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.

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.

Vincent Silvio is a financial advisor with Mass Mutual Investors Services, holding the CFP® designation along with Series 63 and Series 65 licenses. He has nine years of industry experience, including roles at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2017, and prior experience at Red Lobster. Outside of his advisory work, he is also an agent for individual life, health, group life, group health insurance, and fixed annuities. 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 ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

John Ritter is a financial advisor with Edward Jones in Peoria, IL, holding the CFP® designation and Series 63 and 66 licenses. He has 24 years of industry experience, all with Edward Jones since 2002. Outside of his advisory role, he oversees operational policies and planning for Grim Dark Games LLC, a tabletop board games company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of advisors and branches.

Paul Digiallonardo is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated. He is also the CEO of Next Act Collective, an organization focused on assisting individuals transitioning into their next life chapters. 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, utilizing multi-asset model portfolios and a centralized operational structure.

Jeremy Meeker is a CFP® professional with nine years of industry experience, currently serving at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Caterpillar, Inc. from 2012 to 2016. Outside of his advisory work, he maintains a single-family home rental property in Peoria, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial services through a nationwide network of over 23,000 advisors.

Joshua Beenders is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning services with managed accounts under a consolidated billing option called “WealthPlan,” while keeping planning and asset management separate.

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.

Allan Hart is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is a member of the Hart Family Partnership, LLC, a family LLC owning farm ground in Bloomington, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,700 financial advisors.

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.