Keith Johnson is a financial advisor with Merrill in Springfield, IL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America, N.A., Equitable Advisors, and as an educator at Pleasant Plains CUSD #8 and PORTA High School. He serves on the boards of Lincoln Memorial Garden and Kidzeum, nonprofit organizations focused on community outdoor space and children's education, respectively. 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, and institutional investors.

Sarah Moore is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 10 years of industry experience. She also serves as Chief Compliance Officer for BOS Asset Management LLC, an independent registered investment advisor she founded in 2021. In addition to her advisory roles, she has a long-standing association with Bank of Springfield since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement consulting services, utilizing both discretionary and non-discretionary management strategies supported by internal research and third-party subadvisors.

Kyle Krager is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in Springfield, IL. He began his career in banking at the Bank of Springfield, where he worked for seven years, progressing from a part-time teller to a Commercial Loan Officer. In October 2020, he joined Merrill through the Financial Advisor Development Program and, as of January 2022, became a member of the Hofstrand & Associates Team, focusing on personal retirement planning and institutional retirement plans with an emphasis on personalized, hands-on service. Kyle holds a Bachelor's Degree in Finance from Benedictine University. He has earned several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His client focus areas include divorce transition planning, employee benefits planning, services for endowments and non-profits, defined benefit and contribution plans, employee financial health, small business strategies, sports and entertainment, and retirement income. Born and raised in Springfield, Illinois, Kyle continues to reside there with his wife, Julia, and their son, Nolan. He values community involvement and spends time volunteering with local organizations. Outside of work, Kyle's interests include baseball, basketball, boating, football, golfing, traveling, watching movies, and spending time with his family.

Michael Gaston is a financial advisor at Primerica Advisors with over 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1982. Gaston is licensed with Series 63 and Series 65 designations. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and operates at scale with approximately 3,964 advisors and $15.5 billion in assets under management.

Michael Simmons is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His career includes roles at Cambridge Investment Research Advisors and Signator Investors, with ongoing ownership of MMCA Financial since 1982. Cambridge Investment Research Advisors serves a broad mix of clients—including individuals, retirement plans, charitable organizations, and trusts—offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm provides diversified investment implementation options, including proprietary and third-party strategies, and maintains institutional features such as advisor transition programs and comprehensive compliance processes.

Jonathan Roth is a financial advisor with LPL Financial in Springfield, IL, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Brokers International Financial Services. Outside of finance, he has operated the Music Source Professional DJ Service for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and various management strategies.

James Gibbs is a financial advisor with Equitable Advisors in Springfield, IL, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he co-owns RMG Capital, LLC with his wife. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, emphasizing tailored client intake processes and a mix of discretionary and non-discretionary advisory services.