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.

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.

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.

Aaron Mc Combs is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked for 13 years at Auto-Owners Insurance. He is also a co-owner of a farmland property in Astoria, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

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.

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.

John Moon is a Series 66-credentialed advisor with LPL Financial in Peoria, IL, with seven years of industry experience. He has worked at LPL Financial since 2017 and concurrently has engaged with Better Bank through his involvement in Investment Strategists at Better Banks. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Waheeb Ghantous is a financial advisor with LPL Enterprise in Peoria, IL, holding Series 63 and Series 65 designations and possessing 40 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, from 1986 until 2024. 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 typically model-driven, utilizing portfolios developed by internal research, third-party strategists, or TAMP sponsors, and offers services such as financial planning and access to third-party asset managers.

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.