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.

Charles Henry is a CFP® with 28 years of industry experience. He has been with CSH Investment Management since 2014 and has longstanding roles at CSH Properties Inc. and H&R Block. In addition to his advisory work, he serves as president of CSH Holdings Inc., managing tax and accounting franchises. CSH Investment Management provides portfolio management and investment advisory services to individual clients, including high-net-worth households. The firm manages approximately $67.2 million in assets across about 290 client accounts and emphasizes fee transparency through detailed reporting.

Robbie Johnson is a financial advisor at CSH Investment Management with eight years of industry experience. He holds the Series 65 and Series 66 licenses and previously worked at Tax Tech for three years. CSH Investment Management provides investment advisory and portfolio management services to individual clients, including high-net-worth households, managing approximately $67.2 million in assets across roughly 290 accounts. The firm emphasizes fee transparency by documenting advisory fees on custodial statements and offering clients detailed itemized fee breakdowns upon request.