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 licenses and bringing 12 years of industry experience. His career includes roles at Prudential Financial from 2012 to 2023, followed by positions at COUNTRY Capital Management and COUNTRY insurance affiliates before joining LPL Enterprise and Legacy Retirement Strategies. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutions, using model-driven investment implementation and offering access to third-party asset managers and insurance products through affiliated entities.

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 with LPL Enterprise, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. Clark is also involved in activities related to Medicare supplement sales and insurance commissions across multiple states. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Michael Leali is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 1978 and holds Series 7 and 66 FINRA registrations. Michael has earned the Certified Private Wealth Advisor (CPWA) and Chartered Retirement Planning Counselor (CRPC) designations. He received a Bachelor of Arts degree in Finance from Northern Illinois University. Michael works with clients to manage estate and succession planning needs, investment portfolios, and to help clients better understand their holdings, performance, and risks. He serves as a specially qualified Senior Portfolio Manager, providing discretionary management of personalized or defined strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He has been actively involved in the community, serving on the board of directors Emeritus for the Salvation Army of Peoria, Illinois, and co-founding the Greater Peoria Chess Foundation. He has also coached soccer and youth chess. Michael is involved with Easter Seals, St. Thomas Church, and the 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, Illinois, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Edward Jones. Outside of financial services, 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 other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

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 Series 66 licensed financial advisor with 18 years of industry experience. He is currently with LPL Financial and has prior experience at CUNA Brokerage Services, Inc. and Cefcu. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

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 at Wells Fargo Advisors in Peoria, IL, holding Series 63 and Series 66 credentials with 28 years of industry experience. His career includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is also a 50% owner of Unruh & Unes Wealth Management Group, a financial advising and brokerage services firm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services. The firm provides tailored recommendations using proprietary research and planning tools, with a focus on discrete planning engagements and optional implementation through brokerage or advisory programs.

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.