 and spent twenty years at Caterpillar. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Andrea Payne is a financial advisor at Edward Jones with 19 years of experience at the firm and a total of 12 years in the industry. She holds a Series 66 designation. Outside of her advisory role, she has worked as a homemaker since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies and affiliated products through a large network of financial advisors and branch offices.

Tyler Gonigam is a CFP® with Charles Schwab and has one year of industry experience. Prior to joining Schwab, he held roles at Heartland Bank & Trust Company and the County of McLean, and he spent four years in full-time education. He serves as Treasurer for the Illinois State University Farm House Association, managing accounts and assisting with tax and nonprofit filings. Charles Schwab & Co., Inc. provides services primarily to high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, combining brokerage, advisory, custody, and financial planning services with both non-discretionary and discretionary investment options.

Joshua Atkins is a financial advisor with LPL Financial in Peoria, IL, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Equitable Advisors and has held roles in both the financial and educational sectors. Outside of his advisory work, Atkins serves as Director of Hospitality at Willow Hill United Methodist Church in East Peoria, IL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various specialized investment strategies.

David Snider is a financial advisor with Robert Baird & Co. in Dunlap, Illinois, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Robert Baird & Co. since 1995. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio management services, utilizing a range of investment strategies and manager options tailored to client goals and risk tolerances.

Eric Graue is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2005 after spending eight years as a business consultant. Eric holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). He earned a Bachelor of Science degree in General Engineering from the University of Illinois. Over his career, Eric has developed expertise in areas such as college education planning, family wealth management strategies, legacy planning, philanthropic planning, tax minimization, and retirement income. He applies a thorough approach to client strategies, drawing from his engineering background to keep recommendations simple and understandable. Eric lives in Lincoln, Illinois with his wife and their four children. He is active in his community, serving as Chairman of the Abraham Lincoln Memorial Hospital Foundation, a board member of Memorial Health, and a trustee for Lincoln College. Additionally, he coaches youth sports teams and has held leadership roles in local organizations including the Lincoln/Logan County Chamber of Commerce and Logan County Leadership Academy.

Philip Unes is a financial advisor at Wells Fargo Advisors in Peoria, IL, holding Series 66 and Series 63 licenses with three years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at DC Advisory for three years and was affiliated with Wells Fargo Financial Advisors in 2019. He also has a background in education, having been employed at the University of Illinois Urbana-Champaign and Dunlap School. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions and integrates advisory services with other financial products and referral channels.

Kyle Rutledge is a financial advisor with Morgan Stanley in Peoria, IL, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at Goldman Sachs, BMO Harris Bank, and Swoon Staffing. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagement and employer-sponsored agreements.

Jared Harrison is a financial advisor with Edward Jones in Washington, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Megan Bannan is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 designation and bringing 16 years of industry experience. She has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and market modeling techniques.

Gary Craig is a financial advisor with Charles Schwab in Peoria, Illinois, holding the CFP® designation and Series 63 and 66 licenses. He has 21 years of industry experience, including 12 years at Edward Jones before joining Charles Schwab in 2016. Craig is a founding member of StoptheDivide.org, an organization focused on improving communication among cancer stakeholders. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment options, supported by multi-asset model portfolios and a centralized operational structure.

Gregory Edwards is a CFP®-designated financial advisor with Edward Jones, where he has worked for 26 years. He has 25 years of industry experience and is based in Metamora, IL. Outside of advising, he is involved in managing rental properties and agricultural leases. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,700 advisors nationwide.

Brett Wieser is a financial advisor with LPL Financial in Pekin, IL, holding a Series 66 license and three years of industry experience. His prior roles include positions at Citizens Equity First Credit Union, Eastman Financial and Insurance Services LLC, and MassMutual. He also spent 14 years as a self-employed commodity trader. Wieser advises clients and members of Citizens Equity First Credit Union on financial matters through an affiliated LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs supported by research and model portfolios, offering both discretionary and non-discretionary management across its services.

Shayne Christe is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, N.A. since 2023. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Brooke Melton is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously spent 11 years at Robert W. Baird & Co. Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of investment options including insurance-related vehicles and bank deposit sweep programs. The firm’s advisory process is IPS-driven and tailored to plan objectives, demographics, and risk tolerances, acting as an ERISA fiduciary when providing investment advice.

Vaughan Meiss is a financial advisor with LPL Financial holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial and the Clark and Meiss Group Wealth Management, he worked for the World Relief Corporation of National Association of Evangelicals for eight years and held roles at Olivet Nazarene University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm provides various advisory programs, financial planning, and retirement plan consulting supported by research, model portfolios, and multiple investment strategies.

Patrick Wolbeck is a financial advisor at Morgan Stanley with 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 securities licenses. Morgan Stanley Wealth Management serves individual and institutional clients by offering a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and Secular Return Estimates from its Global Investment Committee.

Bonnie Brockett is a financial advisor at Morgan Stanley in Peoria, IL, holding Series 63 and Series 65 credentials with three years of industry experience. Her prior work includes roles at David Vaughan Investments and Wells Fargo. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 structured planning tools and modeling techniques to support its clients' financial goals.

Carolyn Davis is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2000. 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 and profit-sharing plans, corporations, and charitable organizations.

Thomas Lewis is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2022. Prior to his advisory role, he held various positions at Dick's Sporting Goods from 2018 to 2022. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and endorsed third-party managers, providing both discretionary and non-discretionary advisory solutions.