Jeffrey Crawmer is a financial advisor with Equitable Advisors in Peoria, IL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999 and previously with Axa Advisors for 21 years. Outside of his advisory work, he serves as vice president of the Brooke E. Crawmer-Joseph Foundation, a nonprofit involved in organizing fundraising events. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a network of Investment Adviser Representatives and a range of third-party asset managers and advisory platforms.

Michelle Parker is a financial advisor with Edward Jones in Peoria, Illinois, holding CFP®, Series 63, and Series 66 credentials. She has 29 years of industry experience, all of which have been with Edward Jones since 1996. Outside of her advisory role, she is associated with Parker Fabrication Inc., a manufacturing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment advisory programs and related services, supported by a nationwide network of over 23,000 financial advisors.

Kory Barlow is a financial advisor at Merrill with 22 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Morgan Stanley, Wells Fargo Clearing, and JPMorgan Chase Bank. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Margaret Pretorius is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 designation and 13 years of industry experience. She has worked at Morgan Stanley and its affiliated entities since 2015, with a brief tenure at Raymond James & Associates. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Eric Schlipf is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 designation and 22 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of investment advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and offers structured planning tools that incorporate market simulations and secular return estimates.

Tracy Mayerhofer is a financial advisor with Morgan Stanley in Peoria, IL, holding Series 63 and Series 65 licenses and having 24 years of industry experience. She has worked at Morgan Stanley since 2009, with a brief period at Citigroup Global Markets from 2007 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs that include tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and analyses.

Eric Marshall is a financial advisor at OSAIC with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Legacy Consulting Group since 1999. In addition to his advisory role, he is an insurance producer for Legacy Investment Services, focusing on asset-based long-term care products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with financial planning and retirement consulting. The firm utilizes advanced asset-allocation tools and multiple advisory platforms to manage portfolios comprising various investment types.

Frank Francis Jr. is a financial advisor at LPL Financial based in Peoria, IL, holding a Series 66 designation. He has been with LPL Financial since 2022 and has prior work experience in various industries including retail and food service. 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.

Bimal Sheth is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Sheth serves as a board member of the Anoopam Mission, a nonprofit focused on children, youth, health, welfare, humanitarian, and religious activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.