Carl Williams Jr. is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes roles at LPL Financial, Chapin Davis, Inc., and Williams Investment Network, Inc. He serves as a board member and volunteer for the Peoria Players Theater. Prospera Financial Services, Inc. is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Johnathan Timko is a Certified Financial Planner (CFP®) with 19 years of industry experience. He has been with David Vaughan Investments, LLC since 2016 and previously worked at Charles Schwab from 2007 to 2012. David Vaughan Investments provides discretionary investment management and a range of wealth management services to individuals, high-net-worth clients, trusts, estates, foundations, retirement plans, corporations, and other entities. The firm employs a value-oriented, income-producing equity approach combined with conservative fixed-income strategies, utilizing proprietary quantitative and qualitative research methods in portfolio construction.

Jade Laverdiere is a Series 65-licensed financial advisor with David Vaughan Investments, LLC, based in Peoria, IL. They have one year of industry experience and have been with David Vaughan Investments since 2023. Prior to their advisory role, Jade was a full-time student for several years. David Vaughan Investments provides discretionary investment management and wealth planning services to a diverse client base including individuals, estates, foundations, and corporate entities. The firm’s approach focuses on value-oriented, income-producing equities and conservative fixed-income strategies, utilizing proprietary quantitative and qualitative methods in portfolio construction.

Meghan Jackson is a financial advisor at David Vaughan Investments, LLC in Peoria, IL, holding Series 63 and Series 65 licenses with 12 years of industry experience. She has been with David Vaughan Investments since 2008. David Vaughan Investments provides discretionary investment management and ancillary wealth services to individual and institutional clients, utilizing a value-oriented equity strategy combined with conservative fixed-income management and customized asset-allocation to meet client needs.

Craig Ruffolo is a CFP® with 26 years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC since 2016. He holds Series 63 and Series 65 licenses and is based in Peoria, IL. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm combines fiduciary RIA services with broker-dealer and insurance activities, offering strategic asset allocation through model portfolios and multidisciplinary planning in coordination with tax, estate, and risk professionals.

Patrick Smarjesse is a financial advisor at David Vaughan Investments, LLC with 27 years of industry experience. He holds a Series 63 designation and has been with David Vaughan Investments, Inc. since 1995. David Vaughan Investments, LLC provides discretionary investment management and ancillary wealth services to a diverse client base, including high-net-worth individuals, trusts, estates, foundations, qualified retirement plans, and corporations. The firm employs a value-oriented, income-producing equity strategy combined with a conservative fixed-income approach and customized asset allocation to meet client cash-flow needs.

Thomas Jester II is a financial advisor at Prospera Financial Services, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked previously at Chapin Davis Inc. and Morgan Stanley in various capacities. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Stephanie Ricketts is a financial advisor at David Vaughan Investments, LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with David Vaughan Investments since 2007. David Vaughan Investments, LLC provides discretionary investment management and ancillary wealth services to a diverse client base including individuals, trusts, foundations, and institutional clients. The firm employs a value-oriented, income-producing equity strategy combined with a conservative fixed-income approach and customized asset allocation to address client cash-flow needs.

Bryce Breeden is a financial advisor with Creative Financial Designs, Inc. He holds the CFP® and ChFC® designations and has five years of industry experience. Prior to joining Creative Financial Designs, he worked at Breeden & Associates, LTD, where he serves as a staff accountant and payroll manager. Creative Financial Designs serves individual, charitable, corporate, and employer retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers strategies including passive ETFs, tactically managed portfolios, and Biblical Responsible Investing options.

Andrew Bryant is a Series 65–licensed advisor at David Vaughan Investments, LLC with one year of industry experience. Prior to joining David Vaughan Investments, he held positions at Citizen's Equity First Credit Union and has worked in various roles including at Augustana College and Brown Animal Hospital. David Vaughan Investments provides discretionary investment management and related wealth planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes value-oriented, income-producing equities combined with conservative fixed-income strategies and employs both quantitative and qualitative methods in portfolio construction.

