Kari Braggs is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Merrill, UBS Financial Services, Sanctuary Securities, and Morgan Stanley Private Bank. Outside of her advisory role, Braggs serves as Vice President of the Board for CASA (Court Appointed Special Advocates) in Peoria and is a member of the City of Peoria’s Public Arts Advisory Commission. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured planning tools and investment research.

Laura Moore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2013 to 2016. Outside of her advisory work, she owns Elcee Crafting and Gifts, a small business creating handmade greeting cards, quilts, and table runners. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Charles Hemmer III is a financial advisor with Wells Fargo Advisors in Peoria, IL. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at Schwab Wealth Advisory, Charles Schwab, and Cornerstone Strategic Wealth Management. Outside of finance, Hemmer has experience in entrepreneurial ventures and education, including running a lawn service business for seven years and working in various educational roles. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm’s approach includes tailored recommendations supported by proprietary research and planning tools, with planning engagements typically discrete and fees negotiated based on complexity.

Mary Moehlenhof is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2021. Previously, she was employed at Benjamin F. Edwards & Company, Inc. for 11 years and spent one year with the Catholic Diocese of Peoria. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Clayton Robinson is a financial advisor with LPL Financial, holding the Series 66 designation. He has experience working at Clark and Meiss Group Wealth Management and spent six years with State Farm prior to joining LPL Financial. 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 other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Peter Mangieri Jr. is a financial advisor with Equitable Advisors in Peoria, IL, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at Equitable Advisors since 2016 and was previously with AXA Advisors, LLC. Outside of his advisory role, he serves as a board member for JLM Capital LLC, a single-family real estate portfolio focused on short-term rentals. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives to deliver a range of advisory programs, often through third-party sponsors and affiliated asset managers.

Alexander Southe is a financial advisor with Edward Jones in Peoria, IL, holding a Series 66 designation and two years of industry experience. He joined Edward Jones in 2023 after a brief period of self-employment and prior work in education and other roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of advisors and branch offices.

Stephanie Mallow is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 designation and five years of industry experience. She has worked at Morgan Stanley since 2020 and previously spent 12 years at Wells Fargo. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Todd Nethery is a financial advisor with Robert W. Baird & Co. in Dunlap, IL, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has been with Robert W. Baird & Co. since 2015. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services that combine in-house and third-party managers, covering traditional and non-traditional investment strategies alongside municipal advisory and public finance services.

Nick Knapp is a financial advisor at OSAIC with 24 years of industry experience. He previously worked at Woodbury Financial Services for 21 years before joining OSAIC in 2024. Outside of his advisory role, he is a partner at Legacy Investment Services, Inc., where he is involved in fixed annuities and insurance, and he also provides assistance to clients with Medicare planning through a referral-based service. OSAIC serves a wide range of retail and institutional clients, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.

Roger Phillis is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include work at CUNA Brokerage Services, Cefcu, Nena Ace Hardware, Aflac, and RMH Foods. In addition to his advisory duties, Phillis has continued involvement with CEFCU in an investment-related capacity. 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 institutional platforms, supported by extensive research and technology tools.

Trent Strong is a financial advisor with OSAIC holding a Series 66 designation and 17 years of industry experience. He previously worked at Woodbury Financial Services for 15 years and is a senior partner at Legacy Investment, a marketing name operated by his partners. Outside of advisory work, he operates as a sole proprietor agent offering fixed insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers and platforms. The firm provides integrated brokerage and advisory services with comprehensive portfolio construction tools and access to third-party managed accounts and investment solutions.

Andrew Thomas II is a Series 66-licensed financial advisor with Equitable Advisors in Peoria, IL, bringing two years of industry experience. Prior to joining Equitable Advisors, he worked at Menards for five years and has additional experience at Duck Inn, Metamora Fields, and Metamora High School. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm employs a network of Investment Adviser Representatives and utilizes third-party asset managers and LPL-sponsored advisory programs to implement client solutions.

Mark Robben is a financial advisor with Merrill, holding a Series 66 designation and 29 years of industry experience. He has been with Merrill since 1997. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Abraham is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop and implement personalized wealth management strategies that align with their long-term financial goals. His approach involves a comprehensive understanding of each client's current financial situation and their future aspirations, helping to design tailored investment and risk management solutions. Brian's expertise includes divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, and retirement income. He is part of The Abraham-Gipson Group, which serves individuals, families, and organizations by focusing on goal-based investment management, income strategies, wealth structuring, and estate planning services. Brian holds the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from the University of Illinois and a Master of Business Administration (MBA) from Vanderbilt University. Outside of his professional work, Brian is engaged in community activities and volunteers with local organizations. His personal interests include basketball, spending time with family, traveling, and watching movies.

Kalin Mcclure is a CFP®-designated financial advisor with 10 years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL in 2025, he spent 11 years at The Investment Center Inc. He is also involved with Eureka Kettlebell, a business he has been part of since 2014. 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 and third-party asset management, supported by a large network of investment adviser representatives and comprehensive operational tools.

Katrina Leali is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2009 and holds FINRA registrations Series 7 and 66, as well as professional certifications including CERTIFIED FINANCIAL PLANNER®, CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Benefits Consultant. Katrina holds a Bachelor's degree in Business Administration from Southern New Hampshire University and a Master's degree in Financial Planning from the College for Financial Planning Institutes Corp. She works with new and existing clients to define and prioritize financial goals and develop achievable financial strategies. Katrina collaborates with her team to manage client estate and succession planning needs, investment portfolios, and educate clients on their investment holdings, performance, and risks. As a Portfolio Manager, she manages discretionary Personalized or Defined Strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Residing in Peoria with her two sons, Remington and River, Katrina is active in her community. She volunteers by coaching soccer and participates in local charitable organizations, including Almost Home Kids - Peoria, Easter Seals, OSF Cancer Institute, Salvation Army, and St. Jude. In her free time, Katrina enjoys reading and planning travel adventures with her family.

Kevin Sletten is a financial advisor at Raymond James & Associates with 21 years of industry experience. He has been with Raymond James since 2011 and holds a Series 66 designation. Outside of his advisory role, he serves on the finance and investment committee for the local Boy Scouts of America council and is involved as a business owner in several ventures, including a personal use airplane LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and retirement plans. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Kylee Link is a financial advisor with Merrill in Peoria, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2019, she worked at Great Western Bank and Kay Jewelers. 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 strategies supported by internal and third-party investment teams for a range of individual and institutional clients.

Jacob Smith is a financial advisor with MassMutual Investors Services based in Peoria, IL, holding a ChFC® designation along with Series 66 and Series 63 licenses. He has 20 years of industry experience and has worked with MML Investors Services Inc and MassMutual since 2006. In addition to his advisory role, he is an insurance agent focusing on health and life insurance. 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 programs, utilizing firm-approved software and collaborative planning processes to develop investment strategies without discretionary authority.