Kevin Thomas is a financial advisor at PNC Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering for employees that uses algorithm-driven risk assessment and implements investments via approved model strategies managed by PNC or third parties.

Bryan Crabtree is a CFP® professional with 25 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been operating Crabtree Financial Group, LLC since 2009. Outside of his advisory work, he is involved in several private business ventures, including ownership and management roles in multiple real estate entities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support. The firm offers discretionary model portfolios, personalized investment options, and a platform that supports advisors with operations, trading, compliance, and practice management.

Payton Bledsoe is a financial advisor with Principal Financial Services in Bloomington, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Principal, he worked at Rivian, LLC and Walmart, and has experience in education at Normal Community West High School and Parkside Junior High School. He serves as Vice President of the Bloomington chapter of Business Network International, a referral-based professional organization. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Dennis Kagel is a financial advisor at AE Wealth Management, LLC with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining AE Wealth Management in 2023, he worked at Horter Investment Management, LLC and has operated Dennis Kagel Financial Services since 1976, where he is involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm utilizes a platform-centered approach combining model portfolios managed by AE Wealth Management, third-party strategists, and advisor-managed models under discretionary authority.

Nathan Schumacher is a financial advisor with PNC Wealth Management in Decatur, Illinois. He holds a Series 66 designation and has seven years of industry experience, including previous roles at Bank of America, Merrill, and McLean County Court Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available as an invitation-only employee pilot. The firm uses algorithmic questionnaires to recommend risk bands and invests via approved model strategies managed by PNC or third-party strategists.

Ben Funk is a financial advisor with LPL Financial in Bloomington, IL, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2014 and previously worked at Heartland Bank from 2014 to 2018. Outside of advising, he owns Funky Brew, a business located in Gridley, IL. 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 financial planning, various advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by internal and third-party research.

Mark Brownlee is a financial advisor at Charles Schwab with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Midwestern Securities Trading Company and Midwest Bank of Western Illinois. He owns MJB Holdings, LLC, where he serves as an independent branch leader. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wrap fee programs, managed accounts, and financial planning services. The firm provides a combination of non-discretionary and discretionary investment management through multi-asset model portfolios and centralized custody and brokerage services.

Timothy Hines is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1993 and Bank of America since 2009. He has established an educational scholarship fund for business students at the University of Iowa. 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.

H David Osnowitz is the Senior Resident Director and Wealth Management Advisor at Merrill, where he has been serving clients since opening the Bloomington, Illinois office in 1994. With nearly a decade of experience in the financial services industry prior to joining Merrill, he specializes in developing strategies for high-net-worth individuals and their families to meet their short and long-term financial goals. His areas of focus include investment management, education funding strategies, retirement planning services, and collaboration with clients' advisors on estate planning matters. David earned a Bachelor's Degree in Finance from The University of Iowa in 1985 and obtained the CERTIFIED FINANCIAL PLANNER® certification in 1988. He holds multiple professional designations, including Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). As a qualified Portfolio Manager, David offers discretionary management of personalized or defined investment strategies that may include individual securities, model portfolios, and third-party investment options. In addition to his professional work, David participates in community activities as a board member for Easterseals - Central Illinois. His personal interests include adventure sports, baseball, golfing, music, and spending time with his family.

James Adams is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he acts as a durable power of attorney for his mother in Bloomington, IL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ryan O’Connell is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2019. Prior to that, he was affiliated with Bank of America and Merrill for nine years. Outside of his advisory role, he is the owner of Linden Street Barn, LLC, a non-investment-related business. 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 various advisory programs, financial planning, and retirement plan consulting with discretionary and non-discretionary management options supported by research and model portfolios.

Michael Benson is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Dow AgroSciences from 2013 to 2017. He holds a Series 66 license and is based in Bloomington, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Kaufman is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Everence Trust Company and Concourse Financial Group Securities Inc. Kaufman is also a part owner and financial advisor at Grieder Financial Services, Inc., where he provides insurance and investment services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering diverse portfolio management and financial planning services through a large nationwide network of independent advisors.

Kyle Moody is a financial advisor at Edward Jones in Bloomington, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked in construction and public utilities, including six years at Opperman Construction Co. and one year at Illinois American Water Company. He is also a member of the Planning Commission for the City of Lexington, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its services with a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

Kyle Milovanovic is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for nine years at Breakthru Beverage of Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Osnowitz is a Senior Financial Advisor at Merrill Lynch Wealth Management. He develops personalized financial strategies and implements them to help clients pursue their financial goals. Mark works with local families and small businesses to simplify their financial picture and develop realistic financial plans, focusing on areas such as retirement planning, income generation, and legacy planning. He holds a Master's Degree from the University of Edinburgh and a Bachelor's Degree from Wabash College. Mark is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He emphasizes empowering clients to understand their financial situations and feel comfortable with their strategies. Outside of his professional role, Mark is involved with the Alzheimer's Association. His personal interests include hiking, painting, spending time with his family, watching movies, and practicing yoga.

Jeffrey Paul is a Series 66-licensed advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise, he served for 18 years with the Peru Police Department. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products.

Zachary Quinn is a financial advisor with LPL Financial based in Bloomington, IL, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at COUNTRY Trust Bank, Scottsdale Wealth Planning, Inc., and Investment Planners, Inc. Quinn is also involved with Fibonacci Wealth Alliance, an investment-related business connected to his LPL activities. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering a range of advisory programs and financial planning services through a national network of investment adviser representatives.

Elizabeth Hinrichsen is a financial advisor with Edward Jones in Eureka, IL, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Jenny Craig and was involved with a Mother's Day Out Program. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large national network of financial advisors and branch offices.

Jonathan Broeker is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in non-variable insurance activities in Springfield and Auburn, Illinois. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services through an integrated platform that combines investment adviser representatives with access to model portfolios, third-party asset management, and insurance products.