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.

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.

Matthew Glatz is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Raymond James since 2011. Outside of advising, he is involved in several business ventures including agricultural operations and partnership roles. 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 through tailored financial planning, non-discretionary investment consulting, and institutional advisory services, supported by a wide range of portfolio management styles and affiliated research resources.

Angelica Phipps is a financial advisor at OSAIC with two years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services, Northwestern Mutual, and IFP. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers. The firm employs asset-allocation tools and automated rebalancing to build portfolios that include a variety of investment types, managed on discretionary or non-discretionary terms.

Eric Obalil is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at LPL Financial, Ic Advisory Services, The Investment Center, and Royal Alliance Associates. He serves on the board of the Washington Township United Fund and owns Alexander Financial, an insurance and benefits business. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through financial planning, investment management, and retirement advisory services. The firm offers a variety of investment solutions, including proprietary models and access to unaffiliated strategists, tailored to client objectives across multiple custody platforms.

David Hohmann is a financial advisor at OSAIC with 26 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Woodbury Financial Services, Grove Point Investments, Nest Egg Wealth Management, and H. Beck, Inc. He is involved in managing an insurance agency providing health sharing accounts, Medicare supplements, and life insurance products. OSAIC serves a diverse group of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers and wrap programs.

James Taylor is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including First Allied Advisory Services and First Allied Securities. Since 2020, he has been associated with Cetera and its related entities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients across wealth segments, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Hank Skaggs is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Cefcu, CUNA Brokerage Services, and State Farm VP Management Corp. Outside of finance, he is involved in non-investment business activities as a wedding officiant and owns a shoe shine business. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management alongside research and model portfolios.

Joshua Noel is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2014. Outside of finance, he operated a woodworking business from 2013 to 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities on a non-discretionary basis.

Aaron Osing is a CFP® and ChFC® professional with six years of industry experience. He has been with Edward Jones since 2019. Prior to joining Edward Jones, he worked at Illinois State University and Bass Pro. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. 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 over 23,700 financial advisors.

Chad Truelove is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Robert W Baird and First Mid-Illinois Bank. Outside of his advisory work, he performs music at charity events, singing and playing guitar. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and supports its offerings with a large nationwide network of advisors and branch offices.

Benjamin Lawson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 12 years of industry experience. His prior work includes a long tenure at Prudential Financial and roles at COUNTRY Capital Management Company and Legacy Retirement Strategies. He is also affiliated with the National Association of Registered Social Security Analysts. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm’s integrated platform combines advisory programs with brokerage and insurance products, supporting clients through a variety of managed and non-discretionary financial planning engagements.

Andrew Chambers is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 license and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. Chambers serves as a board member and investment committee member for Illinois Valley Public Telecommunications in Peoria, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Carla Clark is a financial advisor at LPL Enterprise with nine years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Her outside activities include involvement in various non-variable insurance roles related to Medicare and insurance commissions. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, model portfolio management, and access to a range of brokerage and insurance products through an integrated advisory and brokerage platform.

Michael Leali is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1978 and holds Series 7 and 66 FINRA registrations. Michael holds the Certified Private Wealth Advisor (CPWA) and Chartered Retirement Planning Counselor (CRPC) designations, and he earned a Bachelor's degree in Finance from Northern Illinois University. Michael works with clients on estate and succession planning, investment portfolio management, and education regarding investment holdings, performance, and risk. As a specially qualified Senior Portfolio Manager, he manages personalized and defined investment strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party strategies. His client focus areas include family wealth management strategies, legacy planning, liquidity management, managing new wealth, small business strategies, individual and corporate investment strategy, and tax minimization. He is involved in several community organizations, serving as a board member emeritus for the Salvation Army of Peoria, Illinois, and co-founding the Greater Peoria Chess Foundation, on whose board he serves. Michael has coached youth soccer and chess and is actively involved with Easter Seals, St. Thomas Church, and St. Vincent de Paul Society. He resides in Peoria with his wife, Karen, and enjoys traveling, running, hiking, biking, reading, chess, and spending time with his grandchildren.

Abbey Strubhar is a financial advisor at Raymond James & Associates with two years of industry experience. Prior to joining Raymond James, she served as the City Treasurer of Washington, Illinois, an elected position she held for three years. She has also been involved with the W. D. Boyce Council, Boy Scouts of America, Inc., for 15 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, offering customized financial planning and consulting services with a range of portfolio management styles and municipal advisory capabilities.

Tamie Pearson is a financial advisor at Raymond James Financial with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Busey Bank and South Side Trust & Savings Bank. She is also involved with Busey Investment Services in a financial advisory capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting using analytical tools and supports municipal and public finance work through a unique affiliated municipal advisory arrangement.