Matthew Fahel is a financial advisor with Morgan Stanley in Peoria, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

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 Series 66-credentialed advisor at LPL Financial with one year of industry experience. His prior work includes roles at Cefcu, Equitable Advisors, and involvement with the Peoria Riverfront Museum and Western Illinois University. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

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 designations and 29 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Kestra Advisory and WFG Advisors. In addition to his advisory role, he operates a tax preparation and accounting business called Doed Knows Taxes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

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.

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 owns an aviation service company that offers air charter, aircraft management, flight instruction, and aerial photography, and he works as an aircraft pilot crewmember at Greater Peoria Airport. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and services, including financial planning, retirement plan consulting, and model portfolio management.

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, holding the Chartered Financial Consultant (ChFC®) designation and Series 63 and 65 licenses. She has 22 years of industry experience, including previous roles at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Metlife Securities. Outside of her advisory work, she has engaged in non-variable insurance and real estate rental activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and various investment strategies.

Anthony Linthicum is a financial advisor with Equitable Advisors in Peoria, IL, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory work, Linthicum volunteers assisting with Bible study programs at the Peoria County Jail. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm uses a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

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 with LPL Financial in Peoria, IL, holding a Series 66 designation and three years of industry experience. She has worked at LPL - Curtis Barnard Financial since 2022 and previously held roles at Uniform Supply Inc and Advanced Technology Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.