Kelly Holloway is a financial advisor with Thrivent Advisor Network, LLC, holding the CFP®, ChFC®, and Series 65 credentials, and has six years of industry experience. Prior to joining Thrivent Advisor Network in 2020, Holloway worked for Weight Watchers International from 2006 to 2020. Outside of advisory services, Holloway is involved in insurance sales. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers, typically constructing diversified portfolios using low-cost mutual funds and ETFs.

Scott Mccord is a financial advisor with Independent Wealth Network, Inc. in Peoria, IL, holding a Series 66 designation and 18 years of industry experience. He previously worked at Ausdal Financial Partners Inc. and currently serves as a mental game coaching professional with Elite Performance Coaching. Outside of finance, he is a board member of the nonprofit Impact Peoria and volunteers as a youth baseball coach for Canes Baseball Central Illinois. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers, tailoring strategies to client goals through a combination of fundamental and technical analysis, trading techniques, and ongoing portfolio oversight.

Lawrence Williams is a financial advisor at David Vaughan Investments, LLC with 31 years of industry experience. He holds a Series 65 designation and has been with David Vaughan Investments, Inc. since 1991. David Vaughan Investments, LLC provides discretionary investment management and ancillary wealth services to individual and institutional clients, including high-net-worth individuals, trusts, estates, foundations, and qualified retirement plans. The firm uses a value-oriented, income-producing equity strategy combined with a conservative fixed-income approach and customized asset allocation to meet client cash-flow needs.

Lucas Staub is a financial advisor at Victory Financial with 11 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC and Axa Advisors, LLC. Outside of advisory services, he is involved in fixed insurance and fixed annuity sales as an insurance agent. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm employs diversified, asset-allocation model portfolios and combines fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Dalton Mellon is a financial advisor at David Vaughan Investments, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with David Vaughan Investments since 2013. David Vaughan Investments provides discretionary investment management, financial planning, consulting, and OCIO services to a range of clients including individuals, high-net-worth clients, trusts, estates, and corporations. The firm’s investment approach combines value-oriented, income-producing equities with a conservative fixed-income strategy, utilizing both proprietary quantitative ranking and qualitative research in portfolio construction.

Johnathan Blumeyer is a financial advisor at Victory Financial with Series 65 and Series 66 credentials. He has been with Victory Financial Group since 2025 and has prior work experience at KDJ Sales & Service Inc. from 2018 to 2025. Victory Financial Group serves a diverse client base including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation driven investment approach, combining Modern Portfolio Theory with fundamental, cyclical, and behavioral analysis to create tailored model portfolios across risk profiles.

Deanna Baele is a CFP® with 23 years of industry experience and has been with David Vaughan Investments, LLC since 2000. She holds Series 63 and Series 65 licenses and is based in Peoria, IL. David Vaughan Investments, LLC provides discretionary investment management and ancillary wealth services to individual and institutional clients, including high-net-worth individuals and qualified retirement plans. The firm employs a value-oriented, income-producing equity strategy combined with a conservative fixed-income approach and customized asset allocation to meet client cash-flow needs.

Brian Christensen is a financial advisor at David Vaughan Investments, LLC with 27 years of industry experience. He holds the Series 63 designation and has been with the firm since 1993. David Vaughan Investments provides discretionary investment management and wealth services to a diverse client base, including high-net-worth individuals, trusts, and institutional clients. The firm employs a value-oriented equity strategy paired with a conservative fixed-income approach, utilizing proprietary quantitative and qualitative research to customize asset allocation and meet client cash-flow needs.

Jeffrey Walker is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 66 designations and has 15 years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. He is also licensed as an insurance agent, offering life, health, and annuity products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers solutions primarily through Envestnet and Pershing platforms and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Michael Flaherty is a CFP®, ChFC®, and Series 63-licensed financial advisor with 17 years of industry experience. He has worked at David Vaughan Investments, LLC since 2018 and previously held roles at ValMark Advisers, Inc., Valmark Securities, Inc., and Investment Professionals, Inc. David Vaughan Investments, LLC provides discretionary investment management and wealth services to individual and institutional clients, utilizing a value-oriented equity strategy combined with a conservative fixed-income approach and customized asset allocation. The firm serves high-net-worth individuals, trusts, foundations, retirement plans, and other entities.