Michael Unruh is a financial advisor with Wells Fargo Advisors in Peoria, IL, holding a Series 66 designation and eight years of industry experience. His career includes roles at Wells Fargo Advisors, LLC and Wells Fargo Clearing prior to his current position. He is also involved in BUPUMU LLC as a financial advisor with a significant ownership interest. 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 tailored to clients meeting net-worth thresholds, including specialized services such as business-owner transition and special-needs planning, utilizing Wells Fargo research and tools to develop individualized recommendations.

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 12 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Bank of America, Merrill, Wells Fargo Clearing, and Prudential Insurance Company of America. Outside of his advisory role, he plays piano for services at New Life Christian Church in West Peoria, IL. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, model portfolio management, third-party asset management, and access to brokerage and insurance products through its integrated platform.

Peter Monferdini is a financial advisor at LPL Enterprise with 37 years of industry experience. He holds Series 63 and Series 65 designations and has a long tenure with Prudential Insurance Company of America and Pruco Securities, LLC, dating back to 1988. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.

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 work includes roles at Heartland Bank and Trust Co, Commerce Trust Company, Mid Central Community Action, Maggie Miley's, and Ovation Cinemas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Aaron Mc Combs is a financial advisor with Edward Jones in Mackinaw, IL. He holds the Series 66 designation and has one year of experience with Edward Jones, following thirteen years at Auto-Owners Insurance. Outside of his advisory role, he is a co-owner of a farmland property in Astoria, IL. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Michael Witzig is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2010 and was previously with Burton Consulting for nearly two decades. Outside of advising, Witzig is a CPA providing tax preparation services and serves on the boards of the Morton Economic Development Council and the Salvation Army estate advisory board. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers comprehensive financial planning, investment management, and retirement plan advisory services, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Mollie Rushing is a financial advisor at Robert W. Baird & Co. with 3 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Robert W. Baird & Co. since 2015. Outside of her advisory role, she is a 50% owner and limited partner of McIntyre Acres LLC. Robert W. Baird & Co.’s DDK Group serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations with a range of financial planning and portfolio management services. The firm employs manager-traded and model-traded strategies, tax management, and internal research including artificial intelligence tools, managing approximately $394 billion in regulatory assets under management as of 2025.

Waheeb Ghantous is a financial advisor at LPL Enterprise with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Prudential Insurance Company of America and Pruco Securities, LLC for over three decades prior to joining LPL Enterprise. LPL Enterprise, LLC serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Michael Greenhalgh is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. His career includes roles at Hinduja Global Solutions and longstanding tenures at PFS Investments Inc. and Primerica Financial Services. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure distinct from fixed-fee billing options.

Nickolas Ward is a financial advisor with Morgan Stanley in Peoria, IL, holding Series 63 and Series 66 registrations and having 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Illinois National Bank, and Infinex Investments. 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 including tailored financial planning supported by firm-approved tools and a structured discovery process.

Laura Kuehn is a financial advisor with Merrill in Peoria, IL, holding a Series 66 designation and 17 years of industry experience. She has worked at Merrill since 2008 and has been with Bank of America, N.A. since 2014. Outside of her advisory role, she participates in the 85 Broads Global Women's Network, a professional organization that facilitates networking and sponsors events for women in various professions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Joseph Worms is a financial advisor with Equitable Advisors in Peoria, IL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Clifton Larson Allen, Compeer Financial, and Illinois State University. Outside of advising, he operates JW Lawn Services, providing lawn care services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and provides both advisory and brokerage channels to implement client recommendations.

Alexander Glancy is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has 11 years of industry experience, including roles at JP Morgan Chase Bank and JP Morgan Securities LLC. His current tenure at MassMutual began in 2022. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements without investment discretion.