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.

Bradley Davis is a financial advisor with LPL Financial in Peoria, IL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

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.

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.

Vickie Clark is a financial advisor with LPL Financial in Peoria, IL, holding a Series 66 designation and 13 years of industry experience. Her background includes roles at Waddell & Reed and leadership involvement with the National Association of Women Business Owners in Central Illinois. She has also operated a sole proprietorship, Clark Farms, for over two decades. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing research and model portfolios from various sources to support diversified investment strategies.

Michael Fleming is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior roles include positions at Thrivent Financial for Lutherans and Purshe Kaplan Sterling Investments. He is also the owner of an LLC involved in pass-through compensation activities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Tyrus Meiss is a CFP® with 34 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes long tenures at Waddell & Reed, Inc., various insurance carriers, and employment in education with Community Unit School District #140. He has also been involved with a family farm and managed a wealth management business under Clark & Meiss Group LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and utilizes diverse investment strategies supported by research and technology.

William Andrew is a financial advisor with OSAIC based in Peoria Heights, IL, holding a Series 66 designation and 14 years of industry experience. His prior experience includes roles at Woodbury Financial Services, SII Investments, and Morgan Stanley. He serves as a board member for the Salvation Army in Peoria, participating in weekly food service and annual fundraiser events. OSAIC Wealth, Inc. provides a wide range of brokerage and investment advisory services to retail and institutional clients through a large network of affiliated advisors, utilizing asset-allocation tools and third-party platforms to manage diverse portfolios on both discretionary and non-discretionary bases.

Edward Sutter is a financial advisor with Morgan Stanley in Peoria, IL, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Andrew Osing is a financial advisor with Edward Jones in Peoria, IL, holding a Series 66 designation and possessing one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Great Harvest Bread Company and Illinois State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Micah Lemoine is a financial advisor with Mass Mutual Investors Services in Peoria, IL, holding Series 63 and Series 65 credentials and possessing 12 years of industry experience. His prior roles include positions at Northwestern Mutual from 2013 to 2017. In addition to his advisory work, he is engaged in individual life and annuity insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative planning processes using firm-approved tools and offers specialized programs including divorce planning and employer-sponsored planning services.