Jeffrey Gillis is a financial advisor with Edward Jones in Pekin, IL, holding a Series 66 license and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Bass Pro Shops from 2013 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Tyrus Meiss is a financial advisor with LPL Financial in Peoria, IL, holding CFP® and Series 63 credentials and bringing 34 years of industry experience. His prior experience includes roles at Waddell & Reed, various insurance agencies, and involvement with a family farm. He has worked extensively in both investment and non-investment roles, including a long tenure with Community Unit School District #140. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by a large network of investment adviser representatives.

William Andrew is a financial advisor at OSAIC with 14 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Woodbury Financial Services, SII Investments, Morgan Stanley, and Edward Jones. He serves as a board member for the Salvation Army in Peoria Heights, IL, participating in community service activities. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and a variety of investment vehicles across multiple platforms and third-party solutions.

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.

Roula Ghantous is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and has 20 years of industry experience. She previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she is also a clinical counselor through Ghantous Professional Counseling in Peoria, IL. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Brooks Flick is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and previously worked at Target for five years. Outside of advising, he is a personal trainer at Parkside Fitness, where he works approximately four hours weekly. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes third-party advisory platforms and discretionary managers to tailor investment solutions and provides ERISA fiduciary services to qualified plans.

Griffin Kliewer is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at First Security Bank and Beyond Wealth Advisors. Kliewer has experience outside traditional advising through his involvement with Beyond Basketball. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary consulting using analytical tools and supports advisory programs across a large network of advisors.

Tina Haynie is a Series 66–licensed financial advisor with Edward Jones in Peoria, IL, where she has worked since 2013. She has nine years of industry experience. Her spouse serves as General Director of Adelphos USA, a nonprofit missions agency. 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 programs and maintains a large network of financial advisors and branch offices nationwide.

Dominick Leali is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined the firm in 2018 and is a Chartered Financial Analyst (CFA) charterholder. Prior to his current role, Dominick worked for two years as an Equity Research Associate covering the Healthcare and Financial industries. Dominick holds a Bachelor's degree in Economics from Kenyon College, where he also spent a year studying at the London School of Economics and Political Science. He earned a Master of Science in Finance from the Olin School of Business at Washington University in St. Louis. In addition to his CFA designation, he holds the Personal Investment Advisor (PIA) credential. Dominick's client focus areas include education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Outside of his professional responsibilities, Dominick is involved with the Peoria Academy. His personal interests include biking, chess, cooking, hiking, table tennis, and tennis.

Logan Dirks is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His work history includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, alongside prior service in the United States Air Force. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, while also offering non-securities products such as affiliated insurance and trust services.

Anthony Guingrich is a financial advisor with LPL Financial in Peoria, IL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with LPL Financial since 2003 and previously worked at Vision Asset Management Inc for one year. 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 range of advisory services including financial planning, model portfolios, third-party asset management access, and institutional platforms, supporting advisors with technology tools while overseeing over $819 billion in discretionary assets.

Matthew Friddle is a financial advisor at LPL Financial in East Peoria, Illinois, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Citizens Equity First Credit Union and The Prudential Insurance Company of America. Outside of his advisory work, he maintains employment with Instacart. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning, model portfolio programs, third-party asset management, and institutional platforms to a wide range of clients including individuals, retirement plan participants, banks, and trust companies. The firm supports its network of over 22,800 advisors with technology and offers a broad array of advisory and non-advisory financial services.

Robert Young Jr. is a financial advisor with Merrill in Peoria, IL, holding a Series 66 license and 18 years of industry experience. He has worked at Merrill since 2007 and at Bank of America, N.A. since 2011. Outside of his advisory role, he is the owner of BBE&T LLC, an entity established to manage personal asset protection related to a short-term rental property. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutions, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes tax-efficient investment strategies and integrates closely with Bank of America’s broader banking and capital markets platform.

Kimberly Mitchell is a Wealth Management Advisor with Merrill Lynch Wealth Management. She brings extensive experience to her role, having transitioned from a 13-year career as an executive and officer of a leading national retailer to joining Merrill in 1996. Kimberly works closely with a select circle of affluent client families nationwide, including small business owners, retirees, professionals, corporate executives, and engineers, focusing on comprehensive financial planning and wealth management strategies. Her expertise encompasses corporate executive services, education planning, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Kimberly and her colleague, Elizabeth Miller, emphasize a planning-based approach that integrates estate planning strategies with investment management. Their disciplined process identifies clients' financial needs and goals, constructing portfolios aligned with clients' objectives and comfort levels to preserve wealth, lifestyle, and legacy. Kimberly holds the CERTIFIED FINANCIAL PLANNER (CFP) certification, the Chartered Retirement Planning Counselor (CRPC) designation, and the Personal Investment Advisor (PIA) designation. She earned her bachelor's degree from Bradley University and a master's degree in financial planning from the College for Financial Planning. Kimberly is a member of professional organizations including the Financial Planning Association and the Estate Planning Council. She is active in the community as a member of the Peoria Women's Club and serves on the Bradley University Advisory Council to Health, Education and Sciences. In her personal time, Kimberly enjoys horseback riding, sewing, and spending time with her family.

Grace Lowe is a financial advisor at Ameriprise with 18 years of industry experience. She holds the CFP® and Series 66 designations and has been with Ameriprise and its affiliated entities since 2007. She manages her advisory practice through her own business, Grace Lowe, Inc., where she oversees day-to-day operations. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining proprietary research and modeling with tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ethan King is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His background includes service in the US Army and roles at Loyola University Chicago. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes third-party asset managers and LPL-sponsored advisory programs to deliver its services.

Todd Barlow is a financial advisor with Morgan Stanley in Peoria, IL, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory work, Barlow serves as an industry panelist for NASD dispute resolution and is the president of the board for GenOn Ministries. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Cheryl Reed is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 21 years of industry experience. Her career includes over a decade with Raymond James Financial and prior roles at Busey Investment Services and South Side Bank. 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 and consulting services supported by a nationwide adviser network and a variety of portfolio management strategies.