Kalin McClure is a CFP® with 10 years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL Financial in 2025, he worked at The Investment Center Inc for 11 years. He has also been involved with Eureka Kettlebell since 2014. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services supported by extensive research and advanced portfolio management 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 in Peoria, IL, holding the ChFC® designation along with Series 66 and Series 63 licenses. He has 19 years of industry experience and has been with MML Investors Services Inc. and MassMutual since 2006. In addition to his advisory role, Smith works as an insurance agent focusing on health and life insurance. MassMutual Investors Services 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 seminars, employing firm-approved analytical tools to develop collaborative, written recommendations tailored to client goals.

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 at LPL Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Busey Investment Services, Raymond James Financial, First Midwest Bank, and Woodforest National Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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. He has been with LPL Financial since 2008. Outside of his advisory role, Cyr serves as a Peoria city councilman representing the 5th district and is a licensed notary in Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources and providing both discretionary and non-discretionary management.

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.

Andrew Eilts is a financial advisor at Edward Jones in Pekin, IL, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 21 years of industry experience and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large nationwide network of advisors and branch offices.

Vincent Silvio is a CFP® professional with eight years of industry experience, currently serving at Mass Mutual Investors Services since 2017. Prior to entering the financial sector, he worked for six years at Red Lobster. In addition to his advisory role, he is an insurance agent specializing in individual and group life and health insurance and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative, software-supported planning process and provides event-driven planning programs such as estate settlement and divorce planning.

John Ritter is a CFP®-designated financial advisor at Edward Jones in Peoria, IL, with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he oversees operations at Grim Dark Games LLC, a tabletop board game business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and affiliated investment products under a fiduciary standard.

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.