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Vickie C

Series 66

Peoria, IL

LPL Financial

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.

College savings (529s, UTMA, etc.)
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Jeffrey G

Series 66

Pekin, IL

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Tyrus M

CFP®, Series 63

Peoria, IL

LPL Financial

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.

College savings (529s, UTMA, etc.)
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William A

Series 66

Peoria Heights, IL

OSAIC

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.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Edward S

Series 63, Series 65

Peoria, IL

Morgan Stanley

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.

General estate planning guidance
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Andrew O

Series 66

Peoria, IL

Edward Jones

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.

Retirement income strategy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Wealth management Retired Founder/Business Owner Executive
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Micah L

Series 63, Series 65

Peoria, IL

Mass Mutual Investors Services

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.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Roula G

Series 63, Series 65

Peoria, IL

LPL Enterprise

Roula Ghantous is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. She has 20 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to her financial advisory work, she is a clinical counselor with Ghantous Professional Counseling in Peoria, IL. LPL Enterprise serves a diverse client base ranging from individuals to institutional clients, providing services through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Brooks F

Series 66

Peoria, IL

Equitable Advisors

Brooks Flick is a financial advisor with Equitable Advisors in Peoria, IL, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Equitable Advisors, he worked at Target for five years. Outside of finance, he is a personal trainer at Parkside Fitness. 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 employs a hybrid referral and implementation model, offering both advisory and brokerage services tailored to client goals and risk tolerance.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Tina H

Series 66

Peoria, IL

Edward Jones

Tina Haynie is a financial advisor at Edward Jones in Peoria, IL, holding a Series 66 designation with eight years of industry experience. She has been with Edward Jones since 2013. Tina’s spouse serves as the General Director of Adelphos USA, a non-profit missions agency in Pekin, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Dominick L

Series 63, Series 66

Peoria, IL

Merrill

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.

Wealth management Retirement income strategy Charitable giving & philanthropy Liquidity event planning
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Logan D

Series 66

East Peoria, IL

LPL Enterprise

Logan Dirks is a financial advisor at LPL Enterprise with a Series 66 credential and two years of industry experience. His background includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, along with service in the United States Air Force. He is also involved with United Contractors Midwest. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisory, and brokerage services through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Anthony G

Series 63, Series 65

Peoria, IL

LPL Financial

Anthony Guingrich is a financial advisor with LPL Financial in Peoria, Illinois, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with LPL Financial since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and portfolio management services supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Matthew F

Series 66

East Peoria, IL

LPL Financial

Matthew Friddle is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Citizens Equity First Credit Union and The Prudential Insurance Company of America. Outside of advising, he maintains outside employment with Instacart. LPL Financial is an SEC-registered 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 brokerage services, providing both discretionary and non-discretionary portfolio management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Robert Y

Series 66

Peoria, IL

Merrill

Robert Young is a Senior Financial Advisor with Merrill Lynch Wealth Management, having joined the firm in 2007. He specializes in delivering personalized financial and retirement planning guidance tailored to the unique priorities and complexities of individuals, families, and businesses. Utilizing the extensive research and insights available through Merrill Lynch, Robert and his team develop disciplined, customized wealth management strategies to address a comprehensive range of financial needs. His areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, special needs planning strategies, women and wealth, and tax minimization. Robert holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from Lewis University. A lifelong resident of Peoria, Robert is committed to community service and is a past recipient of the Creve Coeur Club’s Nova Award for his contributions. Outside of his professional work, he is active in the aviation community and enjoys flying with his friends and family.

General retirement planning Wealth management General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.) Parents
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Kimberly M

Series 63, Series 65

Peoria, IL

Merrill

Kimberly Mitchell is a Wealth Management Advisor specializing in comprehensive financial planning and wealth management strategies. She has been with Merrill Lynch Wealth Management since 1996, bringing extensive experience from a previous 13-year career as an executive and officer of a leading national retailer. Kim collaborates closely with a select circle of affluent client families nationwide, focusing on corporate executive services, education planning, family wealth management, personal retirement planning, tax minimization, and retirement income. Kim holds the Certified Financial Planner (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., the Chartered Retirement Planning Counselor (CRPC) designation, and the Retirement Benefits Consultant (RBC) title. She completed her Master's degree in financial planning through the College for Financial Planning and earned her undergraduate degree from Bradley University in 1982. Kim serves as an advisor to Bradley University's College of Health, Education and Sciences and is a member of the Peoria Women's Club. Through the Mitchell Miller Group, Kim applies a planning-based approach that emphasizes estate planning alongside investment strategies to guide clients toward their key financial goals. Her approach involves identifying clients' financial needs and goals and constructing portfolios designed to align with clients' personal objectives and risk tolerance. Kim's dedication to client service extends to supporting families through life's transitions with a focus on preserving wealth, lifestyle, and legacy.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy Executive Engineering Professional Established Professionals Parents
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Grace L

CFP®, Series 66

Peoria, IL

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Ethan K

Series 63, Series 65

Peoria, IL

Equitable Advisors

Ethan King is a financial advisor at Equitable Advisors with two years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Equitable Advisors, he served in the US Army and worked at Raul Walters Properties. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through multiple program sponsors and endorsed platforms.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Todd B

Series 63, Series 65

Peoria, IL

Morgan Stanley

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.

General estate planning guidance
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Cheryl R

Series 66

Pekin, IL

Raymond James & Associates

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.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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