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.

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.

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.

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 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.

Kelly Lopotko is a financial advisor at Edward Jones in Chillicothe, IL, with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019, following four years at Associated Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

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.

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.

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.

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.

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 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.

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.

Sherry Meyer is a financial advisor with Edward Jones in Peoria, IL, holding Series 63 and Series 66 credentials and over 33 years of industry experience. She has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Mc Kenna Richardson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, Richardson worked at Morton Community Bank and Commerce Bank. Outside of finance, Richardson has held roles in the hospitality sector, including positions at The Forge Steakhouse and West Dublin Pub. 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, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

William Russell is a financial advisor with LPL Financial in Peoria, IL, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Raymond James Financial Services, Inc. for 18 years and South Side Bank for 21 years. 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 and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Morgan Ferrenburg is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. Prior to joining Merrill and Bank of America in 2021, he worked in various roles including positions at Illinois State University and Heartland Community College. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jenni Case is a CFP® and Series 66-registered financial advisor with Edward Jones in Peoria, IL, bringing nine years of industry experience. Prior to joining Edward Jones in 2016, she worked at Caterpillar Inc. from 2011 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Alicia Curtis is a financial advisor with LPL Financial in Peoria, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 28 years of industry experience, including roles at Metlife Securities Inc., MassMutual Life Insurance, and Mass Mutual Investors Services. Outside of her advisory work, she is involved in a business entity related to riverfront properties for tax and administrative purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.