Matthew Kopecky is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Principal Financial Services since 2016 and has been involved with Union Financial Inc. and Principal Life Insurance Company since 2008 and 2007, respectively. Outside of his advisory role, he is active in insurance brokerage for life, disability, long-term care, and fixed annuities. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and business entities. The firm provides financial planning, retirement consulting, and access to third-party money manager programs, with advisory and promoter arrangements designed to support client investment implementation and ongoing portfolio reviews.

Terra Gordon is a financial advisor at Benjamin F. Edwards & Company, Inc. with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services. Outside of advising, she works as an independent contractor for Instacart, providing grocery shopping services. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory programs and investment management solutions that combine proprietary strategies with third-party models, supported by in-house equity and fixed-income research and an internal trading desk.

Richard Rehg is a CFP® professional with 16 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2023 and previously spent 14 years with Edward Jones. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services, including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management using proprietary strategies and third-party models.

Carl Thoenen is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He has been with Lincoln Investment since 2010 and also maintains a long-standing association with Aag Securities, Inc. Outside of his advisory role, Mr. Thoenen serves as Vice President on the board of the charity The Cries of a Child and is actively involved in his community through leadership roles with a local Boy Scout troop and a church men's group. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house investment management team that constructs strategic model portfolios and adaptive strategies.

John Morrissey is a financial advisor at Benjamin F. Edwards & Company, Inc. with 12 years of industry experience. He previously worked at Wells Fargo Clearing and Hightower Advisors. Outside of advisory work, he serves as treasurer for the Lafayette Square Condo Association. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement plan consulting, and investment management consulting, utilizing both proprietary strategies and third-party models.

Marcy Pinnell is a financial advisor with Benjamin F. Edwards & Company, Inc. in Edwardsville, IL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has worked at Benjamin F. Edwards since 2013 and previously spent six years with Edward Jones. Benjamin F. Edwards & Company is a broker-dealer and SEC-registered investment adviser serving individual and institutional clients with a range of services including financial planning, investment management, retirement plan consulting, and brokerage. The firm employs a combination of proprietary strategies and third-party models, alongside in-house equity and fixed-income portfolios, to deliver both discretionary and non-discretionary managed solutions.

Jacob Mitchell is a financial advisor with Lincoln Investment, holding a Series 66 designation and one year of industry experience. Prior to joining Lincoln Investment, he co-founded and serves as COO of Wild M Brands, LLC, a manufacturing and consumer product sales company. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad client base, including individual investors, high-net-worth clients, trusts, charities, and retirement plans. The firm combines advisor-led consulting with strategic model portfolios developed by an in-house investment research team.

Whitney Cadagin is a Series 66-registered financial advisor with Commonwealth Financial Network, based in Glen Carbon, Illinois, and has two years of industry experience. Prior to entering the financial advisory field, Cadagin has worked for the Department of Veterans Affairs since 2002 and currently serves as an occupational therapist at the St. Louis VA Medical Center. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 affiliated advisors and managing roughly $213 billion in client assets. The firm offers a range of managed-account programs, access to third-party asset managers, and back-office services for individual and institutional clients.

Allison Mitchell is a financial advisor at Lincoln Investment with five years of industry experience. She holds a Series 66 credential and has previously worked at Fidelity Brokerage Services, Alliance Credit Union, and the University of Missouri. Outside of advising, she is involved as a sales assistant in financial services, handling client relations and file maintenance. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Charles Henderson IV is a financial advisor at J. W. Cole Advisors, Inc. with a Series 66 designation and one year of industry experience. Prior to joining J. W. Cole, he held various roles including work with Sensient Food Color and Moe Sews Embroidery, an entrepreneurial venture in embroidery services. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm employs both discretionary and non-discretionary management approaches and utilizes a mix of fundamental and technical analysis alongside digital advice solutions.

Deric Rees is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Integrity Alliance since 2014. In addition to his advisory role, he is involved in fixed annuity and life insurance sales. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio strategies and custodial platforms.

Angela Waits is a financial advisor at Benjamin F. Edwards & Company, Inc. with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James And Associates and Merrill. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage services, insurance products, and certain M&A advisory services.

Gregory Wiegers is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 26 years of industry experience. He has been with Commonwealth and co-owner at Cadagin & Prosser Financial Group since 2015, where he also sells fixed insurance products. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to model portfolios managed by its Investment Management and Research team.

Kevin Cadagin is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Commonwealth since 2014. Outside of his advisory role, he is co-owner of Cadagin & Prosser Financial Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad clientele. The firm provides a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Donovan Ehrman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 30 years of industry experience. His prior roles include positions at CUNA Brokerage Services, 1 St Midamerica Credit Union, Fidelity, and Raymond James Financial. Outside of his advisory work, Ehrman serves as an assistant baseball coach and JV basketball coach at Father McGivney Catholic High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions through a network of advisers, utilizing model portfolios, third-party managers, and customized strategies.

David Elbe is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked in various capacities within Morgan Stanley entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Carrie Altman is an investment advisor with LPL Financial in Saint Charles, Missouri, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. Her prior work includes ten years at INVEST Financial Corp and ongoing roles since 2018 at both LPL Financial and First State Bank of St. Charles. 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.

Jean Tinge is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Jonathan Schriner is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. He previously worked at Wells Fargo Advisors for 14 years before joining Merrill in 2021. Merrill, along 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, and institutional investors.

Sara Norman is a financial advisor with Edward Jones in Jerseyville, IL, holding a Series 66 designation and five years of industry experience. She has been with Edward Jones since 1989. Outside of her advisory role, she serves as a substitute aerobics instructor at the JCH Wellness Center in Jerseyville. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.