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 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.

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.

John Moon is a financial advisor with LPL Financial in Peoria, IL, holding a Series 66 designation and seven years of industry experience. His career includes roles at Better Bank, Morton Community Bank, and State Bank of Speer. 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 advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Matthew Kenady is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Aventine/Pacific Ethanol Inc. for three years. Outside of his advisory role, he is involved in a trucking company and manages farmland in Illinois. Edward Jones is a full-service wealth management firm that serves individual and institutional clients through a nationwide network of over 23,000 advisors. The firm 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.

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.

Melissa Shacklett is a financial advisor at Merrill with 31 years of industry experience. She has held her current position at Merrill since 1993 and holds Series 63 and Series 65 credentials. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Andrew Kiesewetter is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at TD Ameritrade before joining Charles Schwab. 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 advisory relationships and access to discretionary separately managed accounts, supported by a large integrated platform.

Ryan Roberts is a financial advisor at Morgan Stanley in Peoria, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked in roles at Illinois State University and Heartland Community College, and he has concurrent involvement with PetStop, an installation service, and DoorDash as a contractor. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets.

Jason Smith is a CFP® professional with 13 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at OSAIC and Woodbury Financial Services, Inc. He also owns Legacy Private Wealth Advisors, an S-Corporation that provides payroll and employee benefits administration for support staff serving the investment and insurance businesses. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using both proprietary and third-party model strategies.