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.

Nicholas Pitts is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 and Series 63 designations. Prior to his current role, he worked at SEGRETO di Stefania and has held positions at several other companies including Uber and Lennar Mortgage. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

David Gray is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 38 years of industry experience. Prior to joining LPL Financial in 2024, he spent nine years at Chapin Davis. He is also involved in selling whole life insurance and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.

Jesse Jackson Hohmann is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has worked at Woodbury Financial Services, Grove Point Advisors, and Grove Point Investments. He also conducts Medicare, long-term care, and life insurance business as an insurance broker through Nest Egg Silver Services and Nest Egg Wealth Management. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs a variety of asset-allocation tools and manages portfolios across multiple asset classes on discretionary and non-discretionary bases.

Jeremy Kellem is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2004 and joined Merrill in 2014. Jeremy works closely with families, corporate executives, dental practices, and specialty physician groups to develop financial strategies that address wealth accumulation, retirement planning, and business transitions. His approach includes goals-based wealth management, retirement income strategies, and retirement plan design for businesses. Jeremy holds a Bachelor of Science degree in Accountancy from the University of Illinois’ College of Business. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and has earned additional professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to his career in financial services, Jeremy worked as a Certified Public Accountant, gaining experience as an income tax preparer, auditor, and QuickBooks consultant. Outside of his professional work, Jeremy is active in his community in Peoria, Illinois. He has served on the boards of the Peoria Symphony Orchestra and ArtsPartners of Central Illinois, and has been a Peoria Chamber of Commerce Ambassador. He enjoys running and has participated in the Chicago Marathon and multiple half marathons. Jeremy lives with his wife, Dawn, and their two sons.

Douglas Shannon is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Northwestern Mutual in various roles from 2010 to 2017. Outside of his advisory work, Shannon is a substitute teacher for Peoria Public Schools and a candidate for the Peoria Public School Board of Education. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering a range of programs including educational seminars and specialized event-driven planning.

Kari Braggs is a financial advisor with Morgan Stanley in Peoria, IL, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has worked with Morgan Stanley Smith Barney LLC since 2014 and previously at Morgan Stanley Private Bank, N.A. from 2015 to 2019. Outside of her advisory role, Braggs serves as Vice President of the Board for CASA (Court Appointed Special Advocates) and is a member of the City of Peoria’s Public Arts Advisory Commission. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a range of investment products, serving clients through both direct and employer-sponsored arrangements.

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 a Series 66 designation and based in Peoria, IL. He has one year of experience in the industry and previously worked at State Farm for six years. Clayton is also affiliated with Clark and Meiss Group Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Peter Mangieri Jr. is a financial advisor with Equitable Advisors in Peoria, IL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Equitable Advisors since 2016 and was previously with Axa Advisors, LLC from 2016 to 2020. 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 serves a diverse range of clients including individuals, high-net-worth, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

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. He has worked at LPL Financial since 2022 and concurrently serves as an advisor for CUNA Brokerage Services, Inc. and Cefcu. Outside of his advisory roles, he has been involved with Nena Ace Hardware since 2018. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

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.