Theresa Guzman is a financial advisor at Robert Baird & Co. with 24 years of industry experience. She holds the Series 66 designation and has been with Robert Baird & Co. since 2015. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services, tailoring strategies to client goals and risk tolerances through both in-house and third-party managers.

Sarah Freeman is a financial advisor at Morgan Stanley in Peoria, IL, with 18 years of industry experience. She has been with Morgan Stanley since 2009 and holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Brian Slater is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 18 years of industry experience. He previously worked at Edward Jones from 2009 to 2015 before joining LPL Financial. Outside of his advisory role, he is involved with Wealth Coach Financial LLC, a non-investment related business, and Gruber and Associates, which offers non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning and various portfolio management solutions, utilizing both proprietary and third-party strategies, supported by technology tools for research and operations.

Vincent Bruno is a financial advisor with Mass Mutual Investors Services in Peoria, IL, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones from 2013 to 2020 before joining Mass Mutual Investors Services and MassMutual Life Insurance Company in 2020. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual planning engagements.

Jeffrey Shanine is a financial advisor with OSAIC, holding a Series 66 designation and 18 years of industry experience. He worked at Woodbury Financial Services for 16 years before joining OSAIC in 2024. Outside of his advisory role, he owns Legacy Investment Services Inc., where he sells fixed life insurance, annuities, and health insurance. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct portfolios across various asset classes.

Philip Schmidt is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds the PFS™ and Series 63 designations. Schmidt also serves as a board member for the South Side Mission and is involved with Witzig Financial Strategies, where he has held roles including independent insurance agent and vice president of finance and operations. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals utilizing a range of portfolio management strategies and platform arrangements.

Zachary Williams is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Cornbelt Energy and the Champaign Fire Department. Outside of his advisory role, Williams serves as a baseball coach for Unit 5 School District. 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 institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies implemented by its extensive network of advisors.

Steven Christe is a financial advisor with Equitable Advisors in Peoria, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisor role, he is a member of the Peoria Producer Group Inc. and serves as healthcare power of attorney for an immediate family member. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of third-party advisory programs and discretionary management models, offering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Amy Herring is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds a Series 66 designation and previously worked at Clever Marketing and Midwest Food Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based financial planning across various topics, with the option to combine planning and managed-account services under a consolidated billing arrangement.

Joshua Sutter is a financial advisor at Thrivent Investment Management with two years of industry experience. Prior to joining Thrivent, he worked for the City of Washington, Illinois, for eight years. He also serves as a part-time police officer. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management.

Katherine Morgan is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 11 years of industry experience. She has worked at Raymond James & Associates since 2020 and previously spent six years with Associated Investment Services, Inc. Her background also includes four years of experience outside the financial industry at Olive Garden. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Robert Manning is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Richard Benson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James since 2012. Outside of his advisory role, he is a partner in Hilltop Partners V LLC. Raymond James & Associates manages approximately $501 billion in assets and serves a diverse client base, including individuals, institutions, and municipal entities. The firm provides financial planning and consulting through non-discretionary relationships, employing various portfolio management styles supported by firm research and affiliated sub-advisers.

Bruce Schieler is a financial advisor with UBS Financial Services, holding a Series 66 designation and seven years of industry experience. Prior to joining UBS in 2021, he worked at Wells Fargo Clearing and Heartland Bank and Trust Company. Outside of his advisory role, he is a partner in Schieler Development, LLC, which is involved in real estate development. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a wide range of financial products and capital markets services.

Andre Leverett is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, Wells Fargo, and Prudential Insurance Company of America. Outside of his financial advisory work, he plays piano for services at New Life Christian Church in West Peoria, IL. LPL Enterprise serves a broad client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities, offering financial planning, access to third-party asset managers, and model-driven investment implementation.

Peter Monferdini is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has worked with Prudential Insurance Company of America since 1988 and with Pruco Securities, LLC. from 1988 to 2024. His other business activities include managing Monferdini & Dirks Wealth Management, a DBA for his LPL business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, using portfolios developed by LPL’s research team and third-party strategists, and offers access to third-party asset managers and various financial planning and consulting services.

Kathryn Pearce is a financial advisor at Edward Jones in Peoria, IL, holding a Series 66 designation with one year of industry experience. Her prior positions include roles at Heartland Bank and Trust Co, Commerce Trust Company, and Mid Central Community Action. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment and advisory solutions, supported by a large national network of financial advisors and branch offices.

Leah Watkins is a financial advisor with Raymond James & Associates in Peoria Heights, IL. She holds a Series 66 designation and has seven years of industry experience. Prior to joining Raymond James in 2019, she worked at Morgan Stanley, David Vaughan Investments, Lawler Financial, and The Unland Companies. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various specialized programs and draws on a broad range of portfolio management styles and affiliated research.

Ryan Burmeier is a financial advisor with Edward Jones in Peoria, IL, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Edward Jones, he worked for eleven years at Rainbow Resource Center. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients through a network of over 23,000 advisors and 15,000 branch offices, managing approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Pavelka is a financial advisor with Thrivent Investment Management in Peoria Heights, IL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent, Pavelka worked at Jeff Burtis-State Farm and held roles at the Village of Bartonville and Allied Lock & Safe Technicians. He also operated a business called Homeaholic Decor from 2023 to 2024. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers written recommendations across multiple planning areas and allows clients to combine planning with managed-account programs under a consolidated billing option.