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.

Steve Weers is a financial advisor with LPL Financial in Peoria, IL, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is the owner of Aviation Specialists, Inc., an aviation service company offering air charter, aircraft management, flight instruction, and aerial photography, and he works as an aircraft pilot crewmember for Kress Corporation. 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 financial planning, model portfolio programs, third-party asset management access, participant-level retirement advice, and institutional platforms, supporting a wide range of strategic and tactical investment approaches.

Brandon Crane is a financial advisor with Wells Fargo Advisors in Peoria Heights, IL, holding a Series 66 designation and nine years of industry experience. His career includes roles at Wells Fargo Clearing Services LLC, Cetera, Regions Bank, and Axa Advisors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options using proprietary research and tools, with clients able to implement recommendations through various brokerage or advisory programs.

Adam Hawks is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2011. He is a managing partner of Greenstar Farms, LLC, which manages his family’s agricultural operations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Anthony Ault is a financial advisor at Morgan Stanley in Peoria, IL, holding a Series 66 designation with 12 years of industry experience. He has been with Morgan Stanley since 2014, including nine years at Morgan Stanley Private Bank, National Association. 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, and manages approximately $2.74 trillion in client assets.

Jyl Barnard is a financial advisor with LPL Financial in Peoria, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 23 years of industry experience, with prior roles at Metlife Securities and MassMutual. Barnard has been involved in non-variable insurance and maintains entrepreneurial activities related to real estate rental. 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 a large network of advisors and extensive investment and technology resources.

Anthony Linthicum is a financial advisor with Equitable Advisors in Peoria, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he volunteers with Berean Ministries, assisting with Bible study programs at the Peoria County Jail. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and diverse asset-management programs, utilizing third-party asset managers and advisory programs to tailor solutions based on clients’ risk tolerance and needs.

Ralph Martin is a financial advisor with Cambridge Investment Research Advisors in Washington, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience and has been with Cambridge Investment Research Advisors since 2015. Martin is also the owner of Martin Financial Services, which he has operated since 2001. Outside of advisory roles, he works as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services. The firm provides multiple investment platforms and both discretionary and non-discretionary management options, with access to proprietary and third-party model strategies.

Katherine Waggoner is a financial advisor at LPL Financial with three years of industry experience. She holds a Series 66 designation and has worked at Curtis Barnard Financial under LPL since 2022. Her previous work experience includes roles at Uniform Supply Inc and Advanced Technology Services. 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, model portfolio programs, and institutional platforms, and supports advisors with research and operational tools.

Stephen Frank is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping individuals and families make the most of their financial resources by listening to their goals and providing clear, straightforward guidance. Stephen's approach centers on simplifying complex financial decisions and assisting clients in coordinating different aspects of their financial lives. His mission is to give clients greater confidence in their decisions today and in planning for their future. Stephen holds a Bachelor's Degree and a Master of Business Administration (MBA) from Millsaps College.

Keith Kinsey is a financial advisor at Wells Fargo Advisors with over 40 years of industry experience. He holds the CFP® designation and has worked at various Wells Fargo entities since 2009. Kinsey holds partial ownership interests in several investment-related ventures and commercial properties in Illinois. Wells Fargo Advisors serves individual, trust, and institutional clients with a broad range of investment and financial planning services, offering tailored recommendations supported by Wells Fargo research and planning tools. The firm integrates advisory services with other financial products and referral channels.

John Witzig is a ChFC®-designated financial advisor with 17 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge entities since 2009 and also serves as vice president of Witzig Financial Strategies. Outside of his advisory role, he works as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a broad network of independent professionals, using a range of portfolio management solutions tailored to client objectives.

Adam Spangler is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Nathan Gregg is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and three years of industry experience. He has a background that includes roles at Prosegur and Allied Universal, and he currently serves as a Chief Warrant Officer in the U.S. Army Reserve, providing intelligence analysis. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning using firm-approved tools and provides a range of services including asset management, wrap programs, and educational seminars.

Shaun Lewis is a financial advisor with Edward Jones in East Peoria, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he was involved with New Castle Bible Church for three years and Civil Servant Ministries for twelve years. 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, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.