Carla Clark is a financial advisor at LPL Enterprise with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Clark is involved in Medicare supplement and Medicare soliciting and sales activities in multiple states. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

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.

Adam Ghantous is a financial advisor with LPL Financial in Peoria, IL, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Edward Jones. Outside of his advisory practice, he owns Summer Leigha Photography, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a variety of strategies and support tools.

Nathan Hamm is a financial advisor with Morgan Stanley in Peoria, Illinois, holding a Series 66 designation and six years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A. and Edward Jones, as well as six years at Archer Daniels Midland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Ryan Miller is a financial advisor with Robert W. Baird & Co. in Peoria, IL, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Baird in 2023, he worked at PNC Bank and JPMorgan Chase Bank. He serves on several local boards, including The Children's Home Association of Illinois and Peoria Notre Dame High School, contributing to their investment and finance committees. Baird’s DDK Group provides private wealth management services to individuals, families, pensions, corporations, and institutional clients, offering tailored consulting and portfolio management solutions that include both traditional and non-traditional investment strategies.

Lindsay Craig is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 65 designations and has been with Charles Schwab & Co., Inc. since 2017. Prior to her current role, she spent three years as a stay-at-home mother. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Christopher Jackson is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has been associated with LPL Financial since 2022 and has prior experience with Cuna Brokerage Services, Inc. and Cefcu, where he has been active for over 18 and 20 years respectively. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Sharbel Shanine is a financial advisor at OSAIC with 15 years of industry experience. He holds the Series 66 designation and has worked at Legacy Investment Services and Woodbury Financial Services, Inc. in addition to his current role. Shanine is also involved in the sales and service of traditional insurance products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Gaeb Parry is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Financial, he worked at Cefcu and Equitable Advisors, LLC, and has experience with the Peoria Riverfront Museum and Western Illinois University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of advisors and advanced operational tools.

Philip Unes is a financial advisor with Wells Fargo Advisors in Peoria, IL, holding Series 63 and Series 66 licenses and over 28 years of industry experience. His prior roles include positions within Wells Fargo Clearing and Wells Fargo Advisors LLC. He is a 50% owner of Unruh & Unes Wealth Management Group, an investment-related business in Peoria. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting certain net-worth thresholds. The firm integrates advisory services with various financial products and referral channels.

Jeffrey Doeden is a financial advisor with LPL Financial in East Peoria, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial and its DBA Doeden Asset Management since 2022, and previously held roles at Kestra Advisory and WFG Advisors. Outside of advising, he operates a tax preparation and accounting business called Doed Knows Taxes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Everett Freeberg is a ChFC® credentialed financial advisor with 44 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and previously with Cambridge Investment Research, Inc. since 2004. In addition to his advisory role, he operates as an independent insurance agent in Washington, IL. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a range of portfolio management approaches and proprietary and third-party strategies.

Lisa Passwater is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 credential and bringing 22 years of industry experience. She previously worked at Merrill from 2016 to 2022 before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.

Jasmine Beard is a financial advisor at Cetera with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2018 to 2021. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Austin Sanford is a financial advisor at Edward Jones in Peoria, IL, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at Hologic, Smith and Nephew, Eli Lilly, and Cerner. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of over 23,700 advisors.

Sara Schupp is a financial advisor with Raymond James & Associates in Peoria Heights, IL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Raymond James & Associates since 2012. Raymond James & Associates, Inc. is a large 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, non-discretionary investment consulting, and institutional fiduciary solutions supported by a wide range of portfolio management styles and affiliated research.

Jacob Turner is a Series 66 licensed financial advisor with Raymond James & Associates, where he has worked since 2013. He has 13 years of industry experience and is based in Peoria Heights, Illinois. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brandon Anderson is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, TD Ameritrade, and Mutual of Omaha. Outside of finance, he was involved with Khaki Jacks for two years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.