Kristen Gordon is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and 13 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors in 2023. Outside of her advisory role, she holds ownership interests in several business ventures through SC3F Wealth Management Group, LLC and SC3F Enterprises, LLC. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, employing a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis. Advisors develop tailored recommendations using firm research and tools, with clients deciding on implementation through brokerage or advisory programs.

Jennifer Gulley is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2014. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Curt Curtis is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in corporate executive services, executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, and retirement income. Curtis works collaboratively with clients to develop comprehensive financial plans that align with their individual goals and values, leveraging the global resources of Merrill and the banking services of Bank of America. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Curtis earned a high school diploma from Manual High School, an associate's degree from Illinois Central College, and a bachelor's degree from Eureka College. Outside of his professional role, he is involved with St. Jude and enjoys cooking, music, and spending time with his family.

Jordan Parr is a financial advisor with Wells Fargo Advisors in Peoria, IL, holding Series 63 and Series 66 credentials and has 10 years of industry experience. He previously worked at Scottrade before joining Wells Fargo Advisors in 2017. Outside of his advisory role, he manages JP Alan Cash Management and has a minority ownership interest in Cornerstone Strategic Wealth Management LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a comprehensive range of planning services and integrates advisory solutions with broader financial products and referral channels.

Stephen Jordan is a financial advisor with LPL Financial in Peoria, IL, holding CFP® and Series 66 designations and offering 14 years of industry experience. He previously worked at Morgan Stanley for one year before joining LPL Financial in 2013. 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 financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies across various allocation approaches.

Megan Homan is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds a Series 66 designation and previously worked for Morgan Stanley for 11 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as retirement, education, risk, and wealth-transfer planning, and utilizes Wells Fargo research and planning tools to develop tailored recommendations for clients.

George Smith Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has worked at multiple firms including Avantax Advisory Services and Skyline Financial Services LLC, where he is the owner. Outside of his advisory work, Smith is involved as a program technician at Trillium Place Residential Center at The Knolls, a nonprofit addiction recovery center. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to affiliated and third-party money managers.

Tyler Ramsey is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2022, he worked at Rivian and has held roles in education and landscaping. He is also involved with Horizon Clarity Group Inc., a business entity unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Alivia Thomas is a financial advisor at Edward Jones in Metamora, IL, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked at Old Navy and spent four years in full-time education. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Stephen Mcraven is a financial advisor with Wells Fargo Advisors in Peoria, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his advisory role, he has ownership interests in multiple investment-related entities, including Cornerstone Strategic Wealth Management LLC and SJM Capital LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using Wells Fargo research and tools, with discretionary client implementation through brokerage or advisory programs.

Thomas Cahill is a financial advisor with Edward Jones in Washington, Illinois. He holds a Series 66 designation and has approximately one year of industry experience. His prior roles include positions at CEFCU/LPL Financial LLC, Charles Schwab, and John Graham and Associates. 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 discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide network of financial advisors and branch offices.

Charles Hemmer II is a CFP® and ChFC® credentialed financial advisor with 39 years of industry experience. He has been with Wells Fargo Advisors since 2013 in Peoria, Illinois. Outside of his advisory role, he holds a 50% ownership interest in an airplane for personal use. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing proprietary research and tools, with discretionary implementation available through its brokerage and advisory programs.

Joleen Parsons is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Cefcu, CUNA Brokerage Services, J.J.B. Hilliard, W.L. Lyons, LLC, and Truist Investment Services. 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 supported by proprietary research, third-party asset managers, and technology tools, managing over $819 billion in discretionary assets through a large network of advisors.

Terry Schultz is a financial advisor with LPL Financial, holding a Series 66 credential and nine years of industry experience. He previously worked with CUNA Brokerage Services, Inc. for five years and has been associated with CEFCU since 1988. 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 a large network of investment adviser representatives.

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.