Joe Brummel is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Axa Advisors prior to joining Equitable Advisors in 2014. Outside of his advisory role, he is involved in an outside insurance brokerage. Equitable Advisors serves a range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm offers various advisory models through a network of representatives and third-party managers, delivering services that include mutual funds, ETFs, separately managed accounts, and ERISA fiduciary services.

Jenny Foster is a CFP® with 17 years of industry experience, currently affiliated with Cetera. She has held roles at Cetera Wealth Services, LLC since 2013 and is the owner of Gba Financial, where she provides financial services including tax preparation and insurance sales. Foster is also a licensed insurance agent and a notary. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and advisory services across multiple program structures and custodial relationships.

Adam Liesman is a financial advisor with Edward Jones in Chatham, Illinois, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he owns and manages a real estate rental business in Chatham. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with a large network of financial advisors and branch offices nationwide.

Mark Ridley is a financial advisor with Stifel in Springfield, IL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to inform asset allocation and planning strategies.

Daniel Griminger is a CFP® professional with 25 years of industry experience, currently serving at Stifel since 2008. He holds the Series 66 designation and is based in Springfield, Illinois. Outside of his advisory work, he is a co-owner of a condo rental in Florida. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support client decision-making in asset allocation, retirement, insurance, and estate planning.

Nicole Gibbons is a Series 66 licensed financial advisor with Edward Jones, based in Springfield, IL. She has 10 years of experience with Edward Jones and previously worked at United Trust Group for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Michael Boyd is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 35 years of experience in financial advisory services, including 19 years with Merrill Lynch. He specializes in areas such as college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, small business strategies, and individual and corporate investment strategy. Michael holds a Bachelor's Degree from the University of Illinois and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is a member of the Island Bay Yacht Club. Outside of his professional career, Michael is engaged in activities such as biking, golfing, hiking, running marathons, scuba diving, skiing, swimming, and traveling. He has been married to his wife Barbara for 32 years, and they have two children and two grandsons.

Trevor Noonan is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2024, following eight years at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning through direct individual engagements and corporate financial planning agreements.

Wendell Sheeley is a financial advisor with Edward Jones in Sherman, IL, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Edward Jones in 2025, he worked with Northwestern Mutual Wealth Management and related firms in various capacities during 2023 and 2024. Before entering the financial sector, Sheeley spent 18 years with the State of Illinois Department of Human Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high- and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets, offering discretionary and non-discretionary investment solutions alongside affiliated mutual funds and trust services.

Jamie Nichols is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and previously spent 21 years at Pehlman & Dold, P.C. In addition to his advisory role, he owns and operates Jamie L. Nichols CPA, LLC, a tax and accounting firm providing tax returns and bookkeeping services. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Jason Popovich is a financial advisor with Ameriprise in Springfield, IL, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved in commercial real estate ownership through Duane Raymond Properties, Inc. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary retirement recommendations delivered by a centralized consulting team.

April Pettit is a financial advisor at Edward Jones with 7 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

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 in Springfield, IL, holding a Series 66 designation and 10 years of industry experience. She is also the Chief Compliance Officer of BOS Asset Management LLC, an independent investment advisory firm she founded in 2021. Moore’s career includes roles at BOS Asset Management, LPL Financial, and the Bank of Springfield. 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 third-party asset managers, supported by research and technology tools.

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, 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, and Brokers International Financial Services. Outside of finance, he has operated a professional DJ service since 2005. 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 variety of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive operational and research tools.

Craig Troyer is a Series 66-credentialed financial advisor with Edward Jones in Springfield, IL, where he has worked since 2011. He has 15 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

James Gibbs is a financial advisor with Equitable Advisors in Springfield, IL, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Equitable Advisors since 2009 and previously at Axa Advisors, Valic Financial Advisors, and Banc One Securities Corporation. Outside of his advisory role, he co-owns RMG Capital, LLC with his wife. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of third-party advisory models and emphasizes matching clients to investment programs based on personal and plan information and risk tolerance.