Clayton Robinson is a financial advisor with LPL Financial, holding the Series 66 designation. He has experience working at Clark and Meiss Group Wealth Management and spent six years with State Farm prior to joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Peter Mangieri Jr. is a financial advisor with Equitable Advisors in Peoria, IL, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at Equitable Advisors since 2016 and was previously with AXA Advisors, LLC. Outside of his advisory role, he serves as a board member for JLM Capital LLC, a single-family real estate portfolio focused on short-term rentals. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives to deliver a range of advisory programs, often through third-party sponsors and affiliated asset managers.

Alexander Southe is a financial advisor with Edward Jones in Peoria, IL, holding a Series 66 designation and two years of industry experience. He joined Edward Jones in 2023 after a brief period of self-employment and prior work in education and other roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of advisors and branch offices.

Stephanie Mallow is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 designation and five years of industry experience. She has worked at Morgan Stanley since 2020 and previously spent 12 years at Wells Fargo. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Todd Nethery is a financial advisor with Robert W. Baird & Co. in Dunlap, IL, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has been with Robert W. Baird & Co. since 2015. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services that combine in-house and third-party managers, covering traditional and non-traditional investment strategies alongside municipal advisory and public finance services.

Andrew Thomas II is a Series 66-licensed financial advisor with Equitable Advisors in Peoria, IL, bringing two years of industry experience. Prior to joining Equitable Advisors, he worked at Menards for five years and has additional experience at Duck Inn, Metamora Fields, and Metamora High School. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm employs a network of Investment Adviser Representatives and utilizes third-party asset managers and LPL-sponsored advisory programs to implement client solutions.

Mark Robben is a financial advisor with Merrill, holding a Series 66 designation and 29 years of industry experience. He has been with Merrill since 1997. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Abraham is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop and implement personalized wealth management strategies that align with their long-term financial goals. His approach involves a comprehensive understanding of each client's current financial situation and their future aspirations, helping to design tailored investment and risk management solutions. Brian's expertise includes divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, and retirement income. He is part of The Abraham-Gipson Group, which serves individuals, families, and organizations by focusing on goal-based investment management, income strategies, wealth structuring, and estate planning services. Brian holds the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from the University of Illinois and a Master of Business Administration (MBA) from Vanderbilt University. Outside of his professional work, Brian is engaged in community activities and volunteers with local organizations. His personal interests include basketball, spending time with family, traveling, and watching movies.

Kalin Mcclure is a CFP®-designated financial advisor with 10 years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL in 2025, he spent 11 years at The Investment Center Inc. He is also involved with Eureka Kettlebell, a business he has been part of since 2014. 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 range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives and comprehensive operational tools.

Katrina Leali is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 2009 and holds a Series 7 and 66 FINRA registration along with the CERTIFIED FINANCIAL PLANNER® certification. In her role, Katrina works with new and existing clients to define and prioritize financial goals, developing and maintaining achievable financial strategies. She assists clients with estate and succession planning, investment portfolio management, and helps them understand their investment holdings, performance, and associated risks. As a Portfolio Manager, Katrina manages discretionary personalized or defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Katrina holds a Bachelor's degree in Business Administration from Southern New Hampshire University, as well as a Master's degree in Financial Planning from the College for Financial Planning Institutes Corp. She also earned an Associate's degree from Illinois Central College and completed her high school education at Richwoods High School. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Residing in Peoria with her two sons, Remington and River, Katrina is actively involved in her community. She volunteers by coaching soccer and participates in local charities including Almost Home Kids - Peoria, Easter Seals, OSF Cancer Institute, Salvation Army, and St. Jude. In her free time, she enjoys reading, planning travel adventures for her family, biking, running, and spending time with her family.

Kevin Sletten is a financial advisor at Raymond James & Associates with 21 years of industry experience. He has been with Raymond James since 2011 and holds a Series 66 designation. Outside of his advisory role, he serves on the finance and investment committee for the local Boy Scouts of America council and is involved as a business owner in several ventures, including a personal use airplane LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and retirement plans. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Kylee Link is a financial advisor with Merrill in Peoria, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2019, she worked at Great Western Bank and Kay Jewelers. 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 strategies supported by internal and third-party investment teams for a range of individual and institutional clients.

Jacob Smith is a ChFC® credentialed financial advisor with 20 years of experience at MassMutual Investors Services in Peoria, IL. He has been associated with MML Investors Services Inc. and MassMutual since 2006. In addition to his advisory role, he is also licensed as an insurance agent specializing in health and life insurance. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning using advanced analytical tools, offering a range of investment and planning programs without discretionary authority.

Michael Bork is a financial advisor at Morgan Stanley with 40 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies developed by its Global Investment Committee.

Donald Atut is a Senior Resident Director at Merrill, where he has worked for 27 years. In his role, he focuses on personalized wealth management strategies that reflect each client's life priorities and financial goals. He serves a select group of clients, including business owners, executives, retirees, and families, providing tailored advice across areas such as college education planning, corporate retirement plans, divorce transition planning, equity compensation services, family wealth management, institutional consulting, and tax minimization. Mr. Atut began his financial career after gaining experience building and selling a business, joining Merrill Lynch Wealth Management in 1995. Since 2013, he has been part of the Atut, Scanlon, and Spayth team, known for its commitment to cultivating strong relationships with clients and delivering focused, comprehensive advisory services. He holds the Personal Investment Advisor (PIA) designation and earned an Associate's Degree from Moraine Valley Community College. Outside of his professional work, Donald Atut is engaged in community service and volunteers with local organizations. His personal interests include baseball, biking, cooking, hiking, racquetball, and traveling.

Hiral Hudson is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Private Bank, N.A. since 2017 and MORGAN STANLEY SMITH BARNEY llc since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery processes and firm-approved tools to model client outcomes.

William Mitchell II is a financial advisor with LPL Financial in Peoria, IL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Busey Investment Services, Raymond James Financial, First Midwest Bank, and Woodforest National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options, including model portfolios and third-party asset management, supported by a large network of advisors and various financial service platforms.

Denis Cyr is a financial advisor with LPL Financial in Peoria, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2008, he worked at Robert Baird & Co. and Merrill. He has served as a city councilman for Peoria’s 5th district and is a notary in the state of Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, asset management, and institutional platforms to individuals, retirement plan participants, banks, and other institutions, supported by extensive advisor-facing technology and a broad array of financial services.

Jaclyn Merkley is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Raymond James since 2016. 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, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Danielle Rodier Jackson is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2022. Prior to her current role, she held positions in education and retail. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm offers tailored financial planning using structured discovery conversations and approved planning tools, managing approximately $2.74 trillion in client assets.