Stephen Frank is a Financial Advisor with Merrill Lynch Wealth Management. He holds the Professional Investment Advisor (PIA) designation and completed both his Bachelor's degree and Master of Business Administration (MBA) at Millsaps College. Stephen's role focuses on helping individuals and families make the most of their financial resources by listening to their needs and providing clear, straightforward guidance. By simplifying complex decisions, he aims to give clients greater confidence in their financial direction.

Keith Kinsey is a financial advisor at Wells Fargo Advisors with over 40 years of industry experience. He holds the CFP® designation and has worked at various Wells Fargo entities since 2009. Kinsey holds partial ownership interests in several investment-related ventures and commercial properties in Illinois. Wells Fargo Advisors serves individual, trust, and institutional clients with a broad range of investment and financial planning services, offering tailored recommendations supported by Wells Fargo research and planning tools. The firm integrates advisory services with other financial products and referral channels.

Nathan Gregg is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and three years of industry experience. He has a background that includes roles at Prosegur and Allied Universal, and he currently serves as a Chief Warrant Officer in the U.S. Army Reserve, providing intelligence analysis. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning using firm-approved tools and provides a range of services including asset management, wrap programs, and educational seminars.

Theresa Guzman is a financial advisor at Robert Baird & Co. with 24 years of industry experience. She holds the Series 66 designation and has been with Robert Baird & Co. since 2015. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services, tailoring strategies to client goals and risk tolerances through both in-house and third-party managers.

Sarah Freeman is a financial advisor at Morgan Stanley in Peoria, IL, with 18 years of industry experience. She has been with Morgan Stanley since 2009 and holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Brian Slater is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 18 years of industry experience. He previously worked at Edward Jones from 2009 to 2015 before joining LPL Financial. Outside of his advisory role, he is involved with Wealth Coach Financial LLC, a non-investment related business, and Gruber and Associates, which offers non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning and various portfolio management solutions, utilizing both proprietary and third-party strategies, supported by technology tools for research and operations.

Stephen Gibbs is a financial advisor with LPL Financial in Edwards, Illinois, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Merrill and Equitable Advisors. Gibbs also serves as a co-trustee for the Patricia A. Gibbs Trust. 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 other institutions. Its offerings include financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a wide network of investment adviser representatives.

Vincent Bruno is a financial advisor with Mass Mutual Investors Services in Peoria, IL, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones from 2013 to 2020 before joining Mass Mutual Investors Services and MassMutual Life Insurance Company in 2020. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual planning engagements.

Steven Christe is a financial advisor with Equitable Advisors in Peoria, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisor role, he is a member of the Peoria Producer Group Inc. and serves as healthcare power of attorney for an immediate family member. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of third-party advisory programs and discretionary management models, offering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Michael Unruh is a financial advisor with Wells Fargo Advisors in Peoria, IL, holding a Series 66 designation and eight years of industry experience. His career includes roles at Wells Fargo Advisors, LLC and Wells Fargo Clearing prior to his current position. He is also involved in BUPUMU LLC as a financial advisor with a significant ownership interest. 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 options tailored to clients meeting net-worth thresholds, including specialized services such as business-owner transition and special-needs planning, utilizing Wells Fargo research and tools to develop individualized recommendations.

Joshua Sutter is a financial advisor at Thrivent Investment Management with two years of industry experience. Prior to joining Thrivent, he worked for the City of Washington, Illinois, for eight years. He also serves as a part-time police officer. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management.

Katherine Morgan is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 11 years of industry experience. She has worked at Raymond James & Associates since 2020 and previously spent six years with Associated Investment Services, Inc. Her background also includes four years of experience outside the financial industry at Olive Garden. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Robert Manning is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Richard Benson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James since 2012. Outside of his advisory role, he is a partner in Hilltop Partners V LLC. Raymond James & Associates manages approximately $501 billion in assets and serves a diverse client base, including individuals, institutions, and municipal entities. The firm provides financial planning and consulting through non-discretionary relationships, employing various portfolio management styles supported by firm research and affiliated sub-advisers.

Andre Leverett is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, Wells Fargo, and Prudential Insurance Company of America. Outside of his financial advisory work, he plays piano for services at New Life Christian Church in West Peoria, IL. LPL Enterprise serves a broad client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities, offering financial planning, access to third-party asset managers, and model-driven investment implementation.

Kathryn Pearce is a financial advisor at Edward Jones in Peoria, IL, holding a Series 66 designation with one year of industry experience. Her prior positions include roles at Heartland Bank and Trust Co, Commerce Trust Company, and Mid Central Community Action. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment and advisory solutions, supported by a large national network of financial advisors and branch offices.

Leah Watkins is a financial advisor with Raymond James & Associates in Peoria Heights, IL. She holds a Series 66 designation and has seven years of industry experience. Prior to joining Raymond James in 2019, she worked at Morgan Stanley, David Vaughan Investments, Lawler Financial, and The Unland Companies. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various specialized programs and draws on a broad range of portfolio management styles and affiliated research.

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.

Christopher Pavelka is an advisor at Thrivent Investment Management in Peoria Heights, IL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Thrivent Financial and Jeff Burtis-State Farm, as well as community involvement with the Village of Bartonville. He also had a business, Homeaholic Decor, from 2023 to 2024. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Mollie Rushing is a financial advisor at Robert W. Baird & Co. with 11 years at the firm and four years of industry experience. She holds Series 63 and Series 65 credentials. Rushing is a 50% owner and limited partner of McIntyre Acres LLC. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of advisory services, including financial planning, portfolio management, and municipal advisory services, supported by internal research and a mix of manager-traded and model-traded strategies.