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.

Daniel Basham is a Series 66-licensed financial advisor with Edward Jones in Mackinaw, Illinois, where he has worked since 2017. He has eight years of industry experience, including nine years previously with CIT Trucks, Inc. Outside of his advisory role, Basham serves on the board of the Mackinaw Community Center Food Pantry and the Village of Mackinaw Liquor Control Commission. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory strategies, combining a large nationwide advisor network with affiliated capabilities including mutual funds, trust services, and securities-based lending.

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.

Michael Bork is a financial advisor at Morgan Stanley with 40 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies developed by its Global Investment Committee.

Donald Atut is a Senior Resident Director at Merrill, where he has worked for 27 years. In his role, he focuses on personalized wealth management strategies that reflect each client's life priorities and financial goals. He serves a select group of clients, including business owners, executives, retirees, and families, providing tailored advice across areas such as college education planning, corporate retirement plans, divorce transition planning, equity compensation services, family wealth management, institutional consulting, and tax minimization. Mr. Atut began his financial career after gaining experience building and selling a business, joining Merrill Lynch Wealth Management in 1995. Since 2013, he has been part of the Atut, Scanlon, and Spayth team, known for its commitment to cultivating strong relationships with clients and delivering focused, comprehensive advisory services. He holds the Personal Investment Advisor (PIA) designation and earned an Associate's Degree from Moraine Valley Community College. Outside of his professional work, Donald Atut is engaged in community service and volunteers with local organizations. His personal interests include baseball, biking, cooking, hiking, racquetball, and traveling.

Hiral Hudson is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Private Bank, N.A. since 2017 and MORGAN STANLEY SMITH BARNEY llc since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery processes and firm-approved tools to model client outcomes.

William Mitchell II is a financial advisor with LPL Financial in Peoria, IL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Busey Investment Services, Raymond James Financial, First Midwest Bank, and Woodforest National Bank. 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 options, including model portfolios and third-party asset management, supported by a large network of advisors and various financial service platforms.

Lucas Porritt is a financial advisor with Edward Jones in Tremont, Illinois, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he has been involved as a swim instructor at the Hopedale Wellness Center and as an assistant coach for the YDocs swim team. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 advisors.

Denis Cyr is a financial advisor with LPL Financial in Peoria, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2008, he worked at Robert Baird & Co. and Merrill. He has served as a city councilman for Peoria’s 5th district and is a notary in the state of Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, asset management, and institutional platforms to individuals, retirement plan participants, banks, and other institutions, supported by extensive advisor-facing technology and a broad array of financial services.

Kristian Swanson is a Series 66 licensed financial advisor with five years of industry experience. He currently works at OSAIC and has previously held roles at Woodbury Financial Services, Grove Point Advisors, Equitable Advisors, and Pearl Insurance. Outside of financial services, he was involved with The Fish House for over a decade. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage, investment advisory, financial planning, and retirement consulting services through a large network of affiliated advisers and multiple advisory platforms.

Jaclyn Merkley is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Raymond James since 2016. 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, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Danielle Rodier Jackson is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2022. Prior to her current role, she held positions in education and retail. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm offers tailored financial planning using structured discovery conversations and approved planning tools, managing approximately $2.74 trillion in client assets.