Patrick Donnelly is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2001. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning services supported by structured discovery processes and analytical tools.

Jeffrey Jones is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James & Associates since 2012. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, pension plans, and charitable organizations, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gavin Mitchell is a Financial Advisor with Merrill Lynch Wealth Management and a partner of the Mitchell Miller Group in Peoria, Illinois. He began his career with Merrill in 2016 as an intern and has since progressed to his current role, where he focuses on assisting families through complex financial transitions such as job changes, retirement, and inheritances. Gavin leverages the global resources of Merrill and Bank of America to support every client relationship and is part of a multigenerational team that emphasizes a disciplined, goal-based wealth management approach. Gavin's expertise encompasses education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, as well as socially responsible and ESG investing. He works closely with clients to align their financial plans with their lifestyle, income, and goals, focusing on comprehensive planning rather than solely on investing. His career experience is supported by a Personal Investment Advisor (PIA) designation and a bachelor's degree in Enterprise Leadership from the University of Iowa. Outside of his professional role, Gavin is active in his local community, participating in organizations such as the Multiple Sclerosis Council, Young Professionals of Greater Peoria, the Germantown/Metamora Rotary, and the Germantown/Metamora Chamber of Commerce. He resides in Germantown Hills with his wife, Leah, and their son, Colson.

Eric Delvo is a financial advisor with LPL Financial in Peoria, IL, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Co, and Lakeshore Financial. He is also involved with Insurance Design Network, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Christina Pitcher is a financial advisor with LPL Financial in Peoria, IL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with LPL Financial and its predecessor firms since 1999. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kristen Gordon is a financial advisor with Wells Fargo Advisors in Peoria Heights, IL, holding a Series 66 designation and 12 years of industry experience. She has worked within various Wells Fargo entities since 2013. Outside of her advisory role, she has ownership interests in a small wealth management group and related enterprises. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, using proprietary research and planning tools to develop recommendations delivered through discrete planning engagements.

Jennifer Gulley is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2014. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Curt Curtis is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in corporate executive services, executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, and retirement income. Curtis works collaboratively with clients to develop comprehensive financial plans that align with their individual goals and values, leveraging the global resources of Merrill and the banking services of Bank of America. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Curtis earned a high school diploma from Manual High School, an associate's degree from Illinois Central College, and a bachelor's degree from Eureka College. Outside of his professional role, he is involved with St. Jude and enjoys cooking, music, and spending time with his family.

Jordan Parr is a financial advisor with Wells Fargo Advisors in Peoria, IL, holding Series 63 and Series 66 credentials and has 10 years of industry experience. He previously worked at Scottrade before joining Wells Fargo Advisors in 2017. Outside of his advisory role, he manages JP Alan Cash Management and has a minority ownership interest in Cornerstone Strategic Wealth Management LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a comprehensive range of planning services and integrates advisory solutions with broader financial products and referral channels.

Stephen Jordan is a financial advisor with LPL Financial in Peoria, IL, holding CFP® and Series 66 designations and offering 14 years of industry experience. He previously worked at Morgan Stanley for one year before joining LPL Financial in 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies across various allocation approaches.

Megan Homan is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds a Series 66 designation and previously worked for Morgan Stanley for 11 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as retirement, education, risk, and wealth-transfer planning, and utilizes Wells Fargo research and planning tools to develop tailored recommendations for clients.

Tyler Ramsey is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2022, he worked at Rivian and has held roles in education and landscaping. He is also involved with Horizon Clarity Group Inc., a business entity unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Alivia Thomas is a financial advisor at Edward Jones in Metamora, IL, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked at Old Navy and spent four years in full-time education. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Stephen Mcraven is a financial advisor with Wells Fargo Advisors in Peoria, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his advisory role, he has ownership interests in multiple investment-related entities, including Cornerstone Strategic Wealth Management LLC and SJM Capital LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using Wells Fargo research and tools, with discretionary client implementation through brokerage or advisory programs.

Thomas Cahill is a financial advisor with Edward Jones in Washington, Illinois. He holds a Series 66 designation and has approximately one year of industry experience. His prior roles include positions at CEFCU/LPL Financial LLC, Charles Schwab, and John Graham and Associates. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide network of financial advisors and branch offices.

Charles Hemmer II is a CFP® and ChFC® credentialed financial advisor with 39 years of industry experience. He has been with Wells Fargo Advisors since 2013 in Peoria, Illinois. Outside of his advisory role, he holds a 50% ownership interest in an airplane for personal use. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing proprietary research and tools, with discretionary implementation available through its brokerage and advisory programs.

Joleen Parsons is a financial advisor with LPL Financial in Peoria, IL, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. Her prior work includes roles at J.J.B. Hilliard, W.L. Lyons, LLC, Truist Investment Services, Inc., and other financial institutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.

Terry Schultz is a financial advisor at LPL Financial with nine years of industry experience and holds the Series 66 designation. He has worked at LPL Financial since 2022 and has a background with CUNA Brokerage Services and CEFCU, where he has been involved since 1988. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management.

Jeffrey Crawmer is a financial advisor with Equitable Advisors in Peoria, IL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999 and previously with Axa Advisors for 21 years. Outside of his advisory work, he serves as vice president of the Brooke E. Crawmer-Joseph Foundation, a nonprofit involved in organizing fundraising events. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a network of Investment Adviser Representatives and a range of third-party asset managers and advisory platforms.

Michelle Parker is a financial advisor with Edward Jones in Peoria, Illinois, holding CFP®, Series 63, and Series 66 credentials. She has 29 years of industry experience, all of which have been with Edward Jones since 1996. Outside of her advisory role, she is associated with Parker Fabrication Inc., a manufacturing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment advisory programs and related services, supported by a nationwide network of over 23,000 financial advisors